TD Ameritrade - Open Your Account - Start Your Application

{"copy":{"offers":{"termsAndConditions":{"header":"Offer terms and conditions","linkText":"Offer terms and conditions","body":"Offer valid for one new Individual, Joint, or IRA TD Ameritrade account opened by 3/31/2018 and funded within 60 calendar days of account opening with **$3,000** or more. **To receive $100 bonus, account must be funded with $25,000-$99,999. To receive $300 bonus, account must be funded with $100,000-249,999. To receive $600 bonus, account must be funded with $250,000 or more.** Offer is not valid on tax-exempt trusts, 401(k) accounts, Keogh plans, profit sharing plans, or money purchase plans. Offer is not transferable and not valid with internal transfers, TD Ameritrade Institutional accounts, accounts managed by TD Ameritrade Investment Management, LLC, current TD Ameritrade accounts, or with other offers. Qualified commission-free Internet equity, ETF, or options orders will be limited to a maximum of **500** and must execute within 60 calendar days of account funding. **Contract, exercise, and assignment fees still apply.** Limit one offer per client. Account value of the qualifying account must remain equal to, or greater than, the value after the net deposit was made (minus any losses due to trading or market volatility or margin debit balances) for 12 months, or TD Ameritrade may charge the account for the cost of the offer at its sole discretion. TD Ameritrade reserves the right to restrict or revoke this offer at any time. This is not an offer or solicitation in any jurisdiction where we are not authorized to do business. Please allow 3-5 business days for any cash deposits to post to account. Taxes related to TD Ameritrade offers are your responsibility. Retail values totaling $600 or more during the calendar year will be included in your consolidated Form 1099. Please consult a legal or tax advisor for the most recent changes to the U.S. tax code and for rollover eligibility rules. (Offer Code: 220)","error":"Enter an eligible offer code or continue without one."}},"outage":{"messages":{"outageMessageHeader":"System Maintenance","outageMessageBody":"Please note that you will be unable to open new accounts while we perform routine maintenance. We apologize for any inconvenience and thank you for your patience. Don’t hesitate to call us during this time at 800-454-9272.","isDisplayOutageMessage":false}},"images":{"imageAltText":{"feedbackIcon":"Give us feedback","collapsedIcon":"Collapsed","expandedIcon":"Expanded","chatIcon":"Chat with us","callIcon":"Call us at","shieldIcon":"Security is our priority","secureLockIcon":"This is a secure page","tdaLogo":"Go to TDAmeritrade.com"}},"session":{"timeoutModals":{"notificationModalContinueButton":"Start again","notificationModalTitle":"Your session has expired.","confirmModalConfirmButton":"Continue my application","confirmModalRejectButton":"Exit and delete my info","confirmModalTitle":"Your session is about to expire.","notificationModalContent":"It's been a while since you've taken any action on the page, and your session has timed out. 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Money Market funds are securities that may increase or decrease in value. They are not insured or guaranteed by the FDIC, any government agency, TD Ameritrade Investment Management or its affiliates. You could lose money by investing in the Fund. Although the Fund seeks to preserve the value of your investment at $1.00 per share, it cannot guarantee it will do so. The Fund’s sponsor has no legal obligation to provide financial support to the Fund, and you should not expect that the sponsor will provide financial support to the Fund at any time. 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By signing this agreement, the parties agree to be bound by the terms of the Client Agreement, including the arbitration agreement located in Section 12 of the Client Agreement on page 8.","electronicDeliveryConsent":"I am consenting to the electronic delivery of all information relating to my account, including statements, confirmations, and other regulatory documents. I will receive shareholder information electronically when available.","w9Disagree":"I disagree","privacyStatement":"TD Ameritrade Privacy Statement","investmentManagementLLC":"TD Ameritrade Investment Management, LLC, Service Agreement","cancelApplication":"Cancel application","clientAgreementHeading":"Client agreement","w9ModalHeader":"Form W-9 has not been signed","w9Header":"IRS Form W-9 certifications","personIdentifiedInAccount_sps":"I am the person identified in this Equity360 account and individual brokerage account","rothCustodialAccountAgreementHref":"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD6100.pdf","accountHandbookHref":"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA066.pdf","clientAgreementCheckboxText":"I, [Name], agree to the terms of the Client Agreement.","clientAgreementIntroduction_sps":"Before we can open your account(s), you must read and electronically sign the TD Ameritrade Client Agreement and the Equity360 Participant Account Addendum. If you do not agree with both documents, or find any part of either unacceptable, you shouldn't open your account at this time. You may be unable to view or manage your equity compensation plan until your account is opened.","w9FATCADefinitionLinkText":"FATCA code(s)","w9FATCAPrefix":"The","w9ModalGoBack":"Go back and sign","custodialAccountAgreementHref":"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD6102.pdf","simpleCustodialAccountAgreementLabel":"Simple Individual Retirement Custodial Account Agreement","electronicDeliveryConsent_sps":"I am consenting to electronic delivery of all information related to my account(s), including statements, confirmations and other regulatory documents. I will receive shareholder information electronically when available.","electronicDelivery":"I consent to the electronic delivery of all information relating to my account, including either statements or confirmations; I will receive shareholder information electronically when available.","imsAcceptClientAgreement":"I am accepting and agreeing to abide by all of the Client Agreement and the Service Agreement.","w9BackupWithholdingDef":"Backup withholding occurs when the IRS requires mandatory payments from a taxpayer. You are not subject to backup withholding if you are exempt from backup withholding, or you have not been notified by the Internal Revenue Service (IRS) that you are subject to backup withholding as a result of a failure to report all interest or dividends, or the IRS has notified you that you are no longer subject to backup withholding. Learn more at irs.gov/taxtopics/tc307.html.","personIdentifiedInAccount":"I am the person identified in this account","w9UsCitizen":"I am a U.S. citizen or other U.S. person","imsAcceptClientAndIRAAgreement":"I am accepting and agreeing to abide by all of the Client Agreement, the Service Agreement, and the Individual Retirement Custodial Account Agreement.","w9BackupWithholdingDefLinkText":"backup withholding","eDeliveryText":"You’ll receive these documents in an email after your account is opened. They’re also available after you log in to your account at Client Services > Forms & Agreements.","imsSimpleIRAClientAgreementIntroduction":"Before we can open your account, you must read and electronically sign the TD Ameritrade Client Agreement, the Service Agreement, and the Simple Individual Retirement Custodial Account Agreement. If you do not agree with the Client Agreement, the Service Agreement, and the Simple Individual Retirement Custodial Account Agreement or find any part of these agreements unacceptable, you shouldn’t open your account at this time.","nonResidentAlienEarningsInUSTooltip":"earned income","sipcDefaultCashSweep":"The FDIC-insured cash sweep account is not available outside the U.S. Instead, your brokerage account cash balance is insured by the Securities Investor Protection Corporation (SIPC) up to $250,000.","w9Header_utmaUgma":"I, [CUSTODIAN NAME], am making the following statement on behalf of [MINOR NAME]:","finePrintSubHeader":"Now, it’s on to the fine print.","agreeToOpenAccount_sps":"I understand that by signing this application I am requesting to open an Equity360 account and, if eligible, an individual brokerage account","imsRothIRAClientAgreementIntroduction":"Before we can open your account, you must read and electronically sign the TD Ameritrade Client Agreement, the Service Agreement, and the Roth Individual Retirement Custodial Account Agreement. If you do not agree with the Client Agreement, the Service Agreement, and the Roth Individual Retirement Custodial Account Agreement or find any part of these agreements unacceptable, you shouldn’t open your account at this time.","imsClientAgreementIRAIntroduction":"Before we can open your account, you must read and electronically sign the TD Ameritrade Client Agreement, the Service Agreement, and the Individual Retirement Custodial Account Agreement. If you do not agree with the Client Agreement, the Service Agreement, and the Individual Retirement Custodial Account Agreement or find any part of these agreements unacceptable, you shouldn’t open your account at this time.","clientAgreementText_sps":"The [Client Agreement](https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD182.pdf) applicable to this account(s) contains a predispute arbitration clause. By signing this agreement, the parties agree to be bound by the terms of the Client Agreement, including the arbitration agreement located in Section 12 of the Client Agreement on page 8.","imsSimpleIRAAcceptClientAgreement":"I am accepting and agreeing to abide by all of the Client Agreement, the Service Agreement, and the Simple Individual Retirement Custodial Account Agreement.","relationshipWithTDA":"Your Relationship with TD Ameritrade","nonResidentAlienEarningsInUSTooltipContent":"Earned income does not include, among other things, money earned from property, interest or dividend income, or money received from a pension or annuity, as deferred compensation or as a deferred incentive award.","accountHandbookHref_sps":"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA196.pdf","clientAgreementBySigning":"By checking the box below, I represent that:","w9FATCADefinitionText":"The IRS requires us to include this statement but Foreign Account Tax Compliance Act (FATCA) codes do not apply to accounts held in the U.S.","imsRothIRAAcceptClientAgreement":"I am accepting and agreeing to abide by all of the Client Agreement, the Service Agreement, and the Roth Individual Retirement Custodial Account Agreement."},"challengeAnswerLabels":{"challenge2Label":"Choose security question 3","challenge1Label":"Choose security question 2","answer0Label":"Answer","answer1Label":"Answer","challenge0Label":"Choose security question 1","answer2Label":"Answer","answer3Label":"Answer","challenge3Label":"Choose security question 4"},"stateOfEstablishment":{"ageOfTerminationDefinition":"At the age of termination (18 to 25 in most states), all assets transfer to the minor who can use the funds as desired. Individual states determine and set the age by law.","ageOfTerminationSuffix":"for [STATE] is [AGE]. According to [STATE] law, however, if your circumstances require it, you can choose a different age. The rules and tax consequences vary by state. Electing to extend the age may cause you to lose your annual exclusion from federal gift tax. Consult an attorney or tax advisor before making this selection.","ageOfTermination":"age of termination","ageOfTerminationPrefix":"The"},"createCredentialsErrorPage":{"printYourApplicationLabel":"Print your application","printYourApplicationLabelSuffix":"for your records.","nextStepBody":"There was a problem creating your user ID. Please call us for help at ###-###-####.","nextStepsHeader":"What's next?","accountNumberPrefix":"Your account number is","headline":"Your account is open, but we’re experiencing system problems."},"analytics":{"goBack":"no go back","yesExit":"yes I want to exit","cancelApplication":"cancel application"},"existingUser":{"prefillLoginButton":"Use my existing account info","accountPrefilledMessageJoint":"We have prefilled some of [OWNER NAME]’s information. Please provide the missing details.","introCopy":"Save time — autofill your application","loginLinkPrefix":""},"alternateDelivery":{"step1SubHeader":"You’ve selected an account type that can’t be opened online. But don’t worry. We’ll get you everything you need to open your new account. Let’s start with the forms.","regularMailAddress":"TD Ameritrade, Inc.\n\nPO Box 2760\n\nOmaha, NE 68103-2760","postalConfirmation":"We’ll send your account application and other important documents to the address you provided. 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(Make sure the name and address on your statement match the name and address on your new TD Ameritrade account.) \n\n\n- Proof of residence showing your name and address: a gas, water, or electricity bill, or a household register, written in English characters or a certified English translation. (Spanish is also acceptable.) If you send a certified translation, don’t include the document in your native language; we only need the translation. We cannot accept a credit card statement or a phone, TV, or satellite provider’s bill as proof of residence.","w8":"IRS Form W-8BEN\n\n![](/api/content/ico-download.svg)[Download](https://www.irs.gov/pub/irs-pdf/fw8ben.pdf)","w9":"IRS Form W-9 (if you did not enter the Social Security Numbers correctly for all applicants)\n\n![](/api/content/ico-download.svg)[Download](https://www.irs.gov/pub/irs-pdf/fw9.pdf)","current_visa":"A copy of your current visa if you have one","ACCOUNT_SCREENING_RED":"ssn_card,government_id,w9","government_id":"A copy of a government-issued ID, such as your current driver's license, passport, or visa","mailing_address_letter":"Letter of Explanation for U.S. Mailing Address\n\n![](/api/content/ico-download.svg)[Download](https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD835.pdf)","FOREIGN":"passport,bank_statement_and_residence_proof,w8","ssn_card":"A copy of your Social Security card or Individual Taxpayer Identification Number (ITIN) card","passport":"A copy of your current passport. 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Stocks, options (if approved), mutual funds, exchange-traded funds (ETFs), bonds, and CDs are available in most TD Ameritrade accounts. Online trade commissions are $0.00 for U.S. exchange–listed stocks, ETFs, and options. A $0.65 per contract fee applies for options trades, with no minimum balances on most account types (excluding some promotional offers), no platform fees, and no trade minimums.","dobPrefillMessage":"We’ve prefilled this field based on your earlier responses. 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You may also transfer previously acquired shares or outside brokerage accounts into this account.","printYourApplicationLabel":"Print your application","userIdPrefix":"User ID:","nextStepsHeader":"What's next?","imsPersonalizeMessage":"Make your first deposit now or request an account transfer so you can get started investing. \n\nThen personalize your account by choosing these features:\n- Funding\n- Delivery preferences\n- Trusted contact","additionalDocsCopy":"A copy of a government-issued ID, such as your current driver’s license, passport, or visa","uploadNow":"Upload now","fundingButtonLabel_sps":"Continue to personalization","brokerDealerAffiliation":"Based on the information you provided, we have opened your account with restrictions. We may need additional information to fully enable your account for all services and features. 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Nothing in these materials, however, is an offer or solicitation to conduct business in any other jurisdiction.","canadaHeader":"Residents of Canada","restrictedCountryHeader":"We can’t open your account at this time.","restrictedModalCopy2":"Thank you for your interest in investing with TD Ameritrade.","restrictedModalCopy1":"As a U.S.-registered broker-dealer, TD Ameritrade does not open accounts for residents of certain countries or territories. Please check back with us in the future. If you have any questions, contact a New Client Consultant at [phone].","taiwanHeader":"Residents of Taiwan","chinaButtonLabel":"Continue","singaporeMalaysiaButtonLabel":"Go to TD Ameritrade Singapore","usExclusiveAccountPrimaryButton":"Select another account","restrictedCountryCopy2":"Thank you for your interest in investing with TD Ameritrade.","usExclusiveAccountSecondaryButton":"I am a U.S. resident","chinaCopy":"To open an account, you must leave the TD Ameritrade U.S. website and use an application specifically designed for residents of China. You will be opening a self-directed account with TD Ameritrade, Inc., a U.S. registered broker dealer. Some products and services may not be available for clients who reside outside of the United States. 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If you have any questions, contact a New Client Consultant at [phone].","chinaHeader":"Residents of China","taiwanButtonLabel":"Continue","restrictedModalButton":"Go to tdameritrade.com"},"allowImsAccounts":{"hideIMSEssential":true},"driversLicense":{"usefulTipsSubHeader":"Here are some tips to capture the license correctly:","usefulTipsDisclaimer":"Scanned images of your license will be retained.","dlPartialErrorMessage":"We could prefill your application with information only from one owner's license. Please continue below to manually complete your application with information for the other owner.","or":"or","autoScanFailure":"You can still use your phone camera to scan your driver’s license manually.","manualScanHeader":"We don’t recognize your camera","dlPrefix":"","dlErrorMessage":"We're sorry that something went wrong. Please continue below to manually complete your application.","usefulTipsHeader":"How to scan your U.S. driver’s license","dlConfirmationMessage":"We have prefilled some information. Please provide the missing details.","usefulTipsBody":"Place the license on a dark, plain, contrasting background \n-Make sure all four corners of the license are visible in the frame \n-Avoid glare, shadows, or dark spots on the license\n-Hold your device steady while capturing the image","scanDL":"Scan my driver’s license","utmaUgmaDlPrefix":"Scan your U.S. driver’s license and we’ll prefill part of your application."