TD Ameritrade (TD Ameritrade) online account opening complete process
TD Ameritrade is one of the largest online securities service providers in the United States.。Today this article will share with you in detail the complete process of opening a TD Ameritrade account, and take you to open a TD Ameritrade personal account in a multi-graphic form, which takes only 20 minutes to open an online account!
Update: Demeli Singapore wants to focus on serving qualified investors, stopping investment services to retail investors from December 2023。
If you are not a qualified investor and do not meet the conditions for opening an account with Demerit Securities Singapore, you can advise other brokerage firms to open an account.。
TD Ameritrade is one of the largest online securities service providers in the United States.。
TD Ameritrade was founded in 1975, listed on the Nasdaq exchange in 1997, and merged with Charles Schwab (NYSE: SCHW) in 2020.。
Stockbroker from 2019 to 2021.Com as the Best Internet Broker。
In 2009, TD Ameritrade acquired trading software with advanced and innovative technology, Thinkorswim (TOS)。TD Ameritrade provides investors with financial investment products listed on U.S. exchanges through TOS such as stocks, ETFs, REITs, options, futures, funds, TD Ameritrade is regulated by top institutions such as the Securities and Exchange Commission (SEC), the Financial Industry Regulatory Authority (FINRA) and the Commodity Futures Trading Commission (CFTC).。
Today this article shares the complete process of TD Ameritrade account opening, in the form of multi-graphic hand for everyone to bring smooth cooperation with TD Ameritrade personal account, only 20 minutes to complete the online account opening, including:
1. TD Ameritrade Account Opening Preparation
2. Notes on account opening matters of Demaili Securities
3, account opening process (multi-graphic)
4. Time required to open an account
5. Common account opening problems
TD Ameritrade Account Opening Preparation
Before opening an account TD Ameritrade, you need to prepare the following documents and materials. It is recommended that you have a stable network to make the account smooth:
1. Identity documents, optional: ID card, passport
2. Proof of current residence address, optional: water and electricity bill, telephone bill
Tax Number (Nombor Cukai Pendpatan / Income Tax Number)
4, nearly three months of payroll, provident fund statements.
TD Ameritrade Account Opening Considerations
Securities account type
TD Ameritrade offers three types of securities accounts: Cash Account, Standard Margin Account, and Advanced Margin Account.。
Opening an account is free and there is no minimum deposit threshold。
Cash Account
Cash Account (Cash Account) can only allow you to use the amount of cash you have to purchase stocks, ETFs, REITs and other securities, and users cannot participate in trading options, futures and other investment products that require financing.。
Standard Margin Account
Margin account (margin account) investors trade margin trading and can create qualified spreads on TD Ameritrade, exchange-traded investment products, including options, futures, sale of covered call options and covered put options。
Covered calls (covered call options) are call options (Call Options) that sell the stock to other investors while the investor holds the stock; Covered puts (covered puts) are put options (Put Options) that sell the stock to other investors while the investor holds the stock.。
Take Covered Call as an example:
You are bullish on a more stable company and choose to hold the stock for the long term。At the same time, you are not optimistic that this stock can rise above the strike price (the nature of the option is that there is a strike price, meaning that if the investor buys a call) (the stock price rises above the strike price to make money), so you can sell the call option while holding the stock, as long as the stock does not rise above the strike price, you get a premium (premium)。
Senior Margin Account
Advanced Margin Account (Advanced Margin Account) has more book-entry trading options than standard margin accounts, and investors can sell unguaranteed call options (naked call options) and unguaranteed put options (naked put options).。
Uncovered options / or naked options (naked options), i.e., investors do not need to hold a stock and can sell a call or put option on that stock.。The strategy for naked selling options is the same as the Covered Call example above, except that naked selling options do not require holding the stock。
Commission charges
Stocks and ETFs
Trading commissions for stocks and ETFs listed on U.S. exchanges are static; trading commissions for OTC (over-the-counter) stocks are 7.44美元。
Option
0 trading commission per option.$70; at 0.Table commission when closing any unilateral option at a price of $05 or less。
Futures
The commission for trading each futures is 2.41美元。
Account Opening Qualification
The minimum age requirement for TD Ameritrade is 18。
TD Ameritrade account opening process teaching
Account Opening Fee Estimated cost:Zero
Account Opening VerificationLong time required:1-3 working days
TD Ameritrade's account opening process requires 14 steps:
- 1. Click on the account opening link to enter the official website
- 2. Select Account Type
- 3. Register new accounts and mailboxes
- 4. Fill in personal data
- 5. Fill in the occupation information
- 6. Fill in the financial information
- 7. Bookmark Affiliation
- 8. Select Notification Preference
- 9, fill in the customer account audit.
