Login at client.schwab.com/Login to get started and complete your Schwab client profile. If you haven’t already, you’ll need to create your Schwab Login ID and password first.
You’ll need your Schwab Login ID and password to access Schwab platforms right after the move. You can view and manage all your accounts with a single login.
Additionally, if you’re enrolled in paperless, you’ll need to create your new login info to maintain that preference.
About a month before your account moves to Schwab, you’ll see prompts to create your Schwab login info. Set it up before your account move so you’ll have ready access to Schwab platforms on day one.
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Log in to your TD Ameritrade account.
Use your existing TD Ameritrade user ID and password to log in to tdameritrade.com or the TD Ameritrade Mobile app.
Create your Schwab Login ID and password.
If your TD Ameritrade account has not moved yet, look for a message on your Account Overview page with further instructions. If your account has already moved to Schwab, you’ll get a message after login directing you where to go next.
Follow the guided steps from there.
You’ll be guided through the process of creating your Schwab Login ID and password step-by-step.
Charles Schwab Login
