Following the (in)famous acquisition of TD Ameritrade by Schwab, I’ve set things up such that my old TDA account went to zero the exact moment the balance in the account transferred to Schwab was first loaded. However, for historical balance tracking purposes it would make a lot more sense to simply…

Merging accounts due to merger/acquisition

brettanicus October 16, 2024, 12:15pm 4

What they said, and some more detailed steps from a prior response if needed.

3 Likes

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