- 10. Set the transaction authorization code
- 11. Read and agree to all agreements and materials
- 12. Verification Mail
- 13 、提交账户表格
- 14. Upload files
We recommend that you use the official website to open an account, easy to fill in information, upload documents。
When the editorial team measured the account opening, due to technical problems with the TD Ameritrade platform, we were unable to open an account with the computer version of the official website, so below we will open an account on the mobile version of the official website, as well as the Chinese interface to explain how to open a personal account in TD Ameritrade, about 20 minutes to complete。
Suggestion: If your computer cannot access the TD Ameritrade official website, we recommend that you use your mobile phone to visit the official website to open an account。
You can also tell us in the message area whether you have successfully accessed the TD Ameritrade official website through your computer.。
Go to the home page and click "Open New AccountRegister new user port。(computer version in the upper right corner)
![TD开户1.1](https://hawk-oss.hawkinsight.com//hawk/image/202311/1781519040_181.jpg)
Select Account Type
Then select the type of securities account to apply for this account opening.。Convert our choice of "personal account" (个人), married people can open a "joint account" (United), open an account with another semi-joint。In the event of an unfortunate event, the other half can continue to manage the investment account as a joint account。
![TD开户2.1](https://hawk-oss.hawkinsight.com//hawk/image/202311/1781519040_556.jpg)
After that, select the securities account type。Here we choose "Cash Account" (Cash Account)。It is recommended that our novice choose a cash account, if you want to upgrade to a margin account in the future, you can contact the customer service staff to replace it.。
![TD开户2.2](https://hawk-oss.hawkinsight.com//hawk/image/202311/1781519040_670.jpg)
Register a new account and mailbox
If you do not have a TD Ameritrade account registered in the column, click否", enter the numbers in the green image, then enter the user name, password, contact information, and area of residence。
![TD开户3.1](https://hawk-oss.hawkinsight.com//hawk/image/202311/1781519040_349.jpg)
![TD开户3.2](https://hawk-oss.hawkinsight.com//hawk/image/202311/1781519040_850.jpg)
Now, after you select the channel to learn about TD Ameritrade, click "Submit」。
![TD开户3.3](https://hawk-oss.hawkinsight.com//hawk/image/202311/1781519040_67.jpg)
Click Submit, go back to the homepage, use your registered username and password to log in again, and continue to open an account。
![TD开户3.4](https://hawk-oss.hawkinsight.com//hawk/image/202311/1781519040_315.jpg)
Fill in personal data
Next, fill in personal information such as residence address, nationality, ID card, name, passport number, tax residence, tax number, country of birth, date of birth and marital status。
![TD开户4.1](https://hawk-oss.hawkinsight.com//hawk/image/202311/1781519040_757.jpg)
If you do not have a U.S. Social Security number or a U.S. visa, choose No.。Next, select your tax residence and tax number。The Malaysian tax number is SG 11 address number, such as SG12345678901, which can be found in tax return documents such as Borang BE or Borang B, or check with the Inland Revenue Department (LHDN)。
![TD开户4.2](https://hawk-oss.hawkinsight.com//hawk/image/202311/1781519040_359.jpg)
Finally, fill in the security questions and answers that you remember, and if you have security concerns in the future (such as wrong login password), you will use the security questions to confirm your identity to account security.。Click "Submit" when finished。
For example:
Security Question:Who is my idol?
