Broker Check

 

Schwab Transition

By now, many of you have received multiple mailers, emails, and notifications from Charles Schwab regarding upcoming changes for your current TD Ameritrade accounts. On September 5th we will transition from TD Ameritrade to our new custodian “Schwab Advisor Services.”  
 
The most important thing for you to remember is that KFS is here to stay. There are several things to expect and the information you have received does a great job at outlining those details.

Our goal at KFS is to help make this transition seamless with the help of our relationship with Schwab. We will be using our September client events to help make you, our clients, feel knowledgeable and confident through and beyond this transition. In the meantime you will see different colors on your statements, receive new account numbers, and even have to change your login - but the phone number you call for service remains the same. Below you’ll find easy to follow instructions on how to get your Schwab credentials set up for easy access to your accounts as well as approvals for moving money to/from your outside banks when needed.

For any questions, please call us at 254-629-3863 or 800-588-6381.

We appreciate you!




  1. If you already have a TD Ameritrade login at advisorclient.com, then please get signed in there to start. You can also click this link Advisor Client to be directed to the page.
    1. Once logged in you will see a BLUE button from Schwab that will lead you to the schwaballiance.com credentials page
    2. Please follow the steps to get set up. If you would like us to help walk you through this please call our office and we will be more than happy to assist.
    3. Once you’re all set up you will have access to view your accounts in Schwab. Please note that you will not have access to do any changes to your accounts until September 5th in Schwab but will have access to view your accounts through TD Ameritrade until September 1st.
  2. If you do NOT have a log in with TD Ameritrade establish please go to schwaballiance.com or click this link. Login | Charles Schwab
    1. Click “New User?” in the bottom right corner of the log in page.
    2. Click “Start” and follow the steps to create your new Schwab credentials. If you would like us to help walk you through this please call our office and we will be more than happy to assist.
    3. Once you’re all set up you will have access to view your accounts in Schwab. Please note that you will not have access to do any changes to your accounts until September 5th in Schwab but will have access to view your accounts through TD Ameritrade until September 1st.