Tasks & Timeline

"We try to make the onboarding process as seamless as possible."

TJ Cotten, Sales Vice President, TD Ameritrade Institutional

TJ Cotten

We work behind the scenes - on your timetable and to your specifications - to make your transition transparent and seamless for you and your clients.

A transition as unique as your business.

Your Business Transition Services Team will develop a unique timeline to guide your transition. Explore the timelines we put together for John Ribbits and George Mason, or contact us to get started on your own.

Joining an RIA

John Ribbits

Principal, Ribbits Financial Group

After 13 years in the business with two other wirehouses, John Ribbits selected TD Ameritrade Institutional as a custodian in 2009.

See John's timeline

Starting your own RIA

George Mason

Managing Member, Mason Wealth Management

George spent 16 years as an independent broker dealer before forming an RIA in June 2008 and selecting TD Ameritrade Institutional as his firm's custodian.

See George's timeline