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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 01/19 </div>","subject":"TD Ameritrade Online Application"},"rothIraAccountFullyPromoted":{"text":"Dear %s %s, <p>Thank you for opening your TD Ameritrade account. You can start putting your trading or investing strategy into motion today. 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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/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> <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 01/19 </div>","subject":"Welcome to TD Ameritrade"},"accountFullyPromoted":{"text":"Dear %s %s, <p>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/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> \n<li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD800.pdf\">TD Ameritrade Privacy Statement</a> </li> \n</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 01/19 </div>","subject":"Welcome to TD Ameritrade"},"ktp":{"text":"Dear %s %s, <p> 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> Return all pages, along with your deposit, to the address noted on the application. You can also include a <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA100689.pdf\">Trusted Contact Authorization form</a> if you'd like. We'll process your account application as soon as we receive the documents. </li> </ol> 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 04/19 </div>","subject":"TD Ameritrade Online Application"}},"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/"}},"offers":{"termsAndConditions":{"offerCode880":"*Offer valid for preselected clients who respond to the offer and either open and fund a new account or fund an existing account with new assets between 8/19/2019 and 11/22/2019. Limit one offer per promotion per account. If opening a new account managed by TD Ameritrade Investment Management, LLC, please call 800-669-3900 to have your account registered for the offer. New accounts must be titled differently from any existing TD Ameritrade accounts. All qualified net deposits into new or existing accounts must be made between 8/19/2019 and 11/22/2019. **For purposes of this offer: qualified net new assets between $50,000 and $99,999.99 are eligible to receive your choice of cash, select products, gift cards valued at $200 and $100 cash bonus if you transfer to TD Ameritrade; qualified net new assets between $100,000 and $249,999.99 are eligible to receive your choice of cash, select products, gift cards valued at $500 and $200 cash bonus if you transfer to TD Ameritrade; qualified net new assets between $250,000 and $499,999.99 are eligible to receive your choice of cash, select products, gift cards valued at $1,000 and $ cash bonus if you transfer to TD Ameritrade; qualified net new assets between $500,000 and $999,999.99 are eligible for your choice of cash, select products, or gift cards valued at $1,500 and $400 cash bonus if you transfer to TD Ameritrade; qualified net new assets between $1,000,000 and $1,999,999 are eligible for your choice of cash, select products, or gift cards valued at $3,000 and $500 cash bonus if you transfer to TD Ameritrade; qualified net new assets between $2,000,000 and $4,999,999 are eligible for your choice of cash, select products, or gift cards valued at $6,000 and $600 cash bonus if you transfer to TD Ameritrade; and qualified net new assets of $5,000,000 or more are eligible for your choice of cash, select products, or gift cards valued at $12,000 and $700 cash bonus if you transfer to TD Ameritrade. Cash bonus of up to $700 requires a valid transfer from another brokerage company by 11/22/2019.** Net deposits made during the promotional timeframe will be aggregated and applied towards the award amounts specified in this offer. External transfers typically take one to four weeks to complete. However, this time frame is dependent on the firm you are transferring from and may take longer. **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.** Net deposits are assets deposited into the account minus assets withdrawn from the account and transferred out of TD Ameritrade. Please allow five to seven business days from account funding to receive an email with instructions and access code and password for ordering your choice of cash, select products, or gift cards. Products and gift cards will be shipped to the mailing address you submit to the vendor. Only valid U.S. mailing addresses are accepted. If product or gift cards are the selected award, please allow four to six weeks from the time the order is submitted to receive your item(s). Exact timing is based on current inventory levels. All orders will ship “complete” and if one of the products or gift cards are on backorder, it can delay the arrival of all items. Orders over $1200 will be shipped UPS Signature Required. If cash is the selected award, it will be credited to the qualifying TD Ameritrade account within two to three business days. Cash bonuses for transfers from another brokerage company will be credited to the qualifying TD Ameritrade account within two to three business days. Orders must be placed by 12/13/19. (Offer Code: 880 or FALL19) \n \n**Offer is not valid for IRAs, tax-exempt accounts, TD Ameritrade Institutional accounts, certain trust accounts, corporate accounts, partnerships, LLCs, or other client-representative accounts. Offer is not valid on certain tax-exempt trusts, 401(k) accounts, Keogh plans, profit sharing plans, or money purchase plans. Offer is not valid with any other offer. Offer is not transferable. Limit one offer per account. TD Ameritrade reserves the right to change, restrict or revoke this offer at any time, without prior notice. This is not an offer or solicitation in any jurisdiction where we are not authorized to do business.