Frequently asked questions.

Get help with common questions about your transition.

About your move to Schwab

We will transition our final group of TD Ameritrade clients to Schwab on the weekend of May 10th. If you've got accounts moving you'll receive communications and resources with more detailed information, either by email or mail depending on your communication preferences. You'll also see the Schwab Transition Center with a detailed timeline when you're logged in at tdameritrade.com.

After your account transitions, you'll be able to take advantage of all the benefits that come with the integration of Schwab and TD Ameritrade.

All your assets (cash and positions), open orders (except trade triggers), settings, instructions, and preferences will move to Schwab automatically and securely. There is nothing for you to do now.

Closer to your account transition date, we'll contact you with information about your transition and any steps you'll need to take.

If you would prefer that your TD Ameritrade account not move to Schwab, you must take one of two actions by the dates listed below:

Transfer your account to another broker-dealer by Friday, April 26, 2024.

  • The new broker-dealer will initiate the transfer by Automated Customer Account Transfer ("ACAT"). ACAT transfers typically take three to five business days to complete. 
  • Transfer requests received after April 26 cannot be accepted, and your account will move to Schwab. The new broker-dealer can submit a transfer request to Schwab after your account moves. 

Note: TD Ameritrade won't charge Outbound Full Account Transfer fees should you wish to move your account to another broker before your account moves to Schwab. After your account moves to Schwab, if you decide to move your account to another broker, Schwab will waive the Transfer Out fees for at least 90 days after your account transition is complete. 

Close your account and withdraw the balance by Thursday, May 2, 2024. 

  • First, liquidate all open positions by Monday, April 29, 2024, to allow time for settlement. 
  • Then, call a TD Ameritrade representative by 1 p.m. ET on Thursday, May 2, 2024, to request funds and close your account by either: 
    • Submitting an electronic transfer (ACH), which requires that you have bank instructions on file prior to this date, 
    • Initiating wire transfer, or
    • Requesting a check, requests for check withdrawals must be completed by April 15, 2024 at 6:00pm ET
       

If you want to move your TD Ameritrade account to Schwab now, you can. However, you should be aware that if you move your account now, you'll lose your account history, preferences, historical documents, and move money instructions, and thinkorswim settings. You will also lose any margin, options, futures and forex approvals if you move your account early. If you wait for your assigned transition date, we'll move all this information over for you automatically.

If you do prefer to move your account to Schwab earlier, the easiest way is by opening an account online at Schwab.com and initiating the transfer process. TD Ameritrade won't charge Outbound Full Account Transfer fees to move your account early.

If you've already started the transfer process to Schwab, go ahead and complete the transfer as planned, and let us be the first to say, "Welcome to Schwab!"

Until your TD Ameritrade account transition date:

  • You'll continue to manage your account(s) at TD Ameritrade and Schwab separately.
  • If you have updates to make on your account(s), such as your address or phone number, you'll make them at each firm individually.
  • You'll call TD Ameritrade for questions on your TD Ameritrade account, and Schwab for questions about your Schwab account.

About a month before your transition date, you'll receive a notice in the Schwab Message Center with a link to preview a list of your TD Ameritrade account(s) moving to Schwab.  You won't need to create a new Schwab Login ID or password.

We'll create a new Schwab account for every TD Ameritrade account that you have, and you'll be able to access all your accounts with your existing Schwab Login ID and password. 

After your account(s) transition to Schwab, they'll appear on the Accounts Summary page with your other Schwab accounts. You'll use your existing Schwab Login ID and password to access, manage, and trade in all of your Schwab accounts across Schwab platforms.

For more information, please visit the Already a Schwab client? page on the Client Information Hub.

Your account transition will occur over a weekend while markets are closed, and during that time your account will be unavailable. You'll be able to access and trade in your account(s) whenever the market is open. 

We plan to move your account(s) through an automatic and secure process beginning Friday, May 10, 2024 at 8:30 p.m. ET.  While your account is transitioning, you won't be able to log into any platform at TD Ameritrade.

  • If you have a futures or forex account, you'll be able to trade futures or forex on thinkorswim platforms on Sunday, May 12, 2024.  Account access will begin at 5 p.m. ET.
  • For all other trading, you can log in to Schwab platforms for the first time on Monday, May 13, 2024 at 5 a.m. ET to access your accounts.
  • When you login for the first time after your account(s) has transitioned, you'll use your Schwab Login ID and password to log in on Schwab.com, the Schwab Mobile app, or thinkorswim® platforms (desktop, mobile, and web) to see your balances, positions, and other account information, and trade in your account.
  • If you plan to trade futures or forex on Sunday, May 12, 2024 please note that you won't be able to move money into or out of your account until Monday, May 13, at 5 a.m. ET.
     

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 and through your account transition.

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.  

To learn more about how Schwab is protecting your account and information, as well as how you can help prevent fraud, visit the Client Information Hub.

Yes, you can continue to open TD Ameritrade accounts until April 19, 2024. After that, you'll open any new accounts at Schwab.

Learn more about opening a new account at Schwab
 

Most of your account features and settings will transition to Schwab. Below are exceptions along with steps you can take to be prepared.

  • Your user ID and password. About one month before your transition, we will give you instructions to create a Schwab Login ID and password. Use these to access all Schwab platforms after your account moves. If you already have a Schwab account, you can skip this step.
  • Research screeners. Download your saved screens to a spreadsheet to save them for future reference. Log in to tdameritrade.com from a desktop or laptop computer, go to the Screeners page, and select Export data. After your transition, set up stock, options, ETF, and mutual fund screeners at Schwab.
  • Balance history chart. Download your balance history chart data to a spreadsheet to save it for future reference. Log in to tdameritrade.com from a desktop or laptop computer, go to Balances > Balance History, and select Export history.
  • Alerts and notifications established on tdameritrade.com or TD Ameritrade Mobile. Alerts cannot be downloaded but you can make note of any alerts you've set at TD Ameritrade and then set up alerts at Schwab after your account moves. 
  • TD Ameritrade Mobile watchlists. Log in to the TD Ameritrade Mobile app to confirm that your watchlists are saved to the server, and not to your mobile device. Any watchlists saved to your device will not move to Schwab. For instructions on how to save your mobile watchlists, please see the FAQ on watchlists and alerts.
  • Trade triggers. Your trade triggers will not move to Schwab. If you want to retain them, please note their details before your account moves so that you can reestablish them at Schwab.
  • Order history. Complete details on filled orders can be found on your trade confirmations, which will move to Schwab. Abbreviated details on filled orders will appear on schwab.com and Schwab Mobile transaction history. To save additional order details, including cancelled orders, you can export 60 days of order history to a spreadsheet. Full order history for trades placed on thinkorswim® platforms will be available upon login to thinkorswim at Schwab. Log in to tdameritrade.com from a desktop or laptop computer, go to Trade > Order Status, set the filter to past 60 days, and select Export data at the top of the page.
  • Education courses. Be sure to finish any courses you are working on. Your course progress will reset after your account moves.
  • paperMoney positions and history. While paperMoney settings will move to Schwab, paperMoney positions and history will not move. If you want to retain your paperMoney positions and history, you should export these prior to your move. Learn more about the migration of paperMoney settings.
  • Secure Message Center messages. Be sure to print any important messages for future reference.
     

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

  • Reestablish direct debit/payments: If you have direct debit instructions for payments out of your TD Ameritrade account set up at another financial institution, you'll need to reestablish those instructions with that financial institution after your account has moved to Schwab using the routing number and Demand Deposit Account (DDA) number for your Schwab account. The routing number and DDA number are different from your Schwab account number and can be found on your new Schwab checks.
  • Update direct deposits: If you have direct deposits set up with a third party to your TD Ameritrade account (like paychecks from your employer or Social Security payments), you'll need to update instructions directly with the third party with your new Schwab account number and routing numbers. You'll receive both when your account transitions to Schwab. 
  • Link to third-party accounts:  If you've given someone an authorized role on your account at TD Ameritrade, that authorization may or may not transition to Schwab. Here's how roles will transition and steps you may need to take after your account moves: 
    • Limited Trading Authority roles (which allow trading access) and Power of Attorney roles established at TD Ameritrade will move to Schwab. There is nothing you need to do, as these roles will move automatically. 
    • Full Trading Authority roles (which allow trading and move money access) will transition as Limited Trading Authority. To allow someone to move money in and out of your Schwab account, you'll need to reestablish Full Trading Authority after your account moves to Schwab by visiting schwab.com/accountaccess.
    • Account Inquiry roles (which allow for inquiries into your account by phone but no ability to take action) will not transition to Schwab. If you want someone to be able to see your account information but not be able to trade or move money in or out of your account at Schwab, you can grant "View Only" access after your account moves to Schwab by visiting schwab.com/accountaccess.

