Additional Trading Features

Explore select trading features at Schwab, including alerts, watchlists, market data, and cost basis.

Learn about cost basis and realized gain/loss at Schwab.

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Managing alerts, watchlists, and market data at Schwab is easy.

alert icon

Alerts

Here's what you need to know:

  • thinkorswim® users: Your alerts are moving to Schwab and will remain fully accessible.
  • TD Ameritrade web and mobile users: Your alerts won't be moving to Schwab, so you'll need to set new alerts after the move.

How to establish alert settings on Schwab.com.

  • This is a screenshot of the navigation menu on Schwab.com, showing where Alert Settings are found within the Profile tab.
  • This is a screenshot of alert delivery methods and where to confirm contact details.
  • This is an example of Email, Text Messages, and Mobile App Notifications with email notifications selected.
  • This is an example of profile and security selections with the email option selected.
This is a screenshot of the navigation menu on Schwab.com, showing where Alert Settings are found within the Profile tab.

1. After you log in, navigate to the Profile icon > Alert Settings.

This is a screenshot of alert delivery methods and where to confirm contact details.

2. To make sure you receive alerts, confirm your email address and phone number.

This is an example of Email, Text Messages, and Mobile App Notifications with email notifications selected.

3. Select how you want to receive alerts regarding your portfolio.

This is an example of profile and security selections with the email option selected.

4. Select how you want to receive alerts for profile changes or when deposits and transfers occur.

How to set alerts on Schwab.com.

  • This is a screenshot of the navigation menu on Schwab.com, showing where Alerts are found within the Profile tab.
  • screenshot of how to set alerts
This is a screenshot of the navigation menu on Schwab.com, showing where Alerts are found within the Profile tab.

1. After you log in, navigate to the Profile icon > Alerts.

screenshot of how to set alerts

2. Choose from a wide range of portfolio, research, and securities alerts.

The symbols used in this image are for illustrative purposes only and are not a recommendation.

How to establish alert settings on the Schwab Mobile app.

  • This is a screenshot of the navigation menu on Schwab.com, showing where Alerts are found in the Service section.
  • This is an example of the Profile menu showing alert settings on the Schwab Mobile app.
  • This is an example of alert settings being updated on the Schwab Mobile app.
This is a screenshot of the navigation menu on Schwab.com, showing where Alerts are found in the Service section.

1. Log in and, from the Summary screen, tap on the Profile icon.

This is an example of the Profile menu showing alert settings on the Schwab Mobile app.

2. From the Profile menu, select Alert Settings.

This is an example of alert settings being updated on the Schwab Mobile app.

3. On this screen you can explore and update your alert settings.

The symbols used in this image are for illustrative purposes only and are not a recommendation.

Watchlists

Great news—watchlists will be moving to Schwab. If you use watchlists in the TD Ameritrade Mobile app, be aware that watchlists that are saved locally on your mobile device will not move to Schwab. Only watchlists that are saved in the app itself will move.

In addition, please be aware that once you are at Schwab, watchlists will not sync between thinkorswim® and Schwab.com or the Schwab Mobile app. Any change to one requires a manual update to the other in order to keep watchlists aligned.

How to create and edit watchlists on Schwab.com.

  • This is an example of the navigation menu on Schwab.com, showing where watchlists can be found in the Research section.
  • This is an example of the Edit watchlist functionality.
This is an example of the navigation menu on Schwab.com, showing where watchlists can be found in the Research section.

1. After you log in, navigate to Research > Watchlist.

2. Look for the Manage watchlists dropdown menu for easy access.

This is an example of the Edit watchlist functionality.

3. From here, it's easy to create, edit, and delete watchlists.

The symbols used in this image are for illustrative purposes only and are not a recommendation.

Market data

Schwab provides real-time streaming quotes free of charge to nonprofessional clients. Here's what else you can expect.

  • There will be no market data changes for traders using the thinkorswim suite of platforms.
  • Nasdaq TotalView (Level 2) quotes are available on thinkorswim, which will be available at Schwab later in 2023.
  • You'll receive quotes from the Toronto Stock Exchange (TSX) for Canadian equities on Schwab.com; thinkorswim users will receive OTC quotes for Canadian equities.

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

Investing involves risk including loss of principal.

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