TD Ameritrade Completes Scottrade Account Conversion
OMAHA, Neb .– (COMMERCIAL THREAD) – TD Ameritrade Holding Corporation (NASDAQ: AMTD) is pleased to announce that it has successfully completed the conversion of Scottrade brokerage accounts to TD Ameritrade.
The conversion, a milestone in the continued integration of Scottrade by TD Ameritrade, took place over the weekend – just five months after the acquisition closed late last year. Converted brokerage accounts now have access to the full suite of TD Ameritrade investment platforms, solutions and training. In addition, all TD Ameritrade customers can now take advantage of an exponentially larger branch network, with 364 branches nationwide.
“We are very proud of the team we have at TD Ameritrade,” said Tim Hockey, President and CEO of TD Ameritrade. “A group of committed people representing the two companies have worked together over the past year to plan this event. Hundreds of employees have worked nights, weekends and vacations to prepare our systems, transfer customer data and information, fill technology gaps and ensure Scottrade customers are kept informed. every step of the way. The transition has been relatively smooth, and while our work is not yet finished, there is something to be good about today. Now we can really say to our Scottrade customers, “Welcome to TD Ameritrade. ”
“The first two trading days went well and we remain listening to our clients as they adjust to this big change,” said James Kostulias, Integration Planning Manager for TD Ameritrade . “We have built significant scale and efficiency in our technology, operations and customer service. While we are currently facing higher levels of customer engagement, which is to be expected, everything is working as it should. ”
Scottrade customers can now log into their accounts at TD Ameritrade using their existing Scottrade credentials. An online tutorial is available to help them learn how to use the new platform, and the company’s official transition center remains available, providing up-to-date details on the transition.
TD Ameritrade is committed to making the transition as easy as possible and to providing all of its clients with an exceptional investment experience throughout this integration and beyond. Customers with questions can get help in a number of ways, 24 hours a day, seven days a week:
Log in using their existing Scottrade account number and password.
Connect with TD Ameritrade Chat Bots through Facebook Messenger or Twitter direct messages.
Speak to a TD Ameritrade representative live by calling 800-669-3900 and selecting option 3.
Use TD Ameritrade’s automated telephone service by dialing 800-669-3900 and selecting option 2. (To use this feature, clients will need their new TD Ameritrade account number, which can be found by logging in to an online account with their Scottrade ID. Then go to Customer Services> My Profile> and click on Personal Information.)
“Customer experience remains our number one priority,” said Peter deSilva, President of Retail Distribution for TD Ameritrade. “We’ve prepared every point of engagement – from great people in our branches and service centers to new channels like our Facebook Messenger and Twitter chatbots, and our Amazon Alexa skill – to provide help, support, and support. education our clients need. as they explore all that we have to offer. This integration has always been aimed at providing investors with a better investment experience, and that is what we intend to do.
About TD Ameritrade Holding Company
TD Ameritrade provides investment services and education to over 11 million client accounts with over $ 1,000 billion in assets, and custodial services to over 6,000 registered investment advisers. We are a leading retailer in the United States, executing more than 700,000 transactions per day for our customers, nearly a quarter of which are from mobile devices. We have a proud history of innovation, dating back to our beginnings in 1975, and today our team of 10,000 people are committed to driving it forward. Together, we leverage the latest cutting-edge technologies and personalized customer service to transform lives and invest for the better. Learn more by visiting the TD Ameritrade newsroom at www.amtd.com, or read our articles on Fresh Accounts.
1TD Ameritrade, Inc. (“TD Ameritrade”) is a broker-dealer subsidiary of TD Ameritrade Holding Corporation. Brokerage services provided by TD Ameritrade, Inc., member of FINRA (www.FINRA.org) / SIPC (www.SIPC.org)