New Account Funding; and Frequently Asked Questions

New Account / Funding.

Frequently Asked Questions (FAQs)

www.tdameritrade.com/faq/newaccount.html

The online application is the fastest way to open and fund an account.
https://wwwna.tdameritrade.com/cgi-bin/apps/AccountApServlet?segment=tdameritrade

On that page, see...
"Already have an account with us?", and
enter your ID and password for a faster application process.

You may also speak with a New Client Consultant
800-454-9272.
4 hours a day, seven days a week.

===

No monthly maintenance fees.
$ 9.99 per trade.

Trade commission-free for 60 days
Minimum $2k.
http://ameritrade.com/specialoffer.html

===

Are you a director, 10% shareholder, or policy-making officer of a publicly traded company?

===

Create your online User ID/Password and Phone PIN

ERROR:

Every new TD Ameritrade account needs its own unique UserID and Password. However, once you open your new account, you can link multiple accounts and conveniently access all of them using a single log on.

===

Document Review and
Client Agreement

Documents

The documents below require Adobe® Reader® to download and view.

Getting Started Guide (223KB)
Account Handbook (146KB)
Business Continuity Plan (69KB)
Summary of Cash Balances (24.05KB)

For your convenience, these documents can also be found when you log on to your account (in the Forms & Agreements section under the Client Services menu.)

Client Agreement

You cannot complete your application without agreeing to the Client Agreement.

Client Agreement (146KB)

===

Fund your account

Last Choice: ..

Open your account now and make a funding selection when you are ready

Fund My Account Later
Can't decide? If you're not sure which option to choose, you can open your account now and decide how you want to fund it later.

Later.. Funding the Account Via Bank Account Transfer

https://wwws.ameritrade.com/cgi-bin/apps/Main

Tab: 'Accounts' » Menu choice: 'Deposit/Withdrawal'.

Deposit/Withdrawal

Electronic Transfer (ACH)

Transfer money from your checking or savings account.

Sub-tab: 'Account/Bank Setup'.

Add a new setup » 'Select type': "Electronic (ACH)".

Click button 'Add'.

Verify your identity

Verify your identity » "Email to:".

Click button: 'Continue'.

Verify your identity: Enter security code

Check email; and enter 'Security code'.

Note: Answers to the four 'security questions' are NOT case-sensitive

TD Ameritrade ACH agreement

http://www.great-grandma.com/financial-trading/automated-clearing-house-ach-agreement

Electronic (ACH) Verify

Your bank information has been saved. To ensure that the electronic transfer (ACH) setup is complete, take these steps:

• Note that two small deposits will be posted to your bank account to test the availability of electronic funding transactions at your bank
• Contact your financial institution in two to three business days to find out the amount of these deposits
• Log on to your TD Ameritrade account. Verify deposit amounts by clicking "verify bank information" on the main "Deposits & Withdrawals" page, or by going to "Bank Setup" and clicking "Verify" next to the bank information you need to confirm
• Enter the two deposit amounts in the fields provided. Please note: after the deposits have been verified, they will be withdrawn from your bank account

You must verify these deposits within 10 business days of entering your bank information. We will email a reminder about this to you at your account's primary email address.

After waiting over night for the two deposits to appear in my bank account

Login

Main tab: 'Accounts' » Sub-tab: 'Deposit/Withdrawl'.

See "Please verify the bank information you recently entered."
and click the portion/link "verify the bank information".

Half-way down the new page; see the bank account listed and click "Verify".

On the new page that loads,
Enter the two amounts (either one first),
and click the button "Submit".

On the page that loads, and in a yellow informational box,
if you see..
"Thank you for verifying your bank information. This electronic (ACH) setup can be used to transfer funds electronically from Deposits & Withdrawals."
..then you have been successful.

###