Cycle Trading

[spdpro]

ATTN: Thinkorswim (Platform) merge to Schwab servers PART 1 >(SAVE)

Watch this video for a brief idea of how this plays out >

NOTE > After talking in depth with TOS tech I confirm this video info is accurate

SAVE > TOS TECH > 1-800-672-2098 > In case you need them, they are there and are Good
I had a problem yesterday and had to allow Remote access with them > Issue Solved > Password glitch (Complex issue involving sign in routing)
NOTE I do have a long existing Schwab account so my platform roll/merge will differ from non a Schwab accnt roll/merge
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PSA: Schwab Transition Details
Seeing quite a few posts with a lot of misinformation and questions about the Schwab transition, so I called and spoke to my TDA/Schwab rep. Below are details of that conversation.

1- The Think or Swim (ToS) platform, including desktop, web version and mobile apps are not being discontinued or going away.

2- The transition of accounts from TDA to Schwab have started with those that are not using ToS moving first. Traders who use ToS with lower volumes will move next, and then those who have higher volumes to trades will move last. All accounts will be transitioned over weekends with the goal is to complete everyone by about October 2023 (Edit: Some have reported the transition is likely to take more time and possibly into 2024). When this happens we'll need to set up a new Schwab ID and PW.

3- The ToS platform is being kept as it was an important part of why they bought TDA. Schwab is not only keeping ToS, but is investing to improve it. The rep told me that he thinks we'll all like the improvements they are working on.

4- New users signing up now will get a Schwab account which will not have access to ToS right away. These new traders are being told ToS will be available "later in 2023".

This page explains more: https://www.tdameritrade.com/why-td-ameritrade/td-ameritrade-charles-schwab.html

See this Schwab page for transition details: https://welcome.schwab.com/?cmp=ilc-WKV

An additional note is that we will all log into a Schwab account once transitioned as the TDA accounts will no longer exist