At Schwab, people with View Only, Limited Trading Authority, Full Trading Authority, or Power of Attorney roles will have phone and digital access to your account, so they'll need to set up their own Schwab Login ID and password.

You should update these instructions as soon as possible after your move to Schwab, but any existing instructions will continue to process for at least 30 days after your transition.

 

Account access

Yes. If you're new to Schwab, you'll need to set up a Schwab Login ID and password to access your account after it transitions. If you're already a Schwab client, you can use your existing Schwab Login, no need to create new credentials.

About a month before your transition date, you'll be sent an email or letter asking you to set up your Schwab Login ID and password. Instructions will also be provided when you're logged in at tdameritrade.com. It should take about 5 minutes to set up your login info.

When you set up your Schwab login info, you'll be able to preview a list of your TD Ameritrade accounts that are moving to Schwab. You won't see the assets in your Schwab account until after your transition is complete.

It's recommended that you set up your login info before your account transitions so you're ready to go on day one at Schwab. If your account has multiple owners or authorized parties, each individual will need to set up their own Login ID and password to be able to view and trade on the account. For more information about setting up your Schwab login info, please visit the Client Information Hub.

If you already have an account at Schwab, please visit the Already a Schwab client? page, on the Client Information Hub.

At TD Ameritrade, each account has a user ID and password, which can be used by any account owner to access the account. If you have multiple accounts at TD Ameritrade and want to access them all through one user ID and password, you must digitally link the accounts together.

At Schwab, every client has their own unique Login ID and password. When you log in to Schwab.com or the Schwab Mobile app, you will see all your accounts that you own or are authorized to access together on your Accounts Summary page. Similarly, you will be able to access all of your accounts on thinkorswim platforms through a single login at Schwab.  You only ever need to set up one set of credentials.

For detailed information about Schwab Login IDs, please visit the Client Information Hub.

When your account moves to Schwab, you will no longer have access to TDAmeritrade.com and the TDA mobile app.  You will have several platform choices at Schwab:
 
Schwab.com and the Schwab Mobile app: We have added some of the most loved features from TD Ameritrade to Schwab. You can continue to take advantage of SnapTicket, streaming data on watchlists and trade tickets, new conditional order types, and more. However, some differences will remain between TD Ameritrade's platforms and Schwab's. Learn what you can expect on Schwab trading platforms, including recent enhancements and upgrades.
 
thinkorswim suite of platforms: You may already be familiar with the wealth of powerful trading features available in thinkorswim desktop, but thinkorswim is more than just one platform, it's a full suite.  If you are interested in a web-based platform or mobile app and looking for more charting and analysis tools, additional streaming data including Level 2 quotes, and more customization options than what's available on Schwab.com and the Schwab mobile app, we think you may enjoy thinkorswim web and the thinkorswim mobile app.

Yes. To get anytime, anywhere access to your account on the Schwab Mobile app once your account transitions:

  • Download the Schwab Mobile app from the App Store® or Google Play™.
  • Log in to the app with your Schwab Login ID and password.

You'll receive information on how to set up your Schwab login info before your account transition date. If you already have a Schwab account, you'll use your existing Schwab Login ID and password.

Once on the app, you'll be able to view real-time, streaming market data, get breaking news on your positions, get quotes and place trades, view watchlists, and monitor orders and positions with tools optimized for tablets and smartphones.

You'll have full access to your accounts at Schwab on Monday, May 13 at 5 a.m. ET through Schwab.com, the Schwab Mobile app, and thinkorswim® platforms (desktop, web, and mobile).

If your account is approved for futures and forex trading, you'll be able to access thinkorswim beginning Sunday, May 12 at 5:00 p.m. ET. If you plan to trade futures or forex on Sunday, May 12, 2024 please note that you won't be able to move money into or out of your account until Monday, May 13, at 5 a.m. ET.

There's no need to link accounts at Schwab. All accounts that you have access to, including those that you have an authorized role on (e.g., Limited or Full Trading Authority and Power of Attorney), will be viewable on your Accounts Summary page when you log in to Schwab.com after the transition of your account is complete.

If you are currently linked to an account at TD Ameritrade but you aren't the account owner and don't have an authorized role, you'll no longer be able to view that account at Schwab. The account owner will need to grant you formal authorization prior to the move (up until the last month before your account moves) or after your account moves at Schwab—either Limited Trading Authority (LTA), Full Trading Authority (FTA), View Only access, or Power of Attorney (POA).

If the digital access you granted was to a person with an authorized role on your account, including Limited Trading Authority, Full Trading Authority, or Power of Attorney, they'll continue to have digital access to your account once it has moved to Schwab.

If you've set the person up with an Account Inquiry role or they do not have an authorized role, they won't have access to your account after it moves to Schwab. Each person authorized to access the account must have their own Schwab Login ID and password.

If you are currently linked to an account at TD Ameritrade but aren't the account owner and don't have an authorized role, you'll no longer be able to view that account at Schwab. The account owner will need to grant you formal authorization after the account moves—either Limited Trading Authority (LTA), Full Trading Authority (FTA), View Only access, or Power of Attorney (POA).

To give someone access to your account once your account has moved to Schwab, go to schwab.com/accountaccess. From there, you'll be able to start the process of adding a person to your account. 

Please note: In order to use this process, all account owners must have an email address on file. If you do not have an email address on file at Schwab, you can add one at schwab.com/myprofile.

If you've given someone an authorized role on your account at TD Ameritrade, here are the ways each role will transition and the steps you may need to take after your account moves:  

  • Limited Trading Authority roles (which allow trading access) and Power of Attorney roles established at TD Ameritrade will move to Schwab. There is nothing you need to do, as these roles will move automatically. 
  • Full Trading Authority roles (which allow trading and move money access) will transition as Limited Trading Authority. To allow someone to move money in and out of your Schwab account, you'll need to reestablish Full Trading Authority after your account has moved to Schwab by visiting schwab.com/accountaccess
  • Account Inquiry roles (which allow for inquiries into your account by phone but no ability to take action) will not transition to Schwab. If you want someone to be able to see your account information but not be able to trade or move money in or out of your account at Schwab, you can grant "View Only" access after your account transitions by visiting schwab.com/accountaccess.

At Schwab, people with View Only, Limited Trading Authority, Full Trading Authority, or Power of Attorney roles will have phone and digital access to your account, so they'll need to set up their own Schwab Login ID and password.

Please note: In order to add or change an access authorization at schwab.com/accountaccess, all account owners must have an email address on file. If you do not have an email address on fiile at Schwab, you can add one at schwab.com/myprofile.

Yes, because your account numbers will be changing, any links you have to third-party aggregators won't work once your TD Ameritrade account transitions.

If you would like to continue using a third-party aggregator once your account is at Schwab, you'll need go to the third-party app or website and start the process to add your Schwab account. Select Charles Schwab & Co. as the financial institution and you will be prompted to log in using your Schwab Login ID and password. Next, follow the steps to link your Schwab account to the aggregator. If you have any questions or encounter any difficulties when linking your Schwab account, contact the customer service team for the third-party aggregator directly.

As an alternative, you may want to consider Schwab's free aggregation service. Once enrolled, you can you link your non-Schwab accounts—including investment and bank accounts, credit cards, loans, mortgages, and real estate from over 15,000 financial institutions—on Schwab.com and view them all on the Accounts Summary page. The information is automatically updated so you can easily monitor your overall portfolio in one place. 

Account information & settings

Yes. You'll be issued a new Schwab account number for each of your accounts that transition.

You'll see your new account number(s) after your account transitions, when you log in at Schwab.com and view your Accounts Summary page. You'll also receive a package in the mail or an email with important account information, including your new account number(s). 

If you've provided your TD Ameritrade account number(s) to an employer, bank, or other third party for the purposes of moving money in and out of your account, you'll need to reestablish those instructions with your new Schwab account number(s) after your account transition is complete.

Please note: If you have a futures account, your account number will remain the same except the first three letters will change from TDA to SCH. For example, if your futures account number was TDA1234567 at TD Ameritrade, it will change to SCH1234567 at Schwab.
 

Yes. Once your account has transitioned to Schwab, you'll be able to access:

  • Up to ten years of historical tax documents, brokerage statements, and trade confirmations via the Statements tab on Schwab.com by navigating to Accounts > Statements & Tax Forms.
  • Up to four years of transaction history via the History tab on Schwab.com by navigating to Accounts > History. Your TD Ameritrade history will be shown under your Schwab account number, along with the recent transaction history for that account.
  • Realized gain/loss data via a link on the Realized Gains/Loss page on Schwab.com. The information will be available for at least two years after your move to Schwab.
  • Historical Balance information via historical TD Ameritrade statements on the Statements & Tax Forms tab. Your Personal Value Chart on the Accounts Summary page of Schwab.com and the Schwab Mobile app will only reflect your account balance history from the date your transition to Schwab is complete. It will start to populate about three days after your move.

