Schwab Trading Platforms

Trading at Schwab is now powered by Ameritrade, so you can use the entire suite of thinkorswim® trading platforms in addition to Schwab's web and mobile experiences.

What to expect when your account moves to Schwab.

When your account transitions to Schwab, you'll no longer have access to trading on tdameritrade.com and TD Ameritrade Mobile—but you'll still have choices when it comes to the trading platforms you use. Once you move to Schwab, you'll have access to Schwab website and the Schwab Mobile app, plus the entire thinkorswim suite of platforms (desktop, web, and mobile).

We know that any platform change can be an adjustment. You can use this page to find more information on what to expect from Schwab's platforms, get an overview of key differences, and see what's coming.
 

Schwab trading platforms overview.

Whether you use thinkorswim, Schwab website, or the Schwab Mobile app, you'll find what you need to trade and manage your account.

Find the platform that's right for you.

Desktop platform

thinkorswim desktop, a fully customizable software-based trading platform, provides access to elite trading tools that give you the power to test your strategies, develop new ideas, and execute even the most complex trades.

Learn more about thinkorswim desktop below. 

Web platforms

Schwab website offers comprehensive portfolio performance tools, fundamental research, trading, move money functionality, and more. Schwab website also hosts account statements, confirmations, and tax documents.

You may want to consider thinkorswim web if you're looking for more charting and analysis tools, streaming data (including Level 2 quotes), and more robust customization. Options traders will also enjoy additional options trading tools and features.

Learn more about Schwab website and thinkorswim web below.

 

Mobile apps

The Schwab Mobile app helps you stay connected on the go with account information, market insights, trading, and move money functionality—all at your fingertips.

You may want to consider thinkorswim mobile if you're looking for streaming data (including Level 2 quotes), robust customization options, and more alert functionality. Options traders will also enjoy additional options trading tools and features.

Learn more about the Schwab Mobile app and thinkorswim mobile below.

 

Trading Platforms Chart

Here's what you'll be able to trade on each platform at Schwab:

  •  
  • Schwab website
  • Schwab Mobile app
  • thinkorswim desktop

  • thinkorswim web

  • thinkorswim Mobile app 

  •  
    Stocks & ETFs
  • Schwab website
  • Schwab Mobile app
  • thinkorswim desktop

  • thinkorswim web

  • thinkorswim Mobile app 

  •  
    Equity & index options
  • Schwab website
  • Schwab Mobile app
  • thinkorswim desktop

  • thinkorswim web

  • thinkorswim Mobile app 

  •  
    Bonds
  • Schwab website
  • Schwab Mobile app
  • thinkorswim desktop

  • thinkorswim web

  • thinkorswim Mobile app 

  •  
    Futures*
  • Schwab website
  • Schwab Mobile app
  • thinkorswim desktop

  • thinkorswim web

  • thinkorswim Mobile app 

  •  
    Futures options*
  • Schwab website
  • Schwab Mobile app
  • thinkorswim desktop

  • thinkorswim web

  • thinkorswim Mobile app 

*Futures are traded through Charles Schwab Futures and Forex LLC. Futures products will be available on the thinkorswim suite of platforms by spring 2024.

Trading on Schwab website and the Schwab Mobile app.

Schwab website and the Schwab Mobile app offer much of the same trading and investing functionality that you're used to at TD Ameritrade. We're also updating our platforms to include additional TD Ameritrade features.

And if you want more advanced platform features, the powerful thinkorswim trading experience you already know is now available at Schwab. 
 

Enhanced Schwab website features

  • Streaming data on watchlists, trade tickets, and options chains (underlying)
  • An enhanced trade ticket and the new SnapTicket®, allowing you to trade more options strategies than you could on tdameritrade.com
  • The ability to easily close and roll positions in 1-2 legged options strategies
  • Expanded watchlist functionality, including customization of columns and data
  • Enhanced trade preferences on the trade ticket and SnapTicket®
  • New conditional order types
  • A day trade counter
  • Updated time-in-force options for good-'til-canceled orders
  • More filtering options on Order Status

Enhanced Schwab Mobile app features

  • Streaming data on watchlists, trade tickets, order status, options chains (underlying), and positions
  • A redesigned trade ticket and options chains, allowing you to trade more options strategies than you could on TD Ameritrade Mobile App
  • Watchlist and heat map enhancements, including customization of columns and data
  • Additional filtering options on the order status page 
  • Equity reports and ratings from third parties
  • A day trade counter
  • Updated time-in-force options for good-'til-canceled orders
  • New mobile alerts for stocks, ETFs, and indices 

Schwab's web and mobile trading

Schwab Website

Schwab website

  • Trade stocks, ETFs, options, fixed income, and more.
  • Multi-leg options strategies will be available to you, along with an enhanced Trade Builder.
  • Access the Trade & Probability Calculator in the trade ticket.
  • Streaming market data on trade tickets and watchlists.
  • If you want to create a similar Order Status view as at tdameritrade.com, you can select "Condensed View" to show more information on the screen.

