How to Access thinkorswim When You Have Accounts at Both Ameritrade and Schwab

Welcome to thinkorswim at Schwab! You may notice that the TD Ameritrade account linked to one of your User IDs has moved over to Schwab, but some of your other accounts may not have moved over yet. They will be on their way in the coming months. In the interim, if you are looking to access the accounts still at TD Ameritrade on thinkorswim, you will need to connect back to TD Ameritrade. To do so on thinkorswim desktop, follow the steps below:

Launch thinkorswim.
On the login screen, navigate to the bottom left corner and click on the gear wheel to open the Settings menu.
At the top, click on the Account dropdown and select TD Ameritrade, then click Save.
Click Restart when prompted. The application will restart, download the necessary files, and take you to the login screen again.
You are now able to enter thinkorswim with your TD Ameritrade credentials for that specific account. Please note that this User ID would have been established when you opened this specific account and may be different than the User ID you typically used. Once you enter that specific User ID, click Continue, then enter your password and click Continue once more.
Happy Trading!

If you are unfamiliar with the specific TD Ameritrade User IDs that you created for these other accounts, please visit this page for login assistance.

Do you plan to actively use thinkorswim desktop in an account that has moved to Schwab as well as in an account that is still at TD Ameritrade?

If so, you may wish to consider downloading a second instance of thinkorswim. This will allow you to have one instance of thinkorswim desktop connected to Schwab and a second instance connected to TD Ameritrade so that you do not need to switch your connection back and forth. You can copy over your desktop settings from your existing download of desktop to the new instance. Go here to download a second instance of thinkorswim desktop. You can find detailed instructions on how to download a second instance as well as how to share desktop settings here.

If you have any questions or require any assistance, please don’t hesitate to reach out to us at 800-435-9050.

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The information here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The type of securities and investment strategies mentioned may not be suitable for everyone. Each investor needs to review a security transaction for his or her own particular situation.
Market volatility, volume and system availability may delay account access and trade executions.

Investing involves risk including loss of principal. Past performance of a security or strategy is no guarantee of future results or investing success.

Trading stocks, options, futures and forex involves speculation, and the risk of loss can be substantial. Clients must consider all relevant risk factors, including their own personal financial situation, before trading. Trading foreign exchange on margin carries a high level of risk, as well as its own unique risk factors.

Options carry a high level of risk and are not suitable for all investors. Certain requirements must be met to trade options through Schwab. Please read the options disclosure document titled "Characteristics and Risks of Standardized Options." Supporting documentation for any claims or statistical information is available upon request.

Multiple leg options strategies will involve multiple commissions.

Forex trading involves leverage, carries a high level of risk and is not suitable for all investors. Please read the NFA booklet Trading Forex: What Investors Need to Know prior to trading forex products.

Commodity interests and cash in futures accounts are not protected by SIPC. Futures trading involves a high level of risk and is not suitable for all investors. Certain requirements must be met to trade futures. Please read Risk Disclosure Statement for Futures and Options before considering any futures transactions.

Access to real-time market data is conditioned on acceptance of the exchange agreements. Professional access differs and subscription fees may apply.

Futures, futures options, and forex trading services provided by Charles Schwab Futures & Forex LLC. Trading privileges subject to review and approval. Not all clients will qualify.

Charles Schwab Futures and Forex LLC, a CFTC-registered Futures Commission Merchant and NFA Forex Dealer Member. Charles Schwab Futures and Forex LLC is a subsidiary of The Charles Schwab Corporation.

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