- On Tuesday, September 5th, all TD Ameritrade accounts will be updated to display Schwab as the custodian.
- TD Ameritrade accounts marked as CLOSED with a ZERO balance will not convert to the Schwab platform. We will be converting those accounts into manual accounts. All other account statuses will be converted to Schwab, including those open with a zero balance.
- On Wednesday, September 6th, all accounts will refresh in the early afternoon and reflect the previous end-of-business-day values.
- Access to RightCapital through Veo One SSO will be decommissioned in December. Once this occurs, you will need to login directly to RightCapital. Please make sure you can successfully log in. If you need help changing or resetting your password, please click here.
TD Ameritrade is transitioning investment accounts in groups and notifying clients of their assigned transition date to Schwab via email or letter (depending on communication preferences). Once your client’s transition date arrives, they will need to take action to connect their investment accounts in RightCapital.
Clients with TD Ameritrade investment accounts that do NOT currently have linked Schwab accounts to their RightCapital profile:
Once your client’s account transition date arrives, they will need to connect their investment accounts in RightCapital by using the Schwab linking option and entering their new Schwab login credentials and any multi-factor authentication required. You can view the account aggregation instructions here.
Clients with TD Ameritrade investment accounts that DO currently have linked Schwab accounts to their RightCapital profile:
Once your client’s account transition date arrives, they will need to perform an update to their existing Schwab connection to re-aggregate these accounts. You can view the account aggregation instructions for updating a previously linked account here.
