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TD Ameritrade – AdvisorClient.com

BCJ Capital Management (BCJ) utilizes the TD Ameritrade Client Services Group to provide our clients with a full range of investment services. Clients who want to view their BCJ accounts and clients that want to have a separate brokerage account and do their own investment trading, can now access their accounts using the TD Ameritrade web site. With the TD Ameritrade website/app you will be able to:

  • Get instant access to your account information online, or on-the-go with the TD Ameritrade mobile app.
  • Stay informed on the status of requests and securely approve transactions.
  • Keep your contact information up to date so you can be notified.
  • Count on secure, paperless delivery of important documents, including account statements, trade confirmations, and tax reports.*
  • Conveniently deposit checks with a click of the camera on your phone or tablet.

* You must be listed as the account owner to enroll in electronic delivery. You may also be eligible for lower electronic equity trade commissions if you enroll in electronic delivery.


Open an Account Electronically

1. Receive prefilled electronic versions of the account opening forms via a secure website.

2. Electronically complete any missing information on the forms.

3. Electronically sign the forms, which populates the account opening platform and automatically sends the electronic forms to TD Ameritrade Institutional to officially open the account.

Duration: Generally less than 24 hours

Paper-based Account Opening

1. Obtain paper-based account opening forms from your advisor either via mail or by setting up an in-person meeting with your advisor.

2. Complete the required information on the forms.

3. Return forms to your advisor either via mail or by setting up an in-person meeting with your advisor.

4. Advisor manually types the information into the account opening platform.

5. Advisor mails forms to TD Ameritrade to officially open the account.

Duration: Multiple days/weeks

Transferring Assets to TD Ameritrade

Instructions for Access to AdvisorClient.com

Existing Users: If you already have a TD Ameritrade login you can visit the AdvisorClient.com and login with you information. If you have lost or don’t remember your login information you have to call TD Ameritrade at 1-800-934-6124 and talk to a representative who will help you get back into your account. Due to security concerns there is no way to reset your login information without calling a TD Ameritrade representative.

Setting up Your AdvisorClient.com Account

Now that your account is open, you’ll want to be able to view and manage your account online. Once you complete this brief setup, AdvisorClient.com will give you access to your account balances, positions, transaction history, statements, tax documents, and more.

Watch the New User Setup Process




Going paperless is easy. To start receiving electronic account statements and trade confirmations securely online, simply follow the instructions below:

  1. Login to AdvisorClient.com
  2. Click Client Services > User ID Settings
  3. Locate the Communication delivery preferences section on the right side of the page
  4. Click the edit button and then go to paperless for all of your accounts, simply enter the email address you would like to use then click the green “Set all to electronic notification” button
  5. Check the box indicating that you understand that this agreement is subject to the TD Ameritrade Institutional Client Agreement and then click Save

Benefits of Going Paperless?

  • More Secure than mailing statements
  • Better for the environment
  • Faster delivery of account information
  • Less clutter in your home
  • Locate documents online quickly and easily
  • You may also be eligible for lower electronic equity trade commissions if you enroll in electronic delivery.


Access your accounts anytime, anywhere on your Apple® and Android™ devices with the AdvisorClient® Mobile app.


AdvisorClient.com is a secure online environment available to clients of advisors on the TD Ameritrade Institutional platform. Use the guide below to learn more about the features and functionality of the AdvisorClient.com website.

