Choose the options that work best for you.
LET US KNOW IF YOU HAVE ANY QUESTIONS.
WE WANT YOU TO see YOUR INFORMATION IN THE EASIEST WAY POSSIBLE.
ONLINE ACCESS FOR CLIENTS
CLIENT PORTAL
Review all your financial information in one user-friendly site.
Monitor account aggregation, net worth, budgeting, tasks, and goals.
Store and exchange documents with us via a secure vault.
SETUP INSTRUCTIONS:
- We will send you an invitation when your accounts are established through us.
- Contact us if you haven’t received your invitation.
- Your username will be your email address.
- You can reset your password at the login screen. Contact us if you have trouble.
ACCOUNT ACCESS
View your account balances, holdings, and transaction history.
Download statements and tax forms.
Update your address and contact info.
SETUP INSTRUCTIONS:
- Find your account number on a TDA statement you received in the mail, or you can call TDA at 1-800-431-3500 option 4, and they will provide it to you.
- Click the Login button above.
- Click on the “Set up my profile” link below the green “Log in” button.
- Follow the prompts to establish your user ID and password.
- On the next screen, you can choose electronic delivery if you’d like.
- Here is a link to a video that will show you the setup process: Video
- If you need any help, you can call TDA at the number above, and they have a great service team to assist you.
- Changing delivery preferences – once you are logged into your account, you can change your paper/electronic preferences at any time by doing the following.
- Click on the “My Profile” tab
- On the next screen, click on “Communication preferences”
- On the next screen, choose to either “Go paperless and Set all to electronic delivery” or click the blue link to “Update preferences individually”
- When you choose to update preferences individually, you can select which types of documents you prefer paper or electronic.
TD AMERITRADE MOBILE APP:
PERFORMANCE REPORTS
Access quarterly reports.
View performance information for your portfolio, accounts, or various holdings.
Reflects TD Ameritrade accounts only.
SETUP INSTRUCTIONS:
- We will send you an invitation with a secure setup code when your accounts are established through us. The code will only work once and is only valid for 24 hours.
- Contact us if you haven’t received your invitation or if you need a new setup code.
- You can reset your password at the login screen. Contact us if you have trouble.