},"suggestedAddress":{"SELECT_PHYSICAL_ADDRESS_MESSAGE":"Select a street address","mailingAddressHeader":"Mailing address","header":"Verify your address","SELECT_PHYSICAL_ADDRESS_SUPPORTING_MESSAGE":"The U.S. Postal Service suggests a slightly different address. Which should we use for the street address where you live?","SELECT_MAILING_ADDRESS_SUPPORTING_MESSAGE":"The U.S. Postal Service suggests a slightly different address. Which should we use for your mailing address?","typeAheadNoMatchFound":"No match found. Enter manually.","SELECT_MAILING_ADDRESS_MESSAGE":"Select a mailing address","editAddressLinkLabel":"Edit the address","physicalAddressHeader":"Street address","continueButtonLabel":"Continue"},"errorMessages":{"liquidNetWorthRequired":"Select your liquid net worth. $$liquidNetWorthRequiredToolTip","countryOfDualCitizenshipRequired_utmaUgma":"Select the minor's country of secondary citizenship.","visaExpirationDateRequired":"Enter a valid visa expiration date.","utmaUgmaIneligibleState":"UTMA/UGMA accounts are not available in [TERRITORY]. Select a different state or [select a different account type](#changeAccountType) and re-enter your information.","occupationRequired_utmaUgma":"Select the minor’s occupation.","addressCountryRequired":"Select a country.","addressZipRequired":"Enter a zip/postal code.","businessOrEmployerNameRequired_utmaUgma":"Enter the name of the business or employer.","netWorthRequired":"Select your net worth. $$netWorthRequiredToolTip","invalidDomesticPhoneNumber":"Enter a ten-digit phone number.","jtEntiretyBothOwnersCitizens":"Only U.S citizens and U.S persons can open joint tenants by the entirety accounts. [Select a different account type](#changeAccountType) and re-enter your information.","employmentStatusRequired":"Select your employment status. $$employmentStatusRequiredTooltip","invalidEmail":"Enter a valid email address.","ownerPercentageRequired":"Enter a percentage for each owner.","invalidSsnItin":"Enter your Social Security Number or Individual Taxpayer Identification Number (ITIN).","lastNameRequired":"Enter your last name.","addressStateRequired":"Select a state.","dateOfBirthRequired_utmaUgma":"Enter the minor's date of birth.","securityQuestionThreeRequired":"Error: Choose security question 3.","addressLine1Required":"Enter an address.","firstNameRequired_utmaUgma":"Enter the minor’s first name.","yesNoStatusRequired":"Select Yes or No.","securityAnswerOneRequired":"Error: Enter an answer to security question 1.","dateOfBirthRequired":"Enter your date of birth.","imsIneligibleCountry":"You must have a U.S. address to open this account type.","yearTooYoung":"Minors are not allowed to open accounts.","employmentStatusRequiredTooltip":"We ask for your employment status to determine if an investment type (options, margins, futures, and other products, features, and services) is suitable for you, and to conform to regulatory requirements of the Department of the Treasury, the Financial Industry Regulatory Authority (FINRA), and the Municipal Securities Rule making Board (MSRB).","industryOfOccupationRequiredToolTip":"We ask for your industry of occupation to conform to the Department of the Treasury’s Customer Due Diligence requirements.","sourceOfFundingOngoingRequired":"Select a source of funds. $$sourceOfFundingOngoingRequiredToolTip","emailRequired":"Enter an email.","sourceOfFundingOtherRequired":"Enter a source of funds.","mothersMaidenNameRequired":"Enter your mother's maiden name.","primaryPhoneNumberRequired":"Enter a phone number.","sourceOfFundingOtherInvalidCharacters":"Enter a response without special characters other than a hyphen, space, or apostrophe.","occupationRequired":"Select your occupation. Select \"Other\" if none applies. $$occupationRequiredToolTip","visaExpiryDateAfter10Years":"Enter a valid expiration date that is less than 10 years from today.","invalidPhoneExtension":"Passed an invalid phone extension","countryOfDualCitizenshipRequired":"Select your country of secondary citizenship.","industryOfOccupationRequired":"Select your industry of occupation. Select \"Other\" if none applies. $$industryOfOccupationRequiredToolTip","jointCpNonUsResidentError":"Only U.S. citizens and U.S. persons can open joint community property accounts. [Select a different account type](#changeAccountType) and re-enter your information.","jointCpSpouseNotCoOwnerError":"Only married couples can open joint community property accounts. [Select a different account type](#changeAccountType) and re-enter your information.","jointCpIneligibleState":"Joint community property accounts are not available in this state. [Select a different account type](#changeAccountType) and re-enter your information.","invalidVisaExpiryDate":"The visa expiration date you entered is not valid.","fdicAgreementRequired":"To continue, check the box indicating you have read the FDIC Acknowledgement.","countryOfBirthRequired_utmaUgma":"Select the minor's country of birth.","occupationOtherRequired":"Enter your occupation.","restrictedCharactersCompanyOrStockSymbol":"Enter the company name or stock symbol without special characters except for @ # _ - ‘ , .","invalidValue":"Invalid value","restrictedCharactersProvince":"Enter a province without special characters except for @ # _ - ‘ , .","minorIneligibleCitizenship_utmaUgma":"The minor must be a U.S. citizen, resident alien, or permanent resident. [Select a different account type](#changeAccountType) and re-enter your information.","jtEntiretyExcludedState":"Joint tenants by the entirety accounts are not available in this state. [Select a different account type](#changeAccountType) and re-enter your information.","jointCpOwnerNotLivingInUsError":"You must live in the United States to open a joint community property account. [Select a different account type](#changeAccountType) and re-enter your information.","jtEntiretyDoesNotLiveInUs":"You must live in the United States to open a joint tenants by the entirety account. [Select a different account type](#changeAccountType) and re-enter your information.","countryOfCitizenshipRequired_utmaUgma":"Select the minor's country of citizenship.","occupationOtherRequired_utmaUgma":"Enter the minor’s occupation.","invalidDate":"Enter a valid date in the format mm/dd/yyyy.","invalidCanadaPostalCode":"Enter a valid postal code.","sourceOfFundingInitialRequired":"Select a source of funds. $$sourceOfFundingInitialRequiredToolTip","maxValidDob":"Enter a valid date of birth.","businessOrEmployerNameRequired":"Enter the name of the business or employer. $$businessOrEmployerNameRequiredToolTip","ssnShouldNotMatch_utmaUgma":"The custodian and minor cannot have the same SSN/ITIN. Enter another number for the custodian or minor.","invalidZip":"Enter a five-or nine-digit zip code.","ssnShouldNotMatch":"Enter a Social Security Number/ITIN that is different from the other account owner’s.","addressCityRequired":"Enter a city.","securityQuestionOneRequired":"Error: Choose security question 1.","SSNorITINRequired_utmaUgma":"Enter the minor's SSN or ITIN.","invalidForeignTaxId":"Enter your Tax ID number without special characters, dashes or spaces.","invalidCharactersInIndustryOtherField":"Enter your industry of occupation without special characters except for @ # _ - ' , . & = { } \\[ \\] \\ /","SSNorITINRequired":"Enter your Social Security Number or Individual Taxpayer Identification Number (ITIN).","countryOfBirthRequired":"Select your country of birth.","occupationRequiredToolTip":"We ask for your occupation to conform to the Department of the Treasury’s Customer Due Diligence requirements.","invalidOfferCode":"Enter offer code without special characters, dashes or spaces.","securityAnswerFourRequired":"Error: Enter an answer to security question 4.","invalidForeignTaxIdLength":"Enter up to 25 characters.","restrictedName":"It looks like you’re trying to open an account for a business or other entity on a page designed for one or two individuals. 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If you need help, contact us at","errorContactNumberRetail":"800-454-9272","errorMessagePrefix":"We’re sorry that something went wrong—try again. 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If you do not agree with the Client Agreement or find any part of it unacceptable, you shouldn't open your account at this time.","minorUsCitizenLabel":"Is the minor a U.S. citizen?","usVisaHolderLabel":"Do you have a U.S. visa?","countryOfBirthLabel":"Country of birth","minorAffiliationCorporateLabel":"Is the minor, or the minor’s spouse, or any member of the minor’s immediate family a member of the board of directors, a 10% shareholder, or a policy-making officer of a publicly traded company?","callUsNumber_imsEssential":"800-665-1978.","dateAccountOpenedLabel":"Date submitted","overnightMailLabel":"Overnight Mail:","accountOwnerLabel":"Account owner(s)","initialDepositLabel":"Source of funds for initial deposit","usCitizen":"I am a U.S. citizen or other U.S. person","employerAddressLabel":"Business/employer address","processTimeline":"Normally we process an application within 2-4 business days after we receive it. Due to current market conditions, however, we are experiencing higher than normal volume. We'll send you an email when your account is ready.","fullNameLabel":"Full name","jointTenantsByTheEntirety":"Joint tenants by the entirety","contactInformationLabel":"Contact information","percentageQuestionForJoint":"What percentage will each person own?","rothIra":"Roth IRA","electronicallySignedBy":"Electronically signed by: [CLIENT_NAME]","prefillQuestionLabel":"Do you already have an account with us?","supportingDocsJointCopy":"Submit the same supporting documents for all account owners.","personalAndFinancialInformationLabel":"Personal and financial information","imsClientAgreementIntroduction":"Before we can open your account, you must read and electronically sign the TD Ameritrade Client Agreement and the Service Agreement. If you do not agree with the Client Agreement and the Service Agreement or find any part of these agreements unacceptable, you shouldn’t open your account at this time.","companyNameLabel":"Company name/stock symbol","regularMailLabel":"Regular Mail:","clientAgreementCheckboxText_sps":"I, [Name], agree to the terms of the Client Agreement and the Equity360 Participant Account Addendum and certify the accuracy of the W-9 statements above.","foreignTaxIdLabel":"Foreign tax ID (if applicable)","visaNumberLabel":"Visa number","ageOfTermination":"Minor’s age when custodianship will terminate","visaTypeLabel":"Type of visa","spsAccountType":"Equity360","clientAgreementText":"The Client Agreement applicable to this account contains a predispute arbitration clause. By signing this agreement, the parties agree to be bound by the terms of the Client Agreement, including the arbitration agreement located in Section 12 of the Client Agreement on page 8.","faxLabel":"Fax:","regularMailAddress":"TD Ameritrade, Inc.\n*PO Box 2760\n*Omaha, NE 68103-2760","ktpHeaderSupportingCopy":"Based on the information you provided, you must send us the following documents to complete opening your account:","coverSheetNotice":"You must return this sheet before we can open your account.","archiveRecordLabel":"Archive Record","minorGreenCardLabel":"Does the minor have a green card?","personIdentifiedInAccount_sps":"I am the person identified in this Equity360 account and individual brokerage account","countryOfCitizenshipLabel":"Country of citizenship","electronicDeliveryCrs":"Client Relationship Summary (TDA101313)","clientAgreementIntroduction_sps":"Before we can open your account(s), you must read and electronically sign the TD Ameritrade Client Agreement and the Equity360 Participant Account Addendum. If you do not agree with both documents, or find any part of either unacceptable, you shouldn't open your account at this time. You may be unable to view or manage your equity compensation plan until your account is opened.","archiveRecordEnhancedKtpReasonLabel":"Kick-to-Paper reason:","archiveRecordEnhancedKtpLabel":"Kick-to-Paper Archive Record","dateOfBirthLabel":"Date of birth","allOwnersUSCitizens":"Are all of the account owners U.S. citizens or U.S. persons?","jointTenantsWros":"Joint tenants WROS (with rights of survivorship)","spsAccountNumberLabel":"Equity360 account number","dlPrefillQuestionLabel":"Did you prefill your application with your U.S. driver's license?","disAgree":"(I disagree)","newCoverSheetBulletPoint":"This new account cover sheet","aboutTheOwnersHeader":"About the owners","imsAcceptClientAgreement":"I am accepting and agreeing to abide by all of the Client Agreement and the Service Agreement.","overnightMailAddress":"TD Ameritrade, Inc.\n*200 South 108th Ave.\n*Omaha, NE 68154-2631","employerNameLabel":"Business/employer name","backupWitholding":"I am not subject to backup withholding","spsParticipantIdLabel":"Participant ID","imsIraFooterCopy":"*In non-taxable accounts, the cash sweep vehicle is a U.S. Government money market fund, Vanguard Treasury Money Market Fund. Investments in money market funds are subject to restrictions, charges, and expenses described in the prospectus. Money Market funds are securities that may increase or decrease in value. They are not insured or guaranteed by the FDIC, any government agency, TD Ameritrade Investment Management or its affiliates. You could lose money by investing in the Fund. Although the Fund seeks to preserve the value of your investment at $1.00 per share, it cannot guarantee it will do so. The Fund’s sponsor has no legal obligation to provide financial support to the Fund, and you should not expect that the sponsor will provide financial support to the Fund at any time. Vanguard government money market funds will not voluntarily implement the new liquidity fees or redemption gates.","callUs":"Call us at","driversLicenseHeader":"Driver's license archive record","callUsNumber_sps":"800-598-2635.","accountTypeLabel":"Account type","electronicDeliverySpsPDF":"- Client Relationship Summary (TDA101313) \n- Client Agreement (AMTD182) \n- Equity360 Participant Account Addendum (TDA101269) \n- Equity360 Account Handbook (TDA196) \n- Account Handbook (TDA066) \n- Business Continuity Plan Statement (AMTD5491) \n- TD Ameritrade Privacy Statement (AMTD800)","electronicDeliveryFooter":"You’ll receive these documents in an email after your account is opened. They’re also available after you log in to your account at Client Services > Forms & Agreements.","dateLabel":"Date","brokerageLabel":"brokerage","imsClientAgreementIRAIntroduction":"Before we can open your account, you must read and electronically sign the TD Ameritrade Client Agreement, the Service Agreement, and the Individual Retirement Custodial Account Agreement. If you do not agree with the Client Agreement, the Service Agreement, and the Individual Retirement Custodial Account Agreement or find any part of these agreements unacceptable, you shouldn’t open your account at this time.","iCertifyIrsStatements":"I, [Name], certify the accuracy of the IRS Form W-9 statements above.","clientAgreementText_sps":"The Client Agreement applicable to this account(s) contains a predispute arbitration clause. By signing this agreement, the parties agree to be bound by the terms of the Client Agreement, including the arbitration agreement located in Section 12 of the Client Agreement on page 8.","faxNumber":"1-866-468-6268","activelyTradeAccountUsage":"Advanced trading of futures and/or forex, in addition to common transactions","acceptClientAgreementOnArchive":"I am accepting and agreeing to abide by all of the Client Agreement","driversLicenseUtmaUgma":"Custodian's full name","personalInformationLabel":"Personal information","clientAgreementBySigning":"By checking the box below, I represent that:"},"tuMobileDocs":{"mailOrFaxDocuments":"Mail or fax these documents:","processTimeline":"Typically, we process an application within 2-4 business days after we receive it. However, processing may take longer if we are experiencing higher-than-normal volume. We'll send you an email when your account is ready."},"kickToPaper":{"headerSupportingCopy":"Based on the information you provided, you'll have to sign and send your application to us.","kickToPaperHeader":"Next, send us the following document(s), [OWNER_FIRSTNAME]","BROKER_DEALER":"compliance_letter","utmaUgmaSendDocuments":"Documents are only required for the custodian.","mobileDocsMaxFileSizeError":"Your file exceeded the [FILE_SIZE_LIMIT] MB limit. Try again. If you can't send a document online, use Mail or Fax.","sendDocuments":"Send these documents to open your account:","mobileDocsTipsHeader":"We accept JPG, JPEG, PNG, DOC, DOCX, and PDF documents (max file size: [FILE_SIZE_LIMIT] MB, total limit: 60 MB).","accountCoverSheet":"New Account Cover Sheet","nextStepsHeader":"Here’s what to do next:","ACCOUNT_SCREENING_RED":"w9,ssn_card,government_id","mobileDocsIraMailCopy":"**Mail or fax the required documents to:** \n\n**Fax** \n866-468-6268 \n\n**Overnight mail** \nTD Ameritrade, Inc. \n200 South 108th Avenue \nOmaha, NE 68154-2631 \n\n**Regular mail** \nTD Ameritrade, Inc. \nPO Box 2789 \nOmaha, NE 68103-2789","nextStepsItem3HeaderWithSupportingDocuments":"Send the application to us.","nextStepsItem3SupportingCopyWithDocuments":"Include these supporting documents:","OFAC_SCREENING_ALERT":"trustedContact","utmaUgmaDocumentsType":"Documents are only required for the custodian. You can send JPG, JPEG, PNG, DOC, DOCX, or PDF documents (max file size: [FILE_SIZE_LIMIT] MB; total limit: 60 MB). If you can't upload a document, use Mail or Fax.","ssn_card":"A copy of your Social Security card or Individual Taxpayer Identification Number (ITIN) card","downloadButtonLabel":"Download the application","passport":"A copy of your current passport. If you do not have a passport, send a copy of a current, government-issued photo ID, along with a letter stating that you do not have a passport.","totalFileSizeExceededError":"Your files exceed the [FILE_SIZE_LIMIT] MB maximum. Try again. If you can't upload a document, use Mail or Fax.","mobileDocsRemainingFileSize":"Remaining file size: [REMAINING_FILE_SIZE] MB","goToTdAmeritradeLink":"Go to TD Ameritrade","mobileDocsConfirmationHeader":"We are processing your documents, [Name]","promotionFailureCopy":"We’ve received your application but we must review it further before we can open your account. We’ll contact you if we need more information.","MINOR_BELOW_ACCOUNT_AGE_OF_TERMINATION":"utmaUgmaStatement","downloadLabel":"Download","nextStepsItem3SupportingCopy":"You can mail or fax it. The contact information is on the form.","processTimeline":"Normally we process an application within 2-4 business days after we receive it. Due to current market conditions, however, we are experiencing higher than normal volume. We'll send you an email when your account is ready.","documentsType":"Upload JPG, JPEG, PNG, DOC, DOCX, or PDF documents (max file size: 10 MB; total limit: 60MB). If you can’t upload, choose Mail or Fax.","mobileDocsConfirmationBody":"Normally we process an application within 2-4 business days after we receive it. Due to current market conditions, however, we are experiencing higher than normal volume. We'll send you an email when your account is ready.","contactUs":"If you have any questions, tap below to call us or chat.","add":"Upload","w8":"[IRS Form W-8BEN](https://www.irs.gov/pub/irs-pdf/fw8ben.pdf)","w9":"[IRS Form W-9](https://www.irs.gov/pub/irs-pdf/fw9.pdf) (if you did not enter the Social Security Numbers correctly for all applicants)","mobileDocsTipsBody":"Place the document on a dark, plain, contrasting background\n-Make sure all four corners of the document are visible in the frame\n-Avoid glare, shadows, or dark spots on the document\n-Hold your device steady while capturing the image","government_id":"A copy of a government-issued ID, such as your current driver's license, passport, or visa","supportingDocsJointCopy":"Submit the same supporting documents for all account owners.","documentTooBig":"Your file is larger than the [FILE_SIZE_LIMIT] MB maximum. Try again. If you can’t send a document online, use Mail or Fax.","mailing_address_letter":"[Letter of Explanation for U.S. Mailing Address](https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD835.pdf)","tipsToDocuments":"Tips to add documents","nonIraMailCopy":"**Mail or fax all required paperwork to:**\n\n**Fax:** \n1-866-468-6268 \n\n**Overnight mail:** \nTD Ameritrade, Inc. \n200 South 108th Ave. \nOmaha, NE 68154-2631 \n\n**Regular mail:** \nTD Ameritrade, Inc. \nPO Box 2760 \nOmaha, NE 68103-2760","header":"Sign and Send Your Application","foreignConfirmationQuestions":"If you have any questions, tap below to call us.","nextStepsItem2Header":"Review it for accuracy.","addLink":"Add document","utmaUgmaStatement":"Account statement for the UTMA/UGMA account you are transferring","documentError":"You must attach this document to continue. If you can’t upload a document, use Mail or Fax.","foreignJointConfirmationHeader":"We are processing your documents, [ownerName] and [coOwnerName]","submit":"Submit","ownerCopyForJoint":"[Name], provide these documents:","accountNumberSupportingCopy":"Your account number is","compliance_letter":"A signed Compliance Letter from your firm authorizing you to open/maintain a TD Ameritrade account (required by FINRA Rule 3210)","methodToSendDocuments":"Select a method to send your documents.","current_visa":"A copy of your current visa if you