At MD Financial we believe in giving our clients the best service possible. It will only take a few minutes of your time to setup your online access. Below are some of the benefits of your online client portal at TD Ameritrade:
Access to all of your investment accounts held at TD Ameritrade
Access to current values of TD Ameritrade accounts
Ability to update physical/mailing addresses on your accounts
Ability to download electronic tax documents
Ability to view electronic monthly statements
Access to electronic trade confirmations
To set up your profile on TD Ameritrade’s custodial website (if you have not done so already) please click the following link, https://www.advisorclient.com/login. Then select “Set up my profile”. Otherwise, download our step by step guides below.