The Faces of Service

We want you to get to know us better. We're excited to introduce you to some of our key Service leaders. Learn about who they are, what inspires them, and how they are empowering their teams to deliver on our shared commitment to you and your clients.

Welcome to Schwab Service.

Meet your Service Leaders

Get to know the leaders who head up the teams that support you.

  • Michelle Palermo, Advisor Services Group leader

    "I really admire what our advisors do for their clients each and every day. And they push us to do better."

  • Lisa Mihelich, Institutional Group leader

    "It's very rewarding for me to work with advisors. You go home feeling like you've accomplished a lot."

Welcome to Schwab Service timeline

Here's a look at what's happening and when.

  • July 10

    Schwab service teams will begin to reach out.
  • July 27 & August 10

    Make sure to attend one of the Operational Tips and Best Practices webcasts to learn more.
  • Mid-August

    Transition Day is almost here. Be sure to review all of the available resources.
  • August 31

    You should have received your Service team contact information via email. Keep it handy.
  • 8:30 pm ET on September 1

    Transition begins! Last day to conduct business on the Veo One® platform.
  • September 5

    This is the first business day after transition weekend.

Frequently Asked Questions (FAQs)

Get answers to your questions.

In addition to the Institutional Information Hub, you can also contact your existing service team with any other questions. There are plenty of opportunities to attend live and on-demand training leading up to and during the transition: see our Event calendar for more details.

Our goal is to minimize disruption to service relationships as much as possible.  For many advisors, the service model you have at TD Ameritrade Institutional will be very similar to what you will have with Schwab Advisor Services after the transition. We also made every effort to maintain service relationships where possible. We will begin to communicate final service team assignments beginning in July and continuing through August. You will be contacted via phone or email by your go-forward team/contact in advance of account transition.

Across the entire firm, our focus is on identifying redundant or overlapping roles while retaining the best talent from both organizations to provide you with an industry-leading client experience. We take these decisions very seriously as it is our goal to preserve the very best talent available as we bring our two platforms together. At account transition, TD Ameritrade Institutional service professionals will begin to work on the Schwab platform.

Resources

Check out these helpful resources to better understand how things will work at Schwab and where to get support.