In light of the recent merger between Schwab and TD Ameritrade, we wanted to make sure you're aware of how we're handling things on our end.
Will you lose your account history?
Will your account numbers change?
What will happen to your data?
At this time, we have not heard of any changes, however we do have direct information from both companies and will update accordingly.
That said, whether or not Schwab decides to make new account numbers, we'll be able to maintain the data. We at BridgeFT have gone through this process before during a migration, including TD's acquisition of Scottrade.
Should you have any questions or concerns regarding Schwab's acquisition, please do not hesitate to reach out to support@bridgeft.com