Schwab Transition Update

Schwab Transition Update

October 10, 2023

The transition of all of our client accounts from TD Ameritrade Institutional (TDAI) to Schwab Advisor ServicesTM (Schwab) was officially completed over the Labor Day weekend with no significant problems. Since Tuesday, September 5, 2023, our client accounts and documents have been live on the Schwab platform and Schwab is now the custodian of those accounts.

♦ First of all, we want to once again assure you that your relationship with Telos and access to your Telos client portal has not changed!

♦ Your investments, cash balances, and account information have transitioned seamlessly to Schwab. To access your accounts online at Schwab, you will need a Schwab Login ID and password. If you have not yet done so, go to Schwab Alliance ( and click on ‘New User’ to create your Schwab Login ID and password, and follow the prompts.

♦ Please take a moment to ensure that your contact information, home (legal)/mailing address, account addresses, and beneficiaries (if applicable) are accurate. If the information provided is incorrect or incomplete, you can make changes online by logging into your Schwab account (Schwab Alliance), click on ‘Profile’ (towards the top right), and then select the ‘Contact Information’ or ‘Beneficiary’ tabs; or you can call a Schwab Alliance specialist at 800-515-2157.

If you have any questions about this transition, we encourage you to reach out to your Telos financial advisor.