** \n \nTaxes related to TD Ameritrade offers are your responsibility. Promotional items and cash received during the calendar year will be included on your consolidated Form 1099. \n \nAll rewards are offered by TD Ameritrade. TD Ameritrade is not responsible for the policies or merchandise purchased with the gift cards. Gift cards may be subject to fees or expiration dates, as determined by the gift card issuer. TD Ameritrade and the retailers or manufacturers of products and/or gift cards offered in this promotion are not affiliated with one another and do not endorse or bear responsibility for one another's products or services. \n \nAll product names and marks are the property of their respective owners. \n \n**Cash bonus of up to $700 requires a valid transfer from another brokerage company by 11/22/2019. \n \nTD Ameritrade, Inc., member [FINRA](https://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. © 2019 TD Ameritrade","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)","offerCode621":"*Offer valid for preselected clients who respond to the offer and either open and fund a new account or fund an existing account with new assets between 11/11/2019 and 12/6/2019. Limit one offer per promotion per account. If opening a new account managed by TD Ameritrade Investment Management, LLC, please call 800-669-3900 to have your account registered for the offer. New accounts must be titled differently from any existing TD Ameritrade accounts. All qualified net deposits into new or existing accounts must be made between 11/11/2019 and 12/6/2019. **For purposes of this offer: qualified net new assets between $50,000 and $99,999.99 are eligible to receive your choice of cash, select products, gift cards valued at $200 and $100 cash bonus if you transfer to TDA; qualified net new assets between $100,000 and $249,999.99 are eligible to receive your choice of cash, select products, gift cards valued at $500 and $200 cash bonus if you transfer to TDA; qualified net new assets between $250,000 and $499,999.99 are eligible to receive your choice of cash, select products, gift cards valued at $1,000 and $ cash bonus if you transfer to TDA; qualified net new assets between $500,000 and $999,999.99 are eligible for your choice of cash, select products, or gift cards valued at $1,500 and $400 cash bonus if you transfer to TDA; qualified net new assets between $1,000,000 and $1,999,999 are eligible for your choice of cash, select products, or gift cards valued at $3,000 and $500 cash bonus if you transfer to TDA; qualified net new assets between $2,000,000 and $4,999,999 are eligible for your choice of cash, select products, or gift cards valued at $6,000 and $600 cash bonus if you transfer to TDA; and qualified net new assets of $5,000,000 or more are eligible for your choice of cash, select products, or gift cards valued at $12,000 and $700 cash bonus if you transfer to TDA. Cash bonus of up to $700 requires a valid transfer from another brokerage company by 12/6/2019.** Net deposits made during the promotional timeframe will be aggregated and applied towards the award amounts specified in this offer. External transfers typically take one to four weeks to complete. However, this time frame is dependent on the firm you are transferring from and may take longer. **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.** Net deposits are assets deposited into the account minus assets withdrawn from the account and transferred out of TD Ameritrade. Please allow five to seven business days from account funding to receive an email with instructions and access code and password for ordering your choice of cash, select products, or gift cards. Products and gift cards will be shipped to the mailing address you submit to the vendor. Only valid U.S. mailing addresses are accepted. If product or gift cards are the selected award, please allow four to six weeks from the time the order is submitted to receive your item(s). Exact timing is based on current inventory levels. All orders will ship “complete” and if one of the products or gift cards is on backorder, it can delay the arrival of all items. Orders over $1200 will be shipped UPS Signature Required. If cash is the selected award, it will be credited to the qualifying TD Ameritrade account within two to three business days. Cash bonuses for transfers from another brokerage company will be credited to the qualifying TD Ameritrade account within two to three business days. Orders must be placed by 12/31/19. (Offer Code: 621 or WNBK) \n \n**Offer is not valid for IRAs, tax-exempt accounts, TD Ameritrade Institutional accounts, certain trust accounts, corporate accounts, partnerships, LLCs, or other client-representative accounts. Offer is not valid on certain tax-exempt trusts, 401k accounts, Keogh plans, profit-sharing plans, or money purchase plans. Offer is not valid with any other offer. Offer is not transferable. Limit one offer per account. TD Ameritrade reserves the right to change, restrict or revoke this offer at any time, without prior notice. This is not an offer or solicitation in any jurisdiction where we are not authorized to do business.