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[China](https://ola.tdameritrade.com/global), visit those websites to open your account.","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.","disclosureModalText":"TD Ameritrade does not charge maintenance or inactivity fees or commissions on online U.S. exchange-listed stock, ETF, and option trades. 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.","disclosureCopy":"TD Ameritrade, Inc., member [FINRA](http://www.finra.org/)/[SIPC](https://www.sipc.org/). TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. ©&nbsp;2020&nbsp;TD&nbsp;Ameritrade.","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/). TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. © 2020 TD Ameritrade.","brokerCheckCopy":"Check the background of TD Ameritrade on [BrokerCheck®&#160by&#160FINRA](http://brokercheck.finra.org/Firm/Summary/7870)."},"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.","accountOpeningProcedure_inline_header":"Important information about procedures for opening a new account:","whatThisMeansForYou_inline_header":"What this means for you:","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."},"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."},"coBrowsing":{"coBrowsingInfo":"- You must already be on the phone with a TD Ameritrade associate \n- Once the associate joins the session, they can see only the TD Ameritrade website, not your desktop or any application you have open on your desktop \n- At any time during this session, you can select \"Hide my screen\" to enable on-demand privacy and hide the entire webpage from our view \n- You can end the session by selecting \"End session\"","title":"Important information about your screen share session","screenShareLink":"Screen share","acceptButtonText":"Accept","cancelLinkText":"Cancel"}},"session":{"timeoutModals":{"confirmModalTitle":"Your session is about to expire.","confirmModalRejectButton":"Exit and delete my info","notificationModalContinueButton":"Start again","confirmModalConfirmButton":"Continue my application","notificationModalTitle":"Your session has expired.","confirmModalContent":"It's been a while since you've taken action on this page and your session will time out in 5 minutes.","notificationModalContent":"It's been a while since you've taken any action on the page, and your session has timed out. To open an account, you'll have to start again."}},"email":{"imsAccountKtpEnhanced":{"text":"Dear %s %s, <p> <br/> 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>.</p> <p><br/>To finish opening your account, you must send the attached New Account Cover Sheet and these supporting document(s): </p> <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. <br/><br/> 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. <br/><br/> Market volatility, volume, and system availability may delay account access and trade execution. <br/><br/> TD Ameritrade, Inc., member <a href=\"www.finra.org\">FINRA</a>/<a href=\"www.sipc.org\">SIPC</a>. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. %s %d TD Ameritrade. <br/><br/> Distributed by: TD Ameritrade, Inc., 200 South 108th Avenue, Omaha, NE 68154-2631 <br/><br/> ATI 3722 EM 10/20 </div>","subject":"TD Ameritrade Online Application"},"citiIraAccountFullyPromoted":{"text":"Dear %s %s, <p> <br/> 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.</p> <p>You can start <b>putting your investing strategy into motion as soon as we receive approval from Citi's Compliance Department</b>. If you have any questions about this process or the status of your approval, please call Citi's Compliance Department at 866-369-2074.</p> <p><b>Look for additional messages from us.</b></p> <p>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.</p> <p>In addition, please review this important information about your account:</p> <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> <p><b>We're here for you.</b></p> <p>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.</p> <p>Again, thank you for choosing TD Ameritrade.</p> <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. <br/><br/> 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. <br/><br/>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. <br/><br/> Market volatility, volume, and system availability may delay account access and trade execution. <br/><br/> TD Ameritrade, Inc., member <a href=\"www.finra.org\">FINRA</a>/<a href=\"www.sipc.org\">SIPC</a>. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. %s %d TD Ameritrade. <br/><br/> Distributed by: TD Ameritrade, Inc., 200 South 108th Avenue, Omaha, NE 68154-2631 <br/><br/> ATI 3720 EM 06/20 </div>","rothIraCustodialAgreement":"<li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD6100.pdf\">Roth Individual Retirement Custodial Account Agreement</a> </li>","subject":"Welcome to TD Ameritrade","iraCustodialAgreement":"<li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD6102.pdf\">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>"},"imsSelectiveIraAccountKtpEnhanced":{"text":"Dear %s %s, <p> <br/> 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>.</p> <p><br/>To finish opening your account, you must send the attached New Account Cover Sheet and these supporting document(s): </p> <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. <br/><br/> 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. <br/><br/> Market volatility, volume, and system availability may delay account access and trade execution. <br/><br/> TD Ameritrade, Inc., member <a href=\"www.finra.org\">FINRA</a>/<a href=\"www.sipc.org\">SIPC</a>. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. %s %d TD Ameritrade. <br/><br/> Distributed by: TD Ameritrade, Inc., 200 South 108th Avenue, Omaha, NE 68154-2631 <br/><br/> ATI 3722 EM 10/20 </div>","rothIraCustodialAgreement":"<li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD6100.pdf\">Roth Individual Retirement Custodial Account Agreement</a> </li>","subject":"TD Ameritrade Online Application","iraCustodialAgreement":"<li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD6102.pdf\">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>"},"dbAccountKtp":{"text":"Dear %s %s, <p> <br/> 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: </p> <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. <br/><br/> 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. <br/><br/> Market volatility, volume, and system availability may delay account access and trade execution. <br/><br/> TD Ameritrade, Inc., member <a href=\"www.finra.org\">FINRA</a>/<a href=\"www.sipc.org\">SIPC</a>. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. %s %d TD Ameritrade. <br/><br/> Distributed by: TD Ameritrade, Inc., 200 South 108th Avenue, Omaha, NE 68154-2631 <br/><br/> ATI 3722 EM 06/20 </div>","subject":"TD Ameritrade Online Application"},"imsSelectiveIraAccountFullyPromoted":{"text":"Dear %s %s, <p> <br/> Congratulations on opening your new TD Ameritrade Investing Account. The portfolio that you selected is tailored to help you pursue your financial goal.</p> <p>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.</p> <p>For additional information about your new account, please view the following documents:</p> <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> <p>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).</p> <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. <br/><br/>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.<br/><br/>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.<br/><br/>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>. <br/><br/>TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. %s %d TD Ameritrade<br/><br/>Distributed by: TD Ameritrade, Inc., 200 South 108th Avenue, Omaha, NE 68154-2631<br/><br/>TDA 3729 EM 06/20</div>","rothIraCustodialAgreement":"<li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD6100.pdf\">Roth Individual Retirement Custodial Account Agreement</a> </li>","subject":"Welcome to TD Ameritrade","iraCustodialAgreement":"<li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD6102.pdf\">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>"},"iraKtpEnhanced":{"text":"Dear %s %s, <p> <br/> 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>.</p> <p><br/>To finish opening your account, you must send the attached New Account Cover Sheet and these supporting document(s): </p> <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. <br/><br/> 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. <br/><br/> Market volatility, volume, and system availability may delay account access and trade execution. <br/><br/> TD Ameritrade, Inc., member <a href=\"www.finra.org\">FINRA</a>/<a href=\"www.sipc.org\">SIPC</a>. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank.%s %d TD Ameritrade <br/><br/> Distributed by: TD Ameritrade, Inc., 200 South 108th Avenue, Omaha, NE 68154-2631 <br/><br/> ATI 3722 EM 10/20 </div>","rothIraCustodialAgreement":"<li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD6100.pdf\">Roth Individual Retirement Custodial Account Agreement</a> </li>","subject":"TD Ameritrade Online Application","iraCustodialAgreement":"<li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD6102.pdf\">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>"},"citiAccountKtp":{"text":"Dear %s %s, <p> <br/> 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: </p> <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. <br/><br/> 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. <br/><br/> Market volatility, volume, and system availability may delay account access and trade execution. <br/><br/> TD Ameritrade, Inc., member <a href=\"www.finra.org\">FINRA</a>/<a href=\"www.sipc.org\">SIPC</a>. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. %s %d TD Ameritrade. <br/><br/> Distributed by: TD Ameritrade, Inc., 200 South 108th Avenue, Omaha, NE 68154-2631 <br/><br/> ATI 3722 EM 06/20 </div>","subject":"TD Ameritrade Online Application"},"dbIraAccountKtp":{"text":"Dear %s %s, <p> <br/> 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: </p> <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. <br/><br/> 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. <br/><br/> Market volatility, volume, and system availability may delay account access and trade execution. <br/><br/> TD Ameritrade, Inc., member <a href=\"www.finra.org\">FINRA</a>/<a href=\"www.sipc.org\">SIPC</a>. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. %s %d TD Ameritrade. <br/><br/> Distributed by: TD Ameritrade, Inc., 200 South 108th Avenue, Omaha, NE 68154-2631 <br/><br/> ATI 3722 EM 06/20 </div>","rothIraCustodialAgreement":"<li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD6100.pdf\">Roth Individual Retirement Custodial Account Agreement</a> </li>","subject":"TD Ameritrade Online Application","iraCustodialAgreement":"<li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD6102.pdf\">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>"},"dbAccountFullyPromoted":{"text":"Dear %s %s, <p> <br/> 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: </p> <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> <p>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.</p> <div style=\"font-size: 10px; margin-top: 15px;\">This is an automated email, and we won't receive your message if you reply. <br/><br/> 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. <br/><br/> Market volatility, volume, and system availability may delay account access and trade execution. <br/><br/> TD Ameritrade, Inc., member <a href=\"www.finra.org\">FINRA</a>/<a href=\"www.sipc.org\">SIPC</a>. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. %s %d TD Ameritrade. <br/><br/> Distributed by: TD Ameritrade, Inc., 200 South 108th Avenue, Omaha, NE 68154-2631 <br/><br/> ATI 3720 EM 06/20 </div>","subject":"Welcome to TD Ameritrade"},"ktpEnhanced":{"text":"Dear %s %s, <p> <br/> 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>.</p> <p><br/>To finish opening your account, you must send the attached New Account Cover Sheet and these supporting document(s): </p> <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. <br/><br/> 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. <br/><br/> Market volatility, volume, and system availability may delay account access and trade execution. <br/><br/> TD Ameritrade, Inc., member <a href=\"www.finra.org\">FINRA</a>/<a href=\"www.sipc.org\">SIPC</a>. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank.%s %d TD Ameritrade <br/><br/> Distributed by: TD Ameritrade, Inc., 200 South 108th Avenue, Omaha, NE 68154-2631 <br/><br/> ATI 3722 EM 10/20 </div>","subject":"TD Ameritrade Online Application"},"spsCompanionAccountFailure":{"text":"Due to a system error, the companion account for sps account number %s was not properly created.","subject":"Failure to create companion account for sps account number %s"},"iraAccountFullyPromoted":{"text":"Dear %s %s, <p> <br/> 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: </p> <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> <p>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.