An Exciting Future, Together.

Here to keep you informed every step of the way.

We are honored to be bringing Schwab and TD Ameritrade together. As we work to combine the complementary strengths of our two great companies, we will continue to deliver the superior service you’ve come to expect.

Your trust means everything to us. We will make sure you are informed every step of the way and will update this hub whenever new information is available. We look forward to continuing to serve you. 

"This combination, it's historic."

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Chuck, do you want to be the biggest? The most profitable? What do you want to be? 

When I started, we would be doing 50 trades a day. Five Oh. All by hand with a pen and a pad. 

I knew instinctively that individual investor needed a better deal, that they were getting a raw deal from Wall Street. I certainly knew in my mind that we had a great business opportunity ahead of us. And I'm sure Joe Ricketts felt the same way. 

You know, we would study our competitors very, very carefully. Kept us fresh. Kept us ambitious.
        
"Best service. Big discounts. 24 hours a day, seven days a week. I'm Charles Schwab. And that's the way I see it. From the investor's point of view."

There are many times Ameritrade would come up with some interesting idea. I mean, my goodness! Thinkorswim.. I wish we had done that. It was always sort of that kind of "Can we leapfrog them? And they would I'm sure say the same thing: "Can we leapfrog Schwab?"

One of the earliest online capabilities.

Buy, sell, do your research. I'll just call up a portfolio. And the order has been placed in our host computer system.

It was all about trying to help individual investors, better service, lower prices, faster transactions. 

Both companies had our freedom to take care of individual investors. 

In the early days, Merrill Lynch, might've been $110 for a trade and we brought it down all the way down. Finally, about a year ago, we were down to $5 and finally I decided let's go to zero. That's where it should be. Let's go to zero. 

It would not have happened except for firms like Ameritrade and ourselves, who pushed that envelope. 

I guess the beauty of being somewhat mature…is to see that most successful people I know, or people who are doing something for somebody else.

"Owning your tomorrow" is the way we express it. "Transforming lives." It's the same subject matter. It's really about helping people.

And that has not changed. You're helping somebody. Those are the most fulfilling of all jobs, for my money.

This combination, it’s historic. There’ll be no other company like the combination of the two companies coming together. 

Individual investors and their independent advisors. Total focus. 

There are other companies that might say we're like that also, but they're not. 

It's the people at Ameritrade and the people at Schwab. We’ll be independent. We won't be part of another company that has a different mission in life.

Chuck, do you want to be the biggest? The most profitable? What do you want to be? 

The merger today is not about being the biggest. To me, it's about being the strongest. An unbelievable fortress of a company with the highest level of integrity. That's what you want to deal with. And that's what we want to offer.

And that’s what we are.

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Your information hub.

This site is designed for you and will be a source of information to get answers to your questions about the integration. Please save this page—we'll update it as more information becomes available. You'll also be able to find information here on what a combined Schwab and TD Ameritrade will provide.  

What to know now.

  • It's business as usual for now. You don't need to take any action.
  • NEW: We are currently in the process of reshaping our branch network to be a larger, stronger, and more modern branch network than either company had before on its own. To that end, some clients may experience changes to their local branch access over the coming months. If your branch is one of those being impacted, you will be notified.
  • Schwab and TD Ameritrade are working together to combine the strengths of our firms and merge as one company to benefit you. We expect this to take between 18 and 36 months.
  • Until then, Schwab and TD Ameritrade will continue to operate as two separate broker-dealers. 
  • You’ll be notified well in advance of any changes along the way.

 

Father and son Father and son Father and son

What's staying the same right now.

  • Your accounts and where you access them. Continue to use the same username and password as you do today.
  • Your trading and investing experience (platforms, products, requirements, hours, etc.).
  • Pricing and fees.
  • Your 24/7 support teams at both firms will continue to service your accounts as they did before.
  • And, if you have a relationship with an independent Registered Investment Advisor (RIA), that too remains the same.

You probably have a few questions. Here are some answers.


What our combined company has in store for you.

TD Ameritrade and Schwab see the world through the same eyes—our clients'. We put you at the center of our businesses. That singular focus on doing right by our clients won’t change. We are excited to bring these two great firms together.

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    Great Service and Investing Tools

    We’re proud to offer 24/7/365 support from representatives who are consistently recognized for their service, and industry-leading investing tools, research, and education.

  • Low cost icon

    Low Costs

    We are invested in you and believe in driving costs down. Our combined size will position us to deliver more products and services with some of the lowest costs in the industry and no account minimums for a Schwab* or TD Ameritrade standard brokerage account. 

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    A Modern Approach

    We believe the best investing experience brings together people and technology to help make investing and trading easier.

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    Choices

    We know investors need a broad range of investment products and services to meet their individual goals.

  • Safe icon

    Account Safety

    We know you have a choice in who to trust with your finances. We offer account protection through the respective Schwab and TD Ameritrade security guarantees for unauthorized activities.


Have more questions?

Have more questions?

  • TD Ameritrade Clients

    TD Ameritrade clients should continue to call TD Ameritrade for account service.

  • Schwab Clients

    Schwab clients should continue to call Schwab for account service.