Tasks & Timeline
"We try to make the onboarding process as seamless as possible."
TJ Cotten, Sales Vice President, TD Ameritrade Institutional
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.
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.