TD Ameritrade-Schwab Conversion FAQs

Need assistance understanding how the TD Ameritrade-Schwab conversion impacts your integration in RightCapital? We are here to help!  Please use the common questions and answers below to assist you with the conversion process. For additional assistance, please use the link to the Schwab Transition Planning Guide here.
Contact Us

For additional assistance within RightCapital please contact our Support team.

Educational Webinars

RightCapital is committed to enabling your success. Each week, we cover essential planning modules and product updates.

RightCapital in Action

Check out our YouTube channel where we highlight Advisor Success Stories and share more Tips & Tricks!