Get off to a great start as a Schwab client.

You may not have access to Schwab.com or the Schwab Mobile app 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 transition to help make the move to Schwab seamless and easy.

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 at Schwab.


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Trading how-to videos

How to place a trade on Schwab.com.

How to place a trade on Schwab.com.

Opens in popupRead transcriptfor How to place a trade on Schwab.com.

The clip begins with a static top-down shot of a desktop. We see part of a tablet and a notepad with "To do list" written on top. 

A hand enters the frame and places a coffee cup in the top-right portion of the frame and a pen next to the notepad. Then we see "Place a trade" animate on the page underneath "To do list" next to an unchecked box. 

Upbeat music plays throughout 

Narrator: When you're ready to place a trade, head to the All-In-One Trade Ticket.

The frame cuts to a full screenshot of the Schwab.com client Account Summary page. Personal Value, Day Change, and 6 Month Change appear above a graph.

Narrator: Roll over "Trade," then click "All-In-One Trade Ticket." 

The cursor rolls over "Trade" in the main nav and clicks "All-In-One Trade Ticket." We cut to the All-In-One Trade Ticket page. 

Narrator: Designed to make trading intuitive, the tool populates relevant data as you build your order, starting with the symbol and strategy. From there, choose to buy or sell and enter the number of shares you want to trade. 

The cursor clicks the "Symbol" field, and we see XYZ typed in. Market data about "XYZ Fantasy Inc" automatically appears to the right. Then the cursor clicks a dropdown labeled "Action" and selects "Buy." The cursor then clicks a "Quantity" box, and the number "200" is typed in.

Then choose the order type and timing, and you're ready to review your order. 

The cursor clicks a dropdown labeled "Order Type" and selects "Market Order." Then the cursor clicks the green "Review Order" button. 

Then, just confirm the details to place your trade.

We cut to a "Verify Order" screen with the trade’s details summarized. The cursor hovers over the "Place Order" button. 

We cut back to the top-down shot of the desktop, zoomed in a bit closer to the "To do list" in the notebook. A check animates in the box next to "Place a trade," indicating this task has been completed. 

We cut to a dark blue background with text that reads, "Visit Schwab.com/HowToCenter for more videos." 

The screen fades to the Charles Schwab logo with the following disclosures beneath: 

Investment Products: Not FDIC-Insured * No Bank Guarantee * May Lose Value

Investing involves risks, including loss of principal. 

The information provided here is for general informational purposes only and is not intended to be a substitute for specific individualized tax, legal, or investment planning advice. Where specific advice is necessary or appropriate, consult with a qualified tax advisor, CPA, financial planner, or investment manager.

The Charles Schwab Corporation provides a full range of brokerage, banking, and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (Member SIPC), offers investment services and products, including Schwab brokerage accounts. Its banking subsidiary, Charles Schwab Bank, SSB (member FDIC and an Equal Housing Lender), provides deposit and lending services and products. 

©2022 Charles Schwab & Co., Inc. All rights reserved. Member SIPC. 0322-1TSE

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Learn how to place a trade on Schwab.com.

The All-In-One Trade Ticket® provides easy access to multiple asset types (stocks, ETFs, and options) and lets you place and execute your trades from a single location.

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 videos for traders.

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.

Moving money

Learn more about moving money.


More resources

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Need more assistance?

We're always here for you. And during this transition, it's important to know who to contact with your questions.

  • Contact TD Ameritrade

    Before and during your transition weekend, please contact TD Ameritrade with your questions.

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    Contact Schwab

    After your transition is complete, please contact Schwab with your questions.


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

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

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.

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

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

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

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

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