Your move from TD Ameritrade to Schwab.

Dear TD Ameritrade clients,

尊敬的德美利證券客戶: 

當嘉信理財於 2019 年收購德美利證券時,我們的目標是為兩家公司的客戶創造獨特的體驗,包括無以倫比的實力和穩定性、更廣泛的產品和服務、行業領先的低成本,以及更壯大而同樣充滿熱忱的專業團隊,以幫助客戶實現目標。

兩家出色的公司即將合二為一,德美利證券客戶也將成為嘉信理財的客戶。我們很榮幸能為您提供服務,並希望確保您了解過渡的預期事項,以及您作為嘉信理財客戶將享有的優勢。

您的轉移須知。

請注意,在大多數情況下,除了設定新的登入信息外,您幾乎沒什麼需要做。我們會處理其他事宜。

我們計劃在預定的 2023 年初開始分批轉移帳戶,您的帳戶將屬其中一批。為避免做成投資或交易中斷,您的過渡將在某個週末進行。我們將於您帳戶轉移前約三個月通知您的過渡日期。

您投資所依賴的一切都會同時轉移。

屢獲殊榮的 thinkorswim® 交易平台將會保留,並將於 2023 年稍後時間轉移至嘉信理財。 您的服務團隊及理財顧問亦將在過渡後為您提供支援,您將繼續享受您所信賴的許多德美利證券功能、工具和教育。

此外,您期待的低成本亦會一如既往。事實上,透過利用兩家公司的綜合實力,我們將能夠為您提供更多價格改進。1

您將於嘉信理財享有的好處。

您已經開始享有這些優勢。

今天,德美利證券的客戶已經受益。自收購以來,德美利證券已大幅改善客戶服務回應時間、降低手續費、免除部分帳戶服務費、1 推出了「滿意保證」,並允許使用德美利證券之前未提供的某些嘉信理財產品。

在您過渡至嘉信理財後,您將受益於以下我們對您的承諾:

  • 低定價。嘉信理財一直致力於降低每位客戶的投資成本。這是定義我們與眾不同的所在之處,也是我們感到自豪的原因︰現時在任何上市主要投資公司中,我們從客戶每一美元資產的營收是最低的。這一低成本承諾將保持不變。事實上,在您過渡後,我們承諾所有嘉信理財網上交易的佣金和費用將與過渡前相同或更低。
  • 卓越服務。我們致力於維持嘉信理財資深客服代表領先業界的回應時間,包括將與您一起轉移至嘉信理財的德美利證券服務團隊及理財顧問,以及所有投資和交易專員。此外,您將可以獲得美國、倫敦、新加坡和香港超過 400 個實體分行的服務。
  • 一流的交易及投資經驗。無論您使用我們領先業界的網站、應用程式還是 thinkorswim 系列平台,都將享有創新易用的體驗,並獲得高品質訂單執行。此外,您還可以獲得為所有類型的交易者和投資者提供的全面教育和市場見解。
  • 我們是堅守承諾的公司。贏得您的信任是我們的最大抱負。我們亦知道行動勝於雄辯,因此嘉信理財的滿意保證和安全保證是我們言行的準則。

總括而言,您在德美利證券所喜愛的一切都將與嘉信理財結合,讓您的體驗更加豐富多彩。

下一步。

現在,您無需做任何事情。請繼續使用德美利證券平台及解決方案追求您的交易及投資目標。我們將在您的帳戶轉移前約三個月提供更新資訊,並與您聯絡,提供您所需的一切資訊。如您現在有任何疑問或想了解更多詳情,請瀏覽我們的客戶資訊中心

感謝您讓我們成為您財務生活的一部分。嘉信理財及德美利證券的員工對我們正在打造的一切感到非常自豪,我們期待繼續為您提供服務。
 
此致,

Jonathan Craig signature

Jonathan Craig
投資者服務部常務總監 

Brokerage Products: Not FDIC Insured • No Bank Guarantee • May Lose Value

1 See the Charles Schwab Pricing Guide for Individual Investors for full fee and commission schedules.

Schwab Satisfaction Guarantee: If you are not completely satisfied for any reason, at your request Charles Schwab & Co., Inc. ("Schwab") or another Schwab affiliate, as applicable, will refund any eligible fee related to your concern. No other charges or expenses, and no market losses will be refunded. Refund requests must be received within 90 days of the date the fee was charged. Schwab reserves the right to change or terminate the guarantee at any time. Go to international.schwab.com/satisfaction to learn what's included and how it works.

The Charles Schwab Corporation ("Charles Schwab") provides a full range of brokerage, banking, and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (Member SIPC), offers investment services and products, including Schwab brokerage accounts.

Charles Schwab & Co., Inc. ("Schwab") and TD Ameritrade, Inc., members FINRA/SIPC, are affiliates and subsidiaries of The Charles Schwab Corporation. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank.

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