Transition update

TD Ameritrade and Schwab are coming together. Here's what you need to know.

Since Charles Schwab acquired TD Ameritrade, we’ve been working to bring together our complementary strengths—including our innovative services, industry-leading platforms, and long-standing commitment to low costs. You’re getting closer to the day that Schwab welcomes you as a client, so we want you to have the information you need to make your move as seamless as possible.

Learn more

What you can continue to expect from TD Ameritrade

Until your account moves to Schwab, continue to trade and invest with us as usual. Keep logging in to your accounts just as you always have. And continue to count on the same industry-leading experience for self-directed investors and traders. Pursue your financial goals with the award-winning technology, personalized education, and responsive customer service you’ve always relied on.

We began moving TD Ameritrade accounts to Schwab in groups earlier this year. Plus, great news—thinkorswim® will move to Schwab later in 2023. If you currently trade with the thinkorswim suite of platforms, your account won’t move until they’re available at Schwab. Once your account is scheduled to move, we’ll be in touch with everything you need to know.

Moving made easy

We’re committed to making the move to Schwab as smooth and simple as possible. We’ll let you know your transition date about three months before your account is ready to move. And you’ll be informed every step of the way. Although there is very little that you need to do, it will be clear when there’s action that you need to take. That way, you’ll be all set to go on day one at Schwab.

Check out the Client Information Hub to explore details
about your move, find helpful how-to guides, and more.

Schwab's commitment to you

Once you transition to Schwab, you'll benefit from these commitments:

Low pricing

Schwab has a long history of lowering the cost of investing for everyone. It is a defining part of who we are and why we're proud that today we make the lowest revenue per dollar of client assets of any publicly traded major investment firm. That commitment to low costs will continue. In fact, when you transition, you have our commitment that the fee schedule for online trading commissions and fees at Schwab will be the same or lower for all transactions.

Exceptional service

We're committed to maintaining industry-leading response times from Schwab's experienced representatives, which will include the TD Ameritrade service teams and Financial Consultants who will be moving to Schwab with you, as well as specialists in all areas of investing and trading. Plus, you'll have access to more than 400 physical branches across the United States, London, Singapore, and Hong Kong.

World-class trading and investing experiences

Whether you use our industry-leading web, app, or thinkorswim® suite of platforms (available later this year), you can count on an innovative, easy-to-use experience with high-quality execution. Plus, you'll have comprehensive education and market insights for all types of traders and investors.

A complete range of wealth management solutions

Count on a range of portfolio and wealth management solutions, from automated investing to comprehensive wealth management tailored to your unique needs.

A firm that stands behind its word

Earning your trust is our highest ambition. We also know actions speak louder than words, which is why we back our words with both the Schwab Satisfaction and Security Guarantees.

Frequently asked questions (FAQs)

How will I know when my account is moving?

How and where will I access my account after it becomes a Schwab account?

What will happen to my pricing at Schwab?

Check the background of TD Ameritrade on FINRA's BrokerCheck