TD Ameritrade
Scottrade Transition Hub
Scottrade Transition Hub
Scottrade Transition Hub

The transition to TD Ameritrade Institutional is complete.

We're here for you and your clients.

A smooth transition

Great news!

You can now access your former Scottrade clients' account holdings on the TD Ameritrade Institutional platform. To help you move forward with ease, we've updated this site with the latest news you need to know.

Top things to know right now

  • Transition is Complete: Over the weekend of February 23 – 25, your clients’ accounts (securities and cash) transferred to TD Ameritrade Institutional.
  • Transition Checklist: Please review the required actions and important information in your Transition Checklist. Access your checklist:
  • TD Ameritrade Credentials & Platform Information: If you haven’t already obtained your TD Ameritrade user credentials, you may still do so by going to the Scottrade custodial platform and selecting Administration > TDA Credentials.
  • Regulatory Letters: On March 6, 2018, a Know Your Customer/Suitability letter will be mailed to clients who are both new to TD Ameritrade Institutional and previously had options approval in their Scottrade account. On March 23, 2018, a Know Your Customer letter will be mailed to clients new to TD Ameritrade Institutional who did not have options approval in their Scottrade account.
  • Available Training: If you are new to TD Ameritrade Institutional, please familiarize yourself with our next-generation account management and trading platform by taking advantage of live webcasts and on-demand training. Registration information and the training calendar are below.
  • Portfolio Management Solutions: As part of the transition of your client accounts to TD Ameritrade Institutional, there are recommended actions and important considerations to be aware of regarding the portfolio management solution you have in place. View the communication you received on February 21 for details based on your situation.

View communications you and your clients are receiving

Service team information and final reminder about transitioning accounts on February 23-25
Advisor email: New accounts opened prior to transition (3/26/18) PDF
Client letter: New accounts opened prior to transition (3/28/18) PDF
Advisor email: Advisors new to TD Ameritrade Institutional (2/15/18) PDF
Advisor email: Current TD Ameritrade Institutional clients (2/15/18) PDF
Client letter: Final reminder (2/15/18) PDF
Key transition dates, required actions, and recommended pre-work
Advisor email: Advisors new to TD Ameritrade Institutional (2/6/18) PDF
Advisor email: Current TD Ameritrade Institutional clients (2/6/18) PDF
Client letter (2/8/18) PDF
TD Ameritrade agreements, platform access and credentials
Advisor email: Platform Access now available (1/31/18) PDF
Advisor email: Platform Access coming soon (1/25/18) PDF
Advisor email: Forms and agreements due January 15, 2018 (12/7/17) PDF
Transition update and pricing information
Advisor email: New to TD Ameritrade Institutional (1/18/18) PDF
Advisor email: Current TD Ameritrade Institutional client (1/18/18) PDF
Client letter: Qualified retirement plans (1/23/18) PDF
Client letter: Brokerage and retirement accounts (1/23/18) PDF
SAS operations information
Advisor email: Important action required regarding your portfolio management solution (02/21/18) PDF
Advisor email: Use updated Scottrade new account applications (12/7/17) PDF
Advisor email: Changes to Scottrade account linking service (12/7/17) PDF
Advisor email: FRIP enrollment closes on November 21, 2017 (11/14/17) PDF
Education and training
Advisor email: Education Center awareness (11/20/17) PDF
Advisor email: Live training webcasts are available (11/14/17) PDF
Acquisition is complete
Advisor email (09/19/17) PDF
Client letter (09/19/17) PDF

Get to know your technology platforms

Live educational webcasts and a custom, on-demand curriculum are available.

  • Review the live webcast schedule on the calendar below. Topics include how to personalize your experience, account opening, operational best practices, trading and rebalancing.
  • Access your custom, on-demand curriculum on the Education Center.
    • Create Your Account: Use your existing Scottrade Advisor Services Platform username and Scottrade master account number to create your account.
    • Log in to the Education Center: Next, use your current Scottrade® Advisor Services Platform username and your new password to log in.

Training Calendar

Get more information and register for one or multiple webcasts at one time. Check back regularly for key dates and the latest schedule.

February March
Event Details

Supporting your independence

TD Ameritrade Institutional provides comprehensive brokerage and custody services to more than 6,000 fee-based, independent Registered Investment Advisors (RIAs). Count on TD Ameritrade Institutional to put you first, so you can do the same for your clients. Learn more about TD Ameritrade Institutional.

If you have any additional questions, please contact your TD Ameritrade Institutional Service Team.

Check the background of TD Ameritrade on FINRA's BrokerCheck