Already a Schwab client?

 Here's what you need to know about transitioning from TD Ameritrade to Schwab.

Rest assured, there's little you need to do.

We'll keep you informed at every step about your TD Ameritrade account moving to Schwab.

  • About a month before your transition, you'll be able to preview the TD Ameritrade accounts moving to Schwab in your messages on Schwab.com.
  • 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 you have.
  • Once your transition is complete, you'll see all accounts in one place on your Schwab Accounts Summary page.
  • While we'll be taking care of the move for you, here are a few optional actions you may want to take.
     

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

Schwab website 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.

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.

Not all products, services, or investments are available in all countries. Nothing on this website is intended for residents of a particular country, nor is the information provided an offer to sell or a solicitation of an offer to buy securities, products or service, by any person or entity in any jurisdiction or country where such distribution or use would be contrary to law or regulation.

Investing in U.S. securities is not without risk. Investment returns will fluctuate and are subject to market volatility, so that an investor's shares, when redeemed or sold, may be worth more or less than their original cost.

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. ("Schwab") (Member SIPC), is registered by the Securities and Exchange Commission ("SEC") in the United States of America and offers investment services and products, including Schwab brokerage accounts, governed by U.S. state law. Schwab is not registered in any other jurisdiction. Neither Schwab nor the products and services it offers may be registered in your jurisdiction. 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.

©2023 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 Privacy & Security.

(0524-0ULR)