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?
Once the merger is complete in early September 2023, your accounts previously with TD will appear under your new Schwab master, with the history preserved. You will not see any loss of data.
Will you still have access to my iRebal models with Schwab?
Once the merger is complete in early September 2023, you will need to reactivate your iRebal integration by entering your credentials again. All iRebal data will be preserved.
We will provide further updates as we get closer to the completion of the merger. Please reach out to firstname.lastname@example.org with any further questions.