FAQs

A TD Ameritrade account helps you become a smarter investor by providing access to an online brokerage service. TD Ameritrade offers commission-free online trading, no minimum trading limits, no deposits, and no hidden fees, and is accessible by logging in to TD Ameritrade on a computer, mobile phone, or tablet. In this article, I answer all the questions you have regarding TD Ameritrade log in problems for clients and institutions.Advisor-Client

TD Ameritrade offers customer login through the Advisor Client Login Portal. This is a separate website to help you with your institutional connection with TD Ameritrade. With this client login, you can view all your TD Ameritrade accounts, track your investments or view your documents in one place. The consultant-client connection process is simple as follows.

Frequently Asked Questions

How can I change my password?

  • Log in to your Advisor Client account.
  • Click on “My Profile” at the top of the page.
  • Under Security and Settings, click Change Password.
  • First, enter your current password in the first field. Then enter your new password in the second field. Finally, confirm the new password in the last field and click “Save.”

How do I update my email address?

  • Log in to your AdvisorClient account.
  • Click on “My Profile” at the top of the page.
  • Under ‘Account and Contact Information, click the account.
  • In the email field, click the blue “EDIT” button.
  • You must enter your password to verify your identity.
  • Enter the email address you want to associate with your account and click Save.
  • Repeat these steps for each of your funds.

How do I set up Bill Pay on my TD Ameritrade account?

  • Use your checking account’s online bill payment feature to submit a contribution to TD Ameritrade. Enter your account number in the “Account Number” field.
  • Beneficiary Name: TD Ameritrade Institucional
  • Address: PO Box P.O. 650567, Dallas, TX 75265-0567
  • Phone: 800-431-3500

Where can I find my statements?

  • Log in to your AdvisorClient account.
  • The statements will be listed under the Documents tab.
  • You can search for statements by budget and specific period by selecting from the drop-down lists.