***We have been made aware of issues with Schwab's reporting features, especially the GainsKeeper reports for prior TD members. We are doing our best to work with applicants, though certain information is required for badges. We encourage anyone experiencing issues with Schwab's reports to contact their team to find a resolution.***
To verify your profits, you can send us a copy of your realized gain/loss report:
To verify you're the owner of the broker account and your trade history, you'll also want to send us an image of a statement from Charles Schwab with your full name and the last 4 digits of your account number visible. See image below for an example:
Our team will need either your statement(s) or your image(s) from your Schwab portal to show your trade activity for the time period associated with your badge application.
Depending on the type of account you have with Charles Schwab, you may be able to display proof of account ownership from the same report you submit for profit verification. See example image of an IRA account with Charles Schwab below:
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