Important Schwab/TD Merger Information

Charles Schwab & Co., Inc. (“Schwab”) and TD Ameritrade, Inc. are becoming one. Your relationship with Blue Marble Investments will not change. Accounts will move from TD Ameritrade Institutional to Schwab over Labor Day weekend, September 1-5th 2023.

Schwab will automatically transfer your assets and holdings—there is nothing you need to do to transfer your account(s).

This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.

If you ever need to make any updates to your profile or change your mind about your paperless preference, you will be able to make changes after the transition.

You should have already received a package in the mail or email with important account information regarding the transition. This packet will include your new Schwab account number and important dates to watch out for.

Once you’ve received your new account number, you will have access to Schwab Alliance, the secure online client portal. For step-by-step instructions on setting up your new Schwab Alliance portal, visit the Account Access Guide.

Access to your TD Ameritrade Institutional account will no longer be available starting at 8:30 p.m. ET on the Friday before your transition weekend. During this time, you will not be able to log in to TD Ameritrade or Schwab and will not be able to see your account. Starting at 5 a.m. ET on the day your transition is complete, you can log in to Schwab to access your account.

If you were an existing Schwab client, your TD Ameritrade Institutional accounts will appear on the Accounts Summary page with your other Schwab account(s). You'll use your existing Schwab Login ID and password to access your Schwab accounts across Schwab platforms.

For comprehensive information regarding the transition, visit the Schwab Client Learning Center’s Frequently Asked Questions.

These materials have been independently produced by Blue Marble Investments, LLC. Blue Marble Investments, LLC is independent of, and has no affiliation with, Charles Schwab & Co., Inc. or any of its affiliates (“Schwab”). Schwab is a registered broker-dealer and member SIPC. Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor has Schwab independently verified any of the information in them. Blue Marble Investments, LLC provides you with investment advice, while Schwab maintains custody of your assets in a brokerage account and will effect transactions for your account on our instruction.