We're excited you're joining Schwab.

We're committed to making your move from TD Ameritrade seamless and easy. This hub is your resource from now all the way through and after your transition to Schwab. Here you'll find answers to your questions, a transition timeline, details about your move, how-to guides, and more about Schwab.

What to know about your move.

Please know that in most cases there will be very little to do, as we'll take care of the transition for you. We'll let you know your transition date about three months before your move, and it will happen over a weekend.

Once you've been notified of your transition date, you'll be able to view your specific dates and deadlines when you log in to your TD Ameritrade account and visit the Schwab Transition Center.

Top things to keep in mind.

  • We're bringing over what you need.

    Rest assured, along with your account information, assets, open orders (except trade triggers), and move money profiles and instructions, we're also moving your cost basis and margin and options permissions. Plus, we're moving your historical statements, confirmations, tax forms, and transaction history.

  • Set up your Schwab Login ID and password.

    Your accounts have moved to Schwab. Access them now by setting up your Schwab login info.
     

  • The service and support you rely on is moving with you.

    You can expect that your service teams and Financial Consultant will be there for you before and after the transition.

  • Full market access. Plus, thinkorswim is now at Schwab.

    Your move will happen over a weekend to help avoid investing or trading disruptions, and your open orders (except trade triggers) will move. You can continue to trade on thinkorswim® desktop, web, and mobile when your account moves to Schwab, and your thinkorswim settings and alerts will move over automatically. Plus, expect continued innovation and support on thinkorswim.

Timeline for your move to Schwab.

  • 2-3 months before your transition weekend

    We'll let you know when your account is moving and anything you'll need to do. You’ll get your specific transition dates and deadlines when you log in to your TD Ameritrade account and visit the Schwab Transition Center.
  • 2 months before your transition weekend

    We'll send you Schwab account-specific information and details such as your Account Agreements and information about your Schwab cash feature.
  • About 1 month before your transition weekend

    We'll prompt you to set up your new Schwab Login ID and password. And if you're planning to grant trading authority on your account, you'll need to do so now. Open for details.
  • 1-2 weeks before your transition weekend

    This is your last opportunity to make changes to your account before the move. Also, be on the lookout for new Schwab debit cards and checks, if you use them. Open for details.
  • Your last day to trade at TD Ameritrade

    Beginning at 8:30 p.m. ET on the Friday of your transition weekend, you will no longer be able to access your account as we begin the transition. Trades can be placed online on any TD Ameritrade platform up until that point.
  • Your first day at Schwab

    You'll need to set up your Schwab Login ID and password before you can trade. If you trade futures and forex, you can log into thinkorswim at 5:00 p.m. ET on Sunday, May 12. For all other trading, you can log in at 5:00 a.m. ET on Monday, May 13.

We're making the move easy for you.

While we'll be taking care of the move for you, there are just a few optional things you may want to do.

  • Before your account moves

    Most of your features and settings will move to Schwab. Here are a few things you may want to do or save that won't move.

    You can save information that won't move to Schwab:

    • Research screeners.
    • Balance history chart data.
    • Alerts and notifications.
    • Watchlists saved to your device from the Mobile app.
    • Trade trigger details.


    Also, finish any Education courses, as your progress will not transfer.

  • After your account moves

    When you log in to Schwab for the first time, visit the Welcome Center and review what transferred over, confirm your profile, and update your account features.

    Then you can:

    • Reestablish direct debit/payments such as mortgage or utility payments.
    • Update direct deposits such as paychecks from your employer or Social Security payments.
    • Set up a formal role to allow another person access to your account.

Top FAQs

As a Schwab client, you'll have continued access to the thinkorswim® platform suite and can also use Schwab.com and the Schwab Mobile app. Use them all—or pick and choose—the choice is yours. As a reminder, you'll no longer be able to log in to tdameritrade.com or the TD Ameritrade Mobile app once your account has transitioned.

Mobile apps

  • thinkorswim mobile: Enjoy an optimized trading experience on the go. You'll get Level 2 streaming quotes, customizable charting tools, and additional options trading features. Plus, just like on TD Ameritrade Mobile, you can quickly and easily view your balances, positions, and more by scrolling up and down.
  • Schwab Mobile: Manage all of your accounts on the go with a convenient summary view. Just swipe left to right, rather than up and down, to access account information, market insights, trading, move money functionality, and account documents—all at your fingertips. We're continuing to make enhancements based on what you love about TD Ameritrade Mobile—and will have even more great features on the way.

Web platforms

  • thinkorswim web: Have the power of thinkorswim in a more streamlined web platform that puts important tools front and center. Enjoy charting and analysis tools, streaming Level 2 quotes, more customization, and robust options trading tools.
  • Schwab.com: Get a comprehensive portfolio performance view, investing income tools, fundamental research, thematic investing, move money functionality, trading, and more. Here's where you'll also find account statements, confirmations, and tax documents.

Desktop platform

  • thinkorswim desktop: Trade on a fully customizable software-based platform filled with elite tools that help you test strategies, develop ideas, and place complex trades.

Learn more about your platform choices at Schwab.

From day one Schwab has helped lead the way in offering greater value for investors by driving down costs. There have already been price improvements at TD Ameritrade after being acquired by Charles Schwab. And that will continue, as most TD Ameritrade clients will experience pricing that is the same or better when they move to Schwab. See for yourself

See all FAQs

Schwab is committed to protecting your account during and after your move. Learn about fraud prevention.

Brokerage Products: Not FDIC Insured • No Bank Guarantee • May Lose Value

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Futures and futures options trading involves substantial risk and is not suitable for all investors. Please read the Risk Disclosure Statement for Futures and Options prior to trading futures products.  ​Futures and futures options trading services provided by Charles Schwab Futures and Forex LLC. Trading privileges subject to review and approval. Not all clients will qualify.

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