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
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.
We're here for you
If you have any additional questions, please contact your TD Ameritrade Institutional Service Team.