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

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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.


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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.

  • Schwab Stock Slices®

    stock slices

    Own fractional shares of any of America's leading companies in the S&P 500® for as little as $5, even if their shares cost more.

  • Thematic investing

    thematic stocks

    We research and identify trends and relevant companies, then group them into thematic stock lists so you can align your interests and values to your investments.

  • Schwab Personalized Indexing™

    Spiral staircase

    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.
  • 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.
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Learn more about all the investing options at Schwab

Visit Schwab.com
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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. And the thinkorswim® suite of platforms you already love will be available at Schwab later in 2023. You will no longer have access to tdameritrade.com and the TD Ameritrade Mobile app.

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®.
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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.

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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.
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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.

Insights & Education

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:

  • 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.

  • 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.

  • 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.

  • 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.

  • 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.

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

* Not all products and services mentioned on this page are available to residents in all jurisdictions.

Investing involves risk including loss of principal.

Thematic stock lists are not intended to be investment advice or a recommendation of any stock. Investing in stocks can be volatile and involves risk, including loss of principal. Consider your individual circumstances prior to investing.

Schwab Stock Slices is not intended to be investment advice or a recommendation of any share available for purchase through Schwab Stock Slices. Investing in shares can be volatile and involves risk, including loss of principal. Consider your individual circumstances prior to investing.

Portfolio Management for Schwab Personalized Indexing is provided by Charles Schwab Investment Management, Inc., dba Schwab Asset Management, a registered investment adviser and an affiliate of Charles Schwab & Co., Inc. ("Schwab"). Both Schwab Asset Management and Schwab are separate entities and subsidiaries of The Charles Schwab Corporation.

There is no advisory fee or commissions charged for Schwab Intelligent Portfolios. For Schwab Intelligent Portfolios Premium, there is an initial planning fee of $300 upon enrollment and a $30 per month advisory fee charged on a quarterly basis as detailed in the Schwab Intelligent Portfolios Solutions™ disclosure brochures. Investors in Schwab Intelligent Portfolios and Schwab Intelligent Portfolios Premium (collectively, "Schwab Intelligent Portfolios Solutions") do pay direct and indirect costs. These include ETF operating expenses which are the management and other fees the underlying ETFs charge all shareholders. The portfolios include a cash allocation to a deposit account at Schwab Bank. Our affiliated bank earns income on the deposits, and earns more the larger the cash allocation is. The lower the interest rate Schwab Bank pays on the cash, the lower the yield. Some cash alternatives outside of Schwab Intelligent Portfolios Solutions pay a higher yield. Deposits held at Schwab Bank are protected by FDIC insurance up to allowable limits per depositor, per account ownership category. Schwab Intelligent Portfolios Solutions invests in Schwab ETFs. A Schwab affiliate, Charles Schwab Investment Management, receives management fees on those ETFs. Schwab Intelligent Portfolios Solutions also invests in third-party ETFs. Schwab receives compensation from some of those ETFs for providing shareholder services, and also from market centers where ETF trade orders are routed for execution. Fees and expenses will lower performance, and investors should consider all program requirements and costs before investing. Expenses and their impact on performance, conflicts of interest, and compensation that Schwab and its affiliates receive are detailed in the Schwab Intelligent Portfolios Solutions disclosure brochures.

Please refer to the Charles Schwab Investment Management, Inc. Disclosure Brochure for additional information.

This information is not intended to be a substitute for specific individualized tax, legal or investment planning advice.

There are risks associated with any investment approach, and each Schwab Personalized Indexing strategy and equity market segment has its own set of risks based on client strategy selection and further customization.

TD Ameritrade was evaluated against 14 other online brokers in the 2022 StockBrokers.com Online Broker Review, and was rated Best in Class (within the top 5) for "Education" (11 years in a row).

Schwab.com and the Schwab Mobile app require a wireless signal or mobile connection. Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons. Functionality may vary by operating system and/or device. Mobile carrier data charges may apply.

Schwab Satisfaction Guarantee: If you are not completely satisfied for any reason, at your request Charles Schwab & Co., Inc. ("Schwab"), Charles Schwab Bank, SSB ("Schwab Bank"), or another Schwab affiliate, as applicable, will refund any eligible fee related to your concern. Refund requests must be received within 90 days of the date the fee was charged. Two kinds of "Fees" are eligible for this guarantee: (1) "Program Fees" for the Schwab Wealth Advisory ("SWA"), Schwab Managed Portfolios™ ("SMP"), Schwab Intelligent Portfolios Premium® ("SIP Premium"), and Managed Account Connection® ("Connection") investment advisory services sponsored by Schwab (together, the "Participating Services"); and (2) commissions and fees listed in the Charles Schwab Pricing Guide for Individual Investors or theCharles Schwab Bank Pricing Guide. 

The Charles Schwab Corporation ("Charles Schwab") provides a full range of brokerage, banking, and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. ("Schwab"), Member SIPC, offers investment services and products, including the Schwab One® brokerage account. Its banking subsidiary Charles Schwab Bank, SSB (member FDIC and an Equal Housing Lender) provides deposit and lending services and products. Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons.

TD Ameritrade, Inc., member FINRA/SIPC, is a subsidiary of The Charles Schwab Corporation. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank.

This site is designed for U.S. residents. Non-U.S. residents are subject to country-specific restrictions. Learn more about our services for non-U.S. residents.

©2022 Charles Schwab & Co., Inc. All rights reserved. Member SIPC. Unauthorized access is prohibited. Usage will be monitored. This material is owned by Charles Schwab & Co., Inc. See Charles Schwab Privacy Center.

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