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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.
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.
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.
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.
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.
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.
3000 Schwab Way
Westlake
Texas
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.
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.
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.
Address: Specific addresses vary, but a known operational presence.
Provides essential back-office, client support, and operational capabilities.
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As of April 2025, TD Ameritrade' leadership includes:
TD Ameritrade has been backed by several prominent investors over the years, including:
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.
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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
Charles Schwab Newsroom • May 6, 2024
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 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
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
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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