** \n \nTaxes related to TD Ameritrade offers are your responsibility. Promotional items and cash received during the calendar year will be included on your consolidated Form 1099. \n \nAll rewards are offered by TD Ameritrade. TD Ameritrade is not responsible for the policies or merchandise purchased with the gift cards. Gift cards may be subject to fees or expiration dates, as determined by the gift card issuer. TD Ameritrade and the retailers or manufacturers of products and/or gift cards offered in this promotion are not affiliated with one another and do not endorse or bear responsibility for one another's products or services. \n \nAll product names and marks are the property of their respective owners. \n \n**Cash bonus of up to $700 requires a valid transfer from another brokerage company by 12/6/2019. \n \nTD Ameritrade, Inc., member [FINRA](https://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. © 2019 TD Ameritrade","error":"Enter an eligible offer code or continue without one.","offerCode264":"Offer valid for one new Individual, Joint, or IRA TD Ameritrade account opened by 9/30/19 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 is not valid with internal transfers, accounts managed by TD Ameritrade Investment Management, LLC, TD Ameritrade Institutional accounts, and current TD Ameritrade accounts, or with other offers. Qualified commission-free Internet equity, ETF, or options orders will be limited to a maximum of 250 and must execute within 90 calendar days of account funding. No credit will be given for unexecuted trades. **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: 264)","offerCode277":"Offer valid for one new Individual, Joint, or IRA TD Ameritrade account opened by 1/31/20 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-$49,999. To receive $200 bonus, account must be funded with $50,000-$99,999. To receive $500 bonus, account must be funded with $100,000-$249,999. To receive $1,000 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 is not valid with internal transfers, accounts managed by TD Ameritrade Investment Management, LLC, TD Ameritrade Institutional accounts, current TD Ameritrade accounts, or with other offers. Accounts funded with **$3,000** or more are eligible for up to **300** commission-free Internet equity, ETF, or option trades executed within 90 days of account funding. All other trade types are excluded from this offer. **Contract, exercise, and assignment fees still apply.** Limit one offer per client. No credit will be given for unexecuted trades. 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. (Offer Code: 277) \n \nTaxes related to TD Ameritrade offers are your responsibility. All promotional items and cash received during the calendar year will be included on 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.","offerCode798":"Offer valid for preselected accounts that respond online to the offer and either open and fund a new account or fund an existing account with new assets by 12/31/19. Limit one offer per promotion per account. For accounts managed by TD Ameritrade Investment Management, LLC, please call 800-669-3900 to have your account registered for the offer. **For purposes of this offer: qualified net new assets between $50,000 and $74,999.99 are eligible to receive a $150 gift card; qualified net new assets of $75,000 or more are eligible to receive a $200 gift card.** External transfers typically take 1-4 weeks to complete. However, this time frame is dependent on the firm you are transferring from, and may take longer. **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.** Net deposits are assets deposited into the account minus assets withdrawn from the account and transferred out of TD Ameritrade. Please allow 5-7 business days from account funding to receive an email with instructions and an access code and password for ordering your gift cards. Gift cards will be shipped to the mailing address you submit to the vendor. Only U.S. addresses are accepted. Please allow 2-3 weeks from the time the order is submitted to receive gift cards. (Offer Code: AGIFTCARD or 798) \n \nOffer is not valid for IRAs or other QRP accounts, TD Ameritrade Institutional accounts, certain trust accounts, corporate accounts, partnerships, LLCs, or other client-representative accounts. Offer is not valid with any other offer. Offer is not transferable. Limit one offer per account. 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. \n \nTaxes related to TD Ameritrade offers are your responsibility. Promotional items and cash received during the calendar year will be included on your consolidated Form 1099.","offerCode793":"Offer valid for one new Individual, Joint, or IRA TD Ameritrade account opened by 12/31/19 and funded within 60 calendar days of account opening with **$3,000** or more. **To receive $20 bonus, account must be funded with $5,000 or more within 60 days of account opening. To receive $100 bonus, account must be funded with $25,000 or more within 60 days of account opening. To receive $150 bonus, account must be funded with $50,000 or more within 60 days of account opening. To receive $300 bonus, account must be funded with $100,000 or more within 60 days of account opening. To receive $600 bonus, account must be funded with $250,000 or more within 60 days of account opening.** Please allow 3-5 business days for any cash deposits to post to account. Limit one offer per client/account type. Offer is not valid on tax-exempt trusts, 401k accounts, Keogh plans, profit sharing plan, or money purchase plan, certain trust accounts, corporate accounts, partnerships, LLCs, or other client-representative accounts. Offer is not valid with internal transfers or accounts managed by TD Ameritrade Investment Management, LLC, TD Ameritrade Institutional accounts or current TD Ameritrade accounts