Kwanti is working with Schwab on the transition behind the scenes. There is nothing you need to do as a user.
What will happen to your TD Ameritrade accounts?
The account transition to Schwab will take place during Labor Day week-end, September 2nd to September 4th 2023. Starting September 5th, your accounts previously with TD will appear under your new Schwab master, with the history preserved. You will not see any loss of data.
You don't need to activate the Kwanti/Schwab integration prior to Labor Day. This activation will happen automatically on Labor Day.
Will you still have access to my iRebal models with Schwab?
To continue access to your iRebal models, you need to do the following before September 1st:
- Link your Veo One iRebal-enabled User ID to Schwab Advisor Center
For questions on how to link Veo One iRebal user ID to Schwab, either email or call the iRebal on Veo One® support team at 800-400-6288, option 3 for technology services, then option 4 for iRebal.
You can also consult this FAQ.