Integration: TD Ameritrade
What integrating with TD Ameritrade does for you
Integrating with TD Ameritrade allows you to connect client accounts at TD Ameritrade to RightCapital. Connect position-level account data from each account, and the positions and values will be updated nightly.
How to set up your TD Ameritrade integration
To set up an integration with TD Ameritrade:
- Complete the ROI form (click the link to open the .pdf form)
- Send the form directly to TD Ameritrade at TDAIWESTProcessing@tdameritrade.com
How to use the TD Ameritrade integration
Once the integration is set up, link client accounts:
Log in to RightCapital
Click Open Client next to the client you’d like to integrate
Navigate to Profile > Net Worth (or the 4th step of the initial data entry workflow, if this is a new client)
Click +Link Account
Click Integration at the bottom of the screen and select "TD Ameritrade".
This button only appears if an integration has already been established
Search for the client's name from the integration database
Select accounts (using the check boxes in the “Link” column) to assign to the current client.
Click Save to create the connection for the accounts selected.
Added accounts can be found under the Investment bar on the left of the screen. Account information will be updated daily.