"Let's define your transition. And make it a success."
Dan Cuevas, Senior Manager, Business Transition Services, TD Ameritrade Institutional
A productive first day requires a sucessful transition. We work behind the scenes—on your timetable and on your specifications—to help you every step of the way with end-to-end support and priority processing.
Our Business Transition Services Team is dedicated to helping you think through your options and make your move as seamless as possible for you and your clients. Firm asset qualifications apply.
Your dedicated Business Transition Services Team will develop a unique timeline to guide your transition while also providing education and guidance on our technologies and operations. Explore the timelines we put together for John Ribbits and George Mason, or contact us to get started on your own.
Principal, Ribbits Financial Group
After 13 years in the business with two other wirehouses, John Ribbits selected TD Ameritrade Institutional as a custodian in 2013.
Managing Member, Mason Wealth Management
George spent 16 years as an independent broker dealer before forming an RIA in June 2012 and selecting TD Ameritrade Institutional as his firm's custodian.