GETTING STARTED

How to create your Schwab Login ID and password.

What to know about your Schwab login info.

Schwab Login ID details.

  • Who it's for.

    Every person associated with a Schwab account needs their own unique Schwab Login ID and password. So, whether you're an account owner or have authorized access to another's account, you'll need to create your own.

  • Why it's needed.

    You'll need your Schwab Login ID and password to access your account on Schwab platforms right after the move. You can view and manage all your accounts with a single login.

  • When to set it up.

    About a month before your account moves to Schwab, you'll see prompts to create your Schwab login info. Set it up before your account move so you'll have ready access to Schwab platforms on day one.

Already have a Schwab Login ID and password?

Already have a Schwab Login ID and password? You're all set. You'll continue to use your existing Schwab credentials and we will automatically display all of the accounts you own or are authorized to access on your Schwab Accounts Summary after the move.

Steps for account owners.

Follow these simple steps to create your Schwab Login ID and password. The steps are the same, whether your account move is scheduled and you've been notified to create your login info, or your account has already moved to Schwab.

If you've been granted Power of Attorney, trading authority, or another role in an account that's moving or has already moved to Schwab, skip ahead.

  • Step

    Log in to your TD Ameritrade account.

    Use your existing TD Ameritrade user ID and password to log in to tdameritrade.com or the TD Ameritrade Mobile app.

  • Step

    Create your Schwab Login ID and password.

    If your TD Ameritrade account has not moved yet, look for a message on your Account Overview page with further instructions. If your account has already moved to Schwab, you'll get a message after login directing you where to go next.

  • Step

    Follow the guided steps from there.

    You'll be guided through the process of creating your Schwab Login ID and password step-by-step.

    Want a more detailed look at each step? Watch our video.

Follow the process step by step.

Take a detailed look at every step involved in creating your Schwab login info.

View the step-by-step guide

Watch a quick, informative video.

Take a moment to watch our How to create your Schwab Login ID and password video and see how quick and easy it is to get set up and running.

Watch the video

Ready to get started?

Log in to your TD Ameritrade account
Need help remembering your TD Ameritrade user ID or password? Get login support.

Steps for authorized third-party users.

If you've been granted Power of Attorney, trading authority, or another role in an account that's moving or has already moved to Schwab, follow these steps.

  • Step

    Locate the TD Ameritrade account number.

    You'll need it to set up your Schwab Login ID and password.  Where to find the account number. Tooltip

  • Step

    Start the set-up process on Schwab.com.

    Visit schwab.com/firsttimeuser to begin. You'll be asked for the phone number that's on file with TD Ameritrade. If you don't have one or need assistance, call 1-720-695-3069.*

  • Step

    Follow the guided steps from there.

    You'll be guided through the process of creating your Schwab Login ID and password step-by-step.

Ready to get started?

Start the authorized user login process

Already have a Schwab Login ID and password?

You're all set. You'll continue to use your existing Schwab credentials and we will automatically display all of the accounts you own or are authorized to access on your Schwab Accounts Summary after the move.

Get answers to top questions.

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. Login info must be established within three months of the account transition to maintain paperless preferences.

At TD Ameritrade, each account has a user ID and password, which can be used by either account owner to access the account. If you have multiple accounts at TD Ameritrade, you must digitally link the accounts together so that you can access all your accounts by logging in with one user ID and password.

At Schwab, login info is tied to an individual person. Each Schwab client has their own unique Login ID and password, which automatically link all the accounts that they own or are authorized to access. When you log in to Schwab.com or the Schwab Mobile app, you will see all of your accounts together on your Accounts Summary page. You only ever need to set up one set of credentials.

If you have questions about creating your Schwab Login ID and password, call 1-720-695-3069* to speak with a representative.

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