September 3, 2020
TD Ameritrade Upgrades AdvisorClient Website

To Our Clients,
 
TD Ameritrade is in the process of improving and enhancing your experience in the AdvisorClient Website. This is to inform you that as of September 1, 2020, when you log into TD Ameritrade’s AdvisorClient.com, you will be redirected to a new site. You can still return to the old site by clicking the button at the top of the screen. But each time you log in you will be redirected to the new site, since it will now be defaulted to that new site. This will make it more familiar to you since the old site will no longer be available sometime later this year.

Some of the recent functionality updates are:

  • New consolidated view – Easy access to all your accounts in one place 

  • More robust Positions view - With a click, you can see Sector, Asset Class, and Allocation breakdown of your account holdings

  • Screen Share functionality – You can easily share your screens with us so that we can get to the root of your concern faster and provide you with a better overall experience

  • Improved Documents view - A more user-friendly view allows you to easily access account statements, trade confirmations and tax documents

  • Do-it-yourself updates – You can easily update your contact information by clicking on the appropriate account under the My Profile tab on the main screen 

  • Virtual Agent (coming soon!) – An easy way to get your questions answered, providing a better client experience 

Please let us know if you have any questions or need any additional information regarding this new and updated AdvisorClient Website.