AdvisorClient.com

 

AdvisorClient.com is the easy and secure way to check on your investment accounts. AdvisorClient.com is provided by TD Ameritrade. It provides you with direct access to your accounts at TD Ameritrade. It allows you to see your account balances, statements, tax documents, trade confirmation, transaction history, and more. It also allows you to manage and update your personal information along with many additional features. 

The Questions & Answers below are for the classic version of AdvisorClient.com, not the New version. There is a New AdvisorClient that has been partially released by TD Ameritrade, but is not fully functional at this time. We suggest using the Classic Version of AdvisorClient for now. We will update the Questions & Answers once the New version of AdvisorClient is fully functional. 

How To Change Your Password for AdvisorClient

  1. Go to www.advisorclient.com/login and login to your account.
  2. Hover over the box that says “Client Services” at the top left of the page. Under “My Profile” choose “UserID Settings.”
  3. Under the “UserID Security” section click the green Edit beside “Password.”
  4. You will need to enter your current password to verify your identity. Once you enter the password click “Submit.”
  5. Enter the new password then re-enter the same new password. Click “Submit.”

Downloading AdvisorClient App on Your Smartphone

  1. Go to either Apple® App Store or Google Play™ on your mobile device.
  2. Search for AdvisorClient and click “Download.”
  3. Login to your AdvisorClient account to enjoy many features, such as account balances, transaction history, and remote check deposits.

How to Reset Password Using AdvisorClient App

  1. Choose the option “Forgot Password?”

2. Enter in your User ID then choose “Confirm.”

3. You will have the option to reset your password through a phone call or a text message. Choose which option you would like then click either “Call me now” or “Text me now.”

If you choose the phone call, you will immediately receive a call from TDAmeritrade. It will ask you to hit the “#” key if you were expecting the phone call. Then it will ask for the security code that is on your screen in your AdvisorClient app. Once you have entered the code, your identity has been verified. AdvisorClient app will automatically redirect you to the Change your password screen.                                             

If you choose the text message, you will immediately receive a text message from TDAmeritrade. Enter in the texted security code in your AdvisorClient app. Once you have entered the code, your identity has been verified. AdvisorClient app will automatically redirect you to the Change your password screen.

4. Enter in your new password then confirm the new password and choose “Save Password.”

5. It will redirect you to the login screen to log in using your new password.

How to Reset Password on AdvisorClient.com

  1. At the login screen, choose the option “Forgot your Password?”

2. Enter in your User ID then choose “Confirm.”

3. You will have the option to reset your password through a phone call or a text message. Choose which option you would like then click either “Call me now” or “Text me now.”

If you choose the phone call, you will immediately receive a call from TDAmeritrade. It will ask you to hit the “#” key if you were expecting the phone call. Then it will ask for the security code that is on your screen in AdvisorClient. Once you have entered the code, your identity has been verified. AdvisorClient will automatically redirect you to the Change your password screen.                                               

If you choose the text message, you will immediately receive a text message from TDAmeritrade. Enter in the texted security code in AdvisorClient. Once you have entered the code, your identity has been verified. AdvisorClient will automatically redirect you to the Change your password screen.

4. Enter in your new password then confirm the new password and choose “Save Password.”

5. It will redirect you to the login screen to log in using your new password.

Where to Find Statements

  1. Go to www.advisorclient.com/login and login to your account.
  2. Hover over the box that says “My Account” at the top left of the page. Under “History & Statements” choose “Statements.”
  3. Enter in the date range of the statement you would like to view then choose “View.”
  4. You will then be able to view, download, and/or print your statements

Where to Find Tax Documents

  1. Go to www.advisorclient.com/login and login to your account.
  2. Hover over the box that says “My Account” at the top left of the page. Click on “Tax Documents.”
  3. Once your Tax Documents are available they will appear here.

How to Update Your Email Address

  1. Go to www.advisorclient.com/login and login to your account.
  2. Hover over the box that says “Client Services” at the top left of the page. Under “My Profile” choose “UserID Settings.”
  3. Click “Edit” next to “Communication delivery preferences”
  4. Enter in the updated email address in the green box and click the green box labelled “Update email for all accounts”

