Client Login Updates

Merger Update

Trajan Wealth's custodian Updates

Due to the Schwab/TD Merger, the TD Ameritrade Portal will be replaced with the New Schwab Portal over Labor Day Weekend. Both the new Schwab portal and the Trajan Wealth portal will be down. They will be accessible again according to the schedule below. We apologize for any inconvenience!

Changes Ahead!

Portal Update Schedule

  • Friday, August 25th: The last recommended day to make changes to accounts. This will allow TD Ameritrade time to process requests before the transition. Requests after this date may need to be repeated again in the Schwab portal. We highly recommend planning ahead.
  • Friday, September 1st: Last day to access the TD Ameritrade portal.
  • Tuesday, Sept 5th: The Schwab client portal will be activated to access accounts.
  • Early September: The Trajan Client Portal will be reopened after thorough testing.

Additional Dates

  • By August 21st, a key information letter will be sent out. It will include your new Schwab account numbers.
  • By August 21st, clients will be provided a link to set up Schwab Alliance credentials from Advisorclient.com
  • October 2023: All clients will receive two statements during their next statement period.

Need Assistance?

Contact your
Portfolio Management Team