What's moving to Schwab with your account.

Your important information is moving.

Along with your TD Ameritrade account information, assets, and open orders, we’re moving all of your other important information—from move money profiles and instructions to transaction history. See the complete list below.

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  • What is moving to Schwab
  • What is not moving to Schwab
  •   
    Assets and open orders
  • What is moving to Schwab
    • All positions 
    • All assets 
    • Open orders
  • What is not moving to Schwab
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    Account profile information
  • What is moving to Schwab
    • Contact information, including phone number, address, and email
    • Trusted contacts
    • Most beneficiaries 
    • Duplicate statement recipients 
    • Paperless preferences   

  • What is not moving to Schwab
    • Account nicknames
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    Service and support
  • What is moving to Schwab
    • Your Financial Consultant 
    • Service teams 
  • What is not moving to Schwab
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    Account and trading features
  • What is moving to Schwab
    • Margin features, including portfolio margin and limited margin on IRAs 
    • Options, futures, and forex approval 
    • Trade options spreads feature in IRAs 
    • thinkorswim® trading platforms (later in 2023) 
    • Watchlists > 
    • Alerts set up in thinkorswim (when available later in 2023) 
    • Hard-to-borrow program enrollment 
  • What is not moving to Schwab
    • 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 
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    Account authorizations
  • What is moving to Schwab
    • 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.) 
     
  • What is not moving to Schwab
    • Access granted to you for an account you do not own or for which you do not have an authorized role 
    • Account Inquiry roles 
     
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    Move money profiles and instructions
  • What is moving to Schwab
    • 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 2021 or enrolled by January 27, 2023
    • Checkwriting enrollment if used since March 2021 or enrolled by January 27, 2023
    • Instructions for dividend and interest payments
    • Most systematic RMD instructions

    See FAQs about moving money > 
  • What is not moving to Schwab
    • 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 on custodial, inherited, and minor IRAs, education savings accounts (ESAs/Coverdell), and 401(k) accounts
    • Instructions for automatic payment of sales proceeds  
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    Historical documents and information
  • What is moving to Schwab
    • 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 (when available later in 2023)
    • The full TD Ameritrade history for realized gain/loss information >
    • Financial plans as a PDF
    • Balance and position history
    • Up to 7 years of inbound and outbound check images
  • What is not moving to Schwab
    • Balance/value chart data
    • Education Center course completion history and current course progress  

Some of your information and settings will change or be updated.

Once your account has transitioned to Schwab, some of your information and settings will change due to differences in policy or experience. Here are the items that will be updated or reset at Schwab.

  • Account numbers and routing numbers. You will receive a new Schwab account number and routing number. Learn more about account numbers. 
  • TD Ameritrade user ID and password. You will be prompted to set up a new Schwab Login ID and password about one month before your move. If available, you can reuse your TD Ameritrade information at Schwab. 
  • Marketing and affiliate preferences for domestic accounts. Learn more about information sharing.
  • Tax withholding elections that are not currently set to state and federal minimums. These will be reset to state and federal minimums at Schwab. Learn more about tax withholding elections. 
  • Fund standing instructions where capital gains are set to cash and dividends are set to reinvest. These will both be set to reinvest at Schwab.
  • Cost basis settings that differ by position within the same account. If you have different cost basis instructions for different positions, your cost basis instructions will all be reset to FIFO. Learn more about cost basis settings.

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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.

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