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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

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