</p> <div style=\"font-size: 10px; margin-top: 15px;\">This is an automated email, and we won't receive your message if you reply. <br/><br/> 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. <br/><br/> Market volatility, volume, and system availability may delay account access and trade execution. <br/><br/> TD Ameritrade, Inc., member <a href=\"www.finra.org\">FINRA</a>/<a href=\"www.sipc.org\">SIPC</a>. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. %s %d TD Ameritrade. <br/><br/> Distributed by: TD Ameritrade, Inc., 200 South 108th Avenue, Omaha, NE 68154-2631 <br/><br/> ATI 3720 EM 06/20 </div>","subject":"Welcome to TD Ameritrade"},"spsAccountFullyPromoted":{"text":"Dear %s %s, <p> <br/> 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: </p> <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> <p>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.</p> <div style=\"font-size: 10px; margin-top: 15px;\">This is an automated email, and we won't receive your message if you reply. <br/><br/> 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. <br/><br/> Market volatility, volume, and system availability may delay account access and trade execution. <br/><br/> TD Ameritrade, Inc., member <a href=\"www.finra.org\">FINRA</a>/<a href=\"www.sipc.org\">SIPC</a>. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. %s %d TD Ameritrade. <br/><br/> Distributed by: TD Ameritrade, Inc., 200 South 108th Avenue, Omaha, NE 68154-2631 <br/><br/> ATI 3720 EM 06/20 </div>","subject":"Welcome to TD Ameritrade"},"imsAccountKtp":{"text":"Dear %s %s, <p> <br/> 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: </p> <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. <br/><br/> 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. <br/><br/> Market volatility, volume, and system availability may delay account access and trade execution. <br/><br/> TD Ameritrade, Inc., member <a href=\"www.finra.org\">FINRA</a>/<a href=\"www.sipc.org\">SIPC</a>. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. %s %d TD Ameritrade. <br/><br/> Distributed by: TD Ameritrade, Inc., 200 South 108th Avenue, Omaha, NE 68154-2631 <br/><br/> ATI 3722 EM 06/20 </div>","subject":"TD Ameritrade Online Application"},"imsIraAccountKtpEnhanced":{"text":"Dear %s %s, <p> <br/> 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>.</p> <p><br/>To finish opening your account, you must send the attached New Account Cover Sheet and these supporting document(s): </p> <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. <br/><br/> 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. <br/><br/> Market volatility, volume, and system availability may delay account access and trade execution. <br/><br/> TD Ameritrade, Inc., member <a href=\"www.finra.org\">FINRA</a>/<a href=\"www.sipc.org\">SIPC</a>. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. %s %d TD Ameritrade. <br/><br/> Distributed by: TD Ameritrade, Inc., 200 South 108th Avenue, Omaha, NE 68154-2631 <br/><br/> ATI 3722 EM 10/20 </div>","rothIraCustodialAgreement":"<li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD6100.pdf\">Roth Individual Retirement Custodial Account Agreement</a> </li>","subject":"TD Ameritrade Online Application","iraCustodialAgreement":"<li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD6102.pdf\">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>"},"accountFullyPromoted":{"text":"Dear %s %s, <p> <br/> 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: </p> <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> <p>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.</p> <div style=\"font-size: 10px; margin-top: 15px;\">This is an automated email, and we won't receive your message if you reply. <br/><br/> 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. <br/><br/> Market volatility, volume, and system availability may delay account access and trade execution. <br/><br/> TD Ameritrade, Inc., member <a href=\"www.finra.org\">FINRA</a>/<a href=\"www.sipc.org\">SIPC</a>. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. %s %d TD Ameritrade. <br/><br/> Distributed by: TD Ameritrade, Inc., 200 South 108th Avenue, Omaha, NE 68154-2631 <br/><br/> ATI 3720 EM 06/20 </div>","subject":"Welcome to TD Ameritrade"},"citiIraAccountKtp":{"text":"Dear %s %s, <p> <br/> 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: </p> <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. <br/><br/> 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. <br/><br/> Market volatility, volume, and system availability may delay account access and trade execution. <br/><br/> TD Ameritrade, Inc., member <a href=\"www.finra.org\">FINRA</a>/<a href=\"www.sipc.org\">SIPC</a>. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. %s %d TD Ameritrade. <br/><br/> Distributed by: TD Ameritrade, Inc., 200 South 108th Avenue, Omaha, NE 68154-2631 <br/><br/> ATI 3722 EM 06/20 </div>","rothIraCustodialAgreement":"<li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD6100.pdf\">Roth Individual Retirement Custodial Account Agreement</a> </li>","subject":"TD Ameritrade Online Application","iraCustodialAgreement":"<li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD6102.pdf\">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>"},"ktpReasons":{"tuReject":"w9Form,ssn_card,government_id","government_id":"A copy of a current government-issued ID, such as your passport, visa, or driver's license","visaItin":"ssn_card,government_id","gov_issued_id":"A copy of a current government-issued ID, such as your passport","w9Form":"<a href=\"https://www.irs.gov/pub/irs-pdf/fw9.pdf\">IRS Form W-9</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>","foreignUsAddress":"w8,mailing_address_letter,current_visa,gov_issued_id,bank_statement_and_residence_proof","utmaUgmaTransferStatement":"Account statement for the UTMA/UGMA account being transferred","minorBelowAgeOfTermination":"utmaUgmaTransferStatement","ssn_card":"A copy of your Social Security card or Individual Taxpayer Identification Number (ITIN)","certificate_loss_nationality":"A copy of your Certificate of Loss of Nationality of the United States","current_visa":"A copy of your current visa if you have one","w9":"w9Form","w8":"<a href=\"https://www.irs.gov/pub/irs-pdf/fw8ben.pdf\">IRS Form W-8BEN</a>","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.","mailing_address_letter":"<a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD835.pdf\">Letter of Explanation for U.S. Mailing Address/U.S. Phone Number Attachment to Form W-8</a>","foreign":"passport_gov_id,bank_statement_and_residence_proof,w8","lossOfNationality":"certificate_loss_nationality"},"rothIraAccountFullyPromoted":{"text":"Dear %s %s, <p> <br/> 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: </p> <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> <p>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.</p> <div style=\"font-size: 10px; margin-top: 15px;\">This is an automated email, and we won't receive your message if you reply. <br/><br/> 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. <br/><br/> Market volatility, volume, and system availability may delay account access and trade execution. <br/><br/> TD Ameritrade, Inc., member <a href=\"www.finra.org\">FINRA</a>/<a href=\"www.sipc.org\">SIPC</a>. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. %s %d TD Ameritrade. <br/><br/> Distributed by: TD Ameritrade, Inc., 200 South 108th Avenue, Omaha, NE 68154-2631 <br/><br/> ATI 3720 EM 06/20 </div>","subject":"Welcome to TD Ameritrade"},"imsSelectiveAccountFullyPromoted":{"text":"Dear %s %s, <p> <br/> Congratulations on opening your new TD Ameritrade Investing Account. The portfolio that you selected is tailored to help you pursue your financial goal.</p> <p>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.</p> <p>For additional information about your new account, please view the following documents:</p> <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> <p>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).</p> <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. <br/><br/>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.<br/><br/>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.<br/><br/>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>. <br/><br/>TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. %s %d TD Ameritrade<br/><br/>Distributed by: TD Ameritrade, Inc., 200 South 108th Avenue, Omaha, NE 68154-2631<br/><br/>TDA 3729 EM 06/20</div>","subject":"Welcome to TD Ameritrade"},"spsAccountKtpEnhanced":{"text":"Dear %s %s, <p> <br/> 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>.</p> <p><br/>To finish opening your account, you must send the attached New Account Cover Sheet and these supporting document(s): </p> <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. <br/><br/> 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. <br/><br/> Market volatility, volume, and system availability may delay account access and trade execution. <br/><br/> TD Ameritrade, Inc., member <a href=\"www.finra.org\">FINRA</a>/<a href=\"www.sipc.org\">SIPC</a>. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. %s %d TD Ameritrade. <br/><br/> Distributed by: TD Ameritrade, Inc., 200 South 108th Avenue, Omaha, NE 68154-2631 <br/><br/> ATI 3722 EM 10/20 </div>","subject":"TD Ameritrade Online Application"},"citiAccountFullyPromoted":{"text":"Dear %s %s, <p> <br/> 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.</p> <p>You can start <b>putting your investing strategy into motion as soon as we receive approval from Citi's Compliance Department</b>. If you have any questions about this process or the status of your approval, please call Citi's Compliance Department at 866-369-2074.</p> <p><b>Look for additional messages from us.</b></p> <p>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.</p> <p>In addition, please review this important information about your account:</p> <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> <p><b>We're here for you.</b></p> <p>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.</p> <p>Again, thank you for choosing TD Ameritrade.</p> <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. <br/><br/> 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. <br/><br/>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. <br/><br/> Market volatility, volume, and system availability may delay account access and trade execution. <br/><br/> TD Ameritrade, Inc., member <a href=\"www.finra.org\">FINRA</a>/<a href=\"www.sipc.org\">SIPC</a>. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. %s %d TD Ameritrade. <br/><br/> Distributed by: TD Ameritrade, Inc., 200 South 108th Avenue, Omaha, NE 68154-2631 <br/><br/> ATI 3720 EM 06/20 </div>","subject":"Welcome to TD Ameritrade"},"imsIraAccountFullyPromoted":{"text":"Dear %s %s, <p> <br/> Congratulations on opening your new TD Ameritrade Investing Account.</p> <p>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.</p> <p>For additional information about your new account, please view the following documents:</p> <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> <p>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).</p> <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. <br/><br/>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.<br/><br/>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.<br/><br/>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>. <br/><br/>TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. %s %d TD Ameritrade<br/><br/>Distributed by: TD Ameritrade, Inc., 200 South 108th Avenue, Omaha, NE 68154-2631<br/><br/>TDA 3729 EM 06/20</div>","rothIraCustodialAgreement":"<li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD6100.pdf\">Roth Individual Retirement Custodial Account Agreement</a> </li>","subject":"Welcome to TD Ameritrade","iraCustodialAgreement":"<li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD6102.pdf\">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>"},"citiAccountKtpEnhanced":{"text":"Dear %s %s, <p> <br/> 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>.</p> <p><br/>To finish opening your account, you must send the attached New Account Cover Sheet and these supporting document(s): </p> <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. <br/><br/> 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. <br/><br/> Market volatility, volume, and system availability may delay account access and trade execution. <br/><br/> TD Ameritrade, Inc., member <a href=\"www.finra.org\">FINRA</a>/<a href=\"www.sipc.org\">SIPC</a>. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. %s %d TD Ameritrade. <br/><br/> Distributed by: TD Ameritrade, Inc., 200 South 108th Avenue, Omaha, NE 68154-2631 <br/><br/> ATI 3722 EM 10/20 </div>","subject":"TD Ameritrade Online Application"},"imsSelectiveAccountKtpEnhanced":{"text":"Dear %s %s, <p> <br/> 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>.</p> <p><br/>To finish opening your account, you must send the attached New Account Cover Sheet and these supporting document(s): </p> <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. <br/><br/> 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. <br/><br/> Market volatility, volume, and system availability may delay account access and trade execution. <br/><br/> TD Ameritrade, Inc., member <a href=\"www.finra.org\">FINRA</a>/<a href=\"www.sipc.org\">SIPC</a>. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. %s %d TD Ameritrade. <br/><br/> Distributed by: TD Ameritrade, Inc., 200 South 108th Avenue, Omaha, NE 68154-2631 <br/><br/> ATI 3722 EM 10/20 </div>","subject":"TD Ameritrade Online Application"},"iraKtp":{"text":"Dear %s %s, <p> <br/> 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: </p> <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. <br/><br/> 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. <br/><br/> Market volatility, volume, and system availability may delay account access and trade execution. <br/><br/> TD Ameritrade, Inc., member <a href=\"www.finra.org\">FINRA</a>/<a href=\"www.sipc.org\">SIPC</a>. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank.%s %d TD Ameritrade <br/><br/> Distributed by: TD Ameritrade, Inc., 200 South 108th Avenue, Omaha, NE 68154-2631 <br/><br/> ATI 3722 EM 06/20 </div>","rothIraCustodialAgreement":"<li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD6100.pdf\">Roth Individual Retirement Custodial Account Agreement</a> </li>","subject":"TD Ameritrade Online Application","iraCustodialAgreement":"<li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD6102.pdf\">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>"},"imsSelectiveIraAccountKtp":{"text":"Dear %s %s, <p> <br/> 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: </p> <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. <br/><br/> 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. <br/><br/> Market volatility, volume, and system availability may delay account access and trade execution. <br/><br/> TD Ameritrade, Inc., member <a href=\"www.finra.org\">FINRA</a>/<a href=\"www.sipc.org\">SIPC</a>. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. %s %d TD Ameritrade. <br/><br/> Distributed by: TD Ameritrade, Inc., 200 South 108th Avenue, Omaha, NE 68154-2631 <br/><br/> ATI 3722 EM 06/20 </div>","rothIraCustodialAgreement":"<li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD6100.pdf\">Roth Individual Retirement Custodial Account Agreement</a> </li>","subject":"TD Ameritrade Online Application","iraCustodialAgreement":"<li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD6102.pdf\">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>"},"spsAccountKtp":{"text":"Dear %s %s, <p> <br/> You've taken the first step to pursuing your financial goals by beginning the Equity360 account application. To finish opening your account, you must: </p> <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. <br/><br/> 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. <br/><br/> Market volatility, volume, and system availability may delay account access and trade execution. <br/><br/> TD Ameritrade, Inc., member <a href=\"www.finra.org\">FINRA</a>/<a href=\"www.sipc.org\">SIPC</a>. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. %s %d TD Ameritrade. <br/><br/> Distributed by: TD Ameritrade, Inc., 200 South 108th Avenue, Omaha, NE 68154-2631 <br/><br/> ATI 3722 EM 06/20 </div>","subject":"TD Ameritrade Online Application"},"simpleIraAccountFullyPromoted":{"text":"Dear %s %s, <p> <br/> 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: </p> <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> <p>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.</p> <div style=\"font-size: 10px; margin-top: 15px;\">This is an automated email, and we won't receive your message if you reply. <br/><br/> 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. <br/><br/> Market volatility, volume, and system availability may delay account access and trade execution. <br/><br/> TD Ameritrade, Inc., member <a href=\"www.finra.org\">FINRA</a>/<a href=\"www.sipc.org\">SIPC</a>. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. %s %d TD Ameritrade. <br/><br/> Distributed by: TD Ameritrade, Inc., 200 South 108th Avenue, Omaha, NE 68154-2631 <br/><br/> ATI 3720 EM 06/20 </div>","subject":"Welcome to TD Ameritrade"},"promotionFailureAndOfacKtp":{"text":"Dear %s %s, <p> <br/> 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>.</p> 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. <br/><br/> 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. <br/><br/> Market volatility, volume, and system availability may delay account access and trade execution. <br/><br/> TD Ameritrade, Inc., member <a href=\"www.finra.org\">FINRA</a>/<a href=\"www.sipc.org\">SIPC</a>. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank.%s %d TD Ameritrade <br/><br/> Distributed by: TD Ameritrade, Inc., 200 South 108th Avenue, Omaha, NE 68154-2631 <br/><br/> ATI 3722 EM 06/20 </div>","subject":"TD Ameritrade Online Application"},"dbIraAccountFullyPromoted":{"text":"Dear %s %s, <p> <br/> 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: </p> <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> <p>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.</p> <div style=\"font-size: 10px; margin-top: 15px;\">This is an automated email, and we won't receive your message if you reply. <br/><br/> 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. <br/><br/> Market volatility, volume, and system availability may delay account access and trade execution. <br/><br/> TD Ameritrade, Inc., member <a href=\"www.finra.org\">FINRA</a>/<a href=\"www.sipc.org\">SIPC</a>. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. %s %d TD Ameritrade. <br/><br/> Distributed by: TD Ameritrade, Inc., 200 South 108th Avenue, Omaha, NE 68154-2631 <br/><br/> ATI 3720 EM 06/20 </div>","rothIraCustodialAgreement":"<li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD6100.pdf\">Roth Individual Retirement Custodial Account Agreement</a> </li>","subject":"Welcome to TD Ameritrade","iraCustodialAgreement":"<li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD6102.pdf\">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>"},"dbIraAccountKtpEnhanced":{"text":"Dear %s %s, <p> <br/> 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>.</p> <p><br/>To finish opening your account, you must send the attached New Account Cover Sheet and these supporting document(s): </p> <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. <br/><br/> 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. <br/><br/> Market volatility, volume, and system availability may delay account access and trade execution. <br/><br/> TD Ameritrade, Inc., member <a href=\"www.finra.org\">FINRA</a>/<a href=\"www.sipc.org\">SIPC</a>. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. %s %d TD Ameritrade. <br/><br/> Distributed by: TD Ameritrade, Inc., 200 South 108th Avenue, Omaha, NE 68154-2631 <br/><br/> ATI 3722 EM 10/20 </div>","rothIraCustodialAgreement":"<li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD6100.pdf\">Roth Individual Retirement Custodial Account Agreement</a> </li>","subject":"TD Ameritrade Online Application","iraCustodialAgreement":"<li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD6102.pdf\">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>"},"imsIraAccountKtp":{"text":"Dear %s %s, <p> <br/> 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: </p> <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. <br/><br/> 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. <br/><br/> Market volatility, volume, and system availability may delay account access and trade execution. <br/><br/> TD Ameritrade, Inc., member <a href=\"www.finra.org\">FINRA</a>/<a href=\"www.sipc.org\">SIPC</a>. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. %s %d TD Ameritrade. <br/><br/> Distributed by: TD Ameritrade, Inc., 200 South 108th Avenue, Omaha, NE 68154-2631 <br/><br/> ATI 3722 EM 06/20 </div>","rothIraCustodialAgreement":"<li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD6100.pdf\">Roth Individual Retirement Custodial Account Agreement</a> </li>","subject":"TD Ameritrade Online Application","iraCustodialAgreement":"<li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD6102.pdf\">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>"},"imsSelectiveAccountKtp":{"text":"Dear %s %s, <p> <br/> 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: </p> <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. <br/><br/> 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. <br/><br/> Market volatility, volume, and system availability may delay account access and trade execution. <br/><br/> TD Ameritrade, Inc., member <a href=\"www.finra.org\">FINRA</a>/<a href=\"www.sipc.org\">SIPC</a>. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. %s %d TD Ameritrade. <br/><br/> Distributed by: TD Ameritrade, Inc., 200 South 108th Avenue, Omaha, NE 68154-2631 <br/><br/> ATI 3722 EM 06/20 </div>","subject":"TD Ameritrade Online Application"},"ktp":{"text":"Dear %s %s, <p> <br/> 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: </p> <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. <br/><br/> 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. <br/><br/> Market volatility, volume, and system availability may delay account access and trade execution. <br/><br/> TD Ameritrade, Inc., member <a href=\"www.finra.org\">FINRA</a>/<a href=\"www.sipc.org\">SIPC</a>. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank.%s %d TD Ameritrade <br/><br/> Distributed by: TD Ameritrade, Inc., 200 South 108th Avenue, Omaha, NE 68154-2631 <br/><br/> ATI 3722 EM 06/20 </div>","subject":"TD Ameritrade Online Application"},"dbAccountKtpEnhanced":{"text":"Dear %s %s, <p> <br/> 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>.</p> <p><br/>To finish opening your account, you must send the attached New Account Cover Sheet and these supporting document(s): </p> <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. <br/><br/> 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. <br/><br/> Market volatility, volume, and system availability may delay account access and trade execution. <br/><br/> TD Ameritrade, Inc., member <a href=\"www.finra.org\">FINRA</a>/<a href=\"www.sipc.org\">SIPC</a>. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. %s %d TD Ameritrade. <br/><br/> Distributed by: TD Ameritrade, Inc., 200 South 108th Avenue, Omaha, NE 68154-2631 <br/><br/> ATI 3722 EM 10/20 </div>","subject":"TD Ameritrade Online Application"},"citiIraAccountKtpEnhanced":{"text":"Dear %s %s, <p> <br/> 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>.</p> <p><br/>To finish opening your account, you must send the attached New Account Cover Sheet and these supporting document(s): </p> <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. <br/><br/> 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. <br/><br/> Market volatility, volume, and system availability may delay account access and trade execution. <br/><br/> TD Ameritrade, Inc., member <a href=\"www.finra.org\">FINRA</a>/<a href=\"www.sipc.org\">SIPC</a>. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. %s %d TD Ameritrade. <br/><br/> Distributed by: TD Ameritrade, Inc., 200 South 108th Avenue, Omaha, NE 68154-2631 <br/><br/> ATI 3722 EM 10/20 </div>","rothIraCustodialAgreement":"<li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD6100.pdf\">Roth Individual Retirement Custodial Account Agreement</a> </li>","subject":"TD Ameritrade Online Application","iraCustodialAgreement":"<li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD6102.pdf\">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>"},"imsAccountFullyPromoted":{"text":"Dear %s %s, <p> <br/> Congratulations on opening your new TD Ameritrade Investing Account.</p> <p>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.</p> <p>For additional information about your new account, please view the following documents:</p> <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> <p>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).</p> <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. <br/><br/>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.<br/><br/>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.