How to Access Your TD Ameritrade AdvisorClient.com?

Where Do I Find My Tax Documents And 1099s?

How Do I Go Paperless With My TD Ameritrade Accounts?

 

How to Access Your TD Ameritrade AdvisorClient.com?

Access your account anytime with AdvisorClient.com – TD Ameritrade Institutional secure client site.  

Download quick reference guide here. 

PLEASE NOTE:  If you are having any difficulty getting started please contact the office either by email or phone. 

To get started, follow these steps: 

  1. Visit www.advisorclient.com/getstarted 
  2. Click “Get Started.” If you know your User ID, enter it here and then choose the validation method (phone or text/SMS). If you don’t have a User ID, please enter your account number and follow the on-screen prompts. 
  3. A security code will be generated and provided to you via Phone or Text/SMS based on your choice in the previous step. Enter the Security Code where indicated. 
  4. If you entered your account number in Step 2, you’ll now be able to create your unique User ID and password. If you entered a User ID provided by RCS, you’ll be prompted to enter a new password to continue. 
  5. If you’re not already set up to receive communications electronically, you’ll be prompted to subscribe to electronic communications here. Enter your email address and continue. 
  6. You’re now logged in to AdvisorClient.com! 

Once you’re signed up, you can also access your account on the go with AdvisorClient® Mobile. Just visit the Apple® App Store® or Google Play™ store to download. 

On AdvisorClient.com you’ll have access to your account balances, positions, tax documents, trade confirmations, statements, transaction histories and more. 

No more waiting for a monthly statement to arrive. In fact, you can even opt out of paper statements and sign up for e-delivery.  

If you’d like help logging in, please contact us either via email ([email protected]) or phone at 870-275-4304 and we’ll walk you through the process. TD Ameritrade also has support available to get setup as an alternative – TD Ameritrade Institutional Technical Services at 800-431-3500 Option #4. 

 

Where Do I Find My Tax Documents And 1099s?

  1. Sign into TD Ameritrade’s www.advisorclient.com
  2. Go to “Documents” Tab 
  3. Choose “Tax Documents 
  4. Download desired document(s)

 

How Do I Go Paperless With My TD Ameritrade Accounts?

  1. Sign into TD Ameritrade’s www.advisorclient.com  
  2. Go to “My Profile” Tab 
  3. Choose “Communication Preferences” 

4. Select “Update Preferences Individually” and follow the on-screen prompts