HSA Bank investment update: TD Ameritrade investors will move to Charles Schwab platform over Labor Day weekend

Following the acquisition of TD Ameritrade by the Charles Schwab Corp. in 2020, investors soon will only utilize Charles Schwab. Individuals with funds currently invested in TD Ameritrade will transition to the Charles Schwab platform over Labor Day weekend 2023.

Both Charles Schwab and TD Ameritrade continue to put the investors first to ensure the move is as smooth and as seamless as possible.

What TD Ameritrade investors need to know:

• No action from individuals is needed right now. Charles Schwab will send communications directly to investors if action is needed.
• Nothing is changing at this time. Individuals can continue investing and trading on the TD Ameritrade platform until Friday, September 1, 2023.
• Watch for emails from Charles Schwab. Charles Schwab will continue to communicate with investors before and during the transition.

More information

Visit the Schwab FAQ page to see information about key dates and details on the transition.

TD Ameritrade investor members can contact TD Ameritrade with any questions about their account at 800-665-0491 from 8 a.m. to 5 p.m. ET, Monday through Friday. Additional information on the transition is available here.