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Effective URL: https://www.schwab.com/td-ameritrade
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Effective URL: https://www.schwab.com/td-ameritrade
Submission: On July 29 via manual from PH — Scanned from CA
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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
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* 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.
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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.
Learn more about your platform choices at Schwab.
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.
See all FAQs | Charles Schwab
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