Security Answer: Warren Buffett
![TD开户4.3](https://hawk-oss.hawkinsight.com//hawk/image/202311/1781519040_664.jpg)
Fill in the occupation information
Select Employment Status, please select Employment Employed, and fill in the industry, position, company full name, address。Click "Submit" when finished。
![TD开户5.1](https://hawk-oss.hawkinsight.com//hawk/image/202311/1781519040_930.jpg)
![TD开户5.2](https://hawk-oss.hawkinsight.com//hawk/image/202311/1781519040_978.jpg)
Fill in financial information
Choose which bank you will primarily use in the future to remit money to TD Ameritrade。The bank options offered at the first Gerry are Citibank, DBS Bank, Maybank, Standard Chartered, and UOB.。
If these are not the banks you are using, select Other and fill in the name of the bank you want to use in the second grid。Select the Public Bank we use here。
Don't worry if you are unable to send money later using the bank of your current choice, TD Ameritrade also accepts you to send money through other banks。
![TD开户6.1](https://hawk-oss.hawkinsight.com//hawk/image/202311/1781519040_41.jpg)
Next, choose your investment objectives, which are income, investment and investment hedging.。This can be chosen according to your personal preference。
Here I want to create a lot of income through investment, so I choose "Medium" in the income part; my investment strategy is to hold stable stocks for a long time, so I choose "Low" in the opportunity part; I want to hedge the risk part by investing in investment, so I choose "Medium" in the investment hedge part.。
![TD开户6.2](https://hawk-oss.hawkinsight.com//hawk/image/202311/1781519040_257.jpg)
Next, fill in your annual income, liquid assets, total assets, primary source of funding for new accounts, and future sources of funding.。
![TD开户6.3](https://hawk-oss.hawkinsight.com//hawk/image/202311/1781519040_617.jpg)
Clarify affiliation
If you are not a stockbroker and your relatives are not affiliated with the following listed companies, choose "No" here.。
![TD开户7.1](https://hawk-oss.hawkinsight.com//hawk/image/202311/1781519040_729.jpg)
Fill in Customer Account Review
Customer Account Review assesses a user's level of knowledge and experience with specific investment products (SIPs)。
A total of 4 initialization parts are filled in:
- Have you traded a specific investment product at least 6 times for 3 consecutive years
- Whether to hold a finance, investment-related degree or qualification
- Whether to have financial related professional certificate
- Have 3 consecutive years of working experience in finance and investment related fields in the past 10 years
![TD开户8.1](https://hawk-oss.hawkinsight.com//hawk/image/202311/1781519040_943.jpg)
Next, choose your experience in investing in stocks, ETFs, options and futures。Even if you are a novice, we recommend that you choose at least 1 to 2 years of experience, as brokers expect their clients to be experienced and knowledgeable in investing。
![TD开户8.2](https://hawk-oss.hawkinsight.com//hawk/image/202311/1781519040_971.jpg)
Select your notification preferences
You receive transaction confirmation and economic account statement statement by email or mailing paper。Your E-mail, choose to avoid monthly mailing charges。When finished, click "Submit" to proceed to the next step。
![TD开户9.1](https://hawk-oss.hawkinsight.com//hawk/image/202311/1781519040_35.jpg)
Set Transaction Authorization Code
Set 4 to 6 additional transaction authorization codes。Trading authorization codes are important when you want to get gold out of TD Ameritrade。So you should write it down in your notebook or write it down with a password on your phone。
Next, you choose whether you want to start two-factor authentication (2FA), if you want to start two-factor authentication, you can set。Choose us not to initiate two-factor authentication。If you also choose not to initiate two-factor authentication, after reading its risks, tick the small box and click "Submit"。
Finally, review all of your user profile information again and if there are no errors, indicate consent below, click "Submit" to continue to the next step。
![TD开户10.3](https://hawk-oss.hawkinsight.com//hawk/image/202311/1781519041_821.jpg)
Read and agree to all agreements and related disclosures
Read all the agreements and related instructions, after reading, in the following ️ ️ agree to all agreements and related instructions, click "Submit" to continue to the next step。
* Note: In the first question of the NYSE Agreement section, select "Yes"。This means that the market data you use is for personal use, not for commercial purposes, nor for professional traders.。For the next question, just choose "No."。
![TD开户11.3](https://hawk-oss.hawkinsight.com//hawk/image/202311/1781519041_461.jpg)
Select "I am a nonprofessional" here
![TD开户11.4](https://hawk-oss.hawkinsight.com//hawk/image/202311/1781519041_505.jpg)
