What is moving to Schwab	What is not moving to Schwab
Assets	All positions All assets
Open orders	Open orders	Trade triggers See the FAQ about open orders to learn more.
Saved orders		Existing saved orders (Please make note of any saved orders you’d like to recreate at Schwab after your account has moved.).  The "saved orders" feature will be available on thinkorswim® at Schwab.
Account profile information	Contact information, including phone number, address, and email Trusted contacts Most beneficiaries Duplicate statement recipients Paperless preferences See FAQs about account information and settings	Account nicknames
Service and support	Your Financial Consultant Service teams
Account and trading features	Margin features, including portfolio margin and limited margin on IRAs Options, futures, and forex approval Approval to trade option spreads in IRAs  Watchlists Alerts set up in thinkorswim® Hard-to-borrow program enrollment	Account, market, portfolio, and stock alerts set up on tdameritrade.com and the TD Ameritrade Mobile app Saved research screeners Order history for filled, changed, and canceled orders
Account authorizations	Power of attorney Limited Trading Authority Full Trading Authority (Note: This will come over as Limited Trading Authority. Full Trading Authority can be restored by the account owner after the account transitions.) See FAQ about authorized roles	Access granted to you for an account you do not own or for which you do not have an authorized role Account Inquiry roles See FAQ about digital access to accounts
Investment settings and instructions	Dividend reinvestment program settings Most automated investment plans
Tax information	Most cost basis settings
Move money profiles and instructions	ACH, wire, and internal transfer profiles if used or set up in the last 2 years at TD Ameritrade Most future-dated or recurring ACH, internal transfer, and check request instructions Wire instructions dated up to 3 months past your transition date Debit card enrollment if used since March 2022 or enrolled by February 23, 2024 Checkwriting enrollment if used since March 2022 or enrolled by February 23, 2024 Instructions for dividend and interest paid out by ACH or check Most Systematic Required Minimum Distribution (SRMD) instructions for Traditional, Rollover, SEP, or SIMPLE IRA accounts For full details, including specifics for managed investing accounts and retirement distributions and contributions, see our Move Money Guide.	Wire requests more than 3 months past your transition date Future-dated or recurring instructions that exceed Schwab's transaction limits Profiles or instructions for account types that Schwab does not support Debit card enrollment for investment clubs and testamentary trusts Checkwriting enrollment for Traditional Beneficiary (Inherited) IRAs, Education Savings (Coverdell), and tax-exempt trust accounts Automated debit card payments Instructions for automatic payment of sales proceeds Distributions or contributions set up beyond 2025
Historical documents and information	Up to 10 years of historical TD Ameritrade account statements and trade confirmations  Up to 10 years of TD Ameritrade tax documents  Up to 4 years of transaction history from tdameritrade.com and the TD Ameritrade Mobile App  All thinkorswim transaction history See all TD Ameritrade realized gain/loss information  Financial plans as a PDF  Up to 7 years of inbound and outbound check images What's different for managed investing accounts:  TD Ameritrade Investment Management performance reports Performance history for Selective Core Mutual Funds, Core ETFs, and Opportunistic Portfolios	Balance/value chart data  Education Center course completion history and current course progress  What's different for managed investing accounts:  Performance history for Essential Portfolios, Personalized Portfolios, Selective Managed Risk Portfolios, and Supplemental Income Portfolios  See FAQs about managed investing accounts
paperMoney®	Settings	Positions History