<br/><br/>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>. <br/><br/>TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. %s %d TD Ameritrade<br/><br/>Distributed by: TD Ameritrade, Inc., 200 South 108th Avenue, Omaha, NE 68154-2631<br/><br/>TDA 3729 EM 06/20</div>","subject":"Welcome to TD Ameritrade"}},"externalUrls":{"urls":{"redirectSingaporeURL":"https://www.tdameritrade.com.sg/","essentialPortfoliosURL":"https://www.tdameritrade.com/investment-guidance/investment-management-services/essential-portfolios.page","redirectHongKongURL":"https://www.tdameritrade.com.hk/","redirectChinaURL":"https://ola.tdameritrade.com/global","selectivePortfoliosURL":"https://www.tdameritrade.com/investment-guidance/investment-management-services/selective-portfolios.page","tdaMarketingSite":"https://www.tdameritrade.com/home.page","fiveTwoNineCollegeSavingsPlanURL":"https://tdameritrade529.com/tdatpl/uii529enroll/gettingStarted.do","redirectCanadaURL":"http://www.tddirectinvesting.ca/","redirectTaiwanURL":"https://ola.tdameritrade.com/global/index.html%23!/"}},"offers":{"termsAndConditions":{"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)","linkText":"Offer terms and conditions","error":"Enter an eligible offer code or continue without one.","header":"Offer terms and conditions"}},"images":{"imageAltText":{"expandedIcon":"Expanded","tdaLogo":"Go to TDAmeritrade.com","feedbackIcon":"Give us feedback","callIcon":"Call us at","chatIcon":"Chat with us","collapsedIcon":"Collapsed","secureLockIcon":"This is a secure page"}},"accountTypes":{"otherTaxExemptTrust":{"showProvidePlanDocumentCopy":true,"altDeliveryOtherForms":"erisaPlanInformation","description":"These accounts include defined benefit plans (DBP) and retirement trusts, such as rabbi trusts and secular trusts. 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You’re in the right place.","barronsDisclaimer":"Reviewed against 14 other online brokers, TD Ameritrade was named #1 Overall Broker in the StockBrokers.com 2020 Online Broker Review (2 years in a row). 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).","selectAccountButtonLabel":"Select an account","callUs":"Call us at","offerAppliedMessage":"Offer applied successfully to your account application.","helpMeDecideLinkPrefix":"Not sure?","helpMeDecideLinkLabel":"Find an account to meet your needs","feedbackText":"Feedback","supportingCopyHeader":"What you need:","accoladesAltText":"An illustrated #1 ribbon representing recognition from StockBrokers.com 2020 Online Broker Review and text listing award categories: #1 for Overall Broker, #1 in Platforms and Tools, #1 in Customer Service, #1 in Education, , #1 for Trader App, #1 for Trader Community, #1 for Desktop Platform.","stockBrokersDisclaimer":"TD Ameritrade, Inc., member [FINRA](http://www.finra.org/)/[SIPC](https://www.sipc.org/). TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. © 2018 TD Ameritrade.","supportCopyDocuments":"- Social Security number or ITIN\n- Foreign tax ID, passport, or visa number (if you’re not a U.S. citizen or permanent resident)\n- Your employer's name, address, and phone number"},"helpMeSelectAnAccount":{"saveForMyRetirement":"Save for my retirement","tradeStockCopy":"I want to trade and invest to build wealth.","single":"Single","splitRights":"Each owner has rights to 50% of the assets","showResult":"Show Results","investmentQuestion":"How much do you want to invest?","incomeQuestionTitle":"What is your adjusted gross income?","traditionalIra":"Traditional IRA","no":"No","investmentAmountCopy":"Certain education savings accounts have contribution limits.","allIrasContributionLimitOver50":"Contribute up to $6,000 in total among all your IRAs ($7,000 if you’re 50 or older) for tax year 2020","traditionalIraOver50":"Contribute up to $6,000 in total among all your IRAs ($7,000 if you’re 50 or older) for tax year 2020","investmentAssets":"What's the value of the assets you're moving over?","saveForEducation":"Save for education","selectAccountLinkLabel":"Show all account types","showMyResult":"Show my results","justMe":"Just me","openingNew":"I'm opening a new retirement account.","depositTitle1":"Deposit $3,000 or more, get","depositTitle2":"Deposit $25,000–$99,999, get","jointTaxReturn":"You must have earned income or file a joint tax return with a spouse who has earned income","livedTogether":"Did you live with your spouse at any time during the year?","rothIRAOver50Contribution2Plural":"For tax year 2019, you can make the full contribution if your AGI is under $193,000 (if filing jointly) or $122,000 (if filing as single). You can make a partial contribution if your AGI is under $203,000 (jointly) or $137,000 (single).","depositTitle3":"Deposit $100,000–$249,999, get","depositTitle4":"Deposit $250,000 or more, get","managedAccount":"Show Managed Account","meAndAnotherAdult":"Me and an adult (not my spouse)","ordinaryIncomeTax":"Withdrawals are taxed at your ordinary income tax rate","investmentClub":"I'm opening an account for an investment club.","retirementAccountCopy":"You must transfer into the same type of IRA.","investingForCopy":"Select one reason for this account. You can open another account later.","rothIraAnyAgeContribution":"Contribute to a Roth IRA if your adjusted gross income (AGI) is below these limits:\n\n*Tax year 2020:* $196,000 if you file jointly, or $124,000 if you file as single. You can make a partial contribution if your AGI is under $206,000 (jointly) or $139,000 (single).","irsPenalties":"IRS penalties apply for withdrawals before age 59½ (unless it's a qualified exception)","marriedFilingJointly":"Married filing jointly","rothIRAUnder50ContributionPlural":"For tax year 2018, you can make the full contribution if your adjusted gross income (AGI) is under $189,000 (if filing jointly) or $120,000 (if filing as single). You can make partial contributions if your AGI is under $199,000 (jointly) or $135,000 (single).","skipThisQuestion":"Skip this question","aBusinessTrust":"A business or trust","trusteeOpening":"I'm a trustee opening this account for a trust.","traditionalIraOver70":"Can be funded only with the transfer of another IRA; no contributions","allIrasGeneralContributionLimit":"Contribute up to $6,000 in total among all your IRAs ($7,000 if you’re 50 or older) for tax year 2020","rothIraIncomeBasedContributionLimit":"Contribute up to $6,000 in total among all your IRAs ($7,000 if you’re 50 or older) for tax year 2020","rothIRAIncomeNoAge1":"Contribute to a Roth IRA if your adjusted gross income (AGI) is below these limits:\n\n*Tax year 2020:* $196,000 if you file jointly, or $124,000 if you file as single. You can make a partial contribution if your AGI is under $206,000 (jointly) or $139,000 (single).","filingStatus":"How do you file income taxes?","rothIRAUnder50Contribution2Plural":"For tax year 2019, you can make the full contribution if your AGI is under $193,000 (if filing jointly) or $122,000 (if filing as single). You can make partial contributions if your AGI is under $203,000 (jointly) or $137,000 (single).","taxDeductible":"Contributions may be tax-deductible","minorRetirementQuestion":"Are you saving for the minor's retirement?","saveForMyRetirementCopy":"I'd like tax-deferred or tax-free growth","marriedFilingSeparately":"Married filing separately","rothIRAIncomeNoAge2":"For tax year 2019, you can make the full contribution if your AGI is under $193,000 (if filing jointly) or $122,000 (if filing as single). You can make partial contributions if your AGI is under $203,000 (jointly) or $137,000 (single).","investingForTitle":"What will you use this account for?","rothIRAOver50Contribution":"Contribute to a Roth IRA if your adjusted gross income (AGI) is below these limits:\n\n*Tax year 2020:* $196,000 if you file jointly, or $124,000 if you file as single. You can make a partial contribution if your AGI is under $206,000 (jointly) or $139,000 (single).","incomeQuestionCopy":"This helps us determine which accounts you're eligible for.","other":"Other","movingExisting":"I'm moving assets from an existing IRA.","rothIRAUnder50AgeAndIncomeOr1":"Contribute to a Roth IRA if your adjusted gross income (AGI) is below these limits:\n\n*Tax year 2020:* $196,000 if you file jointly, or $124,000 if you file as single. You can make a partial contribution if your AGI is under $206,000 (jointly) or $139,000 (single).","rothIRAUnder50AgeAndIncomeOr2":"For tax year 2019, you can make the full contribution if your AGI is under $193,000 (if filing jointly) or $122,000 (if filing as single). You can make partial contributions if your AGI is under $203,000 (jointly) or $137,000 (single).","businessInvesting":"I'm opening an account that a business will use for investing.","professionalMoneyManagement":"I prefer a portfolio that’s digitally managed for me.","rothIRAOver50ContributionPlural":"For tax year 2018, you can make the full contribution if your adjusted gross income (AGI) is under $189,000 (if filing jointly) or $120,000 (if filing as single). You can make partial contributions if your AGI is under $199,000 (jointly) or $135,000 (single).","rothIraBelow50NoIncome":"To contribute to a Roth IRA, your adjusted gross income (AGI) must be below these limits: \n\n *Tax year 2018:* $189,000 if you file jointly or $120,000 if you file as single. You can make partial contributions if your AGI is under $199,000 (jointly) and $135,000 (single). \n\n *Tax year 2019:* $193,000 if you file jointly or $122,000 if you file as single. You can make partial contributions if your AGI is under $203,000 (jointly) or $137,000 (single).","questionHeader":"Find an account to meet your needs.","investmentAssetsCopy":"There are no minimums to open an account. You can change this later.","otherCopy":"I'm investing for a minor, for another adult, or for something else.","rothIRAOver50Contribution2":"For tax year 2019, you can make the full contribution if your AGI is under $193,000 (if filing jointly) or $122,000 (if filing as single). You can make a partial contribution if your AGI is under $203,000 (jointly) or $137,000 (single).","dateOfBirthTitle":"When were you born?","accountFor":"Who is the account for?","rothIra":"Roth IRA","allRights":"Each owner has rights to all of the assets","aMinor":"A minor","depositDescription1":"60 days commission-free trading for online equity trades","traditionalIraUnder50":"Contribute up to $6,000 in total among all your IRAs ($7,000 if you’re 50 or older) for tax year 2020","movingEmployer":"I'm moving assets from an employer retirement plan, such as a 401(k).","depositDescription4":"$600 + 60 days commission-free trading for online equity trades","depositDescription2":"$100 + 60 days commission-free trading for online equity trades","depositDescription3":"$300 + 60 days commission-free trading for online equity trades","rothIraZeroContributionLimit":"Based on your age and income, you cannot contribute to a Roth IRA","back":"Back","saveForEducationCopy":"I'll need to pay for tuition and other education expenses.","smallBusiness":"I'm opening a retirement account for a small business.","retirementAccountTypeTitle":"What type of retirement account is it?","rothIraGeneralIncomeLimit":"Contribute to a Roth IRA if your adjusted gross income (AGI) is below these limits:\n\n*Tax year 2020:* $196,000 if you file jointly, or $124,000 if you file as single. You can make a partial contribution if your AGI is under $206,000 (jointly) or $139,000 (single).","rothIraGeneralContributionLimit":"Contribute up to $6,000 in total among all your IRAs ($7,000 if you're 50 or older) for tax year 2020","accountManagementTitle":"How do you want to manage your account?","tradeStockAndOtherSecurities":"Trade stocks and other securities","rothIraBelow50NoIncomePluralSinglePoint":"Contribute to a Roth IRA if your adjusted gross income (AGI) is below these limits:\n\n*Tax year 2020:* $196,000 if you file jointly, or $124,000 if you file as single. You can make a partial contribution if your AGI is under $206,000 (jointly) or $139,000 (single).","selectMyOwnInvestment":"I'll select my own investments.","after59":"After 59½, withdrawals are taxed at your ordinary income tax rate","yes":"Yes","openingBusinessRetirement":"I'm opening a new retirement account for a business.","allIrasContributionLimitUnder50":"Contribute up to $6,000 in total among all your IRAs ($7,000 if you’re 50 or older) for tax year 2020","rothIraAbove50NoIncomePluralSinglePoint":"Contribute to a Roth IRA if your adjusted gross income (AGI) is below these limits:\n\n*Tax year 2020:* $196,000 if you file jointly, or $124,000 if you file as single. You can make a partial contribution if your AGI is under $206,000 (jointly) or $139,000 (single).","dateOfBirthCopy":"This helps us determine IRA eligibility and contribution limits.","ownershipDivision":"How should the ownership of this account be divided?","businessApplyToYou":"Which of these applies to you?","continue":"Continue","meAndSpouse":"Me and my spouse","requiredMinimumDistributions":"Required minimum distributions (RMDs) must begin by April 1 of the year after you reach 70½","percentageRights":"Each owner has rights to a set percentage of the assets","investmentAmount":"How much do you want to contribute?"