Transition Your Clients

"Let's define your transition. And make it a success."

Dan Cuevas, Senior Manager, Business Transition Services, TD Ameritrade Institutional

Dan Cuevas

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.

Tasks and Timelines

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.

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 2013.

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 2012 and selecting TD Ameritrade Institutional as his firm's custodian.