Complete details on filled orders can be found on your Trade Confirms, which we'll move over to Schwab for you.  You can also find abbreviated details on filled orders on Schwab.com or Schwab mobile transaction history. Full order history for trades placed on thinkorswim® platforms will be available when you login to thinkorswim at Schwab. Please note, trade confirmations for trades executed on the Friday of your transition weekend will be sent via paper. Once your account is at Schwab, you will receive notifications based on your selected paperless preferences.

Order history for changed or canceled orders will not move over to Schwab. If you have any questions or need those details, you can export 60 days of history to a spreadsheet. Just log in to your TD Ameritrade account, select Trade > Order Status and set the filter to "past 60 days."  Then select "Export data" on the top of the page.

In the month after your account has transitioned to Schwab, you'll receive two statements:

  • One from TD Ameritrade likely showing a $0 balance since your positions and cash have moved to Schwab
  • One from Schwab displaying the full account balance of your moved account

In the months that follow, if there is any activity in your closed TD Ameritrade account, you'll receive a statement reflecting that activity from TD Ameritrade. 

Statements will be delivered based on your preferred method of delivery. If you receive paperless statements, you can access them at Schwab.com as soon as they're available.

Up to 10 years of past TD Ameritrade statements will be available to view on Schwab.com once your account has transitioned.

Certain text alerts and/or email notifications set up at tdameritrade.com or on the TD Ameritrade Mobile app won't transition, including:

  • Notifications for tax forms, money transfers, courtesy order fills, intraday risk, and margin calls set up under Client Services > My Profile > Communication Preferences 
  • Market, portfolio, and price alerts you set up in the Research & Ideas > Alerts

You'll be able to set up a range of alerts and notifications at Schwab once your account transitions by logging in to Schwab.com and selecting the Profile icon on the top right corner of the screen.

Your full history of realized gain/loss information for your TD Ameritrade account will be available on Schwab.com by visiting Accounts > History and selecting the Realized Gain/Loss tab, and then clicking the GainsKeeper® link for the appropriate account. This information will be available for at least two years after your move to Schwab. Your realized gain/loss information is also available in historical TD Ameritrade account statements, which are accessible via Statements & Tax Forms, under the Accounts tab on Schwab.com.

Your paperless preferences will automatically transition from TD Ameritrade to Schwab, which means: 

  • Account documents currently set for e-delivery will continue to be emailed to you if:
  • You create your Schwab login before your account transitions;
  • You create your Schwab login within three months after your account transitions, or;
  • You already have an existing Schwab login.  

Account documents currently set for paper delivery will continue to be mailed to you.  

To review or update your paperless selections now, log in at tdameritrade.com and go to My Profile > Communication Preferences. Once your account transitions, you'll need to log in to Schwab.com  > select the Profile icon at the top right corner of your screen > Paperless

When your account moves to Schwab, you'll automatically be opted in to receive marketing communications and to allow Schwab to share your information with affiliates. After your account transitions, you can opt out of future marketing emails by clicking a link at the bottom of an email you receive. To opt out of affiliate sharing, you'll need to call a Schwab representative.

You'll be provided with Schwab's privacy policy before your account transitions, so you'll know how your information will be used and shared.

We're moving nearly all your account information, assets, cost basis, move money instructions, open orders, and history. However, certain account profile information, account authorizations, investment settings and instructions, open orders, move money profiles and instructions, and historical documents and information won't make the move. Additionally, the details of trades placed on TD Ameritrade platforms such as order history for filled, changed, and canceled orders did not move with your account. Full order history for trades placed on thinkorswim® platforms will be available upon login to thinkorswim at Schwab.

Learn more about what is and is not moving.

Learn more about the migration of thinkorswim settings.

Learn more about the migration of paperMoney settings.

Most beneficiaries will transition to Schwab. However, a few account types will no longer be eligible for beneficiaries at Schwab; for those impacted account types, beneficiaries will not transfer.

The account types and registrations at Schwab that are ineligible for beneficiaries include:

  • Tenancy in common registrations
  • Corporate and non-incorporated organization accounts
  • Custodial accounts
  • Investment club accounts
  • Brokerage accounts with an international legal address

Additionally, beneficiary designations for Guardianship, Conservatorship, All Tenants by Entirety, and some 401(k) accounts will be noted as on file and processed upon the account holder(s) death but will not be viewable online.

After your account moves to Schwab, we encourage you to check your beneficiaries by logging in to Schwab.com and selecting the Profile icon > Beneficiaries.

If your TD Ameritrade trust account has more than one trustee, each trustee will be authorized to act independently at Schwab. That means one trustee can act without the consent of other trustees when it comes to account activity and move money requests.

Trusted Contacts that you've already designated for your TD Ameritrade account will transition over to Schwab. We encourage you to check your Trusted Contacts after your account transitions by logging in to Schwab.com and select the Profile icon > Account Access > Trusted Contact tab.

A Trusted Contact is someone other than the account owner who Schwab may contact if there are questions or concerns about your whereabouts or health status, if Schwab suspects that you may be the victim of fraud or financial exploitation or that you might not be able to handle your financial affairs, or to confirm identity of an authorized individual on your account.

For some account types, Schwab uses different terminology than TD Ameritrade. However, the account type remains the same. For example, a UGMA/UTMA account at TD Ameritrade is called a Custodial Account at Schwab.

Accounts & assets

TD Ameritrade and Charles Schwab offer similar account types and investment and trading products.

While most common account types, products, and investments will transition automatically to Schwab, there are exceptions. If you hold a specific TD Ameritrade offering that is not moving to Schwab, you'll be notified ahead of time of alternatives and any actions you may need to take.

As for thinkorswim®, it’s now at Schwab. All the thinkorswim educational resources, analysis tools, research features, and virtual trading on paperMoney® that you know and love are here too.

Yes, if you stored your physical securities at TD Ameritrade, they'll be transferred to Schwab at the time your account moves to Schwab.

For equity cash dividends:

  • Record date is prior to your move to Schwab and payment is after your move to Schwab: the dividend will be paid as cash in your former TD Ameritrade account and swept overnight to your Schwab account via the daily cash residual process. The cash will NOT be reinvested per dividend instructions.
  • Record date is after your move to Schwab: the dividend will be paid to the transitioned Schwab account and will follow any reinvestment instructions you have set up.

For mutual fund dividends:

  • Depending on the time of month your account transitions to Schwab, accruals may be paid in cash to your TD Ameritrade account and will move to your Schwab account overnight, or accruals may be paid to your TD Ameritrade account based on your dividend reinvestment selection, with any securities moved to your Schwab account at the next weekly residual conversion.

Any payments or assets deposited into your TD Ameritrade account after it has transitioned will be transferred to your Schwab account. After your account moves to Schwab, cash payments will be transferred nightly, and assets will be transferred weekly. 

Residual activity from dividends, interest, and interest credit will be transferred to your Schwab account. Please note that this residual will not be distributed via your payment instruction (if you have one set up). Additionally, any other residual activity from dividends, interest, and interest credits will not be distributed via your Pay Income instructions, but any other regular activity after your transition will follow your existing instructions. 

If you own a security that is currently going through a corporate action, has a legal restriction, or is a recent purchase or transfer of an alternative investment, it may take additional time to show up in your Schwab account. Once the event or restriction is cleared, the security will automatically transfer to your Schwab account.   

You can view any residual account activity in your Transaction History by logging in to Schwab.com and navigating to Accounts > History > Transactions. Residual activity will be tagged with "TDA TRAN" to indicate any payments or assets moving into your Schwab account from your TD Ameritrade account after your account has moved to Schwab. You'll also receive a statement from TD Ameritrade for any period with residual activity.

Any withdrawals from your TD Ameritrade account after it has transitioned to Schwab will be moved from your new Schwab account to your TD Ameritrade account. For the first month after your account moves to Schwab, cash payments will be transferred on a nightly basis and assets will be transferred weekly. They'll then be transferred monthly after that first month.

You can view any residual account activity in your Transaction History by logging on to Schwab.com > History > Transactions. Residual activity will be tagged with "TDA TRAN" to indicate any payments or assets moving into your Schwab account from your TD Ameritrade account after your account has moved to Schwab. You'll also receive a statement from TD Ameritrade for any period with residual activity.

If your TD Ameritrade account is enrolled in systematic mutual fund investments, which automatically buy or sell a specified amount of a fund based on your instructions, you can continue to review, modify or cancel these in your TD Ameritrade account through the Friday of your transition weekend at 5:30pm ET. New instructions can be created up until this time as well. If you do not want your systematic mutual fund instructions to move to Schwab, you will need to cancel them prior to 5:30pm ET on the Friday of your transition weekend.

