Welcome to Schwab—we're glad you're here.
TD Ameritrade, Inc. has been acquired by Charles Schwab, and all accounts have been moved. At Schwab, you get access to thinkorswim ® trading platforms and robust trading education, along with great service, a commitment to low costs, and a wide range of wealth management and investing solutions.
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Important information if you're a former client of TD Ameritrade, Inc.
- Don't have a Schwab Login ID and password? Create your Schwab login.
- If you have questions about creating your Schwab Login ID and password, call 800-435-4000 to speak with a representative.
- If you've already created your Schwab Login ID and password, log in to Schwab.
- As a Schwab client, you can use your Schwab Login ID and password to access thinkorswim, Schwab.com, and the Schwab Mobile app. 1 Compare Schwab platforms to see which is right for you.
See what Schwab has to offer.
World-class trading and investing
Get intuitive platforms—including thinkorswim (desktop, web, mobile), Schwab.com, and Schwab Mobile—designed for traders and investors like you.
Transparent pricing
We clearly explain the fees we charge, and we'll always be committed to giving you transparent pricing.
Exceptional service
We've combined our teams to provide even better support. Plus, you'll have access to more than 400 physical branches.
Wide product range
Count on an even greater range of investment choices and wealth management solutions, tailored to your unique needs.
Ready to get started?
Find answers to your top questions.
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How do I access my account?
All clients of TD Ameritrade, Inc. are now Schwab clients. If you're new to Schwab, you'll need to set up a Schwab Login ID and password to access your account. If you're already a Schwab client, you can use your existing Schwab login; there's no need to create new credentials.
- If you've already created your Schwab Login ID and password, log in to Schwab.
- If you don't have a Schwab Login ID and password, you can create your Schwab Login ID and password.
- If you have questions about creating your Schwab Login ID and password, call 800-435-4000 to speak with a representative. If you live outside the U.S., contact us at +1-415-667-8400 for support.
How do authorized third-party users set up their Schwab credentials?
If you've been granted Power of Attorney, trading authority, or another role with access to an account that moved to Schwab:
- Locate the TD Ameritrade, Inc. account number. You can request it from the account owner or pull it from TD Ameritrade, Inc. account statements.
- Start the set-up process on Schwab.com by visiting the first-time user page to begin. You'll be asked for the phone number that's on file with TD Ameritrade, Inc.
- You'll be guided through the process of creating your Schwab Login ID and password step-by-step.
- If you have questions about creating your Schwab Login ID and password, call 800-435-4000 to speak with a representative. If you live outside the U.S., contact us at +1-415-667-8400 for support.
How do I access historical information, including past TD Ameritrade, Inc. statements and tax documents?
You are able to access:
- Up to 10 years of historical tax documents, brokerage statements, and trade confirmations on Schwab.com by navigating to Accounts > Statements & Tax Forms, and on the Schwab Mobile app by navigating to More > Documents.
- Up to four years of transaction history on Schwab.com by navigating to Accounts > History. Your TD Ameritrade, Inc. history will be shown under your Schwab account number, along with the recent transaction history for that account.
- Realized gain/loss data via a link on the Realized Gains/Loss page on Schwab.com. The information will be available for at least two years after your move to Schwab.
- Historical balance information via historical TD Ameritrade, Inc. statements on the Statements & Tax Forms tab. Your Personal Value Chart on the Accounts Summary page of Schwab.com and the Schwab Mobile app will only reflect your account balance history from the date your transition to Schwab is complete. It will start to populate about three days after your move.
What platforms do I have access to now that my account has moved to Schwab?
As a Schwab client, you'll have continued access to the thinkorswim platform suite and can also use Schwab.com and the Schwab Mobile app. Use them all—or pick and choose—the choice is yours. You have several platform choices at Schwab:
Mobile apps
- thinkorswim mobile: Enjoy an optimized trading experience on the go. You'll get Level 2 streaming quotes, customizable charting tools, and additional options trading features. Plus, just like on TD Ameritrade Mobile, you can quickly and easily view your balances, positions, and more by scrolling up and down.
- Schwab Mobile: Manage all of your accounts on the go with a convenient summary view. Just swipe left to right, rather than up and down, to access account information, market insights, trading, move money functionality, and account documents—all at your fingertips. We're continuing to make enhancements based on what you love about TD Ameritrade Mobile—and will have even more great features on the way.
Web platforms
- thinkorswim web: Get the power of thinkorswim in a more streamlined web platform that puts important tools front and center. Enjoy charting and analysis tools, streaming Level 2 quotes, more customization, and robust options trading tools.
- Schwab.com: Get a comprehensive portfolio performance view, investing income tools, fundamental research, thematic investing, move money functionality, trading, and more. Here's where you'll also find account statements, confirmations, and tax documents.
Desktop platform
- thinkorswim desktop: Trade on a fully customizable software-based platform filled with elite tools that help you test strategies, develop ideas, and place complex trades.
What if I am a former Scottrade client?
In February 2018, Scottrade clients transitioned to TD Ameritrade, Inc. Now, Schwab and TD Ameritrade, Inc. are one combined company, dedicated to serving investors across every phase of their financial journey. If you're new to Schwab, you'll need to set up a Schwab Login ID and password to access your account. If you're already a Schwab client, you can use your existing Schwab login; there's no need to create new credentials.
- If you've already created your Schwab Login ID and password, log in to Schwab.
- If you don't have a Schwab Login ID and password, you can create your Schwab Login ID and password.
- If you have questions about creating your Schwab Login ID and password, call 800-435-4000 to speak with a representative. If you live outside the U.S., contact us at +1-415-667-8400 for support.
Have more questions?
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1. thinkorswim mobile and Schwab Mobile requires a wireless signal or mobile connection. System availability and response times are subject to market conditions and your mobile connection limitations. Functionality may vary by operating system and/or device.
Investment and Insurance Products Are: Not FDIC Insured • Not Insured by Any Federal Government Agency • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or any of its Affiliates • Subject to Investment Risks, Including Possible Loss of Principal Amount Invested
The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co. Inc. (Member SIPC), and its affiliates offer investment services and products. Its banking subsidiary, Charles Schwab Bank, SSB (member FDIC and an Equal Housing Lender), provides deposit and lending services and products. 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, Charles Schwab Hong Kong clients, Charles Schwab U.K. clients.
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