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

⚠️ 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

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

5

Click Integration at the bottom of the screen and select "TD Ameritrade".

Note

This button only appears if an integration has already been established

6

Search for the client's name from the integration database

7

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

8

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.