Over your transition weekend, Schwab will convert eligible existing systematic mutual fund instructions to the Schwab Automatic Investment Plan (AIP). This will happen automatically and there is nothing you need to do. Please note, due to differences between Schwab and TD Ameritrade, not all systematic mutual fund instructions will transition. We will inform you after the transition of any canceled instructions.  

After your transition is complete, you can visit schwab.com/AIP to confirm the instructions moved. This will also be your new location for viewing mutual fund positions eligible for enrollment, establishing new instructions, as well as modifying, or canceling instructions.

Whether you hold securities like stocks, bonds, mutual funds, exchange traded funds, or money market funds in a Schwab brokerage account, or cash deposits in a Schwab Bank account, we have your assets protected. Learn more about all the ways Schwab works to keep your money safe.

TD Ameritrade clients currently have access to up to two program banks, each offering up to $250,000 in FDIC insurance (up to a total of $500,000 in FDIC insurance coverage, per depositor, for each account ownership category). Once your account moves to Schwab, you will have access to up to three program banks each offering up to $250,000 in FDIC insurance (up to a total of $750,000 in FDIC insurance coverage, per depositor, for each account ownership category, inclusive of deposits you may already hold at those same banks in the same ownership capacity).

Yes. The majority of accounts will have a similar cash feature at Schwab as they did at TD Ameritrade, allowing you to potentially earn income on your uninvested cash. All accounts will be automatically enrolled in Schwab's Cash Features Program when the account moves. About two months prior to your scheduled transition date, you will receive information about the assignment of your specific Schwab cash feature.

Yes. For most accounts, the interest rate on your cash feature will be higher at Schwab. This applies to clients currently enrolled in the TD Ameritrade Insured Deposit Account (IDA) feature and TD Ameritrade Cash feature. If you are currently enrolled in the sweep money market fund feature at TD Ameritrade, the yield paid on the Schwab sweep money market fund will likely differ over time and may be higher or lower than the yield on the sweep money market funds at TD Ameritrade.

You can view current interest rates and yields for each cash feature after your move at schwab.com/sweep

Yes. At Schwab, you will have access to a number of cash options, including money market funds and CDs that offer competitive rates of return.

To learn more about these options, visit schwab.com/cash

Education & research

Both TD Ameritrade and Schwab understand the importance of investing and trading education. While not all of the educational resources are transitioning to Schwab, you'll still have access to much of the content from TD Ameritrade like curated learning paths and courses. Plus, you'll now have additional content from Schwab, including articles, videos, podcasts, newsletters, and events covering investing, trading, and personal finance topics for all types of investors.

Though your education experience will be similar to what you had at TD Ameritrade, your education course progress and history won't transition to Schwab. That means if you've already completed certain content modules or courses and education webcasts at TD Ameritrade or are in the process of taking a course, you'll no longer see that information after your account transitions.

Yes. thinkorswim® is now at Schwab, and so is the thinkorswim Learning Center. You'll have access to all its tutorials, guides, and references that help you use the technical analysis tools, customize and trade on the platform, and keep you up to date on the latest innovations.

Schwab offers in-depth research from industry-respected third parties, including Morningstar, CFRA, MarketEdge®, and Argus. Plus, proprietary Schwab research, including Sector Views, Select List® reports, and Schwab Equity Ratings®, which provides actionable buy, hold, or sell guidance on thousands of stocks each week. Once your transition is complete, select the Profile tab on Schwab.com > Alerts to sign up for the reports that are most relevant to you and have them sent directly to your inbox.

In addition, you'll have access to the experts at the Schwab Center for Financial Research who offer free-from-hype perspectives and timely insights on topics that matter to you. This includes the day's market happenings, the economy, financial and retirement planning, portfolio management, Sector Views, equity ratings, mutual fund and ETF selections, trader outlook, options, futures, and investment strategy.

Third-party research may have a nominal fee. Research from Schwab is always free. And all of it is part of the comprehensive research experience waiting for you once your account transition is complete. 

TD Ameritrade Network is now Schwab Network™. Get the same market news and trader insights you know and love, with a fresh new look. Live streaming every market day, Schwab Network, our media affiliate*, features financial news, interviews, and market analysis. Watch it on the official Schwab Network site, through the thinkorswim® suite of platforms, and a variety of other ways.

Market Minute newsletter subscribers will continue to get commentary and clips about what’s moving the market delivered to their inbox daily. They won't need to resubscribe.

Moving money

Most of your move money profiles and instructions will transition to Schwab without you having to do anything. We encourage you to log in after your account transition is complete to check that everything is set up as expected. 

If you had direct deposit (e.g., paychecks from your employer or Social Security payments) set up to your TD Ameritrade account, you'll need to update instructions directly with the third party, providing your new Schwab account and routing numbers. You'll receive both numbers when your account transitions to Schwab.

To learn more about what's moving, differences to be aware of, and how to move money at Schwab, refer to our Move Money Guide.

If you have direct payments (e.g., mortgage payments) set up to another financial institution, you'll need to reestablish these after your transition using your new Schwab routing number and Demand Deposit Account (DDA) number, or checking number, found on your new Schwab checks. If you do not have checks, you will receive this information after your account moves to Schwab. 

Find detailed instructions on how to reestablish direct payments in our Move Money Guide. 

Yes, if you have direct deposits set up to your TD Ameritrade account (like paychecks from your employer or Social Security payments), you'll need to update instructions directly with the third party, providing your new Schwab account and routing numbers. You'll receive both numbers when your account transitions to Schwab.

To avoid any delays in funds posting to your Schwab account, you're encouraged to identify direct deposits ahead of time and provide updates as soon as possible after your transition. Until instructions are updated, the funds will first be deposited to your old TD Ameritrade account, and then moved to your new Schwab account in one to two days. 

To learn more about the direct deposit experience at Schwab refer to our Move Money Guide.

If you have direct debit instructions for payments out of your TD Ameritrade account set up at another financial institution, you'll need to reestablish those instructions with that financial institution or vendor, after your account has moved to Schwab using the routing number and Demand Deposit Account (DDA) number for your Schwab account. The routing number and DDA number are different from your Schwab account number and can be found on your new Schwab checks. If you do not have checks, you will receive this information after your account moves to Schwab. 

You should update these instructions as soon as possible after your move to Schwab, but any existing instructions will continue to process for at least 30 days after your transition as long as there are sufficient funds in your Schwab account. 

To learn more about the direct payment experience at Schwab, refer to our Move Money Guide. 

Using debit cards and checks:

If you use TD Ameritrade checks or debit cards please destroy and securely discard them upon your account's transition to Schwab. Your TD Ameritrade checks can be used until May 12, 2024.

If you've used your TD Ameritrade checks or debit card since March 2023 or enrolled in debit card/check writing features between March 2023 and February 23, 2024, you'll receive your new Schwab debit card and checks about one week before your transition date. You can start using your Schwab-branded checks and cards on your first day at Schwab.

Schwab debit cards and checks:

You can order replacement TD Ameritrade debit cards and checks no later than April 19, 2024, to ensure they are delivered ahead of your transition. 

Call to speak to a TD Ameritrade representative to order replacement debit cards or to reorder checks for an IRA. Checks for non-IRAs can be reordered online.

Withdrawing funds:

You'll be able to withdraw funds from your account until close of business on May 10, 2024. As of April 15, 2024 at 6 p.m. ET, we will no longer offer checks as a withdrawal option. Instead, you can set up bank or wire connections to use electronic (ACH) or wire transfers instead. We will waive any associated fees.
 

The year-to-date contribution and distribution information on Schwab platforms will not include contributions or distributions that were made at TD Ameritrade prior to your transition. You will need to refer to your final TD Ameritrade statement (accessible on Schwab.com via the Statements tab) to obtain contribution and distribution data from the beginning of the year through your transition weekend. This can be added to the data shown on Schwab platforms to determine your total year-to-date contributions and distributions.

Clients with access to the RMD Center on Schwab.com will be able to see both pre- and post-transition distributions.
 

Systematic Required Minimum Distribution (SRMD) instructions you currently have set up to transfer from a Traditional, Rollover, SEP, or SIMPLE IRA to a nonretirement account at TD Ameritrade will carry over to Schwab. For other account types, there may be instances where we are unable to transfer your SRMD instructions to your Schwab account. 

To learn more about SRMD instructions, refer to our Move Money Guide. 

Instructions you have set up at TD Ameritrade to receive dividends, interest, and/or interest credit payments (Money Market Funds interest) via ACH or check will transition to Schwab. Please note that these instructions will not transition to Schwab for pledged accounts.

You'll be able to see these Pay Income instructions online by logging in to Schwab.com, navigating to Move Money > Online Transfers, and scrolling down to the Recent Transfer Status table.