After answering all the above questions, indicate your agreement to all agreements below and click "Submit" to continue to the next step。
Verify Mail
When you start to apply for opening an account, the system will send the verification code to the specified mailbox。You can directly click on the link in the email to complete, or copy the verification code into the box。When finished, click "Submit" to proceed to the next step。
Submission of Account Forms
After reading the OCC risk disclosure, indicate consent to the disclosure below, click "Submit" to continue to the next step。
![TD开户13.1](https://hawk-oss.hawkinsight.com//hawk/image/202311/1781519041_693.jpg)
Then click "Click here to submit electronic W8" and fill out the W8 form。Form W8 is a required form for non-Americans to open an account with a brokerage firm.。
![TD开户13.2](https://hawk-oss.hawkinsight.com//hawk/image/202311/1781519041_804.jpg)
Here, we also operate in English interface, first, if you are not a U.S. citizen or live in the United States, select "No"。
![TD开户13.3](https://hawk-oss.hawkinsight.com//hawk/image/202311/1781519041_572.jpg)
Next, fill in the name and nationality。Select "Yes" in "Is the person listed above the person completing this form"。
![TD开户13.4](https://hawk-oss.hawkinsight.com//hawk/image/202311/1781519041_684.jpg)
Fill in the residential address。
![TD开户13.5](https://hawk-oss.hawkinsight.com//hawk/image/202311/1781519041_415.jpg)
If you do not have a US tax number, it is below.。
![TD开户13.6](https://hawk-oss.hawkinsight.com//hawk/image/202311/1781519041_59.jpg)
Choose your tax residence, fill in the tax number。If you do not have a tax number, please select here.。
![TD开户13.7](https://hawk-oss.hawkinsight.com//hawk/image/202311/1781519041_391.jpg)
If you are a Malaysian, choose "No" here.。Because Malaysia and the United States do not have a tax agreement。After that, click "Continue" to continue。
![TD开户13.8](https://hawk-oss.hawkinsight.com//hawk/image/202311/1781519041_977.jpg)
Next, after making sure that the information provided above remains the same from 2021 to the present, select "Yes" and below。
![TD开户13.9](https://hawk-oss.hawkinsight.com//hawk/image/202311/1781519041_674.jpg)
✓ ️ Agree to the terms of using electronic signatures for all forms, and all next W8 forms ✓ ️
![TD开户 13.10](https://hawk-oss.hawkinsight.com//hawk/image/202311/1781519041_420.jpg)
Finally, you need to provide an electronic signature as a legal effect, you just need to fill in your first name in the first box and your last name in the second box。Click "Complete" when finished。
![TD开户 13.11](https://hawk-oss.hawkinsight.com//hawk/image/202311/1781519041_745.jpg)
After submitting the W8 form, you will see a pop-up window above。You can click the PDF icon to download it for later viewing。
![TD开户13.13](https://hawk-oss.hawkinsight.com//hawk/image/202311/1781519041_283.jpg)
Upload File
Congratulations on coming to the last step of the TD Ameritrade account opening process! Upload your ID photo (before and after), proof of residence address (such as water and electricity bills, phone bills), and payroll for the last three months。Ensure that all documents or photos are clearly visible。
![TD开户14](https://hawk-oss.hawkinsight.com//hawk/image/202311/1781519041_685.jpg)
After uploading the file, it means that the account opening application has been completed。TD Ameritrade will review your application, usually within 1 to 3 business days to complete the review, open an account。
TD Ameritrade Account Opening Experience
TD Ameritrade will have more steps to open an account than brokerages such as Interactive Brokers and Tiger Brokers, requiring reading the partition's agreements and disclosures, and completing the W8 form。
Netcom TD Ameritrade takes at least months, but it's not。TD Ameritrade official website to determine the general need only 1 to 3 working days to complete the audit, open an account。The team opened an account on Wednesday afternoon and was notified of the success of the account on the third day (Saturday night).。
If you encounter problems in the process of opening an account, please leave a message to us, our team will try our best to help。
TD Ameritrade Account Opening FAQ
How long does it take to open an account??
The official statement is 1 to 3 working days, as long as the documents and information are complete and meet the requirements, the audit will not take too long。Team measurement is 3 working days through the account, through the wake-up application notification to receive account review。
Is there a minimum deposit threshold for opening an account??
No minimum deposit requirement。
Can I edit my information after submitting the account application?
You can log in to the TD Ameritrade website and click "Edit Personal Information" (Edit Personal Information)。Next, click Edit to update the information, and then click Save to complete the changes。
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