An exciting future, together.

We're committed to making sure everyone’s transition to Schwab is as simple and smooth as possible. So rather than move every single account all at once, we plan on transitioning accounts in groups on different dates.

We'll let you know your assigned transition date about three months in advance, either by email or mail depending on your communication preferences. At that time, you'll also see your transition date when you're logged in at tdameritrade.com. You won't be able to change your transition group or ask to move your account at a different date.

Additionally, throughout your transition period, you'll receive communications with resources to help you prepare for your move to Schwab and information on any actions you need to take. 

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.

Yes, the thinkorswim^® platforms are coming to Schwab. That means you'll still have access to thinkorswim^® on desktop, web, and mobile—along with all its educational resources, including paperMoney^®. We’re combining the best capabilities, education, and service at both firms to create a world-class trading experience. So keep using thinkorswim^® knowing that you'll have uninterrupted, long-term access at Schwab.

I'm a Schwab client. When will I get access to the thinkorswim platforms?

Keep checking back—we'll update this page as we get closer to being able to offer you thinkorswim access in your Schwab account.

• If you want to move to Schwab now you can, but if you wait, your account and corresponding history will automatically move to Schwab as part of the seamless transition experience. If you do decide to move your account now, your account history and documents associated with your TD Ameritrade account will not be integrated into your new Schwab account.
• If you do prefer to move your account to Schwab earlier, the easiest way to do so is by opening an account online at international.schwab.com and initiating the transfer process. All fees associated with the transfer will be waived.
• And, if you have already started the transfer process to Schwab, please go ahead and complete the transfer as planned, and let us be the first to say, "Welcome to Schwab!"

• 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.

• You will manage your accounts at each firm separately until your TD Ameritrade account is moved to Schwab. 
• If you have updates to make, you will need to make those at each firm individually.
• You will need to continue to call TD Ameritrade for questions associated with your TD Ameritrade account, and Schwab for questions related to your Schwab account. 
• You can add your TD Ameritrade accounts to your Account Summary view on your Schwab platform for a comprehensive look at the investments and balances you have at both companies.

• You'll need to continue to use TD Ameritrade branches for business associated with your TD Ameritrade account, and the Schwab service teams who you normally contact for business associated with your Schwab account.  

• There are some differences in the offerings between the two firms, and we will be taking these differences into account as we work to ensure the best client experience for you. If there are any changes as we get closer to your account moving, you will be notified in advance.

• If you have payment features on your brokerage accounts, such as debit cards and checks, we do not anticipate any immediate changes.
• The TD Ameritrade Client Rewards Credit Card is issued by TD Bank, N.A., a separate and unaffiliated firm, and TD Bank, N.A. will continue to support your card and will communicate any future changes to card members.
• Note that TD Bank is not included in the acquisition, and any accounts that you may have with TD Bank directly will not be affected.
   

• There are no changes to pricing and fees for our existing clients at this time, as a result of the integration planning.

• Currently Schwab and TD Ameritrade are aligned with the countries in which they accept new clients, and have contacted any affected clients.

• There are no immediate changes to the countries supported by either company. For now, it is business as usual, and you can continue to do business with TD Ameritrade in your account as you always have. You will be notified in advance of any decisions impacting your account.

• At this time, there will not be changes to operating hours or languages. However, we will continue to evaluate our operations as part of account conversion preparation.