Once your account transitions to Schwab, if you wish to edit or delete your Pay Income instructions, contact a Schwab representative.

Any activity from dividends, interest, and interest credits in your TD Ameritrade account after your transition to Schwab will be moved as cash to your Schwab account and will not be distributed via your Pay Income instructions. This includes any dividends, interest, and interest credits from prior to the move that were not distributed by the transition weekend.

To learn more about investment income payments at Schwab, refer to our Move Money Guide. 

 

Tax information

If your TD Ameritrade account transitioned to Schwab in 2023, you'll receive two 1099 forms for the 2023 tax-reporting year—one from TD Ameritrade and one from Schwab. You can find your available 1099 forms in the 1099 Dashboard on Schwab.com.

The information on your TD Ameritrade form will reflect account activity prior to the move to Schwab. The information on your Schwab form will reflect account activity after the move to Schwab. You'll need to report the amounts for both forms when you file your taxes.

If you're looking for more information and helpful resources for the current tax season, visit the Schwab Tax Center on Schwab.com.

If your TD Ameritrade account hasn’t moved to Schwab yet, you'll only receive your 2023 tax documents from TD Ameritrade. These will be available in the TD Ameritrade Tax Center on tdameritrade.com.

After your account transitions, if you need to see or get your historical tax documents, you can access them by logging in to Schwab.com and going to Accounts > Statements & Tax Forms > Doc Type: Tax Forms.

If your account transitioned to Schwab in 2023, TD Ameritrade and Schwab tax forms can be found on Schwab.com by going to Accounts > Statements & Tax forms. Here you can see your available 1099 forms in the Statements and Documents section by selecting Tax Forms.

If your TD Ameritrade account hasn't moved to Schwab yet, you'll only receive your 2023 tax documents from TD Ameritrade. These will be available in the TD Ameritrade Tax Center on tdameritrade.com.

The first Schwab Form 1099s will be available online February 2nd, with all 1099s posted online by February 16th. 

The first TD Ameritrade Form 1099s will be available online by January 19th, with all 1099s available by February 29th. 

Mailing of Form 1099 typically takes place shortly after they are available online.  Please allow several days for postal delivery.

Beginning with tax year 2023, Schwab and TD Ameritrade will produce forms for an account only when at least one of the following conditions are met:

  • The account reaches $10 in dividend income.
  • The account reaches $10 in interest, royalties, or original issue discount (OID) income.
  • A Form 1099-B reportable transaction occurs in the account (e.g., a sell or a buy to cover)

If your account did not include any of these activities, you won't receive a 1099 for 2023. 

If your account transitioned to Schwab in 2023, you'll need to import your tax data for account activity at TD Ameritrade and your tax data for account activity at Schwab separately.

For Schwab tax forms, starting February 16, 2023, you'll be able to import your data into your tax preparation software by using your Schwab Login ID and password.

You'll also be able to:

  • Import tax information directly into TurboTax®, H&R Block®, and TaxAct® tax software.
  • Download your Form 1099 Composite data in CSV and XML formats and export your gain/loss details into an Excel® spreadsheet. Data that can be downloaded includes cost basis, dividends, interest, and proceeds from sale of securities.
  • Export and save your tax information as a PDF.
  • Important: Third-party tax preparation software may not be programmed to import all of the data provided on a Form 1099. We strongly recommend that you compare the data in your tax software to the data in your Schwab Form 1099 Composite.

For TD Ameritrade tax forms, once you receive your Consolidated Form 1099, you'll be able to import your data into your tax preparation software by using the Document ID and TD Ameritrade account number found on your tax form. "TD Ameritrade" must be selected as the financial institution.

For both Schwab and TD Ameritrade, a corrected Form 1099 contains updated information about one or more securities that you hold. If, after we've mailed your original Form 1099, we receive updated information from issuers of securities that you hold, we're required to send you a corrected Form 1099. Revision(s) are clearly displayed with the word "Corrected" to make it easy for you to see what's changed.

Note: We're unable to provide an expected availability date for corrected Form 1099s. This varies based on information received from the issuers of securities.

In most cases your tax lot election will carry over to Schwab automatically. However, there are some scenarios we want you to be aware of where there could be changes to your tax lot elections.

  • Identified or average cost basis method: If your account is set up with an identified cost method for mutual funds or was set up to use the average cost method, these settings will carry over to your new Schwab account.
  • Accounts with mixed tax lot elections: If your account has mixed tax lot elections, which means that you have selected different default tax lot elections for different classes of securities (for example, a different tax lot election for equities, options, and fixed income), these instructions won't move to Schwab. Your default tax lot election at Schwab for equities, options, and fixed income will be first-in, first-out (FIFO). 
  • Relief method same over all asset classes: If your tax lot elections are the same across all asset classes, this will carry over to Schwab.

If you'd like to change cost basis methodology at order entry, you can do that on Schwab.com or in the Schwab Mobile app. This capability is not available on thinkorswim at Schwab.

For more information about managing your cost basis method, please visit the Client Information Hub.

After your account transitions, your tax withholding elections will be automatically reset to state and federal minimums, based on your address of record. This means that nothing will change for most clients.

If you did not have a tax withholding election at TD Ameritrade, you will need to set one up prior to taking a distribution. This could have been because you have never taken an RMD or only took verbal distributions and did not have a permanent election on file.
 
Any distribution instructions that you have set up at TD Ameritrade where no tax is deducted (i.e., a qualified charitable distribution) will be reset to the federal and state minimums once your account moves to Schwab.
 
We encourage you to review your tax withholding elections once your account has moved to Schwab and make any necessary changes.

You can quickly and easily set your tax withholding election on Schwab.com:

Contribution and distribution transactions made at TD Ameritrade prior to your account transition will be reflected on your TD Ameritrade statements.
 
Contribution and distribution transactions made at Schwab after your account transition will be reflected on your Schwab statements, on Schwab.com, and the Schwab Mobile app.
 
You can find your TD Ameritrade and Schwab statements on Schwab.com and the Schwab Mobile app. Log in to Schwab.com and navigate to Accounts > Statements & Tax forms to view your available and historical statements.
 
If you have access to the RMD Center, you will be able to see your Required Minimum Distribution (RMD) taken year-to-date, including distributions made at TD Ameritrade.

Trading & investing

Yes, the thinkorswim® suite of platforms – desktop, web and mobile –is available at Schwab, along with the thinkorswim educational resources, analysis tools, research features, and virtual trading on paperMoney® that you know and love.
 
You'll be able to continue to use the same desktop and mobile downloads of thinkorswim that you use now – there's no need to download new software or apps. Web users can continue to use the same URL or access thinkorswim directly.

When you log into each thinkorswim platform for the first time after your move, your connection will need to be switched to Schwab by simply following the prompts. Remember to use your new Schwab Login ID and password.

While your thinkorswim experience will be very similar, there are a few differences you may want to be aware of:

  • At Schwab, you will not be able to change cost basis methodology at order entry on thinkorswim. You can make cost basis adjustments at order entry on Schwab.com, the Schwab Mobile app or by contacting a service representative.
  • thinkorswim mobile users: you will need to use the Schwab Mobile app to deposit checks until this functionality is added to thinkorswim mobile later this year.  The ability to edit a move money instruction is not available; you will need to cancel and re-enter the instruction.  Also, Android users should be aware that face recognition is not accepted on all devices.
  • Mutual Funds Trading: You will need to use Schwab.com or the Schwab Mobile app to trade mutual funds. You will be able to see mutual fund positions in thinkorswim at Schwab, but you will not be able to buy or sell mutual funds through the thinkorswim platforms.
  • Additionally, if you are looking to move money via ACH or internal transfer for an IRA account, please use the Schwab Mobile app or Schwab.com.
  • The pattern day trade counter may show a different slightly higher value on thinkorswim than it does on Schwab.com. The thinkorswim counter will reset overnight to match the Schwab.com counter. Additionally, the pattern day trade counter will only be visible on Schwab.com for accounts below $25,000 in equity but will be visible for all accounts on thinkorswim.
  • View only access: At Schwab, someone with "view only" access will not be able to see account balances or positions in thinkorswim.
  • Delayed quotes: There is a potential for some clients to experience delayed quotes on thinkorswim when they first move to Schwab because their professional/non-professional designation status is missing. Clients impacted by this will be contacted prior to transition weekend with instructions on the action they need to take to rectify their status.
  • New features: You'll be able to see additional information on hard-to-borrow securities on the thinkorswim trade ticket and watchlist. You'll also be able to login directly to Schwab.com from thinkorswim desktop at the click of a button.
     

For most thinkorswim users, any settings that you previously set up will automatically carry over to Schwab.

There are a few scenarios where your settings might not appear as expected after your move to Schwab. If any of these apply to you and they are not your preferred settings, you can contact a service representative after your move for assistance merging your settings. Consider contacting us through thinkorswim chat for the quickest response.

