TD Ameritrade, located in Roseville, CA, is now operating under the brand Charles Schwab. Clients can access a range of investment products, including brokerage accounts, retirement accounts like IRAs, and education savings options like 529 plans. The company offers various trading platforms, such as thinkorswim, along with tools for research and investment management.
As part of Charles Schwab, clients benefit from transparent pricing, a wide selection of investment choices, and wealth management solutions tailored to individual needs. Exceptional service is emphasized, with access to over 400 physical branches. Historical account information, statements, and tax documents from TD Ameritrade are accessible through the Schwab platform, ensuring continuity for clients.
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