}},"signup":{"suggestedAddress":{"physicalAddressHeader":"Street address","editAddressLinkLabel":"Edit the address","continueButtonLabel":"Continue","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?","typeAheadNoMatchFound":"No match found. Enter manually.","mailingAddressHeader":"Mailing address","SELECT_PHYSICAL_ADDRESS_MESSAGE":"Select a street address","SELECT_MAILING_ADDRESS_SUPPORTING_MESSAGE":"The U.S. Postal Service suggests a slightly different address. Which should we use for your mailing address?","SELECT_MAILING_ADDRESS_MESSAGE":"Select a mailing address","header":"Verify your address"},"iKnowWhatAccountIWant":{"langSeparator":"|","imsBannerCopy":"This is where the real disclaimer stuff will go. Adding some extra stuff here to pad out the length to see how it looks like if we have a realllllllllly long message. Like if we had a few sentences copied over and over again here. Like if we had a few sentences copied over and over again here. Like if we had a few sentences copied over and over again here.","subHeaderLink":"Find an account to meet your needs.","subHeaderText":"Not sure?","helpMeDecideButtonLabel":"Not sure? Find an account","helpMeDecideSupportingText":"Not sure which one is right for you?","english":"English","header":"Select an account.","traditionalChinese":"Chinese"},"common":{"callUsNumber_ims":"800-665-1978","permanentResidentLabel":"Permanent resident of the U.S.","descriptionMetaTagContent":"Select the TD Ameritrade account that’s right for you. 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.","nonResidentLabel":"Neither U.S. citizen nor permanent resident","usCitizenLabel":"U.S. citizen","callUsNumber_sps":"800-598-2635","residentAlienLabel":"Resident alien","callUsNumber_imsSelective":"888-310-7921","callUsNumber":"800-454-9272"},"kickToPaper":{"sendDocuments":"Send these documents to open your account:","FOREIGN_US_COUNTRY_OF_BIRTH":"certificate_loss_nationality","goToTdAmeritradeLink":"Go to TD Ameritrade","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.","utmaUgmaDocumentsType":"Documents are only required for the custodian. You can send JPG, PNG, or PDF documents. If you can't send a document online, use Mail or Fax.","KtpHeaderSupportingCopy":"Based on the information you provided, you must send us the following documents to complete opening your account:","contactUs":"If you have any questions, tap below to call us or chat.","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.","nextStepsItem2Header":"Review it for accuracy.","MINOR_BELOW_ACCOUNT_AGE_OF_TERMINATION":"utmaUgmaStatement","accountNumberSupportingCopy":"Your account number is","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.","FOREIGN":"passport,bank_statement_and_residence_proof,w8","kickToPaperHeader":"Your account is almost open, [OWNER_FIRSTNAME]","OFAC_SCREENING_ALERT":"trustedContact","submit":"Submit","tipsToDocuments":"Tips to add documents","trustedContact":"[Trusted contact form](https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA100689.pdf) (optional)","governmentIdCopy":"Government-issued ID, such as current passport, visa or driver’s license","header":"Sign and Send Your Application","methodToSendDocuments":"Select a method to send your documents.","nextStepsItem3SupportingCopy":"You can mail or fax it. The contact information is on the form.","current_visa":"A copy of your current visa if you have one","FOREIGN_US_ADDRESS":"current_visa,passport,bank_statement_and_residence_proof,w8,mailing_address_letter","jointKickToPaperHeader":"The account is almost open for you and [OWNER_FIRSTNAME]","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","utmaUgmaStatement":"Account statement for the UTMA/UGMA account you are transferring","headerSupportingCopy":"Based on the information you provided, you'll have to sign and send your application to us.","nextStepsHeader":"Here’s what to do next:","nextStepsItem1Header":"Print your filled-out application.","retainedDocuments":"Scanned images of your documents will be retained.","documentsType":"You can send JPG, PNG, or PDF documents. If you can't send a document online, use Mail or Fax.","mobileDocsTipsSubheader":"To capture a document correctly:","nextStepsItem3SupportingCopyWithDocuments":"Include these supporting documents:","compliance_letter":"A signed Compliance Letter from your firm authorizing you to open/maintain a TD Ameritrade account (required by FINRA Rule 3210)","add":"Add","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.","online":"Online","nextStepsItem3HeaderWithSupportingDocuments":"Send the application to us.","ssn_card":"A copy of your Social Security card or Individual Taxpayer Identification Number (ITIN)","ACCOUNT_SCREENING_RED":"w9,ssn_card,government_id","certificate_loss_nationality":"A copy of your Certificate of Loss of Nationality of the United States","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)","w8":"[IRS Form W-8BEN](https://www.irs.gov/pub/irs-pdf/fw8ben.pdf)","mailing_address_letter":"[Letter of Explanation for US Mailing Address/U.S. Phone Number Attachment to Form W-8BEN](https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD835.pdf)","government_id":"A copy of your government-issued ID, such as a current passport, visa, or driver’s license","mobileDocsTipsHeader":"We accept JPG, PNG, and PDF documents.","nextStepsItem2SupportingCopy":"If anything is wrong, write your changes on the page.","mailFax":"Mail or Fax","accountCoverSheet":"New Account Cover Sheet","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","nextStepsItem3Header":"Send the application to us.","downloadButtonLabel":"Download the application","BROKER_DEALER":"compliance_letter","ssnCopy":"A copy of your Social Security card or Individual Taxpayer Identification Number (ITIN)","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.","PROMOTION_FAILURE":"trustedContact","supportingDocsJointCopy":"Submit the same supporting documents for all account owners."},"privacyStatement":{"statement":"We understand the trust you place in us and our responsibility to protect your privacy. Read the","statementHref":"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD800.pdf","statementSuffix":"to learn about the choices you have for how we collect and use your information.","statementLinkText":"TD Ameritrade Privacy Statement","checkboxLabel":"I have read the TD Ameritrade Privacy Statement."},"reviewFieldset":{"vanguardTreasuryTooltipContent":"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.","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. 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I will receive shareholder information electronically when available.","clientAgreementText":"The [Client Agreement](https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD182.pdf) 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.","nonResidentAlienEarningsInUSTooltip":"earned income","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.","accountAddendumHref_sps":"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA101269.pdf","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.","nonResidentAlienEarningsInUSPrefix":"If I am a nonresident alien, I have","vanguardTreasurySuffix":"account.","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. 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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.","w9Disagree":"I disagree","w9checkboxText":"I, [Name], certify the accuracy of the IRS Form W-9 statements above.","clientAgreementBySigning":"By checking the box below, I represent that:","investmentManagementLLC":"TD Ameritrade Investment Management, LLC, Service Agreement","w9SubHeader":"Under penalty of perjury, I, [Name], certify that:","acceptClientAndIRAAgreement":"I am accepting and agreeing to abide by all of the Client Agreement and Individual Retirement Custodial Account Agreement","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.","w9HeaderJoint":"IRS Form W-9 certifications for [Name]","pageLevelValidationMessage":"Please review and consider updating these selections: You selected “Student” for Employment status, but chose “Employment wages” as the source of funds for your deposit.","accountHandbookCompanionLabel_sps":"Account Handbook","clientAgreementContinueButton":"Continue without signing","w9TaxPayerIdentificationNumber":"[TaxPayerId] is my correct taxpayer identification number","w9FATCAPrefix":"The","w9ModalBody":"You must electronically sign and certify the accuracy of the IRS Form W-9 statements to open your account.","businessContinuityPlanStatementLabel":"Business Continuity Plan Statement","clientAgreementIntroduction":"Before we can open your account, you must read and electronically sign the TD Ameritrade Client Agreement. 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.","custodialAccountAgreementLabel":"Individual Retirement Custodial Account Agreement","relationshipWithTDA":"Your Relationship with TD Ameritrade","clientAgreementCheckboxText":"I, [Name], agree to the terms of the Client Agreement.","w9Agree":"I agree","personIdentifiedInAccount_sps":"I am the person identified in this Equity360 account and individual brokerage account","simpleCustodialAccountAgreementHref":"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD6101.pdf","personIdentifiedInAccount":"I am the person identified in this account","clientAgreementIRAIntroduction":"Before we can open your account, you must read and electronically sign the TD Ameritrade Client Agreement and Individual Retirement Custodial Account Agreement. If you do not agree with the Client Agreement and Individual Retirement Custodial Account Agreement or find any part of these agreements unacceptable, you shouldn't open your account at this time.","eDeliveryHeader":"Electronic delivery of documents","w9Header":"IRS Form W-9 certifications","clientAgreementModalBody":"You must electronically sign and agree to the terms of the Client Agreement to open your account.","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","w9BackupWithholdingText1":"You must select \"I disagree\" above if you have been notified by the IRS that you are subject to backup withholding because you have failed to report all interest and dividends on your tax return.","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.","eDeliveryCheckboxText":"I, [Name], accept electronic delivery of these documents and do not need them mailed to me.","w9BackupWithholdingText2":"The IRS does not require your consent to any provision of this document other than the certifications required to avoid backup withholding.","vanguardTreasuryPrefix":"I understand that each day, cash balances in my account are automatically transferred into a","accountHandbookHref_sps":"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA196.pdf","custodialAccountAgreementHref":"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD6102.pdf","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."},"modals":{"leaveSignUpConfirmYes":"Exit the application","leaveSignUpConfirmNo":"Continue my application","leaveSignUpConfirmTitle":"Do you want to make a change?","leaveSignUpConfirmBody":"If you continue, you'll be able to edit your information before you finish. If you exit, you'll lose what you entered and will have to start over."},"ineligibleCitizenshipModal":{"content":"You must be considered a U.S. person for tax purposes to open this type of account. You must select another account and re-enter your information.","title":"Only U.S. citizens and other U.S. persons can open this account.","changeCitizenship":"Change citizenship","selectAccount":"Select another account"},"existingUser":{"introCopy":"Save time — autofill your application","prefillLoginButton":"Use my existing account info","accountPrefilledMessageJoint":"We have prefilled some of [PRIMARY OWNER NAME]’s information. Please provide the missing details.","loginLinkPrefix":""},"createCredentialsErrorPage":{"headline":"Your account is open, but we’re experiencing system problems.","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","printYourApplicationLabel":"Print your application"},"stopApplicationMessages":{"taiwanButtonLabel":"Continue","hongKongCopy":"To open an account, you must leave the TD Ameritrade U.S. website and be directed to TD Ameritrade Hong Kong. TD Ameritrade, Inc. is the executing broker in the U.S. for TD Ameritrade Hong Kong Ltd.","canadaButtonLabel":"Go to TD Direct Investing","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. Nothing in these materials, however, is an offer or solicitation to conduct business in any other jurisdiction.","restrictedCountryHeader":"We can’t open your account at this time.","usExclusiveAccountHeader":"Only U.S. residents can open this account type.","singaporeMalaysiaHeader":"Residents of Singapore, Malaysia, and Thailand","chinaHeader":"Residents of China","usExclusiveAccountSecondaryButton":"I am a U.S. resident","singaporeMalaysiaButtonLabel":"Go to TD Ameritrade Singapore","canadaCopy":"To open an account, you must leave the TD Ameritrade U.S. website and be directed to TD Direct Investing.","taiwanHeader":"Residents of Taiwan","canadaHeader":"Residents of Canada","usExclusiveAccountCopy":"You must live in the United States to open this type of account. You must select another account and re-enter your information.","singaporeMalaysiaCopy":"To open an account, you must leave the TD Ameritrade U.S. website and be directed to TD Ameritrade Singapore. TD Ameritrade, Inc. is the executing broker in the U.S. for TD Ameritrade Singapore Pte. Ltd.","taiwanCopy":"To open an account, you must leave the TD Ameritrade U.S. website and use an application specifically designed for residents of Taiwan. 