Your New Investment Account at TD Ameritrade

Congratulations! Your investment account is open at TD Ameritrade.

You can access your account by going to: www.advisorclient.com

 
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1.       Select “Set up my profile” in the top right corner.

2.       You’ll enter the account number (provided to you via email) and TD will call or text the number you provided to us to set up the account to verify your identity.

3.       The account should be set up once you confirm your identity.

4.       You’ll then be prompted to create a user name and password. Make sure you save it to Lastpass!

5.       This account enables you to view your holdings, fund the account and make trades.

You should see something that looks like this:

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