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. Once integrated, RightCapital pulls in position-level account data from each account and connects them with the client's net worth. The positions and values will be updated Tuesday through Saturday evening with the previous night's closing value.

How to set up your TD Ameritrade integration

⚠️ We can only set up your TD Integration if your rep code has funded accounts. ⚠️

To set up an integration with TD Ameritrade:

1

Complete the  ROI form (click the link to open the .pdf form

2

Send the form directly to TD Ameritrade at TDAIWESTProcessing@tdameritrade.com

3
Once the integration is completed a member of the product support team will reach out to you via email.
The whole process usually takes 3-5 business days.

How to use the TD Ameritrade integration

Once the integration is set up, link client accounts:

1

Log in to RightCapital

2

Click Open Client next to the client you’d like to integrate

3

Navigate to Profile > Net Worth (or the 4th step of the initial data entry workflow, if this is a new client)

4

Click +Link Account and select "TD Ameritrade" from the dropdown menu.

Note

This button only appears if integration has already been established

5

Search for the client's name from the integration database

6

Select accounts (using the check boxes in the “Link” column) to assign to the current client.

7

Click Save to create the connection for the accounts selected. Integrated accounts will then appear under the Investment bar on the left side of the Net Worth screen.

RightCapital is committed to enabling your success. Each week, we set aside time to cover important updates and host a Q&A with the product team, giving you a direct line of access to the experts behind the curtain. Visit the Upcoming and Most Recent Webinars area to register today!

Also, be sure to check out the Getting started guide and our YouTube channel for more!

For additional assistance integrating TD Ameritrade to RightCapital please contact Support.