1. Accessing your TD Ameritrade account for the first time

To set up access to your SAS managed accounts online:

1. Go to the URL www.advisorclient.com (pro tip: bookmark this link too)

2. Choose the link in the bottom right-hand corner "First time here? Set up my profile"

3. You will need your account number and the mobile phone number entered on the account application

4. TD Ameritrade Institutional will also send you a postage mail letter with your account number once opened