Client Tutorial: Create & Log In To Your TD Ameritrade Account
Logging into your TD Ameritrade account is a simple way to effectively monitor your personal accounts and holdings with Wealth Management CPAs.
This is a short tutorial video created as a courtesy for clients of Wealth Management CPAs. In the video, I break down the steps necessary for clients to create and log into their respective TD Ameritrade accounts.
Follow These Steps To Create Your Account...
Go to our website: WealthCPAs.com
Hover over: Client Portal
Click on: Login – TD Ameritrade
This will take you to AdvisorClient.com/login (TD Ameritrade login)
Click on the blue hyperlink next to “First time here?”: Set up my profile
Click on the green bar: Get started
Enter your account number (feel free to call or email us if you do not remember it) and choose to receive a phone call or text with a verification code
Set up your User ID and Password
Call (801) CPA-HELP