TD Ameritrade Login 2023 [❤️Easy Guide]

TD Ameritrade Login, Advisor client login, account recovery, creating a new account, and other related information are available in this article. This article will be helpful for you to access the helpful guide, resources, and step-by-step processes.

TD Ameritrade Login process

Customers can easily access their accounts with the help of their login credentials. Please follow the below steps.

• Visit the TD Ameritrade website https://www.tdameritrade.com/.
• There is a login form on the top right side of this website.
• Enter your User ID and Password in this login form.
• Press the Log-In button to access your account.

Note: TD Ameritrade is using two-factor authentication to protect your account. Two-factor authentication adds an extra layer of security to your account. After entering the password, you will have to authenticate your login through a text message that you will receive on your registered phone number.

TD Ameritrade Single Sign-On login

Single sign-on is a way to access all TD Ameritrade applications through a single login. Just log in once and access all other accounts you have with TD Ameritrade. Please follow the below steps.

• Visit the SSO login page https://secure.tdameritrade.com/sso.
• Click the Log-In button.
• Enter your User ID and Password and again press the Log-In button.

Account troubleshooting process

If you are not able to access your account and need a username or password recovery assistance then you may check below how to recover the Username and reset the password.

Username recovery process:

1. Visit the official website https://www.tdameritrade.com/.
2. Click the Need Login Help link located just under the login form at the top right side.
3. You will find a Username Recovery link.
4. Click the “Retrieve user ID” link to open the username recovery form.

5. Enter your Social Security / Taxpayer ID Number or you can enter your account number.
6. Enter other information such as your name and date of birth.
7. Complete the captcha verification and press the Continue button.
8. Follow the further instructions to recover your user ID.

If you are not able to recover your User ID then please call Client Services at 800-669-3900 for assistance.

How to reset the password?

Please follow the below steps to create a new password in case you forgot your password and are not able to access your account.

1. Visit the official website https://www.tdameritrade.com/.
2. Click the Need Login Help link located just under the login form at the top right side.
3. On the next screen, click the “Forgot password” link.
4. Enter your User ID and ZIP code and press the Continue button.
5. You will have to verify your account and after that, you can create a new password.

Please follow the below-mentioned password requirements.

• Must be 8-64 characters
• Must have at least one letter and one number
• Must be different from the user ID
• Can include special characters (ex.: @, #, $, %)
• Is case sensitive

How to create a new account?

If you don’t have your User ID and Password then you will have to open an online account. If you opened an account with a paper application, use your account number and PIN when you first log in. We included your account number in your Welcome Kit, and we mailed your PIN to you separately. Once you log in, you can set up a permanent user ID and password.

Please follow the below steps.

1. Visit the login page and click the Create User ID link.
2. You may also visit the account registration page directly at https://invest.ameritrade.com/grid/p/createUserId.
3. Enter your User Account number and PIN and press the Continue button.
4. If your information is current, you will get instructions for the further process.
5. Follow the on-screen instructions and create a new User ID and Password for your account.

After creating your account, You can start trading most securities on the same day your account is opened if you have funded it electronically.

Note: If you are working with a Registered Investment Advisor then the login and registration process is different. You will have to visit the advisor-client web portal. Please check the below details.

How to log in to the advisor-client web portal?

TD Advisor client is a different portal and used by clients who are taking service from an investment advisor. You will have to open a new account on the TD Advisor client portal and you will have to access your account on the same portal.

How to log in?

1. Visit the TD Advisor client portal https://www.advisorclient.com/. It will be redirected to the login page.
2. You can also visit the login page directly at https://www.advisorclient.com/login.

3. Enter your User ID and Password and press the Log In button to access your account.

How to reset the password?

1. Visit the TD Advisor client portal https://www.advisorclient.com/.
2. Click the Forgot Password link.
3. Enter your User ID and press the Confirm button.
4. The system will verify your User ID.
5. After the verification, you will receive an email on the registered email address.
6. You can click the password reset link available in the email and create a new password.

How to set up a profile?

If you are a new customer working with an investment advisor then you will have to set up your profile. Please keep ready with your account number and follow the below steps.

1. Visit the TD Advisor client portal https://www.advisorclient.com/.
2. Click the Set up my profile link.
3. On the next page, click the Get Started button.
4. On the next page, enter your account number and press the Call me now or Text me now link to verify your account.
5. You will get a call or SMS on the phone number you have provided at the time when you open your account.
6. After the verification, you may follow the further instructions to set up your profile.

Customer Helpline

Phone number:

For any type of assistance, please call 800-669-3900 (US) or 800-368-3668 (International). For new clients, please call 800-454-9272.

Branch support:

You can also visit any local TD Ameritrade branch. Please visit the branch locator web page https://www.tdameritrade.com/branches.html and find the nearest branch.

Social Media:

You can also contact TD Ameritrade through the social media links given below.

• Facebook Messenger
• Twitter Direct Message

Fax:

Send us forms, agreements, and more at 866-468-6268.

Mail Us:

Please write to the below-mentioned mailing addresses.

Overnight
200 S 108th Ave.
Omaha, NE 68154-2631

Existing Accounts
PO Box 2209
Omaha, NE 68103-2209

New Accounts
PO Box 2760
Omaha, NE 68103-2760

Important links:

Official website	https://www.tdameritrade.com/
Login help page	https://www.tdameritrade.com/logon-help.html
TD Ameritrade Login page	https://invest.ameritrade.com/grid/p/login
Password reset page	https://invest.ameritrade.com/grid/p/forgotPassword
Username recovery page	https://invest.ameritrade.com/grid/p/forgotUsername
Advisor Client login page	https://www.advisorclient.com/login
Advisor Client Password reset page	https://www.advisorclient.com/login/forgot-password
Advisor Client profile set up page	https://www.advisorclient.com/login/getstarted/setup

About TD Ameritrade

If you are interested in investing and looking for the best option that offers a variety of investment products and excellent support and services then you may go for TD Ameritrade.

TD Ameritrade offers a comprehensive and diverse selection of different types of investment products such as stocks, options, mutual funds, ETFs, futures, forex, bonds, and CDs.

You can open an account and start trading on the same day. TD Ameritrade offers different types of accounts as mentioned below.

• Standard Account – Standard account will offer you access to comprehensive investment products, and intuitive trading platforms. You can open an individual or joint account and it can be upgraded for options, futures, and forex trading as well.
• Retirement Accounts – Find the Traditional IRA, Roth IRA, or Rollover IRA that will help you pursue your retirement goals.
• Education Accounts – You may choose from various state-qualified 529 Plans, tax-free Coverdell, or UGMA/UTMA accounts and plan for your brighter future with TD Ameritrade.
• Specialty Accounts – From individual trusts and pension plans to business partnerships and sole proprietorships, specialty accounts make planning for the future easy.
• Margin Trading – A margin account allows you to borrow money from TD Ameritrade and potentially increase your securities buying power by as much as 50%.

Please note that some accounts are restricted to offer only a few investing options. Please check what type of investment product you can access with the account you want to open.