With the recent TD Ameritrade acquisition by Charles Schwab, we’re working to make the transition at Nitrogen as seamless as possible for your firm and your integrated custodian accounts. Since the conversion date on September 5, 2023, we have converted all TD Ameritrade accounts over to Charles Schwab accounts.
If you have a standard TD Ameritrade Integration:
Great news: there is no action required from you during this transition. Nitrogen’s platform technology teams have been working with both TD Ameritrade and Charles Schwab to convert all TD accounts to Charles Schwab accounts seamlessly.
If you have a Firmwide Integration:
If you are a Nitrogen Ignite or Nitrogen Ultimate customer with rep codes, households, and/or investment objectives mapped to your accounts, we will handle the translation of existing household and objective mapping files prior to conversion. After the conversion, the Nitrogen platform will no longer accept household or objective mapping files that contain TDA account IDs Rest assured, though, that team Nitrogen is with you every step of the way.
If you have other questions, you can reach out to our Customer Care Team at email@example.com or give us a call at 844-464-8764.