What you get at Schwab.
No matter what type of investor you are, Schwab can help you reach your goals. Not only will you enjoy many of the capabilities, great service, and the low costs you already love, you can expect a wide range of wealth management and investing solutions to meet your needs.
Great tech, great service. Now it's one company
Barrett Vossler: 00:03 Financial planning is different for everyone, 100%. Whether you're a self-starter wanting to do it on your own or if you need help, it's all about the client. That was something that I really liked about TD Ameritrade. So when I got the news that we were bought by Schwab, it was just like, "Oh, what does this mean for our clients?"
Jeana M.: 00:23 I hate change. So I'm thinking, "What? I have to like, change everything? Is this going to be a lot of work?"
Stewart C.: 00:29 Because it's a very personal thing. People get crazy about their money.
Jeana M.: 00:32 I can remember my mom sitting at the kitchen counter, and she had her checkbook in front of her, and she had all the bills. And I just remember her crying. There was something deep inside me that kind of welled up, like I want to do whatever I can to have a secure financial future for our children. And neither my husband, nor myself really knew how to do that.
Stewart C.: 00:56 I've always been a saver. Being in my own business, as a still photographer, you know you really learn to manage your finances. Because who's going to care about your investments and your future more than you.
Jeana M.: 01:11 TD Ameritrade to Schwab.
Barrett Vossler: 01:14 There was definitely a little bit of heartburn at first.
Jeana M.: 01:16 I was impressed with just how reliable and custom the service was.
Barrett Vossler: 01:25 That's, in large part, because the average tenure of a financial consultant at Schwab is over 12 years. That's insane. That's 12 years of building trust with a client.
Jeana M.: 01:37 That's huge for us.
Barrett Vossler: 01:38 Another big concern, the thinkorswim trading platform. It's definitely the crown jewel of TD Ameritrade.
Stewart C.: 01:43 The speed in which an individual investor can trade. Like how is it so fast?
Barrett Vossler: 01:49 Schwab was very hot off the press to say that's not going anywhere.
Stewart C.: 01:52 By merging the two companies, it continues to keep costs down for investors and gives us great technology. Win-win.
Barrett Vossler: 01:59 When it came to trading at TD Ameritrade, that's where our bread and butter was. But in our financial planning, there were a lot of gaps. These are things that Schwab understood and helped with. No matter where you're at as a client, Schwab has solutions for you. And now I can say we have solutions for you. There's no other firm out there that can be everything that a client really needs, and make sure that the client has a great experience through all of it.
Jeana M.: 02:34 TD Ameritrade, Charles Schwab.
Stewart C.: 02:36 Together.
Barrett Vossler: 02:36 I really do think we're going to be unstoppable.
Jeana M.: 02:39 I know that Schwab will help us get from where we are to where we want to be.
Stewart C.: 02:42 Great tech, great service. Now it's one company.
Barrett Vossler: 02:45 One place. That's Charles Schwab.
Jeana M.: 02:48 This is the reason we invest with Charles Schwab.
Stewart C.: 02:51 I'm a customer, customer for life.
(1122-2FBM)
Ways to invest
Discover the many ways you can invest and trade at Schwab.*
You'll find stocks, ETFs, mutual funds, fixed income, options, futures, and more. Plus, you'll have professional guidance and new ways to build and manage your portfolio.
New investing choices for you.
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Schwab Personalized Indexing™
Going beyond traditional index funds, Schwab Personalized Indexing allows you to own individual stocks that reflect the characteristics of the index. This gives you greater transparency, increased personalization, and tax-loss harvesting, which seeks to optimize tax efficiency.
A range of investment advice options.
- Schwab Intelligent Portfolios® lets you fully automate your investing. Learn more about our Premium service for unlimited 1:1 professional guidance.
- Schwab Wealth Advisory™ lets you tap into ongoing advice and investment expertise from a dedicated advisor backed by an experienced team.
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Schwab Advisor Network® lets you work with an experienced, local independent investment advisor to address your most complex wealth management needs with comprehensive, customized and continuous support.
Learn more about all the investing options at Schwab
Visit Schwab.com
Trading platforms
You'll find trading platforms for the way you trade.
