We are about a month away from the TD Ameritrade/Schwab merger. For clients with accounts at TD Ameritrade, you can go ahead and confirm/create your Schwab Alliance login credentials. By doing this now, you’ll automatically have access to your Schwab accounts on Day 1 of the transition. To setup your Schwab login follow the below steps:

  1. Login to your TD Ameritrade account at www.advisorclient.com. Once you are logged in, you will see a blue Schwab banner at the top of the screen. Click the blue button that says “Create Schwab login.”
  2. Follow the prompts to finish creating your Schwab login. Note: Most users will have the option to use their existing TD username or you can create a new username at Schwab.
  3. You will be able to access your TD Ameritrade accounts until Friday September 1 at 8:30 pm EST. After this time, you will not have access to your accounts over the transition weekend.
  4. You will be able to access your new Schwab accounts (with the same investments that were at TD) starting on Tuesday, September 5 at 5 am EST.

Let us know if you have any questions about the transition or how to access your accounts.

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