TD 嘉信的帳戶合併連結問題 - 理財

根據 TD FAQ : 現有的 Schwab 客戶有 Login ID/password :

About a month before your transition date, you'll receive a notice in the
Schwab Message Center with a link to preview a list of your TD Ameritrade
account(s) moving to Schwab. To view your notice, you'll need to log in at
Schwab.com using your existing Schwab Login ID and password. You won't need
to create a new Schwab Login ID or password.

We'll create a new Schwab account for every TD Ameritrade account that you
have, and you'll be able to access all your accounts with your existing
Schwab Login ID and password.


然後根據 https://welcome.schwab.com/schwab-client?aff=XWV
Once your move is complete, you'll see all accounts in one place on your
Schwab Accounts Summary page. While there, watch for messages and details
about combining accounts.


個人結論, 目標一定是先全部搬過去, (資料/資產)無誤後面就再說拉.
全部都在一個 Schwab ID 下, 東西要搬來搬去,合併,關閉Account等都是相對簡單的事情.

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