One combined company dedicated to serving investors across every phase of their financial journeys We're making history The combination of Schwab and TD Ameritrade is about the future, our clients' future. Our scale, complementary strengths, and shared passion for investors and the advisors who serve them will create a unique firm in the industry. We’re building a company with a commitment to creating access for everyone, a strong heritage of innovation and the resources to support clients at every stage of their journeys. Together, we will work with integrity to keep clients’ interests at the heart of everything we do and maintain our singular focus on creating better outcomes for investors and advisors. Business As Usual For now, it's business as usual We are honored to bring our firms together. We expect the combination to take 30-36 months from the close of our transaction. Until then, we will continue to operate separate broker-dealers, and clients of Schwab and TD Ameritrade will continue to do business with their respective firms as usual. Throughout, we will continue to deliver the superior service you have come to expect. For more information, visit our Client Information Hub. Client Information Hub Chuck offers his views on the combined firm Schwab & TD Ameritrade see the world through the same eyes - our clients' Our vision is to be the most trusted leader in investment services. We will do that by continuing to break down barriers for investors and those who serve them through a combination of low cost, great service and leading technology. We will further challenge the status quo, using our scale, larger resources and combined expertise to transform lives – and investing. Opens in popup + Transcript Header The New Charles Schwab at a Glance Grid Greater scale strengthens Charles Schwab’s ability to serve a broad range of clients at lower costs* $7.98T total client assets 5.55M daily average trades 32.8M brokerage accounts Enhances our “no trade-offs” approach to value for investors and independent Registered Investment Advisors Enhances our “no trade-offs” approach to value for investors and independent Registered Investment Advisors Award-Winning Trading & Wealth Management Platforms Full Suite of Advisory Solutions Investor Education Retirement Services Banking Asset Management Our Progress to Date We are approaching the integration of Schwab and TD Ameritrade with great thoughtfulness and care, with an eye toward delivering the full benefit of our combination to investors and advisors. We have already taken a number of meaningful steps to realize our goals, including: Introduced the TD Ameritrade Satisfaction Guarantee If for any reason TD Ameritrade clients are not completely satisfied with their experience, TD Ameritrade will refund any eligible fee or commission. Visit TD Ameritrade’s Satisfaction page to learn what’s included and how it works. New Offerings Now that TD Ameritrade and Schwab are part of one company, TD Ameritrade clients have access to new products and capabilities, including more no-transaction-fee mutual funds** and Schwab Purchased Money Funds. thinkorswim Schwab intends to integrate TD Ameritrade’s award-winning thinkorswim® and thinkpipes® trading platforms, education and tools into its trader offerings. Branch Network We have begun rationalizing Schwab and TD Ameritrade’s branch network, while ensuring that 90% of clients have at least one of our 400 branches within 25 miles – up from 80% before the transaction. News OCTOBER 6, 2020 Schwab Completes Acquisition of TD Ameritrade Read more > SEPTEMBER 30, 2020 Schwab Provides Update on Regulatory Actions Related to Its Acquisition of TD Ameritrade Read more > AUGUST 5, 2020 Charles Schwab Announces Plan to Adopt thinkorswim Trading Platforms as Part of TD Ameritrade Integration Read more > JUNE 4, 2020 Schwab Stockholders Approve Acquisition of TD Ameritrade Read more > 0321-1DNU TD Ameritrade, Inc. and TD Ameritrade Clearing, Inc., members FINRA/SIPC, are separate but affiliated companies and subsidiaries of TD Ameritrade Holding Corporation. TD Ameritrade Holding Corporation is a wholly owned subsidiary of The Charles Schwab Corporation. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. *Total client assets based on combined data for Schwab and TD Ameritrade as of August 31, 2020, using company reports; all other combined data as of June 30, 2020, calculated using Schwab’s methodology. **TD Ameritrade receives remuneration from fund companies participating in its no-load, no-transaction-fee program for record-keeping and shareholder services, and other administrative services. The amount of TD Ameritrade's remuneration for these services is based, in part, on the amount of investments in such funds by TD Ameritrade clients. No-transaction-fee funds have other fees and expenses that apply to a continued investment in the fund and are described in the prospectus. Investors should carefully consider information contained in the prospectus, or, if available, the summary prospectus, including investment objectives, risks, charges, and expenses. You can request a mutual fund prospectus by calling Schwab at 1-800-435-4000. Please read the prospectus carefully before investing. An investment in a money market mutual fund is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency. Although the fund seeks to preserve the value of your investment at $1.00 per share, it is possible to lose money by investing in the fund. Charles Schwab Investment Management, Inc. (CSIM), the investment advisor for Schwab Funds, and Schwab, Member SIPC, the distributor for Schwab Funds, are separate but affiliated companies and subsidiaries of The Charles Schwab Corporation. Brokerage Products: Not FDIC Insured • No Bank Guarantee • May Lose Value Schwab is committed to building a diverse and inclusive workplace where everyone feels valued. As an equal employment opportunity employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law (Equal Employment Opportunity policy). Schwab is also an affirmative action employer, focused on advancing women, racial and ethnic minorities, veterans, and individuals with disabilities in the workplace. We believe diversity and inclusion are part of our success as a company and our purpose of serving every client with passion and integrity. The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (Member SIPC), offers investment services and products, including Schwab brokerage accounts. Its banking subsidiary, Charles Schwab Bank, SSB (member FDIC and an Equal Housing Lender), provides deposit and lending services and products. Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons. TD Ameritrade, Inc. and TD Ameritrade Clearing, Inc., members FINRA/SIPC, are separate but affiliated companies and subsidiaries of TD Ameritrade Holding Corporation. TD Ameritrade Holding Corporation is a wholly owned subsidiary of The Charles Schwab Corporation. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. This site is designed for U.S. residents. Non-U.S. residents are subject to country-specific restrictions. Learn more about our services for non-U.S. residents. © 2021 Charles Schwab & Co., Inc, All rights reserved. Member SIPC. Unauthorized access is prohibited. Usage will be monitored. 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