If your account has multiple owners using thinkorswim, the first owner to log in to thinkorswim after the account transitions to Schwab will see the migrated settings. Other account owners will see default settings, but the owner with the migrated settings can use 'share' functionality to create a link for other account owners to use the same settings.

Your options trading experience at Schwab will be similar to what you had at TD Ameritrade, but some features are a little different – and you'll also experience a few enhancements. Here's what you need to know:

Your options approval level, service teams, and pricing will be the same. And your thinkorswim experience will be the same.

Some enhancements:

  • Support for up to 4-leg options strategies on both Schwab.com and Schwab Mobile.
  • Streaming quotes on underlying securities in the Options Chain, on underlying securities and options in trade tickets, and on watchlists.
  • Conveniently set up commonly used options strategies with the click of a button using the Trade Builder or Strategy selection tools on the Options: Chains tab. 
  • Ability to early exercise long options online.

Some differences on the Schwab Mobile app:

  • You can start your trade from the Options Chain display, the Chain link on the trade ticket, or build the trade manually by selecting the Strategy then entering the information directly in the trade ticket.
  • In the option chain, you can select expiration date and strike to customize your view.
  • You'll need to click to populate the mid-price from the net quote section as it is not pre-filled.

Some differences on Schwab.com:

  • Your 'Order Status' view will look different on schwab.com, but you can select "Condensed View" to show more information on the screen, similar to what you had on tdameritrade.com.
  • A few other differences in the options trading experience:
    • Option symbology is intuitive, but slightly different than what you had at TD Ameritrade. Visit our options section to see an example of the symbology used at Schwab.
    • The minimum account balance to trade spreads in IRA brokerage accounts is $5,000. (Approval is required. If you're currently approved to trade spreads in IRA brokerage accounts at TD Ameritrade, you'll retain that approval at Schwab.)
    • The cutoff time to submit 'do not exercise' requests is 5pm ET.
    • Instead of receiving real-time notices about assignments, Schwab will send a trade confirmation noting the transaction is the result of an assignment.
    • You cannot select the exchange to which your options orders are routed on web or mobile, but you can call a broker to do so, or you can do this on thinkorswim desktop, web, and mobile.

Learn more about the options trading experience at Schwab.

Most open orders will move to Schwab. Some order types may not move, including conditional orders, trailing stop orders, and direct routed orders. If you have any of these order types open at the time of your move and want to continue working them, please note the order details before your account transitions. You may need to reestablish the orders at Schwab after your account has moved.

Open orders that move to Schwab will receive an updated entry date and time as a part of the transition process. Instead of showing the date and time the orders were entered at TD Ameritrade, the orders will reflect the date and time the order moved to Schwab during the transition. The expiration date will not change and will remain the same as when the order was placed at TD Ameritrade.

Saved orders at TDA will not move to Schwab. You can enter new saved orders in thinkorswim after your account(s) have moved.

Schwab.com and the Schwab Mobile app offer much of the same trading and investing functionality that you're used to at TD Ameritrade. We're also updating our platforms to include additional TD Ameritrade features.

And if you want more advanced platform features, the powerful thinkorswim trading experience you already know is now available at Schwab.

Enhanced Schwab.com features:

  • Streaming data on watchlists, trade tickets, and options chains (underlying)
  • An enhanced trade ticket and the new SnapTicket®, allowing you to trade more options strategies than you could on tdameritrade.com
  • The ability to easily close and roll positions in 1-2 legged options strategies
  • Expanded watchlist functionality, including customization of columns and data
  • Enhanced trade preferences on the trade ticket and SnapTicket®
  • New conditional order types
  • A day trade counter
  • Updated time-in-force options for good-'til-canceled orders
  • More filtering options on Order Status

Enhanced Schwab Mobile app features:

  • Streaming data on watchlists, trade tickets, order status, options chains (underlying), and positions
  • A redesigned trade ticket and options chains, allowing you to trade more options strategies than you could on TD Ameritrade Mobile App
  • Watchlist and heat map enhancements, including customization of columns and data
  • Additional filtering options on the order status page
  • Equity reports and ratings from third parties
  • A day trade counter
  • Updated time-in-force options for good-'til-canceled orders
  • New mobile alerts for stocks, ETFs, and indices 

Watchlists: Watchlists on tdameritrade.com and thinkorswim will move to Schwab. Watchlists in the TD Ameritrade Mobile app will move to Schwab if they are backed up to the server.

Here are a few other things to know about watchlists:

  • If you create watchlists in the TD Ameritrade Mobile app, be aware that any watchlists saved locally on your mobile device (the default setting) will need to be backed up in order to move with you to Schwab. Only watchlists that are saved to the server will move.
     
    • To back up a watchlist on an iOS device like an iPhone or iPad: Tap "Edit" above the watchlist and then "Copy Watch List." Enter a name and tap "Done."
    • To back up a watchlist on an Android device: Tap "Edit" above the watchlist and then "Copy Watch List." Select "TD Ameritrade server." Enter a name and tap "Done."
       
  • Watchlists on tdameritrade.com containing more than 300 symbols will be broken into multiple watchlists when moved to Schwab.
     
  • Watchlists that transition will initially appear synced across all Schwab platforms, but any updates made after your account transition will not automatically sync between thinkorswim platforms and Schwab.com and the Schwab Mobile app. So, for example, any change made to a watchlist on thinkorswim would require a manual update to Schwab.com or the Schwab Mobile app to keep your watchlists aligned.

Alerts: Alerts set up on tdameritrade.com or on the TD Ameritrade Mobile app will not move. These will need to be set up again on Schwab.com. For most thinkorswim users, all alerts are moving to Schwab and will remain fully accessible on thinkorswim at Schwab.

Please note: There are some scenarios where thinkorswim settings may not move over as expected – which could impact your alerts and watchlists. Check out the FAQ on thinkorswim settings for more details.

For more details on both watchlists and alerts, please visit the Alerts, Watchlists, and Market Data page.

Your TD Ameritrade dividend reinvestment elections for eligible stocks and ETFs will move to Schwab at the time of your transition. After the transition, any additional purchases of these currently held stocks and ETFs in your Schwab account will automatically follow the elections that transitioned with you.

Any net new positions established in your Schwab account won't automatically be opted in for dividend reinvestment at Schwab. You must enroll each eligible stock and ETF separately from the Positions page on Schwab.com or elect dividend reinvestment for eligible securities at the time of trade within the trade ticket. You will not be able to enroll your entire account as you may have done at TD Ameritrade.

Additionally, you should be aware of some other differences between dividend reinvestment at TD Ameritrade and Schwab:

  • Fund Standing Instructions for Mutual Funds: Capital gains and dividend settings will transition to Schwab, with one exception. If you currently have capital gains set to be distributed as cash and dividends set to be reinvested at TD Ameritrade, both will be set to reinvest at Schwab.
  • American Depositary Receipt (ADR) securities and foreign ordinaries (ORDs): Dividend reinvestment on ADR securities and ORDs is not offered at Schwab. These will be distributed as cash. 
  • Processing: Because Schwab waits for the receipt of dividends before distributing the funds, you may notice that reinvested shares are not visible or tradeable in your account until the day following reinvestment. Also, you may see the dividend in your account as cash before the reinvestment takes place. 
  • DTC Dividend Reinvestment Program: For a limited number of stocks, TD Ameritrade offered dividend reinvestment through The Depository Trust Company (DTC). While Schwab does not participate in the DTC Dividend Reinvestment Program, dividends will be reinvested through our open market dividend reinvestment program. While the reinvested price may be different between our open market program and the DTC program, our allocation of shares will typically be posted to your account sooner than the shares are posted under the DTC program. We are considering making the DTC Dividend Reinvestment Program available in the future and will let you know once a decision has been made.
  • Unpaid dividends at the time of your transition: If the dividend record date is prior to your account transition and the dividend payment is made after your account transitions, the dividend will be paid in cash to your former TD Ameritrade account and swept overnight to the new Schwab account via the daily cash residual process. The cash will not be reinvested per dividend instructions. If the record date is after your account transitions, the dividend payment will be made to your new Schwab account and will follow your reinvestment instructions.

Your options approval level will move with your account(s) to Schwab, meaning you'll have the equivalent options approval level in your new Schwab account. There will be no change in terms of the options strategies that you can trade in your account before and after the transition.

Options approval is at the account level. If you have multiple options-approved accounts, each account will move to Schwab with its respective options approval level—which could be different for each account.

You can view a comparison table to see how options approval levels match up between TD Ameritrade and Schwab.

Yes, the margin feature on your account will move with the account to Schwab.  You'll still be able to utilize margin on all trading platforms at Schwab.

