3. Have you recently moved? Changed phone numbers/email addresses?

It's a good idea to periodically ensure your TD accounts managed by SAS have your most up-to-date contact information. Here's how:

  • Login to TD Ameritrade Institutional: www.advisorclient.com
  • Username: Forgot your username? Email your advisor team for a refresher.
  • Passwords: Forgot your password? Email your advisor team for a password reset.
  • From "Accounts and Values," on the main home page, click on accounts one-by-one
  • On the right-hand side of the browser, choose the "Edit Account Information" hyperlink text
  • Then choose the "Edit" links to edit each section of profile data that requires any update
  • Note: spouses within the same household may have different usernames