Schwab Mobile app

mobile app

  • Download the Schwab Mobile app now and start using it on your first day at Schwab. Available for Android, iPhone®, iPad®, and Apple Watch®.
  • Trade stocks and ETFs from anywhere, plus options strategies, and more. 
  • Streaming market data on trade tickets watchlists.
  • Start a trade from either the Option Chain page, the Chain link on the trade ticket, OR build the trade manually by selecting the strategy then entering the information directly in the trade ticket.
  • In the option chain you can select expiration date (60/90/120/All) and strike (8/16/All) to customize your view.
     

More about web and mobile trading at Schwab.

  • Place trades directly from select Schwab website pages using the SnapTicket feature.
  • Access robust news and research, including Schwab Equity Ratings®.
  • Numerous portfolio alerts help you stay on top of the markets. Please be aware that alerts established on tdameritrade.com and the TD Ameritrade Mobile app will not move with your account to Schwab. You'll need to establish new alerts after the account move.
  • Set up options strategies with the click of a button using options chains.
  • Help automate your risk management and profit-taking strategies with conditional orders and advanced orders.​​​

Get familiar with Schwab website and the Schwab Mobile app.

Explore helpful web and mobile resources including how-to videos, webcasts, guides, and more.

See our latest platform enhancements.

Learn what you can expect on Schwab trading platforms, including recent enhancements and upgrades.

Trading on the thinkorswim suite of platforms.

Already a thinkorswim user? Great news, thinkorswim is now available at Schwab. You can continue to trade on thinkorswim desktop, web, and mobile when your account moves to Schwab. Your thinkorswim settings and alerts will move over automatically. Plus, expect continued innovation and support on thinkorswim.

New to thinkorswim? The thinkorswim trading platforms offer a range of experiences to support a wide array of trader needs. Prefer web or mobile trading? thinkorswim web and thinkorswim mobile are more streamlined versions of the thinkorswim platform and offer additional trading functionality beyond what's available on Schwab website and the Schwab Mobile app, such as:

  • More charting and analysis tools

  • Streaming data, including Level 2 quotes

  • Robust customization options

If you want a more powerful trading experience with access to elite trading tools and capabilities, then consider thinkorswim desktop.

Here's more of what you can expect from trading on thinkorswim at Schwab.

While your overall thinkorswim trading experience will remain largely unchanged when your account moves to Schwab, there are a few differences. Here's what you need to know.
 

What's staying the same (just about everything)

  • For most thinkorswim users, settings, watchlists preferences, and alerts will remain intact.
  • Same desktop and mobile versions (no need for new downloads).
  • Same URL to access thinkorswim web.
  • Same trading experience and support—in fact, the entire thinkorswim product team is moving to Schwab with you.
  • Your account's current margin feature and options approval level are moving to Schwab with you.

What's changing

  • After your account moves to Schwab, you'll need to use your new Schwab login info to access thinkorswim.
  • When you log in to each thinkorswim platform for the first time after your move, your connection will need to be switched to Schwab. Please see the "Using thinkorswim after your move to Schwab" section below for more details.
  • If you use paperMoney®, your virtual  positions and history won't move to Schwab. Read our FAQs to learn how to save your paperMoney history.
  • In some cases, your professional/nonprofessional designation status might not move with you. Should this occur, you would have delayed quotes on thinkorswim when you first move to Schwab. To enable real-time quotes, you'll need to sign your agreements by logging in to Schwab website or Schwab Mobile. For most clients, you'll then be able to view your real-time quotes once you log out and then log back in to thinkorswim.
     