have one","addForJoint":"Add for [Name]","mobileDocsTipsSubheader":"To capture a document correctly:","nextStepsItem3Header":"Send the application to us.","FOREIGN":"passport,bank_statement_and_residence_proof,w8","previewDoc":"Document Preview","mobileDocsNonIraMailCopy":"**Mail or fax the required documents to:** \n\n**Fax** \n866-468-6268 \n\n**Overnight mail** \nTD Ameritrade, Inc. \n200 South 108th Avenue \nOmaha, NE 68154-2631 \n\n**Regular mail** \nTD Ameritrade, Inc. \nPO Box 2760 \nOmaha, NE 68103-2760","certificate_loss_nationality":"A copy of your Certificate of Loss of Nationality of the United States","mobileDocsConfirmationQuestions":"If you have any questions, tap below to call us.","trustedContact":"[Trusted contact form](https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA100689.pdf) (optional)","KtpHeaderSupportingCopy":"To finish opening your account, please send us the document(s) listed below.","FOREIGN_US_ADDRESS":"current_visa,passport,bank_statement_and_residence_proof,w8,mailing_address_letter","bank_statement_and_residence_proof":"One of the following: \n - A copy of your bank (or financial institution) statement, written in English characters. (Make sure the name and address on your statement match the name and address on your new TD Ameritrade account.) \n - A copy of your proof of residence: a gas, water, or electricity bill, or a household register, written in English characters or a certified English translation. (Spanish is also acceptable.) We cannot accept a credit card statement, or a phone, TV, or satellite provider bill as proof of residence.","iraMailCopy":"**Mail or fax all required paperwork to:**\n\n**Fax:** \n1-866-468-6268 \n\n**Overnight mail:** \nTD Ameritrade, Inc. \n200 South 108th Ave. \nOmaha, NE 68154-2631 \n\n**Regular mail:** \nTD Ameritrade, Inc. \nPO Box 2789 \nOmaha, NE 68103-2789","mailFax":"Mail or Fax","foreignConfirmationBody":"Normally we process an application within 2-4 business days after we receive it. Due to current market conditions, however, we are experiencing higher than normal volume. We'll send you an email when your account is ready.","mitekError":"We cannot process the picture of your document. Place the document on a dark background, make sure all corners are visible in the frame, avoid glare or shadows on the page, and hold your device steady. If you still can’t upload your document, use Mail or Fax.","retainedDocuments":"Documents sent are retained.","nextStepsItem1Header":"Print your filled-out application.","maxAttemptCopy":"We’re sorry, but your information upload failed. Please mail or fax the documents to us.","PROMOTION_FAILURE":"trustedContact","jointKickToPaperHeader":"Next, send us the following document(s)","mobileDocsJointConfirmationHeader":"We are processing your documents, [ownerName] and [coOwnerName]","foreignConfirmationHeader":"We are processing your documents, [Name]","online":"Upload","removeDoc":"Remove","nextStepsItem2SupportingCopy":"If anything is wrong, write your changes on the page.","FOREIGN_US_COUNTRY_OF_BIRTH":"certificate_loss_nationality","serviceErrorCopy":"An error occurred while processing your upload. Please try again. PDFs must be smaller than 20\" x 20\". If you can’t upload, use mail or fax."}},"downloadablePdfLabels":{"labels":{"foreignApplication":"Account application","soleProprietorshipCertification":"Sole Proprietorship Certification","marginDisclosure":"Margin Disclosure Document","coverdellFee":"Coverdell Education Savings Account (ESA) Fee Schedule","iraSimpleCustodialAgreement":"Simple Individual Retirement Custodial Account Agreement","iraDepositSlip":"Deposit slip (optional)","businessApplication_ims":"Business Account Application","contributionBasicPlanDocument":"Qualified Retirement Plan and Trust: Defined Contribution Basic Plan Document","substituteW8Ben":"Form W-8BEN","coverdellApplication":"Coverdell Education Savings Account (ESA) Application","designationOfBeneficiary":"Participant Application and Designation of Beneficiary","tdAmeritradeDisclosurePacket":"TD Ameritrade Disclosure Packet","clientAgreement":"Client Agreement","retirementSummaryDescriptionFor401k":"Qualified Retirement Summary Plan 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A $0.65 per contract fee applies for options trades. Service fees, and exception fees apply. Please review our rates and fees schedule for details.\n\nYou will be asked a series of questions to help us verify your identity as required by the federal government. There are some instances where identity cannot be verified or certain account type choices do not allow electronic signature. Although you will be able to complete the application, you may be required to send in your application by fax or mail. Please ensure that you carefully review your data for accuracy.\n\nTD Ameritrade does not provide tax advice. Please consult a tax professional to determine the appropriate retirement account for your situation.","foreignResidentCopy":"If you're a resident of [Canada](https://www.td.com/ca/products-services/investing/td-direct-investing/accounts/open-an-account/index.jsp), [Singapore](https://www.tdameritrade.com.sg/tdaa/index.html#!/openAccount), [Malaysia](https://www.tdameritrade.com.sg/tdaa/index.html#!/openAccount), [Thailand](https://www.tdameritrade.com.sg/), [Taiwan](https://ola.tdameritrade.com/global/index.html#!/), [Hong Kong](https://www.tdameritrade.com.hk), or [China](https://ola.tdameritrade.com/global), visit those websites to open your account.","brokerCheckCopy":"Check the background of TD Ameritrade on [BrokerCheck®&#160by&#160FINRA](http://brokercheck.finra.org/Firm/Summary/7870).","gdprDisclosureCopy":"This is not an offer or solicitation in any jurisdiction where we are not authorized to do business or where such offer or solicitation would be contrary to the local laws and regulations of that jurisdiction, including, but not limited to persons residing in Australia, Canada, Hong Kong, Japan, Saudi Arabia, Singapore, UK, and the countries of the European Union.","hmdDisclosureCopy":"This information is for educational purposes only. It is not intended to be a recommendation of any specific investment, investment strategy, or account type. TD Ameritrade, Inc., member [FINRA](http://www.finra.org/)/[SIPC](https://www.sipc.org/), a subsidiary of The Charles Schwab Corporation. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. © 2021 Charles Schwab & Co., Inc. All rights reserved.","disclosureCopy":"TD Ameritrade, Inc., member [FINRA](http://www.finra.org/)/[SIPC](https://www.sipc.org/), a subsidiary of The Charles Schwab Corporation. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. © 2021 Charles Schwab & Co., Inc. All rights reserved.","disclosureLinkText":"Important disclosures"},"essentialDisclosure":{"minimumInitialInvestment_content":"*The minimum initial investment for the Essential Portfolios service for a TD Ameritrade Investing Account is: \n\n i) $500, on the condition that you set up automatic recurring deposits through your TDAIA Account. Recurring deposits are available by electronic bank transfers (ACH). If recurring deposits cease before reaching a $5,000 balance in your TDAIA Account, we will require you to re-authorize recurring deposits or deposit additional money to bring your account up to $5,000. If these conditions are not met, we reserve the right to discontinue our advisory relationship with you and transfer the securities into a like-titled account with TD Ameritrade; or \n\n ii) $5,000; or \n\n iii) $100,000 for corporate/business accounts."},"patriotActDisclosure":{"whatThisMeansForYou_content":"When you open an account, we will ask for your name, address, date of birth, and other information that will allow us to identify you. We may also utilize a third-party information provider for verification purposes and/or ask for a copy of your driver’s license or other identifying documents.","whatThisMeansForYou_inline_header":"What this means for you:","accountOpeningProcedure_inline_header":"Important information about procedures for opening a new account:","accountOpeningProcedure_content":"To help the government fight the funding of terrorism and money laundering activities, federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account."}},"fieldLabels":{"promotionRetryLabels":{"retryNameEditLabel":"Edit name","addressSectionSupportingCopy":"If you've recently moved, you can try entering your previous address. 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The SIPC insures up to $250,000 in cash.","selectStreetAddress":"select a street address","greenCardHolder":"Do you have a green card?","employerInfo":"Employer information","percentageQuestionForJoint":"What percentage will each person own?","affiliationsCompanyInfo":"Company information","jointFinancialHeader":"'s financial information","jointFundingSourceHeader":"'s source of funding","cashSweepIraDefinition":"Each day, cash balances in your account are automatically transferred into an interest-bearing FDIC-insured deposit account at one or more banks.* By using multiple banks, the bank sweep program provides FDIC insurance coverage of up to $500,000 per depositor.","industryLabel":"Industry of occupation (Select \"Other\" if none applies)","jointCitizenshipHeader":"'s citizenship","firstName":"First name","jointAffiliationsHeader":"'s affiliations","ITIN":"ITIN","stateOfEstablishmentHeader":"State of establishment","usVisaHolder":"Do you have a U.S. visa?","forMoreInfo":"For more information:","cashSweepFdicHelperDefinition":"*Cash is held at one or more banks (“Program Banks”). 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Equals assets that could be sold quickly (including retirement accounts) minus short-term debts.","optionalProvince":"Province","employmentInformation":"Employment information","affiliationsCompanyName":"Company name/stock symbol","sipcInsuresCopy":"The Securities Investor Protection Corporation (SIPC) insures up to $250,000 in cash.","greenCardHolder_utmaUgma":"Does the minor have a green card?","cashSweepAltDefinition":"Where do you want your cash held when it’s not invested?","jtbEntiretyLiveInUs":"I do not live in the United States.","countryOfPrimaryCitizenship":"Country of citizenship","allOwnersUSCitizens":"Are all of the account owners U.S. citizens or U.S. persons?","differentMailingAddress":"Use a different mailing address, such as a post office box.","aboutTheOwnersHeader":"About the owners","addSecondary":"Add another","affiliationsCompanyAddress":"Company address","jtbEntiretyState":"What state do you live in?","citizenship":"Citizenship","visaNumber":"Visa 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your entry.","middleName":"Middle name (optional)","activelyTradeAccountUsage":"Advanced trading of futures and/or forex, in addition to common transactions"}},"accountTypes":{"limitedLiabilityCompany":{"altDeliveryPrintAndSign_ims":"personalAndFinancialInformation, businessApplication_ims, corporateNonIncorporatedLLCPartnershipPowers, accountTransferForm, sellOrderForm, depositSlip","description":"LLCs open this account to invest in stocks, bonds, ETFs, and mutual funds, or to trade options, futures, or forex.","altDeliveryDownload_ims":"tdAmeritradeDisclosurePacket, accountProtection","altDeliveryPrintAndSign":"llcApplication, depositSlip, transferForm","buttonLabel":"Open an LLC account","features":"","altDeliveryHeader":"open an LLC account","altDeliveryConfirmHeader":"open your LLC account.","isSTPEligible":false,"altDeliveryDownload":"commissionsAndFees, marginDisclosure, privacyStatement, clientAgreement, cashBalanceProgramSummary","name":"Limited liability 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We rated #1 in several categories, including \"Customer Service\" (4 years in a row), \"Platforms & Tools\" (9 years in a row), \"Education\" (8 years in a row), and \"Beginners\" (8 years in a row). We also received several industry awards, \"Trader App\" (TD Ameritrade Mobile Trader, 4 years in a row), \"Trader Community\" (5 years in a row) and \"Desktop Platform\" (thinkorswim®) (8 years in a row). We were also rated Best in Class (within the top 5) for \"Offering of Investments\" (6 years in a row), \"Research\" (9 years in a row), \"Mobile Trading\" (8 years in a row), \"Ease of Use\" (4 years in a row), \"Active Trading\" (10 years in a row) and \"Options Trading\" (10 years in a row). [Read the full article](http://www.stockbrokers.com/annual-broker-review).","offerHeader":"How much do you plan to deposit?","whyTDAHeader":"Why TD Ameritrade?","feedbackText":"Feedback","header":"Ready to open your account? You’re in the right place.","offerAppliedMessage":"Offer applied successfully to your account application."},"showResult":{"selectiveSideViewDescription":"These are professionally managed portfolios from TD Ameritrade Investment Management, LLC, where investment selection, management, and rebalancing are handled for you.","essentialSideViewFeatures":"Minimum investment: $500 (when you set up automatic recurring deposits)* \n- Built with nonproprietary ETFs \n- Track your performance and progress from your desktop or mobile device","essentialSideViewAfterFeatures":"To open an account for an Essential Portfolio you must have a U.S. address and be a U.S. citizen or permanent resident (green-card holder).","essentialSideViewTitle":"Essential Portfolios","selectAccountHeader":"Looking for something else? 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You can start putting your investing strategy into motion as soon as we receive approval from Citi's Compliance Department. If you have any questions about this process or the status of your approval, please call Citi's Compliance Department at 866-369-2074. Look for additional messages from us. In the near future, we'll be sending you communications specifically designed for new clients like you, with important information on all the products, tools, and services available to you through your account. In the meantime, you can log in to tdameritrade.com to see the range of cutting-edge trading platforms, extensive education opportunities, and independent third-party research we offer. In addition, please review this important information about your account: <ul> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA101313.pdf\">Client Relationship Summary</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD182.pdf\">Client Agreement</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA066.pdf\">Account Handbook</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD5491.pdf\">Business Continuity Plan Statement</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA6184.pdf\">Your Relationship with TD Ameritrade</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD800.pdf\">TD Ameritrade Privacy Statement</a> </li></ul> We're here for you. If you have any questions, please contact a New Client Consultant at 800-454-9272. We're here to help 24 hours a day, seven days a week. Again, thank you for choosing TD Ameritrade. <div style=\"font-size: 10px; margin-top: 15px;\">This is an automated email, and we won't receive your message if you reply. To contact us, please log in to your account and go to Message Center. TD Ameritrade understands the importance of protecting your privacy. From time to time we need to send you notifications like this one to give you important information about your account. If you've opted out of receiving promotional marketing communications from us, containing news about new and valuable services, we will continue to honor your request. TD Ameritrade and Citi are separate and unaffiliated firms and are not responsible for each other's services or policies. TD Ameritrade does not recommend or endorse any securities of, or relating to, Citi or any party that utilizes its brokerage or custodial services or makes such services available to its employees or covered persons. Citi has selected TD Ameritrade to be a preferred broker/dealer for its employees and other covered persons and will engage in certain related marketing activities. Market volatility, volume, and system availability may delay account access and trade execution. TD Ameritrade, Inc., member <a href=\"www.finra.org\">FINRA</a>/<a href=\"www.sipc.org\">SIPC</a>, a subsidiary of The Charles Schwab Corporation. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. %s %d Charles Schwab & Co., Inc. All rights reserved. Distributed by: TD Ameritrade, Inc., 200 South 108th Avenue, Omaha, NE 68154-2631 ATI 3720 EM 06/20 </div>"},"citiIraAccountFullyPromoted":{"iraCustodialAgreement":"<li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD6102.pdf\">Individual Retirement Custodial Account Agreement</a> </li>","subject":"Welcome to TD Ameritrade","rothIraCustodialAgreement":"<li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD6100.pdf\">Roth Individual Retirement Custodial Account Agreement</a> </li>","simpleIraCustodialAgreement":"<li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD6101.pdf\">Simple Individual Retirement Custodial Account Agreement</a> </li>","text":"Dear %s %s, Thank you for opening your account with TD Ameritrade. We're pleased to have you as a client and look forward to helping you pursue your financial goals. You can start putting your investing strategy into motion as soon as we receive approval from Citi's Compliance Department. If you have any questions about this process or the status of your approval, please call Citi's Compliance Department at 866-369-2074. Look for additional messages from us. In the near future, we'll be sending you communications specifically designed for new clients like you, with important information on all the products, tools, and services available to you through your account. In the meantime, you can log in to tdameritrade.com to see the range of cutting-edge trading platforms, extensive education opportunities, and independent third-party research we offer. In addition, please review this important information about your account: <ul> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA101313.pdf\">Client Relationship Summary</a></li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD182.pdf\">Client Agreement</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA066.pdf\">Account Handbook</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD5491.pdf\">Business Continuity Plan Statement</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA6184.pdf\">Your Relationship with TD Ameritrade</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD800.pdf\">TD Ameritrade Privacy Statement</a> </li> %s</ul> We're here for you. If you have any questions, please contact a New Client Consultant at 800-454-9272. We're here to help 24 hours a day, seven days a week. Again, thank you for choosing TD Ameritrade. <div style=\"font-size: 10px; margin-top: 15px;\">This is an automated email, and we won't receive your message if you reply. To contact us, please log in to your account and go to Message Center. TD Ameritrade understands the importance of protecting your privacy. From time to time we need to send you notifications like this one to give you important information about your account. If you've opted out of receiving promotional marketing communications from us, containing news about new and valuable services, we will continue to honor your request. TD Ameritrade and Citi are separate and unaffiliated firms and are not responsible for each other's services or policies. TD Ameritrade does not recommend or endorse any securities of, or relating to, Citi or any party that utilizes its brokerage or custodial services or makes such services available to its employees or covered persons. Citi has selected TD Ameritrade to be a preferred broker/dealer for its employees and other covered persons and will engage in certain related marketing activities. Market volatility, volume, and system availability may delay account access and trade execution. TD Ameritrade, Inc., member <a href=\"www.finra.org\">FINRA</a>/<a href=\"www.sipc.org\">SIPC</a>, a subsidiary of The Charles Schwab Corporation. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. %s %d Charles Schwab & Co., Inc. All rights reserved. Distributed by: TD Ameritrade, Inc., 200 South 108th Avenue, Omaha, NE 68154-2631 ATI 3720 EM 06/20 </div>"},"citiIraAccountKtpEnhanced":{"iraCustodialAgreement":"<li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD6102.pdf\">Individual Retirement Custodial Account Agreement</a> </li>","subject":"TD Ameritrade Online Application","rothIraCustodialAgreement":"<li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD6100.pdf\">Roth Individual Retirement Custodial Account Agreement</a> </li>","simpleIraCustodialAgreement":"<li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD6101.pdf\">Simple Individual Retirement Custodial Account Agreement</a> </li>","text":"Dear %s %s, You've taken the first step to pursuing your financial goals by beginning the TD Ameritrade account application. To learn more about your relationship with TD Ameritrade, review our <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA101313.pdf\">Client Relationship Summary</a>. To finish opening your account, you must send the attached New Account Cover Sheet and these supporting document(s): <ol> %s </ol> We’ll process your account application as soon as we receive the documents. In the meanwhile, please review these documents: <ul> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA101313.pdf\">Client Relationship Summary</a></li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD182.pdf\">Client Agreement</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA066.pdf\">Account Handbook</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD5491.pdf\">Business Continuity Plan Statement</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA6184.pdf\">Your Relationship with TD Ameritrade</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD800.pdf\">TD Ameritrade Privacy Statement</a> </li> %s </ul> If you have any questions, please contact a New Client Consultant at 800-454-9272. We're available 24 hours a day, seven days a week. Again, thank you for choosing TD Ameritrade. We look forward to serving your financial needs. <div style=\"font-size: 10px; margin-top: 15px;\">This is an automated email, and we won't receive your message if you reply. TD Ameritrade understands the importance of protecting your privacy. From time to time we need to send you notifications like this one to give you important information about your account. If you've opted out of receiving promotional marketing communications from us, containing news about new and valuable services, we will continue to honor your request. Market volatility, volume, and system availability may delay account access and trade execution. TD Ameritrade, Inc., member <a href=\"www.finra.org\">FINRA</a>/<a href=\"www.sipc.org\">SIPC</a>, a subsidiary of The Charles Schwab Corporation. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. %s %d Charles Schwab & Co., Inc. All rights reserved. Distributed by: TD Ameritrade, Inc., 200 South 108th Avenue, Omaha, NE 68154-2631 ATI 3722 EM 10/20 </div>"},"imsAccountFullyPromoted":{"subject":"Welcome to TD Ameritrade","text":"Dear %s %s, Congratulations on opening your new TD Ameritrade Investing Account. TD Ameritrade Investment Management, LLC will invest your initial deposit during the next trading day. Then you'll be able to log in to <a href=\"https://www.tdameritrade.com\">tdameritrade.com</a> to track the progress of your portfolio and monitor its performance and holdings. You'll also be able to update your goal, financial information, and portfolio selection. For additional information about your new account, please view the following documents: <ul> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA101314.pdf\">Client Relationship Summary</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD182.pdf\">Client Agreement</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA066.pdf\">Account Handbook</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD5491.pdf\">Business Continuity Plan Statement</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD800.pdf\">TD Ameritrade Privacy Statement</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA6189.pdf\">TD Ameritrade Investment Management, LLC, Service Agreement</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA4855.pdf\">Disclosure brochure (FORM ADV, PART 2A)</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA6184.pdf\">Your Relationship with TD Ameritrade</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA368.pdf\">Summary of Cash Balance Programs</a> </li> </ul> Once again, congratulations on taking the next step toward planning your financial future. We're glad to be a part of it. If you have any questions, portfolios specialists are ready to help. You can contact them at 800-665-1978, Monday through Friday from 8:30 a.m. to 8 p.m. ET (excluding market holidays). <div style=\"font-size: 10px; margin-top: 15px;\">This is an automated email, and we won't receive your message if you reply. To contact us, please log in to your account and go to Message Center. TD Ameritrade understands the importance of protecting your privacy. From time to time we need to send you notifications like this one to give you important information about your account. If you've opted out of receiving promotional marketing communications from us, containing news about new and valuable services, we will continue to honor your request. All investments involve risk, including loss of principal. Past performance does not guarantee future results. There is no assurance that the investment process will consistently lead to successful investing. Asset allocation and diversification do not eliminate the risk of experiencing investment losses. Advisory services provided by TD Ameritrade Investment Management, LLC (\"TD Ameritrade Investment Management\"), a registered investment advisor. Brokerage services provided by TD Ameritrade, Inc., member <a href=\"www.finra.org\">FINRA</a>/<a href=\"www.sipc.org\">SIPC</a>. TD Ameritrade Investment Management provides discretionary advisory services for a fee. Risks applicable to any portfolio are those associated with its underlying securities. For more information, please see the Disclosure Brochure <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA4855.pdf\">(Form ADV Part 2A)</a>. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. %s %d TD Ameritrade Distributed by: TD Ameritrade, Inc., 200 South 108th Avenue, Omaha, NE 68154-2631 TDA 3729 EM 06/20</div>"},"imsSelectiveIraAccountKtpEnhanced":{"iraCustodialAgreement":"<li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD6102.pdf\">Individual Retirement Custodial Account Agreement</a> </li>","subject":"TD Ameritrade Online Application","rothIraCustodialAgreement":"<li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD6100.pdf\">Roth Individual Retirement Custodial Account Agreement</a> </li>","simpleIraCustodialAgreement":"<li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD6101.pdf\">Simple Individual Retirement Custodial Account Agreement</a> </li>","text":"Dear %s %s, You've taken the first step to pursuing your financial goals by beginning the TD Ameritrade account application. To learn more about your relationship with TD Ameritrade, review our <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA101313.pdf\">Client Relationship Summary</a>. To finish opening your account, you must send the attached New Account Cover Sheet and these supporting document(s): <ol> Include your deposit and these supporting document(s): <ul> %s </ol> We’ll process your account application as soon as we receive the documents. In the meanwhile, please review these documents: <ul> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA101314.pdf\">Client Relationship Summary</a></li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD182.pdf\">Client Agreement</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA066.pdf\">Account Handbook</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD5491.pdf\">Business Continuity Plan Statement</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD800.pdf\">TD Ameritrade Privacy Statement</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA6189.pdf\">TD Ameritrade Investment Management, LLC, Service Agreement</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA4855.pdf\">Disclosure brochure (FORM ADV, PART 2A)</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA6184.pdf\">Your Relationship with TD Ameritrade</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA368.pdf\">Summary of Cash Balance Programs</a> </li> %s </ul> If you have any questions, please contact a portfolios specialist at 888-310-7921, Monday through Friday from 8:30 a.m. to 8 p.m. ET (excluding market holidays). Again, thank you for choosing TD Ameritrade. We look forward to serving your financial needs. <div style=\"font-size: 10px; margin-top: 15px;\">This is an automated email, and we won't receive your message if you reply. TD Ameritrade understands the importance of protecting your privacy. From time to time we need to send you notifications like this one to give you important information about your account. If you've opted out of receiving promotional marketing communications from us, containing news about new and valuable services, we will continue to honor your request. Market volatility, volume, and system availability may delay account access and trade execution. TD Ameritrade, Inc., member <a href=\"www.finra.org\">FINRA</a>/<a href=\"www.sipc.org\">SIPC</a>, a subsidiary of The Charles Schwab Corporation. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. %s %d Charles Schwab & Co., Inc. All rights reserved. Distributed by: TD Ameritrade, Inc., 200 South 108th Avenue, Omaha, NE 68154-2631 ATI 3722 EM 10/20 </div>"},"imsAccountKtpEnhanced":{"subject":"TD Ameritrade Online Application","text":"Dear %s %s, You've taken the first step to pursuing your financial goals by beginning the TD Ameritrade account application. To learn more about your relationship with TD Ameritrade, review our <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA101313.pdf\">Client Relationship Summary</a>. To finish opening your account, you must send the attached New Account Cover Sheet and these supporting document(s): <ol> %s </ol> We’ll process your account application as soon as we receive the documents. In the meanwhile, please review these documents: <ul> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA101314.pdf\">Client Relationship Summary</a></li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD182.pdf\">Client Agreement</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA066.pdf\">Account Handbook</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD5491.pdf\">Business Continuity Plan Statement</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD800.pdf\">TD Ameritrade Privacy Statement</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA6189.pdf\">TD Ameritrade Investment Management, LLC, Service Agreement</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA4855.pdf\">Disclosure brochure (FORM ADV, PART 2A)</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA6184.pdf\">Your Relationship with TD Ameritrade</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA368.pdf\">Summary of Cash Balance Programs</a> </li> </ul> If you have any questions, please contact a portfolio specialist at 800-665-1978, Monday through Friday from 8:30 a.m. to 8 p.m. ET (excluding market holidays). Again, thank you for choosing TD Ameritrade. We look forward to serving your financial needs. <div style=\"font-size: 10px; margin-top: 15px;\">This is an automated email, and we won't receive your message if you reply. TD Ameritrade understands the importance of protecting your privacy. From time to time we need to send you notifications like this one to give you important information about your account. If you've opted out of receiving promotional marketing communications from us, containing news about new and valuable services, we will continue to honor your request. Market volatility, volume, and system availability may delay account access and trade execution. TD Ameritrade, Inc., member <a href=\"www.finra.org\">FINRA</a>/<a href=\"www.sipc.org\">SIPC</a>, a subsidiary of The Charles Schwab Corporation. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. %s %d Charles Schwab & Co., Inc. All rights reserved. Distributed by: TD Ameritrade, Inc., 200 South 108th Avenue, Omaha, NE 68154-2631 ATI 3722 EM 10/20 </div>"},"dbIraAccountFullyPromoted":{"iraCustodialAgreement":"<li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD6102.pdf\">Individual Retirement Custodial Account Agreement</a> </li>","subject":"Welcome to TD Ameritrade","rothIraCustodialAgreement":"<li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD6100.pdf\">Roth Individual Retirement Custodial Account Agreement</a> </li>","simpleIraCustodialAgreement":"<li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD6101.pdf\">Simple Individual Retirement Custodial Account Agreement</a> </li>","text":"Dear %s %s, Thank you for opening your TD Ameritrade account. You can start putting your trading or investing strategy into motion today. Look for other communications in the near future, including important information on all the products, tools, and services available to you through your account. In the meanwhile, please review this important information about your account: <ul> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA101313.pdf\">Client Relationship Summary</a></li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD182.pdf\">Client Agreement</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA066.pdf\">Account Handbook</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD5491.pdf\">Business Continuity Plan Statement</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA6184.pdf\">Your Relationship with TD Ameritrade</a> </li><li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD800.pdf\">TD Ameritrade Privacy Statement</a> </li> %s</ul> If you have any questions, please contact a New Client Consultant at 800-454-9272. We're here to help 24 hours a day, seven days a week. Again, thank you for choosing TD Ameritrade. We look forward to serving your trading and investing needs. <div style=\"font-size: 10px; margin-top: 15px;\">This is an automated email, and we won't receive your message if you reply. TD Ameritrade understands the importance of protecting your privacy. From time to time we need to send you notifications like this one to give you important information about your account. If you've opted out of receiving promotional marketing communications from us, containing news about new and valuable services, we will continue to honor your request. Market volatility, volume, and system availability may delay account access and trade execution. TD Ameritrade, Inc., member <a href=\"www.finra.org\">FINRA</a>/<a href=\"www.sipc.org\">SIPC</a>, a subsidiary of The Charles Schwab Corporation. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. %s %d Charles Schwab & Co., Inc. All rights reserved. Distributed by: TD Ameritrade, Inc., 200 South 108th Avenue, Omaha, NE 68154-2631 ATI 3720 EM 06/20 </div>"},"citiAccountKtp":{"subject":"TD Ameritrade Online Application","text":"Dear %s %s, You've taken the first step to pursuing your financial goals by beginning the TD Ameritrade account application. To finish opening your account, you must: <ol> <li> Review your application and write any changes directly on it. If you don't have the printout of your application, call us 24/7 at 800-454-9272 for a copy. </li> <li> Sign the application and any additional forms. </li> <li> Send all pages to the address noted on the application. (To learn more about your relationship with TD Ameritrade, review our <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA101313.pdf\">Client Relationship Summary</a>.) Include your deposit and these supporting document(s): <ul> %s <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA100689.pdf\">Trusted Contact Authorization Form</a> (optional)</li> </ul> </li> </ol> We’ll process your account application as soon as we receive the documents. In the meantime, please review these documents: <ul> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA101313.pdf\">Client Relationship Summary</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD182.pdf\">Client Agreement</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA066.pdf\">Account Handbook</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD5491.pdf\">Business Continuity Plan Statement</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA6184.pdf\">Your Relationship with TD Ameritrade</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD800.pdf\">TD Ameritrade Privacy Statement</a> </li></ul> If you have any questions, please contact a New Client Consultant at 800-454-9272. We're available 24 hours a day, seven days a week. Again, thank you for choosing TD Ameritrade. We look forward to serving your financial needs. <div style=\"font-size: 10px; margin-top: 15px;\">This is an automated email, and we won't receive your message if you reply. TD Ameritrade understands the importance of protecting your privacy. From time to time we need to send you notifications like this one to give you important information about your account. If you've opted out of receiving promotional marketing communications from us, containing news about new and valuable services, we will continue to honor your request. Market volatility, volume, and system availability may delay account access and trade execution. TD Ameritrade, Inc., member <a href=\"www.finra.org\">FINRA</a>/<a href=\"www.sipc.org\">SIPC</a>, a subsidiary of The Charles Schwab Corporation. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. %s %d Charles Schwab & Co., Inc. All rights reserved. Distributed by: TD Ameritrade, Inc., 200 South 108th Avenue, Omaha, NE 68154-2631 ATI 3722 EM 06/20 </div>"},"imsSelectiveIraAccountFullyPromoted":{"iraCustodialAgreement":"<li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD6102.pdf\">Individual Retirement Custodial Account Agreement</a> </li>","subject":"Welcome to TD Ameritrade","rothIraCustodialAgreement":"<li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD6100.pdf\">Roth Individual Retirement Custodial Account Agreement</a> </li>","simpleIraCustodialAgreement":"<li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD6101.pdf\">Simple Individual Retirement Custodial Account Agreement</a> </li>","text":"Dear %s %s, Congratulations on opening your new TD Ameritrade Investing Account. The portfolio that you selected is tailored to help you pursue your financial goal. TD Ameritrade Investment Management, LLC will invest your initial deposit during the next trading day. Then you'll be able to log in to <a href=\"https://www.tdameritrade.com\">tdameritrade.com</a> to track the progress of your portfolio and monitor its performance and holdings. You'll also be able to update your goal, financial information, and portfolio selection. For additional information about your new account, please view the following documents: <ul> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA101314.pdf\">Client Relationship Summary</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD182.pdf\">Client Agreement</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA066.pdf\">Account Handbook</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD5491.pdf\">Business Continuity Plan Statement</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD800.pdf\">TD Ameritrade Privacy Statement</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA6189.pdf\">TD Ameritrade Investment Management, LLC, Service Agreement</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA4855.pdf\">Disclosure brochure (FORM ADV, PART 2A)</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA6184.pdf\">Your Relationship with TD Ameritrade</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA368.pdf\">Summary of Cash Balance Programs</a> </li> %s </ul> Once again, congratulations on taking the next step toward planning your financial future. We're glad to be a part of it. If you have any questions, portfolios specialists are ready to help. You can contact them at 888-310-7921, Monday through Friday from 8:30 a.m. to 8 p.m. ET (excluding market holidays). <div style=\"font-size: 10px; margin-top: 15px;\">This is an automated email, and we won't receive your message if you reply. To contact us, please log in to your account and go to Message Center. TD Ameritrade understands the importance of protecting your privacy. From time to time we need to send you notifications like this one to give you important information about your account. If you've opted out of receiving promotional marketing communications from us, containing news about new and valuable services, we will continue to honor your request. All investments involve risk, including loss of principal. Past performance does not guarantee future results. There is no assurance that the investment process will consistently lead to successful investing. Asset allocation and diversification do not eliminate the risk of experiencing investment losses. Advisory services provided by TD Ameritrade Investment Management, LLC (\"TD Ameritrade Investment Management\"), a registered investment advisor. Brokerage services provided by TD Ameritrade, Inc., member <a href=\"www.finra.org\">FINRA</a>/<a href=\"www.sipc.org\">SIPC</a>. TD Ameritrade Investment Management provides discretionary advisory services for a fee. Risks applicable to any portfolio are those associated with its underlying securities. For more information, please see the Disclosure Brochure <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA4855.pdf\">(Form ADV Part 2A)</a>. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. %s %d TD Ameritrade Distributed by: TD Ameritrade, Inc., 200 South 108th Avenue, Omaha, NE 68154-2631 TDA 3729 EM 06/20</div>"},"iraKtp":{"iraCustodialAgreement":"<li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD6102.pdf\">Individual Retirement Custodial Account Agreement</a> </li>","subject":"TD Ameritrade Online Application","rothIraCustodialAgreement":"<li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD6100.pdf\">Roth Individual Retirement Custodial Account Agreement</a> </li>","simpleIraCustodialAgreement":"<li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD6101.pdf\">Simple Individual Retirement Custodial Account Agreement</a> </li>","text":"Dear %s %s, You've taken the first step to pursuing your financial goals by beginning the TD Ameritrade account application. To finish opening your account, you must: <ol> <li> Review your application and write any changes directly on it. If you don't have the printout of your application, call us 24/7 at 800-454-9272 for a copy. </li> <li> Sign the application and any additional forms. </li> <li> Send all pages to the address noted on the application. (To learn more about your relationship with TD Ameritrade, review our <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA101313.pdf\">Client Relationship Summary</a>.) Include your deposit and these supporting document(s): <ul> %s <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA100689.pdf\">Trusted Contact Authorization Form</a> (optional)</li> </ul> </li> </ol> We’ll process your account application as soon as we receive the documents. In the meantime, please review these documents: <ul> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA101313.pdf\">Client Relationship Summary</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD182.pdf\">Client Agreement</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA066.pdf\">Account Handbook</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD5491.pdf\">Business Continuity Plan Statement</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD800.pdf\">TD Ameritrade Privacy Statement</a> </li> %s </ul> If you have any questions, please contact a New Client Consultant at 800-454-9272. We're available 24 hours a day, seven days a week. Again, thank you for choosing TD Ameritrade. We look forward to serving your financial needs. <div style=\"font-size: 10px; margin-top: 15px;\">This is an automated email, and we won't receive your message if you reply. TD Ameritrade understands the importance of protecting your privacy. From time to time we need to send you notifications like this one to give you important information about your account. If you've opted out of receiving promotional marketing communications from us, containing news about new and valuable services, we will continue to honor your request. Market volatility, volume, and system availability may delay account access and trade execution. TD Ameritrade, Inc., member <a href=\"www.finra.org\">FINRA</a>/<a href=\"www.sipc.org\">SIPC</a>, a subsidiary of The Charles Schwab Corporation. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. %s %d Charles Schwab & Co., Inc. All rights reserved. Distributed by: TD Ameritrade, Inc., 200 South 108th Avenue, Omaha, NE 68154-2631 ATI 3722 EM 06/20 </div>"},"spsAccountKtp":{"subject":"TD Ameritrade Online Application","text":"Dear %s %s, You've taken the first step to pursuing your financial goals by beginning the Equity360 account application. To finish opening your account, you must: <ol> <li> Review your application and write any changes directly on it. If you have any questions, please contact the Participant Services team Monday through Friday from 8 a.m. to 8 p.m. ET at 800-598-2635. </li> <li> Sign the application and any additional forms. </li> <li> Send all pages to the address noted on the application. (To learn more about your relationship with TD Ameritrade, review our <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA101313.pdf\">Client Relationship Summary</a>.) Include your deposit and these supporting document(s): <ul> %s <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA100689.pdf\">Trusted Contact Authorization Form</a> (optional)</li> </ul> </li> </ol> We’ll process your account application as soon as we receive the documents. In the meantime, please review these documents: <ul> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA101313.pdf\">Client Relationship Summary</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD182.pdf\">Client Agreement</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA101269.pdf\">Equity360 Participant Account Addendum</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA196.pdf\">Equity360 Account Handbook</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA066.pdf\">Account Handbook</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD5491.pdf\">Business Continuity Plan Statement</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD800.pdf\">TD Ameritrade Privacy Statement</a> </li> </ul> If you have any questions, please contact Participant Services at 800-598-2635, Monday through Friday from 8 a.m. to 8 p.m. ET. Again, thank you for choosing TD Ameritrade. We look forward to serving your financial needs. <div style=\"font-size: 10px; margin-top: 15px;\">This is an automated email, and we won't receive your message if you reply. TD Ameritrade understands the importance of protecting your privacy. From time to time we need to send you notifications like this one to give you important information about your account. If you've opted out of receiving promotional marketing communications from us, containing news about new and valuable services, we will continue to honor your request. Market volatility, volume, and system availability may delay account access and trade execution. TD Ameritrade, Inc., member <a href=\"www.finra.org\">FINRA</a>/<a href=\"www.sipc.org\">SIPC</a>, a subsidiary of The Charles Schwab Corporation. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. %s %d Charles Schwab & Co., Inc. All rights reserved. Distributed by: TD Ameritrade, Inc., 200 South 108th Avenue, Omaha, NE 68154-2631 ATI 3722 EM 06/20 </div>"},"imsIraAccountKtp":{"iraCustodialAgreement":"<li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD6102.pdf\">Individual Retirement Custodial Account Agreement</a> </li>","subject":"TD Ameritrade Online Application","rothIraCustodialAgreement":"<li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD6100.pdf\">Roth Individual Retirement Custodial Account Agreement</a> </li>","simpleIraCustodialAgreement":"<li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD6101.pdf\">Simple Individual Retirement Custodial Account Agreement</a> </li>","text":"Dear %s %s, You've taken the first step to pursuing your financial goals by beginning the TD Ameritrade account application. To finish opening your account, you must: <ol> <li> Review your application and write any changes directly on it. If you don't have the printout of your application, call us Monday through Friday from 8:30 a.m. to 8 p.m. ET (excluding market holidays) at 800-665-1978. </li> <li> Sign the application and any additional forms. </li> <li> Send all pages to the address noted on the application. (To learn more about your relationship with TD Ameritrade, review our <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA101314.pdf\">Client Relationship Summary</a>.) Include your deposit and these supporting document(s): <ul> %s <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA100689.pdf\">Trusted Contact Authorization Form</a> (optional)</li> </ul> </li> </ol> We’ll process your account application as soon as we receive the documents. In the meantime, please review these documents: <ul> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA101314.pdf\">Client Relationship Summary</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD182.pdf\">Client Agreement</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA066.pdf\">Account Handbook</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD5491.pdf\">Business Continuity Plan Statement</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD800.pdf\">TD Ameritrade Privacy Statement</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA6189.pdf\">TD Ameritrade Investment Management, LLC, Service Agreement</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA4855.pdf\">Disclosure brochure (FORM ADV, PART 2A)</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA6184.pdf\">Your Relationship with TD Ameritrade</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA368.pdf\">Summary of Cash Balance Programs</a> </li> %s </ul> If you have any questions, please contact a portfolio specialist at 800-665-1978, Monday through Friday from 8:30 a.m. to 8 p.m. ET (excluding market holidays). Again, thank you for choosing TD Ameritrade. We look forward to serving your financial needs. <div style=\"font-size: 10px; margin-top: 15px;\">This is an automated email, and we won't receive your message if you reply. TD Ameritrade understands the importance of protecting your privacy. From time to time we need to send you notifications like this one to give you important information about your account. If you've opted out of receiving promotional marketing communications from us, containing news about new and valuable services, we will continue to honor your request. Market volatility, volume, and system availability may delay account access and trade execution. TD Ameritrade, Inc., member <a href=\"www.finra.org\">FINRA</a>/<a href=\"www.sipc.org\">SIPC</a>, a subsidiary of The Charles Schwab Corporation. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. %s %d Charles Schwab & Co., Inc. All rights reserved. Distributed by: TD Ameritrade, Inc., 200 South 108th Avenue, Omaha, NE 68154-2631 ATI 3722 EM 06/20 </div>"},"ktpEnhanced":{"subject":"TD Ameritrade Online Application","text":"Dear %s %s, You've taken the first step to pursuing your financial goals by beginning the TD Ameritrade account application. To learn more about your relationship with TD Ameritrade, review our <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA101313.pdf\">Client Relationship Summary</a>. To finish opening your account, you must send the attached New Account Cover Sheet and these supporting documents: (If you already uploaded these documents, you do not have to send them again.) <ol> %s </ol> We’ll process your account application as soon as we receive the documents. In the meanwhile, please review these documents: <ul> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA101313.pdf\">Client Relationship Summary</a></li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD182.pdf\">Client Agreement</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA066.pdf\">Account Handbook</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD5491.pdf\">Business Continuity Plan Statement</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD800.pdf\">TD Ameritrade Privacy Statement</a> </li> </ul> If you have any questions, please contact a New Client Consultant at 800-454-9272. We're available 24 hours a day, seven days a week. Again, thank you for choosing TD Ameritrade. We look forward to serving your financial needs. <div style=\"font-size: 10px; margin-top: 15px;\">This is an automated email, and we won't receive your message if you reply. TD Ameritrade understands the importance of protecting your privacy. From time to time we need to send you notifications like this one to give you important information about your account. If you've opted out of receiving promotional marketing communications from us, containing news about new and valuable services, we will continue to honor your request. Market volatility, volume, and system availability may delay account access and trade execution. TD Ameritrade, Inc., member <a href=\"www.finra.org\">FINRA</a>/<a href=\"www.sipc.org\">SIPC</a>, a subsidiary of The Charles Schwab Corporation. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. %s %d Charles Schwab & Co., Inc. All rights reserved. Distributed by: TD Ameritrade, Inc., 200 South 108th Avenue, Omaha, NE 68154-2631 ATI 3722 EM 04/21 </div>"},"dbAccountKtpEnhanced":{"subject":"TD Ameritrade Online Application","text":"Dear %s %s, You've taken the first step to pursuing your financial goals by beginning the TD Ameritrade account application. To learn more about your relationship with TD Ameritrade, review our <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA101313.pdf\">Client Relationship Summary</a>. To finish opening your account, you must send the attached New Account Cover Sheet and these supporting document(s): <ol> %s </ol> We’ll process your account application as soon as we receive the documents. In the meanwhile, please review these documents: <ul> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA101313.pdf\">Client Relationship Summary</a></li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD182.pdf\">Client Agreement</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA066.pdf\">Account Handbook</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD5491.pdf\">Business Continuity Plan Statement</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD800.pdf\">TD Ameritrade Privacy Statement</a> </li></ul> If you have any questions, please contact a New Client Consultant at 800-454-9272. We're available 24 hours a day, seven days a week. Again, thank you for choosing TD Ameritrade. We look forward to serving your financial needs. <div style=\"font-size: 10px; margin-top: 15px;\">This is an automated email, and we won't receive your message if you reply. TD Ameritrade understands the importance of protecting your privacy. From time to time we need to send you notifications like this one to give you important information about your account. If you've opted out of receiving promotional marketing communications from us, containing news about new and valuable services, we will continue to honor your request. Market volatility, volume, and system availability may delay account access and trade execution. TD Ameritrade, Inc., member <a href=\"www.finra.org\">FINRA</a>/<a href=\"www.sipc.org\">SIPC</a>, a subsidiary of The Charles Schwab Corporation. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. %s %d Charles Schwab & Co., Inc. All rights reserved. Distributed by: TD Ameritrade, Inc., 200 South 108th Avenue, Omaha, NE 68154-2631 ATI 3722 EM 10/20 </div>"},"ktpReasons":{"minorBelowAgeOfTermination":"utmaUgmaTransferStatement","visaItin":"ssn_card,government_id","w8":"<a href=\"https://www.irs.gov/pub/irs-pdf/fw8ben.pdf\">IRS Form W-8BEN</a>","bank_statement_and_residence_proof":"One of the following: <ul><li>A copy of your bank (or financial institution) statement, written in English characters. (Make sure the name and address on your statement match the name and address on your new TD Ameritrade account.)</li><li>A copy of your proof of residence: a gas, water, or electricity bill, or a household register, written in English characters or a certified English translation. (Spanish is also acceptable.) We cannot accept a credit card statement, or a phone, TV, or satellite provider bill as proof of residence.</li></ul>","w9":"w9Form","utmaUgmaTransferStatement":"Account statement for the UTMA/UGMA account being transferred","lossOfNationality":"certificate_loss_nationality","passport_gov_id":"A copy of your current passport. If you do not have a passport, send a copy of a current, government-issued photo ID, along with a letter stating that you do not have a passport.","current_visa":"A copy of your current visa if you have one","gov_issued_id":"A copy of a current government-issued ID, such as your passport","government_id":"A copy of a government-issued ID, such as your current driver's license, passport, or visa","mailing_address_letter":"<a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD835.pdf\">Letter of Explanation for U.S. Mailing Address</a>","foreign":"passport_gov_id,bank_statement_and_residence_proof,w8","tuReject":"w9Form,ssn_card,government_id","w9Form":"<a href=\"https://www.irs.gov/pub/irs-pdf/fw9.pdf\">IRS Form W-9</a> (if you did not enter the Social Security Numbers correctly for all applicants)","ssn_card":"A copy of your Social Security card or Individual Taxpayer Identification Number (ITIN) card","foreignUsAddress":"passport_gov_id,bank_statement_and_residence_proof,w8,mailing_address_letter,current_visa","certificate_loss_nationality":"A copy of your Certificate of Loss of Nationality of the United States"},"imsSelectiveAccountFullyPromoted":{"subject":"Welcome to TD Ameritrade","text":"Dear %s %s, Congratulations on opening your new TD Ameritrade Investing Account. The portfolio that you selected is tailored to help you pursue your financial goal. TD Ameritrade Investment Management, LLC will invest your initial deposit during the next trading day. Then you'll be able to log in to <a href=\"https://www.tdameritrade.com\">tdameritrade.com</a> to track the progress of your portfolio and monitor its performance and holdings. You'll also be able to update your goal, financial information, and portfolio selection. For additional information about your new account, please view the following documents: <ul> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA101314.pdf\">Client Relationship Summary</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD182.pdf\">Client Agreement</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA066.pdf\">Account Handbook</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD5491.pdf\">Business Continuity Plan Statement</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD800.pdf\">TD Ameritrade Privacy Statement</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA6189.pdf\">TD Ameritrade Investment Management, LLC, Service Agreement</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA4855.pdf\">Disclosure brochure (FORM ADV, PART 2A)</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA6184.pdf\">Your Relationship with TD Ameritrade</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA368.pdf\">Summary of Cash Balance Programs</a> </li> </ul> Once again, congratulations on taking the next step toward planning your financial future. We're glad to be a part of it. If you have any questions, portfolios specialists are ready to help. You can contact them at 888-310-7921, Monday through Friday from 8:30 a.m. to 8 p.m. ET (excluding market holidays). <div style=\"font-size: 10px; margin-top: 15px;\">This is an automated email, and we won't receive your message if you reply. To contact us, please log in to your account and go to Message Center. TD Ameritrade understands the importance of protecting your privacy. From time to time we need to send you notifications like this one to give you important information about your account. If you've opted out of receiving promotional marketing communications from us, containing news about new and valuable services, we will continue to honor your request. All investments involve risk, including loss of principal. Past performance does not guarantee future results. There is no assurance that the investment process will consistently lead to successful investing. Asset allocation and diversification do not eliminate the risk of experiencing investment losses. Advisory services provided by TD Ameritrade Investment Management, LLC (\"TD Ameritrade Investment Management\"), a registered investment advisor. Brokerage services provided by TD Ameritrade, Inc., member <a href=\"www.finra.org\">FINRA</a>/<a href=\"www.sipc.org\">SIPC</a>. TD Ameritrade Investment Management provides discretionary advisory services for a fee. Risks applicable to any portfolio are those associated with its underlying securities. For more information, please see the Disclosure Brochure <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA4855.pdf\">(Form ADV Part 2A)</a>. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. %s %d TD Ameritrade Distributed by: TD Ameritrade, Inc., 200 South 108th Avenue, Omaha, NE 68154-2631 TDA 3729 EM 06/20</div>"},"dbAccountFullyPromoted":{"subject":"Welcome to TD Ameritrade","text":"Dear %s %s, Thank you for opening your TD Ameritrade account. You can start putting your trading or investing strategy into motion today. Look for other communications in the near future, including important information on all the products, tools, and services available to you through your account. In the meanwhile, please review this important information about your account: <ul> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA101313.pdf\">Client Relationship Summary</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD182.pdf\">Client Agreement</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA066.pdf\">Account Handbook</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD5491.pdf\">Business Continuity Plan Statement</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA6184.pdf\">Your Relationship with TD Ameritrade</a> </li><li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD800.pdf\">TD Ameritrade Privacy Statement</a> </li></ul> If you have any questions, please contact a New Client Consultant at 800-454-9272. We're here to help 24 hours a day, seven days a week. Again, thank you for choosing TD Ameritrade. We look forward to serving your trading and investing needs. <div style=\"font-size: 10px; margin-top: 15px;\">This is an automated email, and we won't receive your message if you reply. TD Ameritrade understands the importance of protecting your privacy. From time to time we need to send you notifications like this one to give you important information about your account. If you've opted out of receiving promotional marketing communications from us, containing news about new and valuable services, we will continue to honor your request. Market volatility, volume, and system availability may delay account access and trade execution. TD Ameritrade, Inc., member <a href=\"www.finra.org\">FINRA</a>/<a href=\"www.sipc.org\">SIPC</a>, a subsidiary of The Charles Schwab Corporation. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. %s %d Charles Schwab & Co., Inc. All rights reserved. Distributed by: TD Ameritrade, Inc., 200 South 108th Avenue, Omaha, NE 68154-2631 ATI 3720 EM 06/20 </div>"},"promotionFailureAndOfacKtp":{"subject":"TD Ameritrade Online Application","text":"Dear %s %s, You've taken the first step to pursuing your financial goals by beginning the TD Ameritrade account application. While we’ve received your application, we must review it further before we can open your account. To learn more about your relationship with TD Ameritrade, review our <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA101313.pdf\">Client Relationship Summary</a>. Please review these documents: <ul> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA101313.pdf\">Client Relationship Summary</a></li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD182.pdf\">Client Agreement</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA066.pdf\">Account Handbook</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD5491.pdf\">Business Continuity Plan Statement</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD800.pdf\">TD Ameritrade Privacy Statement</a> </li> </ul> If you have any questions, please contact a New Client Consultant at 800-454-9272. We're available 24 hours a day, seven days a week. Again, thank you for choosing TD Ameritrade. We look forward to serving your financial needs. <div style=\"font-size: 10px; margin-top: 15px;\">This is an automated email, and we won't receive your message if you reply. TD Ameritrade understands the importance of protecting your privacy. From time to time we need to send you notifications like this one to give you important information about your account. If you've opted out of receiving promotional marketing communications from us, containing news about new and valuable services, we will continue to honor your request. Market volatility, volume, and system availability may delay account access and trade execution. TD Ameritrade, Inc., member <a href=\"www.finra.org\">FINRA</a>/<a href=\"www.sipc.org\">SIPC</a>, a subsidiary of The Charles Schwab Corporation. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. %s %d Charles Schwab & Co., Inc. All rights reserved. Distributed by: TD Ameritrade, Inc., 200 South 108th Avenue, Omaha, NE 68154-2631 ATI 3722 EM 06/20 </div>"},"imsSelectiveAccountKtpEnhanced":{"subject":"TD Ameritrade Online Application","text":"Dear %s %s, You've taken the first step to pursuing your financial goals by beginning the TD Ameritrade account application. To learn more about your relationship with TD Ameritrade, review our <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA101313.pdf\">Client Relationship Summary</a>. To finish opening your account, you must send the attached New Account Cover Sheet and these supporting document(s): <ol> Include your deposit and these supporting document(s): <ul> %s </ol> We’ll process your account application as soon as we receive the documents. In the meanwhile, please review these documents: <ul> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA101314.pdf\">Client Relationship Summary</a></li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD182.pdf\">Client Agreement</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA066.pdf\">Account Handbook</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD5491.pdf\">Business Continuity Plan Statement</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD800.pdf\">TD Ameritrade Privacy Statement</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA6189.pdf\">TD Ameritrade Investment Management, LLC, Service Agreement</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA4855.pdf\">Disclosure brochure (FORM ADV, PART 2A)</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA6184.pdf\">Your Relationship with TD Ameritrade</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA368.pdf\">Summary of Cash Balance Programs</a> </li> </ul> If you have any questions, please contact a portfolios specialist at 888-310-7921, Monday through Friday from 8:30 a.m. to 8 p.m. ET (excluding market holidays). Again, thank you for choosing TD Ameritrade. We look forward to serving your financial needs. <div style=\"font-size: 10px; margin-top: 15px;\">This is an automated email, and we won't receive your message if you reply. TD Ameritrade understands the importance of protecting your privacy. From time to time we need to send you notifications like this one to give you important information about your account. If you've opted out of receiving promotional marketing communications from us, containing news about new and valuable services, we will continue to honor your request. Market volatility, volume, and system availability may delay account access and trade execution. TD Ameritrade, Inc., member <a href=\"www.finra.org\">FINRA</a>/<a href=\"www.sipc.org\">SIPC</a>, a subsidiary of The Charles Schwab Corporation. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. %s %d Charles Schwab & Co., Inc. All rights reserved. Distributed by: TD Ameritrade, Inc., 200 South 108th Avenue, Omaha, NE 68154-2631 ATI 3722 EM 10/20 </div>"},"spsAccountFullyPromoted":{"subject":"Welcome to TD Ameritrade","text":"Dear %s %s, Thank you for opening your TD Ameritrade account. We're committed to helping you get the most out of your Equity360 account. Look for other communications in the near future, including important information on all the products, tools, and services available to you through TD Ameritrade. In the meanwhile, please review this important information about your account: <ul> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA101313.pdf\">Client Relationship Summary</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD182.pdf\">Client Agreement</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA101269.pdf\">Equity360 Participant Account Addendum</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA196.pdf\">Equity360 Account Handbook</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA066.pdf\">Account Handbook</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD5491.pdf\">Business Continuity Plan Statement</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD800.pdf\">TD Ameritrade Privacy Statement</a> </li> </ul> If you have any questions, please contact Participant Services at 800-598-2635, Monday through Friday from 8 a.m. to 8 p.m. ET. Again, thank you for choosing TD Ameritrade. We look forward to serving your trading and investing needs. <div style=\"font-size: 10px; margin-top: 15px;\">This is an automated email, and we won't receive your message if you reply. TD Ameritrade understands the importance of protecting your privacy. From time to time we need to send you notifications like this one to give you important information about your account. If you've opted out of receiving promotional marketing communications from us, containing news about new and valuable services, we will continue to honor your request. Market volatility, volume, and system availability may delay account access and trade execution. TD Ameritrade, Inc., member <a href=\"www.finra.org\">FINRA</a>/<a href=\"www.sipc.org\">SIPC</a>, a subsidiary of The Charles Schwab Corporation. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. %s %d Charles Schwab & Co., Inc. All rights reserved. Distributed by: TD Ameritrade, Inc., 200 South 108th Avenue, Omaha, NE 68154-2631 ATI 3720 EM 06/20 </div>"},"imsAccountKtp":{"subject":"TD Ameritrade Online Application","text":"Dear %s %s, You've taken the first step to pursuing your financial goals by beginning the TD Ameritrade account application. To finish opening your account, you must: <ol> <li> Review your application and write any changes directly on it. If you don't have the printout of your application, call us Monday through Friday from 8:30 a.m. to 8 p.m. ET (excluding market holidays) at 800-665-1978. </li> <li> Sign the application and any additional forms. </li> <li> Send all pages to the address noted on the application. (To learn more about your relationship with TD Ameritrade, review our <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA101314.pdf\">Client Relationship Summary</a>.) Include your deposit and these supporting document(s): <ul> %s <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA100689.pdf\">Trusted Contact Authorization Form</a> (optional)</li> </ul> </li> </ol> We’ll process your account application as soon as we receive the documents. In the meantime, please review these documents: <ul> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA101314.pdf\">Client Relationship Summary</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD182.pdf\">Client Agreement</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA066.pdf\">Account Handbook</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD5491.pdf\">Business Continuity Plan Statement</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD800.pdf\">TD Ameritrade Privacy Statement</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA6189.pdf\">TD Ameritrade Investment Management, LLC, Service Agreement</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA4855.pdf\">Disclosure brochure (FORM ADV, PART 2A)</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA6184.pdf\">Your Relationship with TD Ameritrade</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA368.pdf\">Summary of Cash Balance Programs</a> </li> </ul> If you have any questions, please contact a portfolio specialist at 800-665-1978, Monday through Friday from 8:30 a.m. to 8 p.m. ET (excluding market holidays). Again, thank you for choosing TD Ameritrade. We look forward to serving your financial needs. <div style=\"font-size: 10px; margin-top: 15px;\">This is an automated email, and we won't receive your message if you reply. TD Ameritrade understands the importance of protecting your privacy. From time to time we need to send you notifications like this one to give you important information about your account. If you've opted out of receiving promotional marketing communications from us, containing news about new and valuable services, we will continue to honor your request. Market volatility, volume, and system availability may delay account access and trade execution. TD Ameritrade, Inc., member <a href=\"www.finra.org\">FINRA</a>/<a href=\"www.sipc.org\">SIPC</a>, a subsidiary of The Charles Schwab Corporation. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. %s %d Charles Schwab & Co., Inc. All rights reserved. Distributed by: TD Ameritrade, Inc., 200 South 108th Avenue, Omaha, NE 68154-2631 ATI 3722 EM 06/20 </div>"},"imsIraAccountKtpEnhanced":{"iraCustodialAgreement":"<li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD6102.pdf\">Individual Retirement Custodial Account Agreement</a> </li>","subject":"TD Ameritrade Online Application","rothIraCustodialAgreement":"<li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD6100.pdf\">Roth Individual Retirement Custodial Account Agreement</a> </li>","simpleIraCustodialAgreement":"<li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD6101.pdf\">Simple Individual Retirement Custodial Account Agreement</a> </li>","text":"Dear %s %s, You've taken the first step to pursuing your financial goals by beginning the TD Ameritrade account application. To learn more about your relationship with TD Ameritrade, review our <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA101313.pdf\">Client Relationship Summary</a>. To finish opening your account, you must send the attached New Account Cover Sheet and these supporting document(s): <ol> %s </ol> We’ll process your account application as soon as we receive the documents. In the meanwhile, please review these documents: <ul> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA101314.pdf\">Client Relationship Summary</a></li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD182.pdf\">Client Agreement</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA066.pdf\">Account Handbook</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD5491.pdf\">Business Continuity Plan Statement</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD800.pdf\">TD Ameritrade Privacy Statement</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA6189.pdf\">TD Ameritrade Investment Management, LLC, Service Agreement</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA4855.pdf\">Disclosure brochure (FORM ADV, PART 2A)</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA6184.pdf\">Your Relationship with TD Ameritrade</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA368.pdf\">Summary of Cash Balance Programs</a> </li> %s </ul> If you have any questions, please contact a portfolio specialist at 800-665-1978, Monday through Friday from 8:30 a.m. to 8 p.m. ET (excluding market holidays). Again, thank you for choosing TD Ameritrade. We look forward to serving your financial needs. <div style=\"font-size: 10px; margin-top: 15px;\">This is an automated email, and we won't receive your message if you reply. TD Ameritrade understands the importance of protecting your privacy. From time to time we need to send you notifications like this one to give you important information about your account. If you've opted out of receiving promotional marketing communications from us, containing news about new and valuable services, we will continue to honor your request. Market volatility, volume, and system availability may delay account access and trade execution. TD Ameritrade, Inc., member <a href=\"www.finra.org\">FINRA</a>/<a href=\"www.sipc.org\">SIPC</a>, a subsidiary of The Charles Schwab Corporation. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. %s %d Charles Schwab & Co., Inc. All rights reserved. Distributed by: TD Ameritrade, Inc., 200 South 108th Avenue, Omaha, NE 68154-2631 ATI 3722 EM 10/20 </div>"},"ktp":{"subject":"TD Ameritrade Online Application","text":"Dear %s %s, You've taken the first step to pursuing your financial goals by beginning the TD Ameritrade account application. To finish opening your account, you must: <ol> <li> Review your application and write any changes directly on it. If you don't have the printout of your application, call us 24/7 at 800-454-9272 for a copy. </li> <li> Sign the application and any additional forms. </li> <li> Send all pages to the address noted on the application. (To learn more about your relationship with TD Ameritrade, review our <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA101313.pdf\">Client Relationship Summary</a>.) Include your deposit and these supporting document(s): <ul> %s <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA100689.pdf\">Trusted Contact Authorization Form</a> (optional)</li> </ul> </li> </ol> We’ll process your account application as soon as we receive the documents. In the meantime, please review these documents: <ul> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA101313.pdf\">Client Relationship Summary</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD182.pdf\">Client Agreement</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA066.pdf\">Account Handbook</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD5491.pdf\">Business Continuity Plan Statement</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD800.pdf\">TD Ameritrade Privacy Statement</a> </li> </ul> If you have any questions, please contact a New Client Consultant at 800-454-9272. We're available 24 hours a day, seven days a week. Again, thank you for choosing TD Ameritrade. We look forward to serving your financial needs. <div style=\"font-size: 10px; margin-top: 15px;\">This is an automated email, and we won't receive your message if you reply. TD Ameritrade understands the importance of protecting your privacy. From time to time we need to send you notifications like this one to give you important information about your account. If you've opted out of receiving promotional marketing communications from us, containing news about new and valuable services, we will continue to honor your request. Market volatility, volume, and system availability may delay account access and trade execution. TD Ameritrade, Inc., member <a href=\"www.finra.org\">FINRA</a>/<a href=\"www.sipc.org\">SIPC</a>, a subsidiary of The Charles Schwab Corporation. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. %s %d Charles Schwab & Co., Inc. All rights reserved. Distributed by: TD Ameritrade, Inc., 200 South 108th Avenue, Omaha, NE 68154-2631 ATI 3722 EM 06/20 </div>"},"imsIraAccountFullyPromoted":{"iraCustodialAgreement":"<li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD6102.pdf\">Individual Retirement Custodial Account Agreement</a> </li>","subject":"Welcome to TD Ameritrade","rothIraCustodialAgreement":"<li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD6100.pdf\">Roth Individual Retirement Custodial Account Agreement</a> </li>","simpleIraCustodialAgreement":"<li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD6101.pdf\">Simple Individual Retirement Custodial Account Agreement</a> </li>","text":"Dear %s %s, Congratulations on opening your new TD Ameritrade Investing Account. TD Ameritrade Investment Management, LLC will invest your initial deposit during the next trading day. Then you'll be able to log in to <a href=\"https://www.tdameritrade.com\">tdameritrade.com</a> to track the progress of your portfolio and monitor its performance and holdings. You'll also be able to update your goal, financial information, and portfolio selection. For additional information about your new account, please view the following documents: <ul> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA101314.pdf\">Client Relationship Summary</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD182.pdf\">Client Agreement</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA066.pdf\">Account Handbook</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD5491.pdf\">Business Continuity Plan Statement</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD800.pdf\">TD Ameritrade Privacy Statement</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA6189.pdf\">TD Ameritrade Investment Management, LLC, Service Agreement</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA4855.pdf\">Disclosure brochure (FORM ADV, PART 2A)</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA6184.pdf\">Your Relationship with TD Ameritrade</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA368.pdf\">Summary of Cash Balance Programs</a> </li> %s </ul> Once again, congratulations on taking the next step toward planning your financial future. We're glad to be a part of it. If you have any questions, portfolios specialists are ready to help. You can contact them at 800-665-1978, Monday through Friday from 8:30 a.m. to 8 p.m. ET (excluding market holidays). <div style=\"font-size: 10px; margin-top: 15px;\">This is an automated email, and we won't receive your message if you reply. To contact us, please log in to your account and go to Message Center. TD Ameritrade understands the importance of protecting your privacy. From time to time we need to send you notifications like this one to give you important information about your account. If you've opted out of receiving promotional marketing communications from us, containing news about new and valuable services, we will continue to honor your request. All investments involve risk, including loss of principal. Past performance does not guarantee future results. There is no assurance that the investment process will consistently lead to successful investing. Asset allocation and diversification do not eliminate the risk of experiencing investment losses. Advisory services provided by TD Ameritrade Investment Management, LLC (\"TD Ameritrade Investment Management\"), a registered investment advisor. Brokerage services provided by TD Ameritrade, Inc., member <a href=\"www.finra.org\">FINRA</a>/<a href=\"www.sipc.org\">SIPC</a>. TD Ameritrade Investment Management provides discretionary advisory services for a fee. Risks applicable to any portfolio are those associated with its underlying securities. For more information, please see the Disclosure Brochure <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA4855.pdf\">(Form ADV Part 2A)</a>. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. %s %d TD Ameritrade Distributed by: TD Ameritrade, Inc., 200 South 108th Avenue, Omaha, NE 68154-2631 TDA 3729 EM 06/20</div>"},"spsCompanionAccountFailure":{"subject":"Failure to create companion account for sps account number %s","text":"Due to a system error, the companion account for sps account number %s was not properly created."},"accountFullyPromoted":{"subject":"Welcome to TD Ameritrade","text":"Dear %s %s, Thank you for opening your TD Ameritrade account. You can start putting your trading or investing strategy into motion today. Look for other communications in the near future, including important information on all the products, tools, and services available to you through your account. In the meanwhile, please review this important information about your account: <ul> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA101313.pdf\">Client Relationship Summary</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD182.pdf\">Client Agreement</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA066.pdf\">Account Handbook</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD5491.pdf\">Business Continuity Plan Statement</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA6184.pdf\">Your Relationship with TD Ameritrade</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD800.pdf\">TD Ameritrade Privacy Statement</a> </li></ul> If you have any questions, please contact a New Client Consultant at 800-454-9272. We're here to help 24 hours a day, seven days a week. Again, thank you for choosing TD Ameritrade. We look forward to serving your trading and investing needs. <div style=\"font-size: 10px; margin-top: 15px;\">This is an automated email, and we won't receive your message if you reply. TD Ameritrade understands the importance of protecting your privacy. From time to time we need to send you notifications like this one to give you important information about your account. If you've opted out of receiving promotional marketing communications from us, containing news about new and valuable services, we will continue to honor your request. Market volatility, volume, and system availability may delay account access and trade execution. TD Ameritrade, Inc., member <a href=\"www.finra.org\">FINRA</a>/<a href=\"www.sipc.org\">SIPC</a>, a subsidiary of The Charles Schwab Corporation. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. %s %d Charles Schwab & Co., Inc. All rights reserved. Distributed by: TD Ameritrade, Inc., 200 South 108th Avenue, Omaha, NE 68154-2631 ATI 3720 EM 06/20 </div>"},"citiIraAccountKtp":{"iraCustodialAgreement":"<li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD6102.pdf\">Individual Retirement Custodial Account Agreement</a> </li>","subject":"TD Ameritrade Online Application","rothIraCustodialAgreement":"<li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD6100.pdf\">Roth Individual Retirement Custodial Account Agreement</a> </li>","simpleIraCustodialAgreement":"<li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD6101.pdf\">Simple Individual Retirement Custodial Account Agreement</a> </li>","text":"Dear %s %s, You've taken the first step to pursuing your financial goals by beginning the TD Ameritrade account application. To finish opening your account, you must: <ol> <li> Review your application and write any changes directly on it. If you don't have the printout of your application, call us 24/7 at 800-454-9272 for a copy. </li> <li> Sign the application and any additional forms. </li> <li> Send all pages to the address noted on the application. (To learn more about your relationship with TD Ameritrade, review our <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA101313.pdf\">Client Relationship Summary</a>.) Include your deposit and these supporting document(s): <ul> %s <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA100689.pdf\">Trusted Contact Authorization Form</a> (optional)</li> </ul> </li> </ol> We’ll process your account application as soon as we receive the documents. In the meantime, please review these documents: <ul> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA101313.pdf\">Client Relationship Summary</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD182.pdf\">Client Agreement</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA066.pdf\">Account Handbook</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD5491.pdf\">Business Continuity Plan Statement</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA6184.pdf\">Your Relationship with TD Ameritrade</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD800.pdf\">TD Ameritrade Privacy Statement</a> </li> %s </ul> If you have any questions, please contact a New Client Consultant at 800-454-9272. We're available 24 hours a day, seven days a week. Again, thank you for choosing TD Ameritrade. We look forward to serving your financial needs. <div style=\"font-size: 10px; margin-top: 15px;\">This is an automated email, and we won't receive your message if you reply. TD Ameritrade understands the importance of protecting your privacy. From time to time we need to send you notifications like this one to give you important information about your account. If you've opted out of receiving promotional marketing communications from us, containing news about new and valuable services, we will continue to honor your request. Market volatility, volume, and system availability may delay account access and trade execution. TD Ameritrade, Inc., member <a href=\"www.finra.org\">FINRA</a>/<a href=\"www.sipc.org\">SIPC</a>, a subsidiary of The Charles Schwab Corporation. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. %s %d Charles Schwab & Co., Inc. All rights reserved. Distributed by: TD Ameritrade, Inc., 200 South 108th Avenue, Omaha, NE 68154-2631 ATI 3722 EM 06/20 </div>"},"spsAccountKtpEnhanced":{"subject":"TD Ameritrade Online Application","text":"Dear %s %s, You've taken the first step to pursuing your financial goals by beginning the Equity360 account application. To learn more about your relationship with TD Ameritrade, review our <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA101313.pdf\">Client Relationship Summary</a>. To finish opening your account, you must send the attached New Account Cover Sheet and these supporting document(s): <ol> %s </ol> We’ll process your account application as soon as we receive the documents. In the meanwhile, please review these documents: <ul> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA101313.pdf\">Client Relationship Summary</a></li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD182.pdf\">Client Agreement</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA101269.pdf\">Equity360 Participant Account Addendum</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA196.pdf\">Equity360 Account Handbook</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA066.pdf\">Account Handbook</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD5491.pdf\">Business Continuity Plan Statement</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD800.pdf\">Privacy Statement</a> </li> </ul> If you have any questions, please contact Participant Services at 800-598-2635, Monday through Friday from 8 a.m. to 8 p.m. ET. Again, thank you for choosing TD Ameritrade. We look forward to serving your financial needs. <div style=\"font-size: 10px; margin-top: 15px;\">This is an automated email, and we won't receive your message if you reply. TD Ameritrade understands the importance of protecting your privacy. From time to time we need to send you notifications like this one to give you important information about your account. If you've opted out of receiving promotional marketing communications from us, containing news about new and valuable services, we will continue to honor your request. Market volatility, volume, and system availability may delay account access and trade execution. TD Ameritrade, Inc., member <a href=\"www.finra.org\">FINRA</a>/<a href=\"www.sipc.org\">SIPC</a>, a subsidiary of The Charles Schwab Corporation. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. %s %d Charles Schwab & Co., Inc. All rights reserved. Distributed by: TD Ameritrade, Inc., 200 South 108th Avenue, Omaha, NE 68154-2631 ATI 3722 EM 10/20 </div>"},"dbIraAccountKtpEnhanced":{"iraCustodialAgreement":"<li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD6102.pdf\">Individual Retirement Custodial Account Agreement</a> </li>","subject":"TD Ameritrade Online Application","rothIraCustodialAgreement":"<li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD6100.pdf\">Roth Individual Retirement Custodial Account Agreement</a> </li>","simpleIraCustodialAgreement":"<li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD6101.pdf\">Simple Individual Retirement Custodial Account Agreement</a> </li>","text":"Dear %s %s, You've taken the first step to pursuing your financial goals by beginning the TD Ameritrade account application. To learn more about your relationship with TD Ameritrade, review our <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA101313.pdf\">Client Relationship Summary</a>. To finish opening your account, you must send the attached New Account Cover Sheet and these supporting document(s): <ol> %s </ol> We’ll process your account application as soon as we receive the documents. In the meanwhile, please review these documents: <ul> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA101313.pdf\">Client Relationship Summary</a></li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD182.pdf\">Client Agreement</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA066.pdf\">Account Handbook</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD5491.pdf\">Business Continuity Plan Statement</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD800.pdf\">TD Ameritrade Privacy Statement</a> </li> %s </ul> If you have any questions, please contact a New Client Consultant at 800-454-9272. We're available 24 hours a day, seven days a week. Again, thank you for choosing TD Ameritrade. We look forward to serving your financial needs. <div style=\"font-size: 10px; margin-top: 15px;\">This is an automated email, and we won't receive your message if you reply. TD Ameritrade understands the importance of protecting your privacy. From time to time we need to send you notifications like this one to give you important information about your account. If you've opted out of receiving promotional marketing communications from us, containing news about new and valuable services, we will continue to honor your request. Market volatility, volume, and system availability may delay account access and trade execution. TD Ameritrade, Inc., member <a href=\"www.finra.org\">FINRA</a>/<a href=\"www.sipc.org\">SIPC</a>, a subsidiary of The Charles Schwab Corporation. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. %s %d Charles Schwab & Co., Inc. All rights reserved. Distributed by: TD Ameritrade, Inc., 200 South 108th Avenue, Omaha, NE 68154-2631 ATI 3722 EM 10/20 </div>"},"imsSelectiveAccountKtp":{"subject":"TD Ameritrade Online Application","text":"Dear %s %s, You've taken the first step to pursuing your financial goals by beginning the TD Ameritrade account application. To finish opening your account, you must: <ol> <li> Review your application and write any changes directly on it. If you don't have the printout of your application, call us Monday through Friday from 8:30 a.m. to 8 p.m. ET (excluding market holidays) at 888-310-7921. </li> <li> Sign the application and any additional forms. </li> <li> Send all pages to the address noted on the application. (To learn more about your relationship with TD Ameritrade, review our <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA101314.pdf\">Client Relationship Summary</a>.) Include your deposit and these supporting document(s): <ul> %s <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA100689.pdf\">Trusted Contact Authorization Form</a> (optional)</li> </ul> </li> </ol> We’ll process your account application as soon as we receive the documents. In the meantime, please review these documents: <ul> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA101314.pdf\">Client Relationship Summary</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD182.pdf\">Client Agreement</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA066.pdf\">Account Handbook</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD5491.pdf\">Business Continuity Plan Statement</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD800.pdf\">TD Ameritrade Privacy Statement</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA6189.pdf\">TD Ameritrade Investment Management, LLC, Service Agreement</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA4855.pdf\">Disclosure brochure (FORM ADV, PART 2A)</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA6184.pdf\">Your Relationship with TD Ameritrade</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA368.pdf\">Summary of Cash Balance Programs</a> </li> </ul> If you have any questions, please contact a portfolios specialist at 888-310-7921, Monday through Friday from 8:30 a.m. to 8 p.m. ET (excluding market holidays). Again, thank you for choosing TD Ameritrade. We look forward to serving your financial needs. <div style=\"font-size: 10px; margin-top: 15px;\">This is an automated email, and we won't receive your message if you reply. TD Ameritrade understands the importance of protecting your privacy. From time to time we need to send you notifications like this one to give you important information about your account. If you've opted out of receiving promotional marketing communications from us, containing news about new and valuable services, we will continue to honor your request. Market volatility, volume, and system availability may delay account access and trade execution. TD Ameritrade, Inc., member <a href=\"www.finra.org\">FINRA</a>/<a href=\"www.sipc.org\">SIPC</a>, a subsidiary of The Charles Schwab Corporation. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. %s %d Charles Schwab & Co., Inc. All rights reserved. Distributed by: TD Ameritrade, Inc., 200 South 108th Avenue, Omaha, NE 68154-2631 ATI 3722 EM 06/20 </div>"},"simpleIraAccountFullyPromoted":{"subject":"Welcome to TD Ameritrade","text":"Dear %s %s, Thank you for opening your TD Ameritrade account. You can start putting your trading or investing strategy into motion today. Look for other communications in the near future, including important information on all the products, tools, and services available to you through your account. In the meanwhile, please review this important information about your account: <ul> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA101313.pdf\">Client Relationship Summary</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD182.pdf\">Client Agreement</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA066.pdf\">Account Handbook</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD5491.pdf\">Business Continuity Plan Statement</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA6184.pdf\">Your Relationship with TD Ameritrade</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD800.pdf\">TD Ameritrade Privacy Statement</a> </li><li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD6101.pdf\">Simple Individual Retirement Custodial Account Agreement</a> </li> </ul> If you have any questions, please contact a New Client Consultant at 800-454-9272. We're here to help 24 hours a day, seven days a week. Again, thank you for choosing TD Ameritrade. We look forward to serving your trading and investing needs. <div style=\"font-size: 10px; margin-top: 15px;\">This is an automated email, and we won't receive your message if you reply. TD Ameritrade understands the importance of protecting your privacy. From time to time we need to send you notifications like this one to give you important information about your account. If you've opted out of receiving promotional marketing communications from us, containing news about new and valuable services, we will continue to honor your request. Market volatility, volume, and system availability may delay account access and trade execution. TD Ameritrade, Inc., member <a href=\"www.finra.org\">FINRA</a>/<a href=\"www.sipc.org\">SIPC</a>, a subsidiary of The Charles Schwab Corporation. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. %s %d Charles Schwab & Co., Inc. All rights reserved. Distributed by: TD Ameritrade, Inc., 200 South 108th Avenue, Omaha, NE 68154-2631 ATI 3720 EM 06/20 </div>"},"iraAccountFullyPromoted":{"subject":"Welcome to TD Ameritrade","text":"Dear %s %s, Thank you for opening your TD Ameritrade account. You can start putting your trading or investing strategy into motion today. Look for other communications in the near future, including important information on all the products, tools, and services available to you through your account. In the meanwhile, please review this important information about your account: <ul> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA101313.pdf\">Client Relationship Summary</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD182.pdf\">Client Agreement</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA066.pdf\">Account Handbook</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD5491.pdf\">Business Continuity Plan Statement</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA6184.pdf\">Your Relationship with TD Ameritrade</a> </li><li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD800.pdf\">TD Ameritrade Privacy Statement</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD6102.pdf\">Individual Retirement Custodial Account Agreement</a> </li> </ul> If you have any questions, please contact a New Client Consultant at 800-454-9272. We're here to help 24 hours a day, seven days a week. Again, thank you for choosing TD Ameritrade. We look forward to serving your trading and investing needs. <div style=\"font-size: 10px; margin-top: 15px;\">This is an automated email, and we won't receive your message if you reply. TD Ameritrade understands the importance of protecting your privacy. From time to time we need to send you notifications like this one to give you important information about your account. If you've opted out of receiving promotional marketing communications from us, containing news about new and valuable services, we will continue to honor your request. Market volatility, volume, and system availability may delay account access and trade execution. TD Ameritrade, Inc., member <a href=\"www.finra.org\">FINRA</a>/<a href=\"www.sipc.org\">SIPC</a>, a subsidiary of The Charles Schwab Corporation. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. %s %d Charles Schwab & Co., Inc. All rights reserved. Distributed by: TD Ameritrade, Inc., 200 South 108th Avenue, Omaha, NE 68154-2631 ATI 3720 EM 06/20 </div>"},"dbAccountKtp":{"subject":"TD Ameritrade Online Application","text":"Dear %s %s, You've taken the first step to pursuing your financial goals by beginning the TD Ameritrade account application. To finish opening your account, you must: <ol> <li> Review your application and write any changes directly on it. If you don't have the printout of your application, call us 24/7 at 800-454-9272 for a copy. </li> <li> Sign the application and any additional forms. </li> <li> Send all pages to the address noted on the application. (To learn more about your relationship with TD Ameritrade, review our <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA101313.pdf\">Client Relationship Summary</a>.) Include your deposit and these supporting document(s): <ul> %s <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA100689.pdf\">Trusted Contact Authorization Form</a> (optional)</li> </ul> </li> </ol> We’ll process your account application as soon as we receive the documents. In the meantime, please review these documents: <ul> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA101313.pdf\">Client Relationship Summary</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD182.pdf\">Client Agreement</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA066.pdf\">Account Handbook</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD5491.pdf\">Business Continuity Plan Statement</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD800.pdf\">TD Ameritrade Privacy Statement</a> </li></ul> If you have any questions, please contact a New Client Consultant at 800-454-9272. We're available 24 hours a day, seven days a week. Again, thank you for choosing TD Ameritrade. We look forward to serving your financial needs. <div style=\"font-size: 10px; margin-top: 15px;\">This is an automated email, and we won't receive your message if you reply. TD Ameritrade understands the importance of protecting your privacy. From time to time we need to send you notifications like this one to give you important information about your account. If you've opted out of receiving promotional marketing communications from us, containing news about new and valuable services, we will continue to honor your request. Market volatility, volume, and system availability may delay account access and trade execution. TD Ameritrade, Inc., member <a href=\"www.finra.org\">FINRA</a>/<a href=\"www.sipc.org\">SIPC</a>, a subsidiary of The Charles Schwab Corporation. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. %s %d Charles Schwab & Co., Inc. All rights reserved. Distributed by: TD Ameritrade, Inc., 200 South 108th Avenue, Omaha, NE 68154-2631 ATI 3722 EM 06/20 </div>"},"dbIraAccountKtp":{"iraCustodialAgreement":"<li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD6102.pdf\">Individual Retirement Custodial Account Agreement</a> </li>","subject":"TD Ameritrade Online Application","rothIraCustodialAgreement":"<li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD6100.pdf\">Roth Individual Retirement Custodial Account Agreement</a> </li>","simpleIraCustodialAgreement":"<li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD6101.pdf\">Simple Individual Retirement Custodial Account Agreement</a> </li>","text":"Dear %s %s, You've taken the first step to pursuing your financial goals by beginning the TD Ameritrade account application. To finish opening your account, you must: <ol> <li> Review your application and write any changes directly on it. If you don't have the printout of your application, call us 24/7 at 800-454-9272 for a copy. </li> <li> Sign the application and any additional forms. </li> <li> Send all pages to the address noted on the application. (To learn more about your relationship with TD Ameritrade, review our <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA101313.pdf\">Client Relationship Summary</a>.) Include your deposit and these supporting document(s): <ul> %s <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA100689.pdf\">Trusted Contact Authorization Form</a> (optional)</li> </ul> </li> </ol> We’ll process your account application as soon as we receive the documents. In the meantime, please review these documents: <ul> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA101313.pdf\">Client Relationship Summary</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD182.pdf\">Client Agreement</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA066.pdf\">Account Handbook</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD5491.pdf\">Business Continuity Plan Statement</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD800.pdf\">TD Ameritrade Privacy Statement</a> </li> %s </ul> If you have any questions, please contact a New Client Consultant at 800-454-9272. We're available 24 hours a day, seven days a week. Again, thank you for choosing TD Ameritrade. We look forward to serving your financial needs. <div style=\"font-size: 10px; margin-top: 15px;\">This is an automated email, and we won't receive your message if you reply. TD Ameritrade understands the importance of protecting your privacy. From time to time we need to send you notifications like this one to give you important information about your account. If you've opted out of receiving promotional marketing communications from us, containing news about new and valuable services, we will continue to honor your request. Market volatility, volume, and system availability may delay account access and trade execution. TD Ameritrade, Inc., member <a href=\"www.finra.org\">FINRA</a>/<a href=\"www.sipc.org\">SIPC</a>, a subsidiary of The Charles Schwab Corporation. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. %s %d Charles Schwab & Co., Inc. All rights reserved. Distributed by: TD Ameritrade, Inc., 200 South 108th Avenue, Omaha, NE 68154-2631 ATI 3722 EM 06/20 </div>"},"imsSelectiveIraAccountKtp":{"iraCustodialAgreement":"<li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD6102.pdf\">Individual Retirement Custodial Account Agreement</a> </li>","subject":"TD Ameritrade Online Application","rothIraCustodialAgreement":"<li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD6100.pdf\">Roth Individual Retirement Custodial Account Agreement</a> </li>","simpleIraCustodialAgreement":"<li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD6101.pdf\">Simple Individual Retirement Custodial Account Agreement</a> </li>","text":"Dear %s %s, You've taken the first step to pursuing your financial goals by beginning the TD Ameritrade account application. To finish opening your account, you must: <ol> <li> Review your application and write any changes directly on it. If you don't have the printout of your application, call us Monday through Friday from 8:30 a.m. to 8 p.m. ET (excluding market holidays) at 888-310-7921. </li> <li> Sign the application and any additional forms. </li> <li> Send all pages to the address noted on the application. (To learn more about your relationship with TD Ameritrade, review our <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA101314.pdf\">Client Relationship Summary</a>.) Include your deposit and these supporting document(s): <ul> %s <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA100689.pdf\">Trusted Contact Authorization Form</a> (optional)</li> </ul> </li> </ol> We’ll process your account application as soon as we receive the documents. In the meantime, please review these documents: <ul> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA101314.pdf\">Client Relationship Summary</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD182.pdf\">Client Agreement</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA066.pdf\">Account Handbook</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD5491.pdf\">Business Continuity Plan Statement</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD800.pdf\">TD Ameritrade Privacy Statement</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA6189.pdf\">TD Ameritrade Investment Management, LLC, Service Agreement</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA4855.pdf\">Disclosure brochure (FORM ADV, PART 2A)</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA6184.pdf\">Your Relationship with TD Ameritrade</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA368.pdf\">Summary of Cash Balance Programs</a> </li> %s </ul> If you have any questions, please contact a portfolios specialist at 888-310-7921, Monday through Friday from 8:30 a.m. to 8 p.m. ET (excluding market holidays). Again, thank you for choosing TD Ameritrade. We look forward to serving your financial needs. <div style=\"font-size: 10px; margin-top: 15px;\">This is an automated email, and we won't receive your message if you reply. TD Ameritrade understands the importance of protecting your privacy. From time to time we need to send you notifications like this one to give you important information about your account. If you've opted out of receiving promotional marketing communications from us, containing news about new and valuable services, we will continue to honor your request. Market volatility, volume, and system availability may delay account access and trade execution. TD Ameritrade, Inc., member <a href=\"www.finra.org\">FINRA</a>/<a href=\"www.sipc.org\">SIPC</a>, a subsidiary of The Charles Schwab Corporation. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. %s %d Charles Schwab & Co., Inc. All rights reserved. Distributed by: TD Ameritrade, Inc., 200 South 108th Avenue, Omaha, NE 68154-2631 ATI 3722 EM 06/20 </div>"},"iraKtpEnhanced":{"iraCustodialAgreement":"<li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD6102.pdf\">Individual Retirement Custodial Account Agreement</a> </li>","subject":"TD Ameritrade Online Application","rothIraCustodialAgreement":"<li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD6100.pdf\">Roth Individual Retirement Custodial Account Agreement</a> </li>","simpleIraCustodialAgreement":"<li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD6101.pdf\">Simple Individual Retirement Custodial Account Agreement</a> </li>","text":"Dear %s %s, You've taken the first step to pursuing your financial goals by beginning the TD Ameritrade account application. To learn more about your relationship with TD Ameritrade, review our <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA101313.pdf\">Client Relationship Summary</a>. To finish opening your account, you must send the attached New Account Cover Sheet and these supporting documents: (If you already uploaded these documents, you do not have to send them again.) <ol> %s </ol> We’ll process your account application as soon as we receive the documents. In the meanwhile, please review these documents: <ul> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA101313.pdf\">Client Relationship Summary</a></li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD182.pdf\">Client Agreement</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA066.pdf\">Account Handbook</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD5491.pdf\">Business Continuity Plan Statement</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD800.pdf\">TD Ameritrade Privacy Statement</a> </li> %s </ul> If you have any questions, please contact a New Client Consultant at 800-454-9272. We're available 24 hours a day, seven days a week. Again, thank you for choosing TD Ameritrade. We look forward to serving your financial needs. <div style=\"font-size: 10px; margin-top: 15px;\">This is an automated email, and we won't receive your message if you reply. TD Ameritrade understands the importance of protecting your privacy. From time to time we need to send you notifications like this one to give you important information about your account. If you've opted out of receiving promotional marketing communications from us, containing news about new and valuable services, we will continue to honor your request. Market volatility, volume, and system availability may delay account access and trade execution. TD Ameritrade, Inc., member <a href=\"www.finra.org\">FINRA</a>/<a href=\"www.sipc.org\">SIPC</a>, a subsidiary of The Charles Schwab Corporation. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. %s %d Charles Schwab & Co., Inc. All rights reserved. Distributed by: TD Ameritrade, Inc., 200 South 108th Avenue, Omaha, NE 68154-2631 ATI 3722 EM 04/21 </div>"},"rothIraAccountFullyPromoted":{"subject":"Welcome to TD Ameritrade","text":"Dear %s %s, Thank you for opening your TD Ameritrade account. You can start putting your trading or investing strategy into motion today. Look for other communications in the near future, including important information on all the products, tools, and services available to you through your account. In the meanwhile, please review this important information about your account: <ul> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA101313.pdf\">Client Relationship Summary</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD182.pdf\">Client Agreement</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA066.pdf\">Account Handbook</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD5491.pdf\">Business Continuity Plan Statement</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA6184.pdf\">Your Relationship with TD Ameritrade</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD800.pdf\">TD Ameritrade Privacy Statement</a> </li><li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD6100.pdf\">Roth Individual Retirement Custodial Account Agreement</a> </li> </ul> If you have any questions, please contact a New Client Consultant at 800-454-9272. We're here to help 24 hours a day, seven days a week. Again, thank you for choosing TD Ameritrade. We look forward to serving your trading and investing needs. <div style=\"font-size: 10px; margin-top: 15px;\">This is an automated email, and we won't receive your message if you reply. TD Ameritrade understands the importance of protecting your privacy. From time to time we need to send you notifications like this one to give you important information about your account. If you've opted out of receiving promotional marketing communications from us, containing news about new and valuable services, we will continue to honor your request. Market volatility, volume, and system availability may delay account access and trade execution. TD Ameritrade, Inc., member <a href=\"www.finra.org\">FINRA</a>/<a href=\"www.sipc.org\">SIPC</a>, a subsidiary of The Charles Schwab Corporation. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. %s %d Charles Schwab & Co., Inc. All rights reserved. Distributed by: TD Ameritrade, Inc., 200 South 108th Avenue, Omaha, NE 68154-2631 ATI 3720 EM 06/20 </div>"},"citiAccountKtpEnhanced":{"subject":"TD Ameritrade Online Application","text":"Dear %s %s, You've taken the first step to pursuing your financial goals by beginning the TD Ameritrade account application. To learn more about your relationship with TD Ameritrade, review our <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA101313.pdf\">Client Relationship Summary</a>. To finish opening your account, you must send the attached New Account Cover Sheet and these supporting document(s): <ol> %s </ol> We’ll process your account application as soon as we receive the documents. In the meanwhile, please review these documents: <ul> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA101313.pdf\">Client Relationship Summary</a></li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD182.pdf\">Client Agreement</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA066.pdf\">Account Handbook</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD5491.pdf\">Business Continuity Plan Statement</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA6184.pdf\">Your Relationship with TD Ameritrade</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD800.pdf\">TD Ameritrade Privacy Statement</a> </li></ul> If you have any questions, please contact a New Client Consultant at 800-454-9272. We're available 24 hours a day, seven days a week. Again, thank you for choosing TD Ameritrade. We look forward to serving your financial needs. <div style=\"font-size: 10px; margin-top: 15px;\">This is an automated email, and we won't receive your message if you reply. TD Ameritrade understands the importance of protecting your privacy. From time to time we need to send you notifications like this one to give you important information about your account. If you've opted out of receiving promotional marketing communications from us, containing news about new and valuable services, we will continue to honor your request. Market volatility, volume, and system availability may delay account access and trade execution. TD Ameritrade, Inc., member <a href=\"www.finra.org\">FINRA</a>/<a href=\"www.sipc.org\">SIPC</a>, a subsidiary of The Charles Schwab Corporation. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. %s %d Charles Schwab & Co., Inc. All rights reserved. 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