Thanks for the ongoing updates and shared experiences - I find them very useful!
For the users of desktop tos, (where you click on the icon and the software pops up after signing in), who have switched over, is there any difference in the look and feel of the 'new' tos versus the old 'tos'? eg, when May 10th comes and goes, do I need to re-install or did it all just happen?
Thanks!
You will have to use your new Schwab credentials.
Otherwise, it "should" be a seamless experience.
No need to install a new app. No need for you to worry about your custom studies, scans, watchlist scripts that are stored on the TDA servers. Everything is being moved to the Schwab servers.
The earliest groups that were moved, did have some hiccups. But all the subsequent migrations have been painless.
Several 'special' groups are not going to be accommodated on the Schwab version.
Singapore and Canadian clients have been dropped for the most part.
There are newer builds to mobile, but both the TDA & Schwab mobile apps already reflect those changes.
LLCs are other specially-listed accounts should contact support about the changes.
Previous migrations did have their challenges; but these were due to the fact that there were 2 different apps running.
So their signing on was different, the look and feel was different: in that links, futures, and various other things were not enabled on the Schwab version.
There are a few more buttons along the top of the screen. To allow you to connect to Schwab in different ways.
Self-directed traders are not a profit-making concern, so they will upsell us in a dozen ways in the direction of their wealth-management division. Given that a majority of daytraders fail, they have hopes.