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.

Watch your email inbox or log in to tdameritrade.com or the TD Ameritrade Mobile app regularly for updates. 

 

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