How to Register Your Bank Account

  1. Go to www.advisorclient.com/login and login to your account.
  2. At the very top of the page, make sure you are viewing the correct account to set-up your bank information.
    1. If you have multiple accounts, it’s possible you could be adding bank information to the wrong account. Verify you are viewing the correct account by hovering over ‘Client Services’ and choose ‘Account Settings’. The account name, type, and number will display clearly here.
    2. Editing the Account Description field with a nickname is always a great idea!
  3. Hover over the box that says “My Account” at the top left of the page. Under “Deposits & Transfer” choose “Account/Bank Setup.”If a bank account is already displayed, verify the information is accurate for continued use. If so, your all set! No need to read further.
  4. Click the “Select Type” drop down box and choose “Electronic (ACH).” You will need to confirm that the bank account is NOT a third-party account by choosing the “No” circle. Then click the green “Add” button.
    1. Note: Contributions can only be made online if the account holder is an authorized member on the bank account.
  5. Your identity will need to be verified. You can choose to have a one-time code given to you by either a phone call to the phone number on file or an email to the email address on file. Once you have chosen, click the “Continue” button.
    1. If you chose the phone call option, you will immediately get a phone call from TDAmeritrade. It will ask you to hit the “#” key if you were expecting the phone call. Then it will ask for the security code that is on your screen in AdvisorClient. Once you have entered the code, your identity has been verified. AdvisorClient will automatically redirect you to the Electronic (ACH) set up page.
    2. If you chose the email option, a security code will immediately be emailed to you.
  6. Enter in the security code in the box on Advisor Client. Once you have entered the code, your identity has been verified. AdvisorClient will automatically redirect you to the Electronic (ACH) set up page.
  7. Create a nickname for this particular setup. Every field is required. Enter in your information and click “Submit.”
  8. Make sure all the information is correct, read through the terms you are agreeing to, click the box next to “I accept” then click “submit.”
  9. Your account information has been saved, however; the setup is not yet complete. In order to verify that electronic funding transactions are available with your account, TDAmeritrade will make 2 small deposits into your bank account. (Must be done within 10 business days of entering in your bank account information)
  10. In 2-3 business days, check your bank account and note the amounts of the 2 small deposits made by TDAmeritrade. You will then go back to www.advisorclient.com/login and login to your account.
  11. Hover over the box that says “My Account” at the top left of the page. Under “Deposits & Transfer” choose “Account/Bank Setup.”
  12. Find the bank information that needs to be confirmed and select “Verify.” Enter in the amounts of the 2 small deposits in the fields provided and click Submit

How to Make A Contribution

  1. Hover over the box that says “My Account” at the top left of the page. Under “Deposits & Transfer” choose “Cash Transfers.”
    1. At the very top of the page, make sure you are viewing the correct account to make a contribution into.
  2. Select Contribution or Deposit to TD Ameritrade
    1. Electronic ACH
  3. Withdraw from: The bank account previously registered
  4. Select the Frequency
  5. Confirm the amount
  6. Continue to Review and Submit

How to Change Statement Preferences to Paper or Electronic Delivery

  1. Go to www.advisorclient.com/login and login to your account.
  2. Hover over the box that says “Client Services” at the top left of the page. Under “My Profile” choose “UserID Settings.”
  3. Click “Edit” next to the “Communication delivery preferences” section.
  4. All of your accounts will be listed on this page. Click the “Edit Individual” box that is half way down the page.
  5. In this section you can choose whether you would like electronic notification or paper delivery for Monthly Statement and Trade Confirmations for each of your accounts. Click on the circle next to “Email Address” if you would like email notifications for monthly statements and trade confirmations. Click on the circle next to “Mailing Address” if you would like paper notifications for monthly statements and trade confirmations. Then click the green “Save” box at the bottom left of the page.

How to Update Your Mailing Address

  1. Go to www.advisorclient.com/login and login to your account.
  2. Hover over the box that says “Client Services” at the top left of the page. Under “My Profile” choose “Account Settings.”
  3. In the “Personal information” section click “Edit” next to “Physical Street Address.”
  4. You will have to enter in your password to verify your account then click “submit.”
  5. Enter in your updated mailing address and click “Submit” at the bottom of the page.

How to Create Nicknames for Your Accounts

  1. Go to www.advisorclient.com/login and login to your account.
  2. Hover over the box that says “Client Services” at the top left of the page. Under “My Profile” choose “Account Settings.”
  3. In the “Account information” section click “Edit” next to “Account description.”
  4. Type in the Nickname for the account in the box and click “save.”
  5. To change account, click the drop down box at the very top of the page next to “Account” and choose the next account. Repeat these steps for each account.

How to Set-Up Bill Pay into your TD Ameritrade Account

Use the online bill pay feature of your checking account to send a contribution to TD Ameritrade. Include your account number in the “account number” field.

 

Payee Name: TD Ameritrade Institutional

Address: P.O. Box 650567

                Dallas, TX 75265-0567

Phone Number: 800-431-3500

Making Remote Check Deposits

  1. Open the AdvisorClient app on your smartphone.
  2. Choose “More” on the bottom right corner of your screen.
  3. Choose “Deposit Check” at the top of the list. (Note: After choosing this, it may ask for your login information again.)
  4. Choose “New Deposit” at the bottom of your screen.
  5. Choose the account that you would like to make the deposit to using the first drop down box.
  6. Choose the type of contribution using the second drop down box. (TIP: Current Year Contribution, Prior Year Contribution, or 60-Day Rollover)
  7. Enter the amount of the check in the box labelled “Amount.”
  8. Tap the box with the picture of the camera that says “Front Image.” Using your phone’s camera, take a picture of the front of the check. (TIP: Line up the corners of the check with the two green [  ] )
  9. Tap the box with the picture of the camera that says “Back Image.” Using your phone’s camera, take a picture of the front of the check. (TIP: Line up the corners of the check with the two green [  ] )
  10. Choose “Submit” at the bottom of your screen.