Advisor Client, Sure, you want your clients to stay connected to you and reach out whenever they have questions. But today’s clients want to know that they can get the information they want any time of day. Give them a secure and simple way to access account balances, positions, transaction history, and more with AdvisorClient .
To learn more about how to customize AdvisorClient .com and access your balances and positions, take a look at this brief overview. Need help getting started ? Watch this quick demo to see how you can quickly set up your account. New User Setup. Watch Now: Balances and Positions.
Going paperless is easy. To start receiving electronic account statements and trade confirmations securely online, simply follow the instructions below: Login to AdvisorClient.com Click Client Services > User ID Settings Locate the Communication delivery preferences section on the right side of the page, If you have not setup a login for AdvisorClient , simply click on Get Started . If you have trouble logging in, please contact our office. TD AMERITRADE, Inc. is a registered broker-dealer, and is not affiliated with any advisor(s) whose name(s) appear on this website.