House requirements will remain at 30%, though there is the potential for some differences in concentration requirements. You'll be able to view margin requirements from the trade ticket on Schwab.com. You can also visit schwab.com/margin-updates to check on certain securities with special margin requirements.

Portfolio Margin clients will continue to have the same requirements upon moving to Schwab as well.

Yes, you will continue to use thinkorswim to trade futures and forex at Schwab, like you do today at TD Ameritrade. Futures and forex products will continue to be traded through Charles Schwab Futures and Forex LLC. When you log into the thinkorswim platform for the first time after your move you'll be prompted to take a few steps to update the connection to your accounts at Schwab. 

  • Futures and forex trading will be available to on thinkorswim® as of Sunday, May 12 at 5 p.m. ET
  • Access to all trading platforms will open on Monday, May 13 at 5 a.m. ET

Please note: Although futures and forex trading will be available at Schwab on thinkorswim beginning Sunday, May 12 you won't be able to move money into or out of your account until you have full account access the following day on Monday, May 13 at 5:00 a.m. ET. To ensure funds are available to trade futures and forex immediately, please be sure that any transfers into your account(s) are completed by 4:00pm ET on Friday, May 10.

 Yes, paperMoney will still be available in thinkorswim® at Schwab.  Here are a few details to be aware of related to your paperMoney experience:

  • Your paperMoney account positions and history will NOT move to Schwab.  When you move to Schwab, your paperMoney account positions and history will be reset to the default state, meaning you’ll see one simulated margin account and one simulated IRA, no positions in the accounts, and $100k in virtual cash in each account.
  • Prior to your move, you can export a snapshot of your current paperMoney positions to Excel by going to Monitor > Activities and Positions on thinkorswim desktop app. Additionally, you can export transaction history at Monitor > Account Statement (up to a year of transactions at a time), if you would like to retain that information after your account transitions to Schwab.
  • Your paperMoney settings will transfer to Schwab.

Learn more about paperMoney at Schwab.

Yes, Schwab has robust portfolio performance reporting tools. One of the most popular tools allows you to calculate your rate of return, both from an overall portfolio perspective and by account. It also allows you to look at your performance by asset class. You can utilize pre-selected timeframes or create a custom timeframe to see how you're doing over time. In addition, Schwab has a Portfolio Checkup tool that lets you look at your asset allocation, monitor your sector diversification, and see your equity concentration. You'll be able to find these tools on Schwab.com under Accounts > Portfolio Performance.

Before your account transitions: If you want to preview the Schwab experience and get the hang of using Schwab platforms before you move, you can check out a selection of videos and other helpful resources.

After your account transitions: As a critical first step following your first login at Schwab.com and the Schwab Mobile app, we encourage you to visit the Welcome Center to review what's moved to Schwab, confirm your profile, and update your account features. 

Also, to help you get used to Schwab's platform, a How To Center has been set up, complete with useful instructional videos that tell you what you need to know to get up and running fast. All of this will be available to you—and easy to find—when you log in for the first time at Schwab.com and the Schwab Mobile app.  

Yes. You'll discover a broad spectrum of new investing options available to you at Schwab. Here are a few to look forward to.

  • Schwab Stock Slices®. Schwab Stock Slices allows you to own fractional shares of any company in the S&P 500® for as little as $5 per "slice." Fractional shares are less than a whole share, and they allow you to purchase stocks based on the dollar amount you want to invest. Trading is commission-free when done online. Learn more about Schwab Stock Slices.
  • Thematic investing. Thematic investing is an approach that helps you discover and invest in new trends and opportunities. In contrast to sector investing, thematic investing can span multiple sectors. Schwab's proprietary artificial intelligence technology has been utilized to construct more than 40 curated stock lists, each focusing on an investable theme, such as renewable energy, genomics, and space technology. Learn more about thematic investing.
  • Global investing. There's more to the world than just U.S. markets. Schwab offers direct equity trading in over 30 foreign markets using a Schwab brokerage account, with a dedicated global trading desk staffed 24 hours a day from Sunday evening through Friday afternoon, covering the market hours around the world. In addition, with a separate Schwab Global Account™, you can trade foreign stocks in their local currencies in 12 of the top-traded markets. Learn more about global investing.
  • Schwab Personalized Indexing™. Taking direct indexing to the next level, Schwab Personalized Indexing is a managed account that builds a portfolio of individual stocks that reflect the characteristics of an index. The investment approach is customizable and allows for tax-loss harvesting. Learn more about Schwab Personalized Indexing.
  • Automated investing. You can have a robo-advisor build and manage your portfolio with Schwab Intelligent Portfolios®. With Schwab Intelligent Portfolios Premium®, you can also get unlimited guidance from a CERTIFIED FINANCIAL PLANNER™ in addition to the robo-advisor, for a monthly subscription fee. And Schwab Intelligent Income allows you to meet your income needs by generating a monthly paycheck from either of the automated solutions. Learn more about Schwab Intelligent Income®.

 

Yes. At TD Ameritrade, account balances, position values, and buying power are based on price action in extended-hours (pre- and post-market) trading sessions.

On Schwab.com and Schwab Mobile, account balances, position values, and buying power are based on the closing prices of the preceding general market session. You can view real-time extended hours trading quotes in the trade tickets and on watchlists.

thinkorswim® shows account balances, position values, and buying power based on price action in extended-hours (pre- and post-market) trading sessions, just like at TD Ameritrade.

Pricing & fees

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.

Yes. Online trade commissions will continue to be $0 at Schwab for U.S. listed stocks and ETFs and mutual funds from Schwab Mutual Fund OneSource. Options trades have a $0 online base commission and a $0.65 per contract fee. Learn more about pricing at Schwab.

Service & support

Yes. Your Financial Consultant will be moving with you to Schwab and will be ready and able to help you with all products and services that Schwab offers.  

Until your account transitions to Schwab, continue to contact TD Ameritrade for account service 24/7 at 800-780-8614. Or log in to your TD Ameritrade account and under Client Services, select Message Center to write to TD Ameritrade support.
 

Once your account transitions, you'll start contacting Schwab for 24/7 customer service at 800-435-4000.

You can expect the same type of high-quality service that you get at TD Ameritrade. You can contact Schwab by phone, chat, or email for 24/7/365 support. Or you can visit a Schwab branch during regular business hours. We're happy to inform you that the service teams you work with at TD Ameritrade will transition with you and be able to keep serving you.

There are resources available to support you throughout your transition.

Online resources

  • The Client Information Hub will keep you up to date on general information about the transition process, help and how-to resources, and more about what's waiting for you at Schwab. 
  • We'll be hosting regular 30-minute live webcasts to answer your questions and help make your transition to Schwab as seamless as possible.
  • Two to three months before your transition weekend, when you log in to your TD Ameritrade account, you'll be able to access the Schwab Transition Center. There you'll find information specific to your transition group, including key dates. Additionally, this is where you'll receive instructions on how to set up your Schwab Login ID and password, beginning about one month before your scheduled transition date.
  • After your transition is complete and you log in to Schwab.com for the first time, our Welcome Center will guide you through any actions needed, and help you get to know Schwab.

Communications

  • As you get closer to your scheduled move date, you'll be receiving a series of transition communications from TD Ameritrade. These will help you prepare for your move to Schwab by providing important information and actions you need to take.
  • After your transition is complete, you'll receive a series of onboarding communications from Schwab to welcome you, familiarize you with products and services, and get you set up with your trading and investing experience quickly and smoothly.  

Service

  • If you have questions about your account transition before or after your move, you can call 800-780-8614 to talk with a representative.
  • You can also use online chat or our digital assistants, Ask Ted on tdameritrade.com and Schwab Assistant on Schwab.com.
 

Prior to your account moving to Schwab, any TD Ameritrade branch, including a location combined with a Schwab branch, can assist you with your TD Ameritrade account. After your account moves to Schwab, you can use any Schwab branch.

When the integration of TD Ameritrade and Schwab is complete, there will be over 400 Schwab branches, including 100 Independent Branch locations. To view a full list of current Schwab branches, visit the branch locator.

Selective, Essential & Personalized Portfolios

If you are currently invested in Selective Portfolios Core Mutual Fund, Core ETF, and Opportunistic strategies:

Your account will transition to Schwab and continue to be managed post-transition according to your portfolio strategy by Charles Schwab Investment Management, Inc. At Schwab, you will be able to view your performance history, adjust your strategy, and open additional Selective Portfolios accounts.

If you are currently invested in Essential Portfolios, Personalized Portfolios, and Selective Portfolios Managed Risk and Supplemental Income strategies:

Your account will continue to be managed up until close of business on September 1, at which time the account will transition to Schwab as a self-directed brokerage account that will no longer be managed. All investments will remain intact and there will be no tax implications related to this change. If you would like to continue to have your account managed, Schwab offers a range of investment advice solutions. Speak with your Financial Consultant or review the options available at Investment Advice.

