How Do I Create a TD Ameritrade Retail Login

Instructions for setting your log-in credentials at tdameritrade.com:

Please call the TD Ameritrade Institutional Technology Department at (800) 431-3500:

1) Select option #3 for Technology Services
2) Select option #3 again for Password Assistance
3) Request your Username and Password for online access to TD Ameritrade's Retail website (www.tdameritrade.com)

**Please ask the TD Ameritrade representative to give you access to the Retail website (and not the Institutional website,www.advisorclient.com), because the Retail website offers more online functionality.

Have your account number available when you call. You can find your TD Ameritrade account number on your FutureAdvisor “Accounts” page by clicking the link at the top of your dashboard.

If you have multiple accounts, you can link them together on the TD Ameritrade website. Here are detailed instructions to link your accounts: https://wwws.ameritrade.com/cgi-bin/apps/u/help/managingYourAccount...

You will need your TD login if you want to link your bank account for deposit/withdrawal. See:https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA693.pdf

If you have any questions or would like help accessing your account, please don't hesitate to email us at vip@futureadvisor.com.