Td ameritrade name change 2025

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The document is a Name Change Authorization form for TD Ameritrade, used to update an account holder's name due to marriage, divorce, naturalization, or other reasons. It outlines the necessary documentation required for each type of name change and provides instructions for completing the form. The document also includes sections for account owner information, authorization, and signature verification.

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Click ‘Get Form’ to open it in the editor.
Begin by filling out Section 1, which requires your Account Number(s), Former Legal Name, New Legal Name, Primary Phone, and Social Security Number. Ensure all information is accurate.
In Section 2, provide your email address and check the box if you have Visa® or check-writing privileges on the account(s).
Proceed to Section 3 for Authorization. Sign and date the form to authorize TD Ameritrade to change your name based on the provided documentation.
If applicable, complete the Signature Verification section only in front of a Notary or at a TD Ameritrade Branch. This step is necessary if you cannot attach a marriage certificate.

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How do I change my name on my TD Ameritrade account?

TD Ameritrade was acquired by Schwab in 2022, and they are starting to begin the process of migrating TD Ameritrade accounts over to Schwab. Schwab will notify you when your account is ready to be migrated.

What is TD Ameritrade now called?

Schwab closed its $26 billion acquisition of TD Ameritrade in late 2020, then spent more than three years moving millions of TD customers onto its platform. The transition was not entirely seamless. A number of former TD Ameritrade customers were unhappy being forced onto the new platform and criticized Schwab.

Are TD Ameritrade accounts moving to Schwab?

The company was founded in 1975 as First Omaha Securities. In 2006, it acquired the United States operations of TD Waterhouse from Toronto-Dominion Bank and was renamed TD Ameritrade. In 2020, TD Ameritrade was acquired by Charles Schwab Corporation.

Did TD Ameritrade change names?

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