Online Stock Trading, Investing, Brokerage | TD Ameritrade (2024)

In February 2018, Scottrade clients transitioned to TD Ameritrade. Now, Schwab and TD Ameritrade 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 here.
• If you don't have a Schwab Login ID and password, you cancreate your Schwab Login ID and passwordby entering your TD Ameritrade user ID and password.
• If you have questions about creating your Schwab Login ID and password, call800-435-4000to speak with a representative. If you live outside the U.S., contact us a415-667-8400for support.

All clients of TD Ameritrade 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 here.
• If you don't have a Schwab Login ID and password, you can create your Schwab Login ID and password by entering your TD Ameritrade user ID and password.
• If you have questions about creating your Schwab Login ID and password, call800-435-4000to speak with a representative. If you live outside the U.S., contact us a415-667-8400for support.
  

If you can't remember your TD Ameritrade user ID or password, call us at 800-435-4000.

If you have questions about creating your Schwab Login ID and password, call800-435-4000to speak with a representative. If you live outside the U.S., contact us a415-667-8400for support.

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 account number. You can request it from the account owner or pull it from TD Ameritrade account statements.
• Start the set up process on Schwab.com by visiting thefirst-time user pageto begin. You'll be asked for the phone number that's on file with TD Ameritrade.
• 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, call800-435-4000to speak with a representative. If you live outside the U.S., contact us a415-667-8400for support.

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 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 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.

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: Have 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