TD Ameritrade

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We are here to help you through the paperwork process. If at any point you need assistance please feel free to email our Service Center or contact your advisor directly.

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.
  • 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.

WATCH: Getting Started

Watch this video on how to get started with AdvisorClient.com and TD Ameritrade online.

Opening 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

1.) INITIAL INTERVIEW

Your advisor will ask you questions that help ensure that all of the assets will be transferred properly.

2.) REVIEW STATEMENT

Your advisor will then ask for a statement from your current custodian, dated within the past 90 days. Your advisor will make sure that all of your assets are able to be transferred to TD Ameritrade and confirm important account information.

3.) COMPLETE TRANSFER

Your advisor will also ask you to complete a Transfer of Account form (or other transfer paperwork provided by your current custodian). Your advisor will submit the form to TD Ameritrade for processing once it’s completed, signed, and dated.

4.) PROCESS TRANSFER

The paperwork will be reviewed by TD Ameritrade and your transfer will take place. If there are any issues, TD Ameritrade will work with your advisor to resolve them. For more details on this process, review the FAQ.

Instructions for Access to AdvisorClient.com

Now that your TD 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.

Existing Users: If you already have a TD Ameritrade login you can visit 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.

Mobile Access Information

Access your accounts anytime,

 anywhere on your Apple® and Android™ devices with the AdvisorClient® Mobile app.

AdvisorClient Dashboard Overview

1

Use the See your advisor’s contact information: email, phone and website

2

When you login, see your total value of accounts front and center

3

Click into an account to see a breakdown of the account’s balances, upcoming cash activity, value history, individual positions, and transaction history

4

Once your request to link an account is submitted here, you will receive a confirmation when the account has been approved within 2 business days

5

The values in this chart include all of your accounts

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

7

Take advantage of a convenient Market Snapshot

8

Track your contributions for both the current and previous years

9

View the positions in each of your accounts and create custom watch lists

10

Convenient summary chart to show you an overview of your assets by type.

Watch the New User Set Up Process:

Go Paperless!

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.