How do I work with my TD Ameritrade accounts?

Linking your TD Ameritrade accounts

All Sheaff Brock clients have the option of linking their new TD Ameritrade institutional account to their existing TD Ameritrade retail account(s). This will give you the ability to see all of your accounts, retail and institutional, and view them on the TD Ameritrade Retail site, just as you have done in the past.

Access instructions for linking your accounts here.

Adding banking instructions once your TD Ameritrade accounts are linked

All Sheaff Brock clients can add banking instructions to your TD Ameritrade Institutional account through the TD Ameritrade retail website once your accounts have been linked (see the instructions above).

Access instructions for adding banking instructions to your linked accounts here.

For further assistance, you may call TD Technology Services directly at 800-431-3500. Press option #3, then option #2.