Before your account moves to Schwab, you will be able to request cash up to the following dates:

  • Tuesday August 29, 2023 is the last date to submit a request for cash if securities need to be liquidated to cover this request.
  • Friday September 1, 2023, at 4p.m. ET is the deadline to request cash online that is already available in your account.
  • After transition of your account, Schwab can provide several withdrawal options online or through your service representative.

Please visit the Move Money Guide for additional details.

Whether your account moves over as a Managed Investing account or as a self-directed brokerage account, your performance reports will be available post transition on Schwab.com for the primary account holder. (Accounts > Statements > Reports & Plans)

There will be some limited changes to your Selective Portfolios experience at Schwab. While your current program fee will not change, your quarterly program fees will now be deducted on the last day of the quarter using actual daily balances rather than at the beginning of the quarter using the previous quarters balance. Additionally, program fees will not be assessed on the portfolio cash in your account.

Most of your account features will still be available, but there will be some differences in the experience:

  • Cash cannot be held within the account outside of the portfolio strategy: After your accounts transition, all cash will be invested according to the portfolio strategy. If you wish to maintain a portion of cash outside of the portfolio strategy, you must move that cash to another account. Clients who currently hold additional cash in their accounts at the time of the transition will have approximately 60 days to either withdraw the cash or instruct Schwab to invest the cash according to the portfolio strategy, otherwise your account may be unenrolled from the offer.
  • Tax-loss harvesting: At Schwab, you will still have the option to make specific tax gain/loss harvesting requests by speaking with your Financial Consultant or a service representative and submitting a form, though ongoing automatic tax-loss harvesting will no longer be supported.
  • Quarterly trade confirmations report in place of individual confirmations: All Selective Portfolios clients will receive a Quarterly Trade Confirm report, rather than individual trade confirms. If desired, you can elect to have individual trade confirms by speaking with a service representative after the transition of your account.
  • Proxies voted on your behalf: Charles Schwab Investment Management, the portfolio manager after your account moves to Schwab, will vote proxies on your behalf rather than you being responsible for proxy voting. You may change these instructions if you desire to vote proxies yourself, by speaking with a service representative.
  • Mutual fund dividends paid out in cash: All dividends will be paid out in cash and reinvested according to your portfolio strategy, rather than reinvested into the existing mutual fund.
  • Performance: Your portfolio performance history will continue to be calculated from the time of your initial enrollment in Selective Portfolios at TD Ameritrade. Once your account is at Schwab, you will have access to additional functionality such as the ability to customize your view to cover additional time periods, include additional accounts, and compare performance against specific benchmarks or indices.

Most of your move money profiles and instructions will transition to Schwab automatically. There are some exceptions for Managed Investing clients, so be sure to review the Move Money Guide for specific details.

We encourage you to log into Schwab.com or the Schwab Mobile app after your account transition is complete to check that everything is set up as expected.

If you are currently invested in Essential Portfolios, Personalized Portfolios, or Selective Portfolios Managed Risk or Supplemental Income strategies, your account will transition to Schwab as a self-directed brokerage account. As a result, it's important to know that you will be responsible for ensuring there is adequate cash available in your account for withdrawals once at Schwab.
 

Small Business Retirement Accounts

SEP IRAs, SIMPLE IRAs & Individual 401(k)s

If you currently have a SEP IRA, SIMPLE IRA, Individual/Solo 401(k), Money Purchase Pension Plan, or Profit Sharing Plan:

Your account will automatically and securely transition to Schwab and continue to be available and accessible, and you'll be able to take advantage of all the benefits that come with the integration of Schwab and TD Ameritrade. If you are an employer with a SEP or SIMPLE IRA, there is additional paperwork you need to complete to fully set up your plan. See "I'm an employer with an Individual/Solo 401(k), SIMPLE IRA, or SEP IRA plan" below.

There will be some differences in how you can make contributions and distributions through small business accounts at Schwab versus how you did it at TD Ameritrade. Most of your move money profiles and instructions will transition to Schwab automatically. 

Learn more in the Move Money Guide.

If you're an employer, there are forms for each plan that need to be completed to set up your plan at Schwab:

  • For SIMPLE IRAs, complete these forms electronically with DocuSign so  that you're ready to make contributions and take advantage of additional benefits immediately after the transition of your plan.
  • For SEP IRAs, check back for more information in the weeks leading up to the transition of your plan in September.
  • For Individual/Solo 401(k) plans, complete and submit an Individual 401(k) contribution form each time you contribute.

Note: If you are an employee, you do not need to fill out this paperwork.

Reach out with questions.

  • Reach out with questions.

    We're here to help. If you have questions about your transition to Schwab call 800-780-8614.

    If you have questions about your TD Ameritrade account call 800-669-3900. If you have already moved to Schwab and have questions call 800-435-4000.

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

Options carry a high level of risk and are not suitable for all investors. Certain requirements must be met to trade options through Schwab. Please read the Options Disclosure Document titled "Characteristics and Risks of Standardized Options" before considering any option transaction.

Multiple leg options strategies will involve multiple transaction costs. Spread trading must be done in a margin account.

Investing involves risk including loss of principal.

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

Schwab does not provide tax advice. Clients should consult a professional tax advisor for their tax advice needs.

TurboTax® and TurboTax Online, among others, are registered trademarks and/or service marks of Intuit Inc. in the United States and other countries. Charles Schwab & Co., Inc. is not affiliated with TurboTax, Intuit Inc., or any of its subsidiaries.

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Schwab.com and the Schwab Mobile app require a wireless signal or mobile connection. System availability and response times are subject to market conditions and your mobile connection limitations. Functionality may vary by operating system and/or device.

Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons.

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Investors should carefully consider information contained in the prospectus, or, if available, the summary prospectus, including investment objectives, risks, charges, and expenses. You can request a mutual fund prospectus by calling Schwab at 1-800-435-4000. Please read the prospectus carefully before investing.

An investment in a money market mutual fund is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency. Although the fund seeks to preserve the value of your investment at $1.00 per share, it is possible to lose money by investing in the fund.

Futures, futures options and Forex 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.  Forex trading involves leverage, which also carries a substantial level of risk. Please read the NFA booklet Trading Forex: What Investors Need to Know Prior to Trading Forex Products. ​

Futures and futures options and forex 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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The paperMoney® software application is provided for educational purposes only, and allows users to engage in simulated trading with hypothetical funds using live market data. Market activity, trade executions, transaction costs, and other elements presented in paperMoney are simulations only. Simulated performance does not ensure success in a live environment.

Standard online $0 commission does not apply to over-the-counter (OTC) equities, transaction-fee mutual funds, futures, fixed-income investments, or trades placed directly on a foreign exchange or in the Canadian market. Options trades will be subject to the standard $0.65 per-contract fee. Service charges apply for trades placed through a broker ($25) or by automated phone ($5). Exchange process, ADR, and Stock Borrow fees still apply. See the Charles Schwab Pricing Guide for Individual Investors for full fee and commission schedules.

International investments are subject to additional risks such as currency fluctuation, geopolitical risk and the potential for illiquid markets

Schwab Stock Slices® is 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.

Investment Research for thematic stock lists is provided by Charles Schwab Investment Management, Inc. ("CSIM"). CSIM is an affiliate of Charles Schwab & Co., Inc. ("Schwab"). Both CSIM and Schwab are separate entities and subsidiaries of The Charles Schwab Corporation.

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.

Please read the Schwab Intelligent Portfolios Solutions disclosure brochures for important information, pricing, and disclosures related to the Schwab Intelligent Portfolios and Schwab Intelligent Portfolios Premium programs. 

Schwab Intelligent Portfolios® and Schwab Intelligent Portfolios Premium® are made available through Charles Schwab & Co., Inc. ('Schwab'), a dually registered investment adviser and broker-dealer. [Portfolio management services are provided by Charles Schwab Investment Management, Inc. ("CSIM"). Schwab and CSIM are 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. Schwab does not charge an advisory fee for the SIP Program in part because of the revenue Schwab Bank generates from the cash allocation (an indirect cost of the Program). The portfolios include a cash allocation to FDIC-insured Deposit Accounts at Charles Schwab Bank, SSB ("Schwab Bank"). Schwab Bank earns income on the deposits, and earns more the larger the cash allocation. 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. Schwab Intelligent Portfolios Solutions invests in Schwab ETFs. A Schwab affiliate, Charles Schwab Investment Management Inc., 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.

Schwab Intelligent Income® is an optional feature for clients to receive recurring automated withdrawals from their accounts. Schwab does not guarantee the amount or duration of withdrawals nor does it guarantee meeting Required Minimum Distributions. You may incur IRS penalties for early withdrawal of funds depending on the account type.

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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.

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