What to expect from your new Schwab experience.

document report

Account management

You'll enjoy a summary that lets you easily view and manage your account.

When your account moves to Schwab, you'll have easy access to your investments thanks to Schwab's powerful, personalized accounts summary. It's a customizable overview where you can see all your account balances, aggregate external accounts, and choose which accounts you want to see in your Personal Value Chart.

这是 Schwab.com 上全新“账户一览”页面的一个示例。

Account summary features

  • All your accounts, all in one place.

    • Easily review and manage all your accounts on one summary page.
    • Even link and add non-Schwab accounts for your full financial picture.
  • Create the summary you want.

    • Arrange and rename your accounts and expand or collapse your view to personalize your experience.
    • Pick which accounts you want to see in your customizable Personal Value Chart.
    • Get news about your holdings using Schwab's Stay Connected® service.
  • Experience all-new performance reporting.

    • Track your net contributions and rate of return with interactive charts.
    • Compare indexes to see how your investments stack up.
    • View holdings in detail aggregated by asset classes with interactive charts.
devices for investing

Trading platforms

Discover the right platform for you—however you like to trade.

Once your account moves to Schwab, you'll be able to trade using Schwab's intuitive web and mobile trading platforms. And the thinkorswim® suite of platforms you already love will be available at Schwab later in 2023. You will no longer have access to tdameritrade.com and the TD Ameritrade Mobile app.

Here's every platform you'll be able to trade on at Schwab. For more about our trading platforms, visit What You Get at Schwab.

  • 
  • Schwab.com
  • Schwab Mobile app
  • thinkorswim desktop
    (available later
     in 2023)
  • thinkorswim web
    (available later
    in 2023)
  • thinkorswim Mobile app (available later
    in 2023)
  • 
    Stocks & ETFs
  • Schwab.com
  • Schwab Mobile app
  • thinkorswim desktop
    (available later
     in 2023)
  • thinkorswim web
    (available later
    in 2023)
  • thinkorswim Mobile app (available later
    in 2023)
  • 
    Equity & index options
  • Schwab.com
  • Schwab Mobile app
  • thinkorswim desktop
    (available later
     in 2023)
  • thinkorswim web
    (available later
    in 2023)
  • thinkorswim Mobile app (available later
    in 2023)
  • 
    Mutual funds
  • Schwab.com
  • Schwab Mobile app
  • thinkorswim desktop
    (available later
     in 2023)
    -
  • thinkorswim web
    (available later
    in 2023)
    -
  • thinkorswim Mobile app (available later
    in 2023)
    -
  • 
    Bonds
  • Schwab.com
  • Schwab Mobile app
    -
  • thinkorswim desktop
    (available later
     in 2023)
    -
  • thinkorswim web
    (available later
    in 2023)
    -
  • thinkorswim Mobile app (available later
    in 2023)
    -
  • 
    Schwab Stock Slices® 
    (fractional shares)
  • Schwab.com
  • Schwab Mobile app
  • thinkorswim desktop
    (available later
     in 2023)
    -
  • thinkorswim web
    (available later
    in 2023)
    -
  • thinkorswim Mobile app (available later
    in 2023)
    -
  • 
    Futures*
  • Schwab.com
    -
  • Schwab Mobile app
    -
  • thinkorswim desktop
    (available later
     in 2023)
  • thinkorswim web
    (available later
    in 2023)
  • thinkorswim Mobile app (available later
    in 2023)
  • 
    Futures options*
  • Schwab.com
    -
  • Schwab Mobile app
    -
  • thinkorswim desktop
    (available later
     in 2023)
  • thinkorswim web
    (available later
    in 2023)
  • thinkorswim Mobile app (available later
    in 2023)
  • 
    Forex*
  • Schwab.com
    -
  • Schwab Mobile app
    -
  • thinkorswim desktop
    (available later
     in 2023)
  • thinkorswim web
    (available later
    in 2023)
  • thinkorswim Mobile app (available later
    in 2023)

*Futures and Forex products are traded through Charles Schwab Futures and Forex LLC. Futures and forex products are expected to be available on the thinkorswim suite of platforms in 2024.

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

Investing involves risk including loss of principal.

The Charles Schwab Corporation ("Charles Schwab") 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, offers investment services and products, including the Schwab One® brokerage account. 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.

Schwab.com and the Schwab Mobile app require 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.

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.

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

Schwab Stock Slices is not intended to be investment advice or a recommendation of any stock. Investing in stocks can be volatile and involves risk, including loss of principal. Consider your individual circumstances prior to investing.

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.

This site is designed for U.S. residents. Non-U.S. residents are subject to country-specific restrictions. Learn more about our services for non-U.S. residents.

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