More about thinkorswim at Schwab.

thinkorswim desktop

thinkorswim desktop

  • Keep trading on your existing desktop version—no new download needed. 
  • You'll be able to continue to use thinkorswim desktop on both Windows and Mac computers.
  • You'll still have access to leading third-party research, although you'll see some differences in research report providers
  • Watchlists will feature new enhancements, such as the ability to view available shares to short and the hard to borrow rate.
  • Fixed income will be view only, same as at TD Ameritrade. You can trade this product on Schwab website and the Schwab Mobile app.

thinkorswim web

thinkorswim web

  • Expect the same look and feel you're already familiar with.
  • Enjoy continued access through trade.thinkorswim.com, plus an easy-access link on Schwab.com. 
  • You'll be able to continue to use thinkorswim web on both Windows and Mac computers.

thinkorswim mobile

thinkorswim mobile

  • There's nothing to download or install—enjoy a smooth and seamless mobile experience on your current app for Android™ or IOS®.
  • Look forward to a simpler money transfer process with a newly redesigned cash transfers feature.

Using thinkorswim after your move to Schwab

When you log in to each thinkorswim platform for the first time after your move, your connection will need to be switched to Schwab. Here's how:

thinkorswim desktop and thinkorswim mobile:

If you attempt to log in using your TD Ameritrade login information:

  • When you log in using your TD Ameritrade user ID and password, a prompt will appear directing you to the new Schwab login experience.
  • Follow the prompt, enter your Schwab Login ID and password, and agree to the Terms and Conditions. Then you're all set.

If you attempt to log in using your new Schwab login info:

  • When you log in using your new Schwab Login ID and password, an error message will appear.
  • From that message, click the 'Schwab Login' option which will direct you to the new Schwab login experience.
  • Follow the prompt, enter your Schwab Login ID and password, agree to the Terms and Conditions. Then, you're all set.

Note for mobile users Tooltip

thinkorswim web:

There's nothing you'll need to do. Simply go to the URL you're using now and you will see a button to 'Login with Schwab'. If you don't see it, here's a direct link to login to thinkorswim online with your Schwab ID

Not sure if you're connected to Schwab or TD Ameritrade?

If you log in to any of the thinkorswim platforms and you're not sure if it's connected to TD Ameritrade or Schwab, just look at the thinkorswim logo. If it's blue, you're on Schwab. If it's green you're on TD Ameritrade. Good thing thinkorswim looks great in both.

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

Investing involves risk, including loss of principal.

The Trade & Probability Calculator provides calculations that are hypothetical in nature and do not reflect actual investment results, or guarantee future results. The calculations do not consider commissions or other costs, and do not consider other positions in your account(s) for which this specific trade is taking place. Rather, these values are based solely on the individual contract or pair of contracts in this specific trade. In addition, the calculations do not consider the specific date of dividend, early assignment, and other risks associated with option trading. Options which expire before the estimated dates have calculated values based on underlying prices as of the estimated dates, as if option is expiring on the estimated date. Investment decisions should not be made based solely upon values generated by the Trade & Probability Calculator.

Options carry a high level of risk and are not suitable for all investors. Certain requirements must be met to trade options through Schwab. Please read the options disclosure document titled Characteristics and Risks of Standardized Options. Supporting documentation for any claims or statistical information is available upon request.

Spread trading must be done in a margin account.

Multiple leg options strategies will involve multiple commissions.

Futures and futures options trading involves substantial risk and is not suitable for all investors. Please read the Risk Disclosure Statement for Futures and Options prior to trading futures products.

Futures accounts are not protected by the Securities Investor Protection Corporation (SIPC).

Read additional CFTC and NFA futures and forex public disclosures for Charles Schwab Futures and Forex LLC.

Futures and futures options trading services provided by Charles Schwab Futures and Forex LLC. Trading privileges subject to review and approval. Not all clients will qualify.

Charles Schwab Futures and Forex LLC is a CFTC-registered Futures Commission Merchant and NFA Forex Dealer Member.

Charles Schwab Futures and Forex LLC (NFA Member) and Charles Schwab & Co., Inc. (Member SIPC) are separate but affiliated companies and subsidiaries of The Charles Schwab Corporation.

Android is a trademark of Google Inc. Use of this trademark is subject to Google Permissions.

Apple, the Apple logo, iPad, iPhone, and Apple Podcasts are trademarks of Apple Inc., registered in the U.S. and other countries. App Store is a service mark of Apple Inc.

IOS is a trademark or registered trademark of Cisco in the U.S. and other countries and is used under license.

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.

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.

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 services, by any person or entity in any jurisdiction or country where such distribution or use would be contrary to local 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.

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.

©2024 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. Privacy & Security.

(0324-PV7D)