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Schwab’s customer service tests advisers’ patience and loyalty As the brokerage navigates the cumbersome undertaking of acquiring thousands of advisers from TD Ameritrade and more than $6 trillion in assets, the broader custody industry is not sitting idle waiting for the fallout. January 26, 2021 5 MINS The $22 billion acquisition of TD Ameritrade Institutional by Charles Schwab Corp. was bound to introduce a few hiccups as two of the industry’s largest custodial platforms are melded together over the next few years but for some financial advisers, patience is running thin as service drops off. “We’re finding that service times for things like asset-backed loans and adding margin agreements, that used to take 24 hours, are now taking two weeks, and that’s just unacceptable in this day and age,” said James Gambaccini, managing partner at Acorn Financial Services.

United statesMichael bakerBen harrisonJames gambacciniRobb baldwinMellon pershingJoe kurtzerKevin williamsAcorn financial servicesJack white coCharles schwab corpCharles schwabAcorn financialVertex capital advisorsFull life financial planningRob farmer