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. Nothing in these materials, however, is an offer or solicitation to conduct business in any other jurisdiction.","hongKongButtonLabel":"Go to TD Ameritrade Hong Kong","restrictedCountryCopy":"Based on your information, we are not currently able to open an account for you. As a U.S.-registered broker-dealer, TD Ameritrade does not open accounts for residents of certain countries. If you have any questions or would like to speak to a New Client Consultant, call us at [phone].","chinaButtonLabel":"Continue","hongKongHeader":"Residents of Hong Kong","usExclusiveAccountPrimaryButton":"Select another account"},"stateOfEstablishment":{"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.","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.","ageOfTermination":"age of termination","ageOfTerminationPrefix":"The"},"prefillNotEligible":{"body":"Please enter your information to open your account.","buttonText":"Continue without prefilling","header":"Account not eligible for prefill."},"alternateDelivery":{"emailLabel":"Email","sendInstructionsHeader":"Send the forms to us:","altDeliveryForeignDownload":"commissionsAndFees, marginDisclosure, privacyStatement, clientAgreement, cashBalanceProgramSummary","processingDetails":"We’ll process your application within 1-2 days of receiving the forms and contact you if we need more information.\n\nFor questions, tap below to contact us.","planDocuments":"Do you have your own plan document?","postalMailLabel":"Postal mail","step1SubHeaderForSTPAccounts":"Prefer paper? No problem. We'll get you everything you need to open your new account. Let's start with the forms.","planDocumentAdditionalCopy":"Please include a copy of your plan document.","faxNumber":"1-866-468-6268","overnightMailHeader":"Overnight mail:","emailConfirmation":"We sent the account application and other documents to [your email]. Print the forms you’re required to sign and mail or fax them to us. Keep the other documents on hand for your records.","downloadLabel":"Download","crsCopy":"To learn more about your relationship with TD Ameritrade, review our","keepForRecordsHeader":"Keep these documents for your records:","regularMailAddress":"TD Ameritrade, Inc.\n\nPO Box 2760\n\nOmaha, NE 68103-2760","overnightMailAddress":"TD Ameritrade, Inc.\n\n200 South 108 Ave.\n\nOmaha, NE 68154-2631","altDeliveryForeignPrintAndSign":"foreignApplication, substituteW8Ben, depositSlip, transferForm","otherFormsHeader":"Other documents you might need:","planDocumentsCopy":"If you don't, we'll provide you with forms to adopt a TD Ameritrade plan. If you do, we'll ask you to send us a copy.","faxHeader":"Fax","regularMailHeader":"Regular mail:","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.","instructionHeader":"Here’s what you need to","header":"Thank you for choosing TD Ameritrade.","postalConfirmation":"We’ll send your account application and other important documents to the address you provided. Complete the forms you’re required to sign and mail or fax them to us. Keep the other documents on hand for your records.","formsOptionsHeader":"How would you like to receive your forms?","printAndSignHeader":"Print and complete these forms:"},"printApplication":{"irsCertifications1":"- I am a U.S. citizen or other U.S. person\n- The FATCA code(s) entered on this form (if any) indicating that I am exempt from FATCA reporting is correct","iAcceptElectronicDelivery":"I, [Name], accept electronic delivery of these documents and do not need them mailed to me.","agreeToClient":"I, [Name], agree to the terms of the Client Agreement.","iCertifyIrsStatements":"I, [Name], certify the accuracy of the IRS Form W-9 statements above.","accountTypeLabel":"Account type","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.","electronicSignatureOnPrint":"I am electronically signing these documents which will have the same effect as the execution of these documents by a written signature","clientAgreementBySigning":"By signing below, I represent that:","imsElectronicDeliveryIndividual":"- Client Relationship Summary \n- Client Agreement \n- Account Handbook \n- Business Continuity Plan Statement \n- TD Ameritrade Privacy Statement \n- TD Ameritrade Investment Management, LLC, Service Agreement \n- Disclosure Brochure (Form ADV, Part 2A) \n- Your Relationship with TD Ameritrade \n- Summary of Cash Balance Programs","electronicDeliveryRothIra":"- Client Relationship Summary \n- Client Agreement \n- Account Handbook \n- Business Continuity Plan Statement \n- TD Ameritrade Privacy Statement \n- Roth Individual Retirement Custodial Account Agreement","electronicDeliveryConsentOnPrint":"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","accountNumberLabel":"Account number","offerCodeOnPrint":"Offer code","clientAgreementBySigningForRecords":"I represent to you that:","electronicDeliverySimpleIra":"- Client Relationship Summary \n- Client Agreement \n- Account Handbook \n- Business Continuity Plan Statement \n- TD Ameritrade Privacy Statement \n- Simple Individual Retirement Custodial Account Agreement","imsElectronicDeliveryIra":"- Client Relationship Summary \n- Client Agreement \n- Account Handbook \n- Business Continuity Plan Statement \n- TD Ameritrade Privacy Statement \n- TD Ameritrade Investment Management, LLC, Service Agreement \n- Disclosure Brochure (Form ADV, Part 2A) \n- Your Relationship with TD Ameritrade \n- Summary of Cash Balance Programs \n- Individual Retirement Custodial Account Agreement","formNumber":"TDA Form # KTP OLA 186","acceptClientAndIRAAgreementOnPrint":"I am accepting and agreeing to abide by all of the Client Agreement and Individual Retirement Custodial Account Agreement","overnightMailAddress":"TD Ameritrade, Inc. \n200 South 108th Ave. \nOmaha, NE 68154-2631","regularMailAddress":"TD Ameritrade, Inc. \nPO Box 2760 \nOmaha, NE 68103-2760","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.","followTheStepsHeader":"Follow the steps below","clientAgreementIntroduction":"I have received and read the “Client Agreement“ which is incorporated by this reference, that will govern my account. I agree to be bound by this Client Agreement, as amended from time to time, and request an account to be opened in the name(s) set forth below.","backupWithholdingText1":"You must select “I disagree” above if you have been notified by the IRS that you are subject to backup withholding because you have failed to report all interest and dividends on your tax return.","noSupportingDocumentsSteps":"- Review your application for accuracy \n- Mark any necessary changes on the form \n- Sign the application \n- Return it to us","acceptClientAgreementOnPrint":"I am accepting and agreeing to abide by all of the Client Agreement","titleSuffix":"application","backupWithholdingText2":"The IRS does not require your consent to any provision of this document other than the certifications required to avoid backup withholding.","electronicDeliveryIra":"- Client Relationship Summary \n- Client Agreement \n- Account Handbook \n- Business Continuity Plan Statement \n- TD Ameritrade Privacy Statement \n- Individual Retirement Custodial Account Agreement","dateSubmitted":"Date submitted:","dateOnPrintHeader":"Date","w9ClientAgreement":"I, [Name], agree to the terms of the Client Agreement and certify the accuracy of the W-9 statements above.","nonResidentAlienEarningsInUSSuffixOnPrint":"actually and actively earned within the United States","disagree":"I disagree","iAgreeToClientAgreements":"I, [Name], agree to the terms of the Client Agreement.","titlePrefix":"TD Ameritrade","imsElectronicDeliverySimpleIra":"- Client Relationship Summary \n- Client Agreement \n- Account Handbook \n- Business Continuity Plan Statement \n- TD Ameritrade Privacy Statement \n- TD Ameritrade Investment Management, LLC, Service Agreement \n- Disclosure Brochure (Form ADV, Part 2A) \n- Your Relationship with TD Ameritrade \n- Summary of Cash Balance Programs \n- Simple Individual Retirement Custodial Account Agreement","personIdentified":"I am the person identified in this account","weAcceptElectronicDelivery":"We accept electronic delivery of these documents and do not need them mailed to us.","irsCertifications":"- [SSN] is my correct taxpayer identification number \n- I am not subject to backup withholding","supportingDocumentsSteps":"- Review your application for accuracy \n- Mark any necessary changes on the form \n- Sign the application\n- Include the supporting documents listed below \n- Return the signed application and documents to us","electronicDeliveryIndividual":"- Client Relationship Summary \n- Client Agreement \n- Account Handbook \n- Business Continuity Plan Statement \n- TD Ameritrade Privacy Statement","electronicDeliveryFooter":"You’ll receive these documents in an email after your account is opened. They’re also available for you after you log in to your account at Client Services > Forms & Agreements.","vanguardTreasuryMoneyMarket":"I understand that each day, cash balances in my account are automatically transferred into a Vanguard Treasury Money Market account.","spsElectronicDelivery":"- Client Relationship Summary \n- Client Agreement \n- Equity360 Participant Account Addendum \n- Equity360 Account Handbook \n- Account Handbook \n- Business Continuity Plan Statement \n- TD Ameritrade Privacy Statement","imsElectronicDeliveryRothIra":"- Client Relationship Summary \n- Client Agreement \n- Account Handbook \n- Business Continuity Plan Statement \n- TD Ameritrade Privacy Statement \n- TD Ameritrade Investment Management, LLC, Service Agreement \n- Disclosure Brochure (Form ADV, Part 2A) \n- Your Relationship with TD Ameritrade \n- Summary of Cash Balance Programs \n- Roth Individual Retirement Custodial Account Agreement","agree":"I agree"},"page1Footer":{"otherRegions":"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."},"driversLicense":{"usefulTipsSubHeader":"Here are some tips to capture the license correctly:","utmaUgmaDlPrefix":"Scan your U.S. driver’s license and we’ll prefill part of your application.","usefulTipsDisclaimer":"Scanned images of your license will be retained.","scanDL":"Scan my driver’s license","dlConfirmationMessage":"We have prefilled some information. Please provide the missing details.","or":"or","autoScanFailure":"We can't automatically scan your document. Please scan manually or skip and go back to the application.","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","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.","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."