2-step verification safeguards your account information even if your Login ID and password become compromised. These are an added layer of security to protect your account online. Narrator: Now that your login info is set up, we will ask you to set up your security preferences. Narrator: Once you've completed the form, click Continue. Please note: your Schwab Login ID cannot contain more than 8 numbers in a row (avoid using phone numbers or account numbers). Narrator: Then, follow the prompts to finalize your Login ID and create a password. Narrator: Once you select your preference, click Continue. If it's not available, you'll go straight to creating your Schwab Login ID and password. Narrator: If your current TD Ameritrade user ID is available, you'll see the option to continue using it as your Schwab login ID. Narrator: Individual account holders will skip this step entirely. Last 4 digits of SSN and Date of Birth are entered Narrator: If there's more than one authorized account holder, you'll need to confirm your identity by entering the last four digits of your social security number or ITIN and your date of birth. Narrator: Begin the login creation process by clicking Start. Narrator: If your account has already moved to Schwab, you'll be prompted to set up your new Schwab credentials once you log in to or the TD Ameritrade Mobile app. Screen fades to TD Ameritrade home page and then Schwab Transition Center Look for it on a pop-up screen directly after you log in, your Account Overview home screen, and in the Schwab Transition Center when you're logged in to your TD Ameritrade account. Narrator: If your account has not yet moved to Schwab, you'll see a Create Schwab login button in several places on when you are logged in. Narrator: To get started, login to or the TD Ameritrade Mobile app. And if you are already a Schwab client with a Schwab Login ID, you are all set and there is nothing you need to do. Whether your account move is scheduled and you've been notified to create your Schwab login info, or your account has already moved to Schwab, follow these steps and you'll be all set. Usage will be monitored.Narrator: Everyone at Schwab needs to set up a unique Schwab Login ID and password that provides access to all accounts they own or are authorized to access. © 2023 Charles Schwab & Co., Inc, All rights reserved. Learn more about our services for non-U.S. residents are subject to country-specific restrictions. Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides deposit and lending services and products. ( member SIPC), offers investment services and products, including Schwab brokerage accounts. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. and some are subject to country specific restrictions.Ĭheck the background of this firm or one of its investment professionals on FINRA's BrokerCheck. Not all products and services listed are available outside the U.S. Web Browser Information - IMPORTANT information for Windows XP users.
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