Schwab expects to complete the conversion of remaining client accounts from TD Ameritrade to CS&Co in a final transition group in May 2024. The conversions of TD Ameritrade client accounts to CS&Co completed in 2023 are considered common-control transactions as defined in Accounting Standards ...
(ii) you are not a director, 10% beneficial shareholder, policy-making officer or otherwise an "affiliate" (as defined in Rule 144 under the Securities Act of 1933) of a publicly traded company and (f) this Application Agreement, as amended from time to time, is a legal, valid and ...