Safeguarding your accounts and information.

Protecting your assets and data is our top priority, and our extensive security measures are designed to protect your online information.

Our commitment to online security.

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    Protection

    We take our role as custodian seriously. As an industry leader, we provide several levels of protection. When you and your advisor choose Schwab, know that we follow stringent internal practices and business standards designed to keep your assets safe.

    Learn more about how we protect your information.

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    Safety

    We work with your advisor to protect you from unauthorized account access and other security hazards.

    Learn more about these protections through SchwabSafe, a collection of security measures designed to keep your personal and financial information safe.

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    Guarantee

    You and your advisor can have the highest level of confidence that your personal and financial information is protected when choosing Schwab.

    ​See the Schwab Security Guarantee.

  • Privacy

    Schwab does not sell your personal information and shares it with contracted third parties only to provide services requested by you, as allowed or required by law.

    Read our Privacy Notice.

Fraud prevention

We're committed to keeping your account information safe and secure.

Here's how you can help

During a transition account fraud can become more prevalent. Working together is the best way to keep your personal information safe before, during, and after your move to Schwab.

Stay aware and follow a few simple tips—and let's stop potential fraud in its tracks.

How to tell if a message is really from Schwab

The important thing to know is that, while Schwab and TD Ameritrade Institutional may reach out to you for specific reasons related to your account move, we will never ask you to reply to a text or email and provide account numbers or personal details.

Of you suspect fraud of any kind, or even if something just doesn't feel right call our Schwab Transition team anytime at 800-780-8614.

Common deceptive practices you might encounter

Urgent messages

Messages may sound urgent and use your personal details to appear legitimate. Scammers may even include Charles Schwab or TD Ameritrade as the sender.

Suspicious emails

Be careful and suspicious when dealing with emails. Fraudsters may attempt to send you an email pretending to be your advisor. Watch for poorly worded messages with typos or deceptive-looking addresses, as they may be a scam. Use a strong, unique password for your email, turn on two-factor authentication, and never open links or attachments you don't recognize.

Unknown texts

Texts from senders outside of your saved contacts may be a fraud attempt. Even texts that appear to be from us might be a spoofed account. Never respond to texts with your personal or financial information..

Mobile and social scams

Strange links or requests for money from a mobile app or social media are sure signs of a scam—even from what may appear as a trusted person in a chat window. If you don't recognize it, reject it.

Phone scams

Scammers can make any name or number show up on your caller ID. They can even spoof Schwab's name and phone number. So, if you don't recognize the number, don't pick up. And if something doesn't sound right, hang up immediately and call your advisor, Schwab or TD Ameritrade directly to check your account status.

Money transfer requests

Imposters may ask you to transfer money from or through your account, sometimes by posing as your advisor in an email. Before moving money, stop and confirm requests independently by contacting your advisor and performing verification steps, or using official Schwab customer service contact info. Also, expect your advisor to contact you to verbally verify all money movement instructions you send to them via email.

What you can do to prevent fraud

  • Don't share your account information, including your Schwab Login ID and password, PIN, or transaction codes.
  • Always report any unauthorized transactions to us promptly.
  • Don't click on links or attachments in unknown emails and texts.
  • Avoid using public Wi-Fi networks
  • Set up advanced authentication. When you create your new Schwab log in ID and password, you’ll have the option to enroll in two-step authentication. For stronger account protection, you can choose to verify your identity with a one-time security code every time you log in or only when you log in on a device that Schwab doesn't recognize.
  • Sign up for security alerts. This will allow you to receive notifications, so you'll know immediately when activity occurs in your accounts. As soon as you are alerted to suspicious activity, report it right away so we can take action to protect your assets.*

Get answers to your security questions

Our security procedures are designed, tested, and implemented to ensure the safety of your account, personal information, and financial assets. This remains a priority at both firms now, during your account transition, and throughout your time as a client.

We want you to have the highest level of confidence when you do business with Schwab.

Learn more about our Security Guarantee >

We earn your trust every day by keeping your assets and information safe. Doing so will continue to be a priority at both firms through security procedures that are designed, tested, and implemented to ensure the safety of your account, personal information, and financial assets.

Learn more about SchwabSafe® >

The important thing to know is that, while Schwab and TD Ameritrade may reach out to you for specific reasons related to your account move, we will never ask you to reply to a text or email and provide your personal or financial information.

Texts or phone calls from senders outside of your saved contacts may be a fraud attempt. Unfortunately, even messages that appear to be from us could be from a spoofed account. So, to keep your information safe, never respond to texts or phone calls that ask you to provide your personal or financial information. Whenever in doubt, contact your advisor, Schwab, or TD Ameritrade directly.

We're here to help.

  • We're here to help

    If you have security questions, call our Schwab Transition team at 800-780-8614.

*This feature is not available to participants in workplace retirement plans administered by Schwab Retirement Plan Services, Inc.

Schwab Advisor Services™ serves independent investment advisors and includes the custody, trading, and support services of Schwab. Independent investment advisors are not owned by, affiliated with, or supervised by Schwab. Schwab does not provide legal, tax, or compliance advice. Consult professionals in these fields to address your specific circumstance.

©2023 Charles Schwab & Co., Inc. ("Schwab"). All rights reserved. Member SIPC. Unauthorized access is prohibited. Usage will be monitored. See Charles Schwab Privacy Notice.

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