Once your account moves to Schwab, you'll be able to trade using Schwab's intuitive web, mobile, and desktop trading platforms. You will no longer have access to tdameritrade.com and the TD Ameritrade Mobile app.
And great news—thinkorswim® will be available at Schwab later in 2023. If you currently trade with the thinkorswim suite of platforms, your account won't move until thinkorswim is available at Schwab.
Schwab.com
A streamlined trading experience.
You'll find Schwab.com to be an easy-to-use trading platform with robust tools, screeners, and in-depth research.
- Manage your account quickly and easily.
- Monitor the market and your portfolio.
- Research and identify opportunities.
- Trade using the All-In-One Trade Ticket® or the SnapTicket®.
Schwab mobile app
Trade and monitor your portfolio from anywhere.
Stay on top of your trading wherever you are with the Schwab Mobile app.
- Securely access and manage accounts.
- Get real-time quotes and breaking news.
- Create watchlists and view in-depth charts.
Download the Schwab Mobile app now and start using it on your first day at Schwab.
thinkorswim
thinkorswim is here to stay.
We're bringing over powerful, customizable trading with thinkorswim, where you can analyze your trading decisions with thinkorswim's advanced charting capabilities, third-party fundamental data, options statistics, and real-time market news.
The thinkorswim suite of platforms will be available at Schwab later in 2023. Here are some of the benefits you can expect:
- Trade stocks, ETFs, options, futures, and forex.
- Access trader education, service, and a community.
- Get a multitude of technical analysis, live media, and fundamental resources—all in one platform.
Insights, education, and news
Get in-depth education and timely expert perspectives.
Enjoy the best-in-class education you've come to expect from TD Ameritrade combined with Schwab experts' timely market commentary and perspectives on investing, trading, and personal finance. You'll find a selection of courses as well as articles, videos, and podcasts for every type of investor.
Start exploring Schwab's Insights & Education or learn more in the Schwab Mobile app.
TD Ameritrade Network
Live streaming every market day, the TD Ameritrade Network features financial news, interviews, and market analysis. It will be getting a new name, but you'll continue to enjoy the programming you're used to. Plus, new on-air hosts, contributors, and other changes will make the experience from our media affiliate even better. You can always view the TD Ameritrade Network on its official site, and Schwab plans to continue making it available through the thinkorswim suite of platforms.
TD Ameritrade Network is brought to you by TD Ameritrade Media Productions Company. TD Ameritrade Media Productions Company, TD Ameritrade, Inc., and Charles Schwab & Co., Inc. are separate but affiliated subsidiaries of The Charles Schwab Corporation. TD Ameritrade Media Productions Company is not a financial advisor, registered investment advisor, broker-dealer, or futures commission merchant.
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Our commitment to you.
Once you transition to Schwab, you'll benefit from these commitments we make to you:
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Low pricing.
Schwab has a long history of lowering the cost of investing for everyone. It is a defining part of who we are and why we're proud that today we make the lowest revenue per dollar of client assets of any publicly traded major investment firm. That commitment to low costs will continue. In fact, when you transition, you have our commitment that the fee schedule for online trading commissions and fees at Schwab will be the same or lower for all transactions.
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Exceptional service.
We're committed to maintaining industry-leading response times from Schwab's experienced representatives, which will include the TD Ameritrade service teams and Financial Consultants who will be moving to Schwab with you, as well as specialists in all areas of investing and trading. Plus, you'll have access to more than 400 physical branches across the United States, London, Singapore, and Hong Kong.
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World-class trading and investing experiences.
Whether you use our industry-leading web, app, or thinkorswim suite of platforms, you can count on an innovative, easy-to-use experience with high-quality execution. Plus, you'll have comprehensive education and market insights for all types of traders and investors.
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A complete range of wealth management solutions.
Count on a range of portfolio and wealth management solutions, from automated investing to comprehensive wealth management tailored to your unique needs.
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A firm that stands behind its word.
Earning your trust is our highest ambition. We also know actions speak louder than words, which is why we back our words with both the Schwab Satisfaction and Security Guarantees.