Dear Clients with TD Ameritrade accounts
Please read the below announcement from TD Ameritrade detailing the changes to advisorclient.com especially the part about the new two-step security log in option.
Please be aware the updates to the website have caused some log in problems. TD Ameritrade technical support is aware and working on correcting the issues. You may not be able to log in temporarily.
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New Login Page
The login page has been redesigned. You will continue to access the site using the same web address, www.AdvisorClient.com. Once logged in, the experience will remain unchanged for now.
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New Two-Step Security Feature
The new two-step security feature will allow you to replace your security questions with either a text-based alert or phone call in order to validate your identity. To set this up, you will need to access the new AdvisorClient site by clicking the "Try the new AdvisorClient site now" banner on the current site. Once on the new site, all you have to do is click your name on the top right of the website, and select My Profile. Under the Security and Preferences section, you can click Two-Step Verification and then follow the instructions.
Streamlined Client Enrollment Process
If you do not already have a login, you can enroll at www.advisorclient.com/getstarted. All you need is your account number and access to the phone number we have on file at TD Ameritrade Institutional.
Try Out the New AdvisorClient Experience
If you already have a log in for advisorclient.com, you can try out the new AdvisorClient experience by clicking the "Try the new AdvisorClient now" banner once logged in to the current website. New features include:
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Upcoming cash activity: Provides details on upcoming cash disbursements and deposits
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Retirement information: Contributions, distributions, and RMD information are easily found on the landing page
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Position level gain/loss information: Sourced directly from our cost basis engine, Gainskeeper
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Tax document e-delivery enrollment: Clients have the ability to opt into electronic delivery of tax statements in lieu of receiving a paper mailing
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Balance history chart: Provides a historical depiction of the clients account value over time
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The new AdvisorClient site can be set as your default view by clicking "Set as default" from the green banner on top of the screen.
Let us know if you have any questions about the new AdvisorClient website. Just call TD Ameritrade Institutional Technology Services at 800-400-3500 option 3 and they'll be able to help.