Transition update

TD Ameritrade accounts are moving to Schwab. Here's what you need to know.

Since Charles Schwab acquired TD Ameritrade, we've been working together to build something special for clients. Now that it's nearing the point where two great firms become one, we want you to know what you can expect from your upcoming Schwab experience.

Moving made easy

We're committed to making your move to Schwab as smooth and simple as possible. We'll let you know your transition date about three months before your account is scheduled to move. And you'll be kept informed every step of the way. While there won't be much you'll need to do, it will be clear when there's action you need to take. That way, you'll be all set to go on day one at Schwab. 

Learn more about the move to Schwab
at the Client Information Hub

Schwab's commitment to you

Once your account moves over to Schwab, you'll benefit from all this and more.

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.

What you can continue to expect from TD Ameritrade

Until all TD Ameritrade clients are moved over to Schwab, we'll continue to provide an industry-leading experience for self-directed investors and traders. You'll enjoy the same award-winning trading technology, personalized education, and responsive service you've always relied on to help you pursue your financial goals.

Check the background of TD Ameritrade on FINRA's BrokerCheck