What Does TD Ameritrade Do?

Total employees5236
HeadquartersWestlake
Founded

TD Ameritrade was a prominent American online broker offering a comprehensive suite of investment services, including self-directed brokerage accounts, IRAs, and its highly regarded trading platform, thinkorswim. Founded in 1975, it grew to become one of the largest online brokers in the United States, known for its innovative technology, educational resources, and commission-free trading on many products. In October 2020, TD Ameritrade was acquired by Charles Schwab Corporation. The integration of TD Ameritrade client accounts and services into Charles Schwab was substantially completed in 2023 and early 2024, with clients now accessing their accounts and services through Schwab's platforms, though the popular thinkorswim platform continues to be supported and developed by Schwab.

Where Is TD Ameritrade's Headquarters?

TD Ameritrade officeTD Ameritrade officeTD Ameritrade officeTD Ameritrade office
*Images sourced via web search. Rights belong to original owners

HQ Function

Serves as the primary corporate headquarters for Charles Schwab, overseeing all strategic, operational, and administrative functions for the combined company, including legacy TD Ameritrade operations and platforms like thinkorswim.

Notable Features:

The Charles Schwab Westlake campus is a modern, expansive facility designed to foster collaboration and innovation. It features state-of-the-art technology, employee amenities, and environmentally conscious design elements.

Work Culture:

The work culture at Charles Schwab, incorporating TD Ameritrade's legacy, emphasizes client service ('Through Clients' Eyes'), innovation, integrity, and teamwork. There's a strong focus on technology and providing robust financial solutions. The integration period has also focused on blending the cultures of both organizations.

HQ Significance:

The Westlake headquarters is central to Charles Schwab's operations and strategy, especially following the significant acquisition and integration of TD Ameritrade, solidifying its position as a leading financial services firm.

Values Reflected in HQ: The headquarters reflects values of innovation, employee well-being, technological advancement, and a commitment to serving clients effectively. The scale of the campus also indicates the company's significant market presence.

Location:

While TD Ameritrade primarily served clients in the United States, Charles Schwab has a more established, though still predominantly US-focused, international presence. This includes services for U.S. expatriates and residents in certain other countries. Key global functions supported by the combined entity include brokerage services, wealth management, client support for international account holders, and technology development that supports global trading access on platforms like thinkorswim. Post-acquisition, the focus is on leveraging Schwab's existing international framework.

Street Address:

3000 Schwab Way

City:

Westlake

State/Province:

Texas

Country:

USA

Where Else Does TD Ameritrade Operate Around the World?

Omaha, Nebraska, USA

Address: 200 S 108th Ave, Omaha, NE 68154 (Historical TD Ameritrade HQ)

Key hub for Midwest operations, technology development, and customer support functions for the integrated company.

Chicago, Illinois, USA

Address: 10 S Wacker Dr #2000, Chicago, IL 60606 (approximate area for financial district offices)

Focus on advanced trading platforms, derivatives, futures trading support, and financial technology innovation.

Southlake, Texas, USA

Address: Several locations in the Dallas-Fort Worth metroplex, near the Westlake HQ.

Supports the main headquarters with various corporate functions, technology, and operational teams.

St. Louis, Missouri, USA

Address: Specific addresses vary, but a known operational presence.

Provides essential back-office, client support, and operational capabilities.

Buying Intent Signals for TD Ameritrade

Highperformr Signals uncover buying intent and give you clear insights to target the right accounts at the right time — helping your sales, marketing, and GTM teams close more deals, faster.

Notable news
Hiring actively
Corporate Finance
Corporate Finance
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Corporate Finance
*Example signal, not calculated in real time

Who's Leading TD Ameritrade? Meet the Executive Team

As of April 2025, TD Ameritrade' leadership includes:

Walt Bettinger - Co-Chairman and Chief Executive Officer
Charles R. Schwab - Founder and Co-Chairman
Peter Crawford - Managing Director, Chief Financial Officer
Joe Martinetto - Managing Director, Chief Operating Officer
Bernie Clark - Managing Director, Head of Advisor Services
Jonathan Craig - Managing Director, Head of Investor Services & Marketing
Neesha Hathi - Managing Director, Chief Digital Officer

Who's Investing in TD Ameritrade?

TD Ameritrade has been backed by several prominent investors over the years, including:

The Toronto-Dominion Bank (TD Bank Group)
Vanguard Group, Inc.
BlackRock, Inc.
State Street Corporation
Geode Capital Management, LLC

What Leadership Changes Has TD Ameritrade Seen Recently?

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Exits1

Executive changes over the past year have primarily reflected the ongoing integration of TD Ameritrade into Charles Schwab and strategic alignments within Schwab's leadership. Most major leadership changes related to the acquisition occurred in the initial years post-acquisition (2020-2022). Recent activities focus on optimizing the combined entity's structure. Public information on specific C-suite like-for-like replacements within the legacy TD Ameritrade structure is limited as these roles have largely been consolidated under Schwab leadership.

Departures

Richard H. Repetto, Richard H. Repetto did not stand for re-election to the Charles Schwab board, marking a transition as part of planned board refreshment post-TD Ameritrade integration.

New Appointments:

Tom Verlai, Represents Schwab's continued investment and leadership focus in technology and data, key areas for the integrated firm.

What Technology (Tech Stack) Is Used byTD Ameritrade?

Discover the tools TD Ameritrade uses. Highperformr reveals the technologies powering your target accounts — helping your sales, marketing, and GTM teams prioritize smarter and close faster.

TD Ameritrade Email Formats and Examples

Following the acquisition of TD Ameritrade by Charles Schwab, primary corporate email communications now adhere to Charles Schwab's email format conventions. While some legacy TD Ameritrade email addresses might have remained active during the transition, the standard is now Schwab's format. Common patterns include first name initial followed by last name, or first name separated by a period from the last name.

firstname.lastname@schwab.com or f.lastname@schwab.com or firstinitiallastname@schwab.com

Format

jane.doe@schwab.com

Example

80%

Success rate

What's the Latest News About TD Ameritrade?

Charles Schwab Newsroom • May 6, 2024

Charles Schwab Completes Final Phase of TD Ameritrade Client Conversion Over Mother’s Day Weekend

Charles Schwab announced the successful completion of the final planned conversion group of TD Ameritrade client accounts over Mother's Day weekend. This marks a major milestone in the integration, with nearly all TD Ameritrade brokerage accounts now transitioned to Schwab....more

Reuters • April 15, 2024

Charles Schwab profit beats estimates on higher asset management fees

Charles Schwab reported first-quarter profit that beat Wall Street estimates, benefiting from higher asset management fees which helped offset a decline in net interest income. The results reflect the growing scale of the company post-TD Ameritrade integration....more

PR Newswire / Charles Schwab • February 27, 2024

Schwab Study Finds Advisors Are Bullish on Growth, Navigating Complexities with Strategic Focus

Charles Schwab released findings from its Independent Advisor Outlook Study, indicating that registered independent advisors (RIAs) are optimistic about growth despite economic uncertainties, focusing on technology and client relationships to navigate market complexities....more

InvestmentNews • November 13, 2023

TD Ameritrade adviser clients get their first look at Schwab platform

The first group of TD Ameritrade Institutional clients were transitioned to Schwab Advisor Center, marking a significant step in the integration process for financial advisors. The move provides access to Schwab's platform and resources....more

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