We're excited you're joining Schwab.

We're committed to making your move from TD Ameritrade seamless and easy. This hub is your resource from now all the way through and after your transition to Schwab. Here you'll find answers to your questions, a transition timeline, details about your move, how-to guides, and more about Schwab.

What to know about your move.

Please know that in most cases there will be very little to do, as we'll take care of the transition for you. We'll let you know your transition date about three months before your move, and it will happen over a weekend.

Once you've been notified of your transition date, you'll be able to view your specific dates and deadlines when you log in to your TD Ameritrade account and visit the Schwab Transition Center.

Top things to keep in mind.

  • We're bringing over what you need.

    Rest assured, along with your account information, assets, and most open orders and move money profiles and instructions, we're also moving your cost basis and margin and options permissions. Plus, we're moving your historical statements, confirmations, tax forms, and transaction history.

  • Set up your Schwab Login ID and password.

    Your accounts have moved to Schwab. Access them now by setting up your Schwab login info.

  • Full market access. Plus, thinkorswim® is now at Schwab.

    Your move will happen over a weekend to help avoid any investing or trading disruptions and most of your open orders will move. And, 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.

Timeline for your move to Schwab.

  • 3 months before your transition weekend

    We'll let you know when your account is moving and anything you'll need to do. You'll get your specific transition dates and deadlines when you log in to your TD Ameritrade account and visit the Schwab Transition Center.
  • 2 months before your transition weekend

    We'll send you Schwab account-specific information and details such as your Account Agreements and information about your Schwab cash feature.
  • About 1 month before your transition weekend

    We'll prompt you to set up your new Schwab Login ID and password. And if you're planning to grant trading authority on your account, you'll need to do so now. Open for details.
  • 1-2 weeks before your transition weekend

    This is your last opportunity to make changes to your account before the move. Also, be on the lookout for new Schwab debit cards and checks, if you use them. Open for details.
  • Your last day to trade at TD Ameritrade

    Beginning at 8:30 p.m. ET on the Friday of your transition weekend, you will no longer be able to access your account as we begin the transition. Trades can be placed online on any TD Ameritrade platform up until that point.
  • Your first day at Schwab

    You'll need to set up your Schwab Login ID and password before you can trade. If you trade futures and forex, you can log into thinkorswim at 5:00 p.m. ET on Sunday, May 12. For all other trading, you can log in at 5:00 a.m. ET on Monday, May 13.

Get answers to your top questions about the move to Schwab.

Watch the webcast

We're making the move easy for you.

While we'll be taking care of the move for you, there are just a few optional things you may want to do.

  • Before your account moves

    Most of your features and settings will move to Schwab. Here are a few things you may want to do or save that won't move.

    You can save information that won't move to Schwab:

    • Order history from the Order Status page.
    • Research screeners.
    • Balance history chart data.
    • Alerts and notifications.
    • Watchlists saved to your device from the Mobile app.

    And take these optional steps if needed:

    • Refer to TD Ameritrade statements for retirement contributions and distributions made in 2023 before your transition.
    • Complete any Education courses.
  • After your account moves

    When you log in to Schwab for the first time, visit the Welcome Center and review what transferred over, confirm your profile, and update your account features.

    Then you can:

    • Reestablish direct debit/payments.
    • Update direct deposits, such as paychecks from your employer or Social Security payments.
    • Set up a formal role to allow another person access to your account.

Top FAQs

We've transitioned our final group of TD Ameritrade clients to Schwab on the weekend of May 10th. If you've got accounts moving you'll receive communications and resources with more detailed information, either by email or mail depending on your communication preferences. You'll also see the Schwab Transition Center with a detailed timeline when you're logged in at tdameritrade.com.

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.

When your account moves to Schwab, you will no longer have access to TDAmeritrade.com and the TDA mobile app. You will have several platform choices at Schwab:

Schwab website and the Schwab Mobile app: We are in the middle of integrating some of the most loved features from TD Ameritrade to Schwab. You can continue to take advantage of SnapTicket, streaming data on watchlists and trade tickets, new conditional order types, and more. However, some differences will remain between TD Ameritrade's platforms and Schwab's. Learn what you can expect on Schwab trading platforms, including recent enhancements and upgrades.

thinkorswim suite of platforms: You may already be familiar with the wealth of powerful trading features available in thinkorswim desktop, but thinkorswim is more than just one platform, it's a full suite. If you are interested in a web-based platform or mobile app and looking for more charting and analysis tools, additional streaming data including Level 2 quotes, and more customization options than what's available on Schwab.com and the Schwab mobile app, we think you may enjoy thinkorswim web and the thinkorswim mobile app.

From day one Schwab has helped lead the way in offering greater value for investors by driving down costs. There have already been price improvements at TD Ameritrade after being acquired by Charles Schwab. And that will continue, as most TD Ameritrade clients will experience pricing that is the same or better when they move to Schwab. See for yourself.

See all FAQs

Schwab is committed to protecting your account during and after your move. Learn about fraud prevention.

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

Requires 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.

Futures, futures options and Forex 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. Forex trading involves leverage, which also carries a substantial level of risk. Please read the NFA booklet Trading Forex: What Investors Need to Know Prior to Trading Forex Products. ​Futures and futures options and forex trading services provided by Charles Schwab Futures and Forex LLC. Trading privileges subject to review and approval. Not all clients will qualify.

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. The potential for profit or loss from transactions in the U.S. market will be affected by fluctuations in exchange rates. 

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.

©2024 Charles Schwab & Co., Inc. All rights reserved. Member Member SIPC. Unauthorized access is prohibited. Usage will be monitored. This material is owned by Charles Schwab & Co., Inc. Privacy & Security