Td Ameritrade Customer Agreement

TD Ameritrade tries to facilitate entry, but the breadth of its offerings works in this regard. New customers can open and finance an account on the website or in mobile apps. However, the tricky part is choosing the right type of account, as TD Ameritrade has a lot to choose from. Once you have the right type of account, the “Know Your Customer” process is simple and easy to navigate. TD Ameritrade remains one of the largest online brokers and has continued to lean on its edge with novice investors. TD Ameritrade reaches customers and interested people with ramps to its services, which are based on a variety of social media sites including Twitter and Facebook. Once on board, TD Ameritrade offers customers a choice of platforms, including its core website, mobile applications, and Thinkorswim, which was designed for active resellers of targeted derivatives. Yes, yes. You can control your communication settings on the Communication Settings page for your account. If you want to disable the receipt of all of TD Ameritrade Singapore`s direct marketing communication, you can send an email with the word “disconnection” in the subject line via the email account linked to your account. You will be identified as a customer who does not care about being contacted by us through direct communication for additional product and service offers or requests.

A choice of opt-out made by a joint account holder applies to all account holders in the common account. For every account you keep with a unique email address on TD Ameritrade Singapore, an opt-out choice must be made. This opt-out does not apply to communications necessary to service your account. Clients can check more than 35 criteria such as performance, portfolio characteristics, dividends, ratings and risks, as well as fees and expenses. The Morningstar category criteria for allow clients to find targeted funds in one or more Morningstar categories out of nearly 100. Categories range from bear markets to target date funds to Japanese equities. There are 15 predefined ETF screens and the last five custom screens are automatically saved. Customers can name and save any screen for future use.

Screener`s results can be recorded as a watchlist. Send an email with the words “opt-out” in the subject line of the email account linked to your account. We are very committed to our relationship with you and we want to make sure that you understand the steps we have taken to protect your personal data.