},"licenseScan":{"tryAgainCopy":"Please try again.","goBackToStep1":"Skip and go back to application","frontCopy":"Front","coOwnerScanCopy":"Co-owner’s driver’s license","rescanButton":"Rescan","submitButton":"Continue","backCopy":"Back","cancelLink":"Cancel","scanDLCopy":"Scan driver’s license for","tryAgainButton":"Try Again","closeButton":"Close","captureTimeoutTitle":"Unable to scan your license","header":"Scan your U.S. driver's license","manualScanButton":"Scan manually","introCopy":"Tap on the front and back areas to scan your driver's license.","stepOneButton":"Skip and go back to application","hintMessage":"Center your U.S. driver's license, face-up, in your device's screen. We will scan it automatically.","utmaUgmaCustodianScanCopy":"Custodian's driver's license","ownerScanCopy":"Owner’s driver’s license"},"errorMessages":{"ownerPercentageRequired":"Enter a percentage for each owner.","dateOfBirthRequired_utmaUgma":"Enter the minor's date of birth.","invalidVisaExpiryDate":"The visa expiration date you entered is not valid.","invalidCharactersInOccupationOtherField":"Enter your occupation without special characters except for - ' . /","liquidNetWorthRequiredToolTip":"We ask for your liquid net worth to determine if an investment type (options, margins, futures, and other products, features, and services) is suitable for you, and to conform to regulatory and anti-money laundering requirements.","securityAnswerFourRequired":"Error: Enter an answer to security question 4.","jtEntiretyNotUsCitizens":"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.","imsInEligibleCitizenship":"You must be a U.S. citizen or permanent resident (green-cardholder) to open this account.","securityQuestionThreeRequired":"Error: Choose security question 3.","securityQuestionOneRequired":"Error: Choose security question 1.","maxValidDob":"Enter a valid date of birth.","netWorthRequired":"Select your net worth. $$netWorthRequiredToolTip","securityAnswerThreeRequired":"Error: Enter an answer to security question 3.","ssnShouldNotMatch":"Enter a Social Security Number/ITIN that is different from the other account owner’s.","yearTooOld":"Enter a date that is less than 120 years ago.","visaExpirationDateRequired":"Enter a valid visa expiration date.","privacyStatementAgreementRequired":"To continue, check the box indicating you have read the TD Ameritrade Privacy Statement.","addressProvinceRequired":"Select a province.","selectDifferentAccount":"Joint tenants WROS accounts are not available in Louisiana. [Select a different account type](#changeAccountType) and re-enter your information.","restrictedCharactersAddress":"Enter an address without special characters except for @ # _ - ‘ , / .","restrictedCharactersCity":"Enter a city without special characters except for @ # _ - ‘ , .","visaNumberRequired":"Enter your visa number.","invalidCharactersInIndustryOtherField":"Enter your industry of occupation without special characters except for @ # _ - ' , . & = { } \\[ \\] \\ /","countryOfBirthRequired_utmaUgma":"Select the minor's country of birth.","SSNorITINRequired_utmaUgma":"Enter the minor's SSN or ITIN.","yesNoStatusRequired":"Select Yes or No.","whyDoWeAsk":"Why do we ask for this?","industryOfOccupationOtherRequired":"Enter your industry of occupation.","occupationOtherRequired":"Enter your occupation.","studentInEligibleFunding":"Please review and consider updating these selections: You selected “Student” for Employment status, but chose “Employment wages” as the source of funds for your deposit.","addressCountryRequired":"Select a country.","minorIneligibleCountry":"UTMA/UGMA accounts require the minor to live in the United States. [Select a different account type](#changeAccountType) and re-enter your information.","dateOfBirthRequired":"Enter your date of birth.","countryOfCitizenshipRequired_utmaUgma":"Select the minor's country of citizenship.","jointCpIneligibleState":"Joint community property accounts are not available in this state. [Select a different account type](#changeAccountType) and re-enter your information.","addressZipRequired":"Enter a zip/postal code.","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.","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).","ssnShouldNotMatch_utmaUgma":"The custodian and minor cannot have the same SSN/ITIN. Enter another number for the custodian or minor.","annualIncomeRequired":"Select your annual income. $$annualIncomeRequiredToolTip","jtEntiretyExcludedState":"Joint tenants by the entirety accounts are not available in this state. [Select a different account type](#changeAccountType) and re-enter your information.","cannotLiveInPoBox":"Federal law requires that we have your street address on file. It looks like you entered a post office box. Enter the street address where you live.","sourceOfFundingInitialRequiredToolTip":"We ask for your source of funds to conform to the Department of the Treasury’s Customer Due Diligence requirements.","occupationRequired_utmaUgma":"Select the minor’s occupation.","restrictedCharactersCompanyOrStockSymbol":"Enter the company name or stock symbol without special characters except for @ # _ - ‘ , .","restrictedCharactersPostalCode":"Enter a postal code without special characters except for @ # _ - ‘ , .","companyOrStockSymbolRequired":"Enter the company name or stock symbol.","businessOrEmployerNameRequiredToolTip":"We ask for the name of the business or employer to conform to the Department of the Treasury’s Customer Due Diligence requirements.","primaryPhoneNumberRequired":"Enter a phone number.","securityAnswerOneRequired":"Error: Enter an answer to security question 1.","sourceOfFundingOtherInvalidCharacters":"Enter a response without special characters other than a hyphen, space, or apostrophe.","industryOfOccupationRequired":"Select your industry of occupation. $$industryOfOccupationRequiredToolTip","jtEntiretyBothOwnersCitizens":"Only U.S citizens and U.S persons can open joint tenants by the entirety accounts. [Select a different account type](#changeAccountType) and re-enter your information.","imsIneligibleCountry":"You must have a U.S. address to open this account type.","invalidForeignPhoneNumber":"Enter a minimum five digit international phone number. Special characters (such as %, $, #, &) are not allowed.","lastNameRequired_utmaUgma":"Enter the minor’s last name.","sourceOfFundingInitialRequired":"Select a source of funds. $$sourceOfFundingInitialRequiredToolTip","jointCpSpouseNotCoOwnerError":"Only married couples can open joint community property accounts. [Select a different account type](#changeAccountType) and re-enter your information.","visaTypeRequired":"Select your visa type.","invalidEmail":"Enter a valid email address.","occupationRequiredToolTip":"We ask for your occupation to conform to the Department of the Treasury’s Customer Due Diligence requirements.","firstNameRequired":"Enter your first name.","selectDifferentAccountJointTIC":"Only U.S. citizens and U.S. persons can open joint tenants in common accounts. [Select a different account type](#changeAccountType) and re-enter your information.","emailRequired":"Enter an email.","invalidPhoneExtension":"Passed an invalid phone extension","businessOrEmployerAddressRequired":"Enter the address of the business or employer.","securityQuestionFourRequired":"Error: Choose security question 4.","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.","sourceOfFundingOngoingRequired":"Select a source of funds. $$sourceOfFundingOngoingRequiredToolTip","occupationRequired":"Select your occupation. $$occupationRequiredToolTip","minorsIneligibleAge":"The minor’s age is greater than the age allowed for a UTMA/UGMA account in your state. [Select a different account type](#changeAccountType) and re-enter your information.","invalidDate":"Enter a valid date in the format mm/dd/yyyy.","restrictedCharactersBusinessName":"Enter the name of the business or employer without special characters except for @ # _ - ' , . & = { } \\[ \\] \\ /","invalidForeignTaxId":"Enter your Tax ID number without special characters, dashes or spaces.","sourceOfFundingOngoingRequiredToolTip":"We ask for your source of funds to conform to the Department of the Treasury’s Customer Due Diligence requirements.","SSNorITINRequired":"Enter your Social Security Number or Individual Taxpayer Identification Number (ITIN).","invalidOfferCode":"Enter offer code without special characters, dashes or spaces.","invalidValue":"Invalid value","countryOfBirthRequired":"Select your country of birth.","visaNumberRequired_utmaUgma":"Enter the minor's visa number.","restrictedCharactersProvince":"Enter a province without special characters except for @ # _ - ‘ , .","fdicAgreementRequired":"To continue, check the box indicating you have read the FDIC Acknowledgement.","countryOfDualCitizenshipRequired_utmaUgma":"Select the minor's country of secondary citizenship.","occupationOtherRequired_utmaUgma":"Enter the minor’s occupation.","netWorthRequiredToolTip":"We ask for your net worth to determine if an investment type (options, margins, futures, and other products, features, and services) is suitable for you, and to conform to regulatory and anti-money laundering requirements.","countryOfCitizenshipRequired":"Select your country of citizenship.","firstNameRequired_utmaUgma":"Enter the minor’s first name.","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.","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.","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. [Return to the account selection page] (#changeAccountType) and chose an account type better suited for your business or trust.","invalidForeignTaxIdLength":"Enter up to 25 characters.","businessOrEmployerNameRequired_utmaUgma":"Enter the name of the business or employer.","invalidDomesticPhoneNumber":"Enter a ten-digit phone number.","jtEntiretyCoOwnerNotSpouse":"Joint tenants by the entirety accounts are only available to married couples. [Select a different account type](#changeAccountType) and re-enter your information.","lastNameRequired":"Enter your last name.","stateOfEstablishmentRequired":"Select a state.","invalidCharacters":"Enter a name without special characters other than a hyphen, space, or apostrophe.","industryOfOccupationRequiredToolTip":"We ask for your industry of occupation to conform to the Department of the Treasury’s Customer Due Diligence requirements.","invalidCanadaPostalCode":"Enter a valid postal code.","mothersMaidenNameRequired":"Enter your mother's maiden name.","visaTypeRequired_utmaUgma":"Select the minor's visa type.","invalidVisaNumber":"Enter exactly eight alphanumeric characters (letters and numbers) in the Visa field.","securityAnswerTwoRequired":"Error: Enter an answer to security question 2.","sourceOfFundingOtherRequired":"Enter a source of funds.","addressLine1Required":"Enter an address.","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.","invalidEmailDomain":"Enter a valid email address with one period in the domain name.","addressCityRequired":"Enter a city.","doesNotMatchStateOfEstablishment":"Either you or the minor must live in the state of establishment. [Select a different account type](#changeAccountType) and re-enter your information.","addressStateRequired":"Select a state.","securityQuestionTwoRequired":"Error: Choose security question 2.","businessOrEmployerNameRequired":"Enter the name of the business or employer. $$businessOrEmployerNameRequiredToolTip","liquidNetWorthRequired":"Select your liquid net worth. $$liquidNetWorthRequiredToolTip","annualIncomeRequiredToolTip":"We ask for your annual income to determine if an investment type (options, margins, futures, and other products, features, and services) is suitable for you, and to conform to regulatory and anti-money laundering requirements.","visaExpiryDateAfter10Years":"Enter a valid expiration date that is less than 10 years from today.","countryOfDualCitizenshipRequired":"Select your country of secondary citizenship.","invalidSsnItin":"Enter your Social Security Number or Individual Taxpayer Identification Number (ITIN).","fillPaperApplication":"To open this account, you must [fill out a paper application](#loadAlternateDelivery).","invalidOfferCodeLength":"Enter up to 15 characters.","employmentStatusRequired":"Select your employment status. $$employmentStatusRequiredTooltip","invalidZip":"Enter a five-or nine-digit zip code.","yearTooYoung":"Minors are not allowed to open accounts."},"confirmationPage":{"alternateMessaging":"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. For information on removing the restrictions, call us at [phone].","printYourApplicationLabelSuffix":"for your records.","accountTypePrefix":"Account type:","offerPreviouslyAppliedBody":"You can take advantage of only one new account opening bonus. Our records show you already received a new account opening bonus on a similar TD Ameritrade brokerage account.","offerPreviouslyAppliedHeader":"Offer previously applied","nextStepBody":"Make your first deposit now or request an account transfer so you can get started trading and investing. \n\nThen you'll choose your account features, including:\n- Margin or options approval\n- Delivery preferences\n- Real-time quotes \n- Checks, debit cards, and more","offerAppliedBody":"We’ve applied offer code [offerCode] to this account. Enjoy your new account opening bonus.","personalizeSPSAccount":"Personalize your account by choosing these features: \n\n- Delivery preferences\n- Trusted contact\n- Real-time quotes","fundingButtonLabel_sps":"Continue to personalization","companionAccountDefinition":"Use your individual brokerage account to buy and sell securities outside of your equity compensation plan. You may also transfer previously acquired shares or outside brokerage accounts into this account.","printYourApplicationLabel":"Print your application","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. For information on removing the restrictions, call us at [phone].","userIdPrefix":"User ID:","equity360AccountType":"Equity360","equity360AccountTypeDefinition":"Use your Equity360 account to view, interact with, and manage your equity compensation plan. You cannot use this account for any non-plan related activity.","offerAppliedHeader":"Offer successfully applied","fundingButtonLabel":"Continue to funding","accountNumberPrefix":"Account number:","nextStepsHeader":"What's next?","goToMyAccountLinkLabel":"Go to my account","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"},"archiveContent":{"traditionalIra":"Traditional IRA","nonResidentAlienEarningsInUS":"If I am a nonresident alien, I have “earned income” actually and actively earned within the United States","backupWitholding":"I am not subject to backup withholding","archiveRecordLabel":"Archive Record","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.","electronicDeliveryCrsIMS":"Client Relationship Summary (TDA101314)","electronicDeliveryRothIra":"Roth Individual Retirement Custodial Account Agreement (AMTD6100)","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.","percentageOfPrimaryOwner":"Owner (%)","accountNumberLabel":"Account number","differentPhysicalAddress":"Do you live at a different address from [OWNER_FIRSTNAME]?","driversLicenseSecondaryOwner":"Co-owner’s full name","secondaryCitizenshipLabel":"Country of secondary citizenship","driversLicenseUtmaUgma":"Custodian's full name","privacyStatementLabel":"I have read the TD Ameritrade Privacy Statement.","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.","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.","personalInformationLabel":"Personal information","stateOfEstablishment":"State for establishing the account","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.","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. 