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TD Ameritrade Institutional, Division of TD Ameritrade, Inc., member FINRA/SIPC & TD Ameritrade Clearing, Inc., member FINRA/SIPC. TD Ameritrade Trust Company is a non-depository trust company, acts as a custodian and/or directed trustee and is not a member of FINRA or SIPC. Brokerage services provided exclusively by TD Ameritrade, Inc. TD Ameritrade, Inc., TD Ameritrade Clearing, Inc. and TD Ameritrade Trust Company are subsidiaries of TD Ameritrade Holding Corporation. This is not an offer or solicitation for brokerage services, investment advisory services, or other products or services in any jurisdiction where we are not authorized to do business or where such offer or solicitation would be contrary to the securities laws or other local laws and regulations of that jurisdiction, including, but not limited to persons residing in Australia, Austria, Canada, France, Germany, Hong Kong, Italy, Japan, the Netherlands, Saudi Arabia, Singapore, or the United Kingdom. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. ©2017 TD Ameritrade IP Company, Inc. All rights reserved. Used with permission.

Uncover a whole new
layer of conversation.
You already have a great relationship with your clients. Now, take it to the next level by introducing them to—the easy and secure way to show them the big picture when it comes to their investments.     

Start the Conversation

Provide a better client experience
by using to:

Give clients more access
Provide the access
they want and expect

Answer common questions
Receive fewer calls
for routine requests
the process

Allow clients to sign up for the service on their own

With, your clients can see the big picture, plus:
Get secure, easy, 24-hour access to account information, including balances, positions and transaction histories
Gain more access
Stay organized
View account statements, trade confirmations and tax documents
Use the mobile app to get account information on the go and securely deposit checks remotely
View accounts on the go
Follow the markets
Track daily trends and other market activity with easy-to-use tools, such as Market Snapshot
To help you spread the word to your clients about, we've created a number of helpful tools that you can use in one-on-one meetings, through email and on your firm’s website.
Information Site
Print this fact sheet to highlight the features of during face-to-face meetings, or attach it to emails about the website.
Email Template
Use this email to quickly inform your clients about the benefits of and how they can get signed up.
Fact Sheet
Direct your clients to this helpful website so they can explore more information about that's geared toward their needs.

Instructional Videos
Watch these quick video demos to learn the ins and outs of
Managing Associated Accounts
To learn more about how your clients will navigate the website, take a look at this brief overview.
Need help getting your clients started? Watch this quick demo to see how they can quickly set up their account.
New User Setup
Site Menu Overview
Have clients with multiple accounts? See how they can use the website to keep things organized.

Need more information?
We’re happy to help! Contact your Relationship Service Team to get answers to your questions about