1. Accessing your TD Ameritrade account for the first time
2. Adding your new accounts to your Advisorclient.com TD Ameritrade Institutional online access
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
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2. Adding your new accounts to your Advisorclient.com TD Ameritrade Institutional online access
1. Link your new account to your existing username at www.advisorclient.com
2. Choose: "Accounts" dashboard
3. Click: the "+ link account" hyperlink under your dashboard "accounts and values" list
4. Enter your new account number provided by your SAS Advisor Team or a postage mail letter from TD Ameritrade Institutional
Contact your SAS Advisor Team for a username or a password refresh
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