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I will receive shareholder information electronically when available","faxNumber":"1-866-468-6268","percentageQuestionForJoint":"What percentage will each person own?","driversLicenseFront":"Driver's license front","jointCommunityProperty":"Joint community property","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?","electronicDeliveryIra":"Individual Retirement Custodial Account Agreement (AMTD6102)","personIdentifiedInAccount_sps":"I am the person identified in this Equity360 account and individual brokerage account","contactInformationLabel":"Contact information","utmaUgmaAccountHeader":"UTMA/UGMA account details","employerNameLabel":"Business/employer name","simpleIra":"SIMPLE IRA","w9Header":"IRS Form W-9 Certifications","minorUsCitizenLabel":"Is the minor a U.S. citizen?","brokerageLabel":"brokerage","minorAffiliationsFinraLabel":"Is the minor, or the minor’s spouse, or any member of the minor’s immediate family living in the same household licensed by, employed by, or associated with a broker-dealer firm, a financial services regulator, a securities exchange, or a member of a securities exchange?","weAcceptElectronicDelivery":"We accept electronic delivery of these documents and do not need them mailed to us.","allOwnersUSCitizens":"Are all of the account owners U.S. citizens or U.S. persons?","minorGreenCardLabel":"Does the minor have a green card?","callUs":"Call us at","eDeliveryLabel":"Electronic delivery of documents","agreeToOpenAccount_sps":"I understand that by signing this application I am requesting to open an Equity 360 account and, if eligible, an individual brokerage account","employmentStatusLabel":"Employment status","rolloverIra":"Rollover IRA","jointTenantsWros":"Joint tenants WROS (with rights of survivorship)","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.","eDeliveryCheckboxText":"I, [Name], accept electronic delivery of these documents and do not need them mailed to me.","countryOfBirthLabel":"Country of birth","minorPhysicalAddressLabel":"Street address where the minor lives","physicalAddressLabel":"Home address","regularMailLabel":"Regular Mail:","ssnLabel":"Social Security Number or ITIN","archiveRecordEnhancedKtpLabel":"Kick-to-Paper Archive Record","ugma":"Uniform Transfers to Minors Act (UTMA)/Uniform Gifts to Minors Act (UGMA)","agree":"(I agree)","supportingDocsJointCopy":"Submit the same supporting documents for all account owners.","isCoOwnerSpouse":"Is the co-owner your spouse?","disAgree":"(I disagree)","clientAgreementText_sps":"The Client Agreement applicable to this account(s) contains a predispute arbitration clause. 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We'll send you an email when your account is ready.","prefillQuestionLabel":"Do you already have an account with us?","visaExpirationLabel":"Expiration date","affiliationsFinraLabel":"Are you, or is your spouse, or is any member of your immediate family living in the same household licensed by, employed by, or associated with a broker-dealer firm, a financial services regulator, a securities exchange, or a member of a securities exchange?","newCoverSheetBulletPoint":"This new account cover sheet","aboutTheOwnersHeader":"About the owners","acceptClientAgreementOnArchive":"I am accepting and agreeing to abide by all of the Client Agreement","overnightMailLabel":"Overnight Mail:","dlPrefillQuestionLabel":"Did you prefill your application with your U.S. driver's license?","vanguardTreasuryOnArchive":"I understand that each day, cash balances in my account are automatically transferred into a Vanguard Treasury Money Market account.","overnightMailAddress":"TD Ameritrade, Inc.\n*200 South 108th Ave.\n*Omaha, NE 68154-2631","regularMailAddress":"TD Ameritrade, Inc.\n*PO Box 2760\n*Omaha, NE 68103-2760","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.","mailOrFax":"Mail or fax all required paperwork to:","driversLicenseBack":"Driver's license back","accountUsageLabel":"How do you plan to use this account?","callUsNumber_imsSelective":"888-310-7921.","visaNumberLabel":"Visa number","backupWithholdingText1":"You must select “I disagree” above if you have been notified by the IRS that you are subject to backup withholding because you have failed to report all interest and dividends on your tax return.","backupWithholdingText2":"The IRS does not require your consent to any provision of this document other than the certifications required to avoid backup withholding.","financialInfoLabel":"Financial information","usCitizenLabel":"Are you a U.S. citizen?","employerAddressLabel":"Business/employer address","liquidNetWorthLabel":"Liquid net worth","callUsNumber_sps":"800-598-2635.","foreignTaxIdLabel":"Foreign tax ID (if applicable)","iAgreeToClientAgreements":"I, [Name], agree to the terms of the Client Agreement.","annualIncomeLabel":"Annual income","personIdentified":"I am the person identified in this account","affiliationCorporateLabel":"Are you, or is your spouse, or is any member of your immediate family a member of the board of directors, a 10% shareholder, or a policy-making officer of a publicly traded company?","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.","usVisaHolderLabel":"Do you have a U.S. visa?","jointTenantsInCommon":"Joint tenants in common","affiliationsLabel":"Affiliations","electronicDeliveryIndividualPDF":"- Client Agreement (AMTD182)\n- Account Handbook (TDA066)\n- Business Continuity Plan Statement (AMTD5491)\n- TD Ameritrade Privacy Statement (AMTD800)","electronicDeliveryIndividual":"- Client Agreement \n- Account Handbook \n- Business Continuity Plan Statement \n- TD Ameritrade Privacy Statement","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","spsParticipantIdLabel":"Participant ID","electronicDeliveryCrs":"Client Relationship Summary (TDA101313)","individualBrokerageAccount":"Individual","electronicSignatureOnArchive":"I am electronically signing these documents which will have the same effect as the execution of these documents by a written signature","driversLicenseHeader":"Driver's license archive record","ongoingDepositLabel":"Source of funds for ongoing deposits","iCertifyIrsStatements":"I, [Name], certify the accuracy of the IRS Form W-9 statements above.","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.","offerCodeLabel":"Offer code","initialDepositLabel":"Source of funds for initial deposit","secondaryPhoneLabel":"Secondary phone number","companionAccountNumberLabel":"Individual brokerage account number","clientAgreementBySigning":"By checking the box below, I represent that:","acceptClientAndIRAAgreement":"I am accepting and agreeing to abide by all of the Client Agreement and Individual Retirement Custodial Account Agreement","electronicDeliveryIMSPDF":"- TD Ameritrade Investment Management, LLC, Service Agreement (TDA6189)\n- Disclosure Brochure (FORM ADV, PART 2A) (TDA4855)\n- Your Relationship with TD Ameritrade (TDA6184)\n- Summary of Cash Balance Programs (TDA368)","isMoreThanTwoCoOwners":"Will three or more people be co-owners on this 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.","netWorthLabel":"Net worth","ktpHeaderSupportingCopy":"Based on the information you provided, you must send us the following documents to complete opening your account:","electronicDeliverySimpleIra":"Simple Individual Retirement Custodial Account Agreement (AMTD6101)","minorW9Header":"I, [CUSTODIAN NAME], am making the following statement on behalf of [MINOR NAME]:","minorDifferentPhysicalAddress":"Does the minor live at a different address?","rothIra":"Roth IRA","spsAccountType":"Equity360","applicationLabel":"application","doesStateAllowAccount":"Does either one of you live in Louisiana?","clientAgreementIntroduction":"Before we can open your account, you must read and electronically sign the TD Ameritrade Client Agreement. 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.","driversLicensePrimaryOwner":"Owner's full name","principalName":"Principal name: [APPROVER_NAME]","activelyTradeAccountUsage":"Advanced trading of futures and/or forex, in addition to common transactions","dateOfBirthLabel":"Date of birth","cashSweepLabel":"Sweep of uninvested cash","usCitizen":"I am a U.S. citizen or other U.S. person","clientAgreementIRAIntroduction":"Before we can open your account, you must read and electronically sign the TD Ameritrade Client Agreement and Individual Retirement Custodial Account Agreement. If you do not agree with the Client Agreement and Individual Retirement Custodial Account Agreement or find any part of these agreements unacceptable, you shouldn't open your account at this time.","faxLabel":"Fax:","utmaUgma":"Uniform Transfers to Minors Act (UTMA)/Uniform Gifts to Minors Act (UGMA)","electronicallySignedBy":"Electronically signed by: [CLIENT_NAME]","sepIra":"SEP IRA","stateQuestion":"What state do you live in?","industryOfOccupationLabel":"Industry of occupation","buyHoldAccountUsage":"Common investment transactions, including stocks, bonds, options, ETFs, and mutual funds","minorDualCitizenLabel":"Is the minor a citizen of another country?","fullNameLabel":"Full name","occupationLabel":"Occupation","jointTenantsByTheEntirety":"Joint tenants by the entirety","visaTypeLabel":"Type of visa"},"networkErrors":{"errorMessagePrefixForER332":"We were unable to link your accounts. For help linking these accounts, call us at","errorMessagePrefixForER331":"We’re sorry. Something went wrong and we were not able to save your information. For help, call us at","errorMessageSuffix":"or use chat (when available).","errorMessagePrefix":"We’re sorry that something went wrong—try again. If you need help, call us at","errorContactNumberRetail":"800-454-9272"},"analytics":{"goBack":"no go back","cancelApplication":"cancel application","yesExit":"yes I want to exit"},"prefillError":{"tryAgainLabel":"Try again","text":"We were not able to prefill your application.","buttonLabel":"Continue without prefilling","header":"We’re sorry.\n\nSomething went wrong."},"whatYouNeed":{"body":"- Social Security Number or ITIN\n- Foreign tax ID, passport, or visa number (if you're not a U.S. citizen or permanent resident)\n- Your employer's name, address, and phone number","header":"What you need:"},"jointSectionHeaders":{"secondaryOwnersInfoHeader_utmaUgma":"Minor's information","path_secondaryOwnersInfoHeader":"Co-owner's information","secondaryOwnersInfoHeader":"Co-owner's information","single_secondaryOwnersInfoHeader":"Co-owner's information","ola1_secondaryOwnersInfoHeader":"Co-owner's information","a1_personalInfoHeader":"'s personal information","ola1_personalInfoHeader":"'s personal information","pn_secondaryOwnersInfoHeader":"Co-owner's information","ownersInfoHeader_utmaUgma":"Custodian's information","a4_infoHeader":"'s information","path_personalInfoHeader":"'s personal information","ola1_ownersInfoHeader":"Owner's information","pn_ownersInfoHeader":"Owner's information","personalInfoHeader":"'s personal information","single_personalInfoHeader":"'s personal information","ownersInfoHeader":"Owner's information","single_ownersInfoHeader":"Owner's information","a1_secondaryOwnersInfoHeader":"Co-owner's information","path_ownersInfoHeader":"Owner's information","a1_ownersInfoHeader":"Owner's information","pn_personalInfoHeader":"'s personal information"},"prefillEligible":{"existingAccountNumber":"Account number","existingAccountType":"Existing account type","buttonTextForSignUp":"No, I’ll enter the information","informationCopy2":". Is that okay?","informationCopy1":"We can prefill this application with information for","informationCopy3":"We can prefill this application with information from the following account. 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