Get off to a great start as a Schwab client.

You may not have access to all of Schwab's platforms yet, but these helpful resources will make everything feel more familiar when you do. Our guides and how-to videos will be right here after your account transition to help make the move to Schwab seamless and easy.

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Find the Schwab platform that's right for you.

Explore Schwab's trading platforms.

You can trade and manage your accounts on any of Schwab's trading platforms, from the thinkorswim® suite of platforms (desktop, web, and mobile) to Schwab.com and the Schwab Mobile app.

Resources to help you get familiar with Schwab Platforms.

How to manage your accounts using Schwab.com and the Schwab Mobile app.

GUIDE

Get to know top account management features.

See what the most used online account features look like at Schwab.

How to make the most of Schwab.com, Schwab Mobile, and thinkorswim®.

WEBCAST

Get to know Schwab.com & Schwab Mobile.

Learn how to research the market, screen for stocks, and execute your strategies.

WEBCAST

Get to know thinkorswim.

Whether you're just getting started, or want to dive deeper into how to use it, learn more about thinkorswim.
 

VIDEO

Watch a thinkorswim demo.

Take a high-level tour of the most commonly used features of the thinkorswim trading platform.

Helpful how-to videos

Please note: Some of these videos include linked content that you won't have access to until you move to Schwab. We hope these videos will make everything feel more familiar when you do.

How to get started on Schwab.com and the Schwab Mobile app.

How to start trading on Schwab.com.

How to start trading on the thinkorswim suite of platforms.

Moving money

What to know about moving money.

Explore our comprehensive Move Money Guide to understand what's transitioning over from TD Ameritrade, any steps you might need to take after the transition, and all the ways you can move money at Schwab.

Learn more about moving money.


More resources

Please note: Some of these videos include linked content that you won't have access to until you move to Schwab. We hope these videos will make everything feel more familiar when you do.

How to find my tax documents

How to find my tax documents

Find what you need for your taxes.

Once your account has moved to Schwab, you can log in to see your statements and download your current and past TD Ameritrade tax forms.

More resources


Reach out with questions.

  • Reach out with questions.

    We're here to help. If you have questions call 800-435-4000.


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

thinkorswim mobile and Schwab Mobile 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.

Investing involves risks, including loss of principal.

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

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