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These easy-to-follow instructions will take you through the online application process from start to finish — and the screenshots will help you keep track of where you are. Once you’ve opened your account and set up funding, you’ll be on your way to pursuing a more secure financial future! Please note this process is for opening an Individual account. If another account type is selected, you may have a slightly different experience or need to complete additional steps.
STEP 1 –
Gather Required Information and Select an Account Type
You will find a list of the time and information requirements for completing your online application. Please allow 12-15 minutes to enroll, and have all necessary information handy before beginning the online application.
Below, you will see three account options. Select “Individual” if you are opening your own account, “Joint” if you are opening an account with another person or “Individual Retirement Account” if you are opening an IRA.
If you’re planning to open a different type of account, select the “Account Types” hyperlink in the text below the account options. It will take you to a full list of account types and descriptions, with links to applications for those accounts. Please note that the enrollment process for these accounts will differ slightly from these instructions.
Once you have selected the account you wish to open, click the “Next” button to move to the next screen.
STEP 2 –
Select an Account Profile
You will be given four different choices. Select “Cash” for the most basic account with the TD AMERITRADE FDIC Insured Deposit Account* feature. The other choices are for experienced traders, so carefully read all documents relating to these account types on the right side of the page.
Be sure to read the TD AMERITRADE Privacy Statement, checking the box to confirm that you’ve read it.
STEP 3 –
Create Your Account Profile
This page records your basic information and helps you personalize your Save Yourself account. Anything with an asterisk is a required field. Be sure to also select your document delivery preference. Once you have filled in all required fields, click “Next” to move to the next page.
STEP 4 –
If you have certain financial or political affiliations, you will be asked to declare this information. Simply select “Yes” or “No.”
STEP 5 –
Declare Employment and Financial Status, and Determine How Your Account Will Earn Interest
You will be asked for your employment status, annual income and other information — all required when filling out a brokerage application. If you have any questions or concerns regarding the information being asked, you can consult the Help Section on the right side of the page.
You will be informed that your account balance will earn interest through a TD AMERITRADE FDIC Insured Deposit Account.
STEP 6 –
Review Your Profile Information
Double check to make sure all of your information is correct. If you find a mistake, this is your chance to correct it.
STEP 7 –
Create Account Access Information
Input the information, including UserID, password and PIN, you will use to securely access your TD AMERITRADE account.
STEP 8 –
Review our Client Agreement
Please take the time to read, print and save this important document. To confirm you have read the Client Agreement and agree to its terms, click “I agree.”
STEP 9 –
Complete the IRS Form W-9
Fill out this simple questionnaire from the IRS.
STEP 10 –
Sign Your Application
Please read, then electronically sign your application by selecting the checkbox and clicking “Next.”
STEP 11 –
Fund Your Account
There are many ways to set up the initial funding of your account. If your initial deposit is being made through electronic funding, you’ll need your bank’s routing number (usually found at the bottom of your checks, or you may need to contact your bank) and your checking or savings account number. Please note that for any funding method selected, you’ll need to go into your account once it’s open and set up electronic monthly deposits.
STEP 12 –
Start Taking Control of Your Financial Future
Now that you’ve opened your Save Yourself account with TD AMERITRADE, you’re officially on your way. As you go through the final page, look for further instructions on opening your account. Take the time to print recommended documents and put them in a safe place. Once you’ve completed the application process, log on to your new account using your UserID and password, and start establishing your financial independence!
*Cash in a TD AMERITRADE FDIC Insured Deposit Account is held at TD Bank, N.A. and TD Bank USA, N.A., affiliates of TD AMERITRADE. Under temporary legislation (through December 31, 2013), all deposit accounts offered by participating institutions are eligible for Federal Deposit Insurance Corporation (FDIC) insurance up to $250,000. Limits are per account ownership per institution. Please monitor your entire deposit to ensure it does not exceed the coverage limit. To learn more about FDIC coverage, go to www.FDIC.gov.
INVESTMENT PRODUCTS HELD IN A TD AMERITRADE ACCOUNT ARE NOT FDIC INSURED OR BANK GUARANTEED AND MAY LOSE VALUE.
TD AMERITRADE and Suze Orman are separate and not affiliated, and are not responsible for the services and information provided by the other.
TD AMERITRADE, Division of TD AMERITRADE, Inc., member FINRA/SIPC. TD AMERITRADE is a trademark jointly owned by TD AMERITRADE IP Company, Inc. and The Toronto-Dominion Bank. © 2010 TD AMERITRADE IP Company, Inc. All rights reserved.
Used with permission.