1Use the See your advisor’s contact information: email, phone and website 5The values in this chart include all of your accounts 9View the positions in each of your accounts and create custom watch lists
2When you login, see your total value of accounts front and center  6 For clients 70 1/2 or older, you will easily be able to see how much money you have left to withdraw for the year 10Convenient summary chart to show you an overview of your assets by type.
3Click into an account to see a breakdown of the account’s balances, upcoming cash activity, value history, individual positions, and transaction history  7 Take advantage of a convenient Market Snapshot  
4Once your request to link an account is submitted here, you will receive a confirmation when the account has been approved within 2 business days  8Track your contributions for both the current and previous years  

TD Account Protection

The TD Ameritrade Asset Protection Guarantee

TD Ameritrade is committed to delivering their clients one of the highest levels of security in the industry — at no cost to you. That means they will reimburse you for the cash or shares of securities from your account that are lost as a result of unauthorized activity. TD Ameritrade promises you this protection, which adds to the provisions that already govern your account, in case unauthorized activity ever occurs and we determine it was through no fault of your own. Unauthorized activity does not include actions or transactions undertaken by or at the request of you, your investment advisors or family members, or anyone else whom you have allowed access to your account or to your account information for any purpose, such as trading securities, writing checks or making withdrawals or transfers.

How does the TD Ameritrade Guarantee work?

TD Ameritrade promises this protection if you work with them in four ways:

  • Keep your personal identifying information and account information secure and confidential, because sharing your UserID, password, PIN, account number or other standard means of authentication with other people means you authorize them to take action in your account.
  • Keep your contact information up-to-date with TD Ameritrade, so that they can contact you in case of suspected fraud.
  • Review your account frequently and your statements promptly and report any suspicious or unauthorized activity to TD Ameritrade immediately in accordance with your Client Agreement.
  • Take the actions TD Ameritrade requests if your account is ever compromised and cooperate with our investigation.

If you help TD protect you in these basic ways, they will promise no fine print and no footnotes — just their commitment to protect the assets you entrust to them.

FDIC Insurance

Certificates of Deposit (CDs) purchased through TD Ameritrade are issued by banks insured by the Federal Deposit Insurance Corporation (FDIC). In addition, cash in your account can be held in a TD Ameritrade FDIC Insured Deposit Account (IDA). Balances in an IDA are held at TD Bank, N.A. and/or TD Bank USA, N.A., where they are insured by the FDIC against bank failure for up to $250,000 per depositor, per bank. TD Bank, N.A. and TD Bank USA, N.A. are affiliates of TD Ameritrade.

Each bank will have separate FDIC coverage of up to $250,000 per depositor for up to $500,000 total per IDA depositor.

SIPC Protection

TD Ameritrade, Inc. is a member of the Securities Investor Protection Corporation (SIPC). Securities in your account protected up to $500,000. For details, please see www.sipc.org.

Additionally, TD Ameritrade provides each client $149.5 million worth of protection for securities and $2 million of protection for cash through supplemental coverage provided by London insurers. In the event of a brokerage insolvency, a client may receive amounts due from the trustee in bankruptcy and then SIPC. Supplemental coverage is paid out after the trustee and SIPC payouts and under such coverage each client is limited to a combined return of $152 million from a trustee, SIPC, and London insurers. The TD Ameritrade supplemental coverage has an aggregate limit of $500 million over all customers. This policy provides coverage following brokerage insolvency and does not protect against loss in market value of the securities.
If you have any questions, call your advisor or TD Ameritrade Institutional at 800-431-3500. To learn more about SIPC coverage, go to www.sipc.org. For more information about FDIC deposit insurance, visit www.fdic.gov.

This is not an offer or solicitation in any jurisdiction where we are not authorized to do business. TD Ameritrade does not monitor, and is not responsible for, communications between advisors and their clients. TD Ameritrade Institutional, Division of TD Ameritrade, Inc., member FINRA/SIPC/NFA. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. ©2013 TD Ameritrade IP Company, Inc. All rights reserved. Used with permission. TDAI 9457 SS 07/13


Experience one of the highest levels of security in the industry.

This security guarantee extends to the cash or shares of securities in your account.

In the event of unauthorized activity, TD Ameritrade will reimburse you for the cash or shares of securities you lose.

TD Ameritrade promises this protection if you keep your account information secure, review your account frequently, and help them should your account
be compromised.

Certificates of Deposit are FDIC insured, and securities are protected by SIPC.