Yes, TD-A is now going to be "Schwab".  I had not heard those using think-or-swim (TOS) would be the last to convert, which is interesting information.  The "Schwab" person I talked to a while back also said TOS would be retained, thankfully!  Seems a lot of folks enjoy that charting platform.

 

 I'm going to chat with a Rep this week to confirm the limit that can be moved and any other considerations.  Whether the strategy works out or not, I'm going to move some Novavax shares from my traditional IRA to the Roth-IRA. 

 

Thanks for everyone's responses.