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.
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:
* 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 this video on how to get started with AdvisorClient.com and TD Ameritrade online.
Duration: Generally less than 24 hours
Duration: Multiple days/weeks
Your advisor will ask you questions that help ensure that all of the assets will be transferred properly.
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.
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.
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.
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.
Access your accounts anytime,
anywhere on your Apple® and Android™ devices with the AdvisorClient® Mobile app.
Use the See your advisor’s contact information: email, phone and website
When you login, see your total value of accounts front and center
Click into an account to see a breakdown of the account’s balances, upcoming cash activity, value history, individual positions, and transaction history
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
The values in this chart include all of your accounts
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
Take advantage of a convenient Market Snapshot
Track your contributions for both the current and previous years
View the positions in each of your accounts and create custom watch lists
Convenient summary chart to show you an overview of your assets by type.
Going paperless is easy. To start receiving electronic account statements and trade confirmations securely online, simply follow the instructions below: