Enabling ThinkOrSwim Access for Schwab Trading

This guide will walk you through the process of enabling ThinkOrSwim access for your Schwab account. Please follow these steps carefully to ensure a smooth setup.

Important Notes:

• Account-Specific Activation: ThinkOrSwim needs to be enabled separately for each individual account you intend to use for trading.
• Open Orders Warning: If you have any open orders in the account you're enabling for ThinkOrSwim, they will be cancelled during the approval process. Please plan accordingly.
• Approval Time: The application is typically approved by the next business day.
• Eligibility: Only certain account types are eligible for trading through the API. Please review the terms carefully.

Step-by-Step Guide:

1. Log in to Schwab: Access your Schwab Web App and navigate to the homepage.
2. Access Trading Platforms: Open the Trade tab and select the Trading Platforms section.
3. Locate ThinkOrSwim Option: Find the "Enable your account for trading on thinkorswim" section and click on the "Learn how to enable thinkorswim" button.
4. Begin Application: You will be directed to the application process. Read all disclaimers and terms of service agreements carefully.
5. Submit Application: Complete the application form and submit it for approval.
6. Await Approval: Once approved, you can connect your account and start placing trades through ThinkOrSwim.

By following these steps, you'll be able to enable ThinkOrSwim access for your Schwab trading account efficiently and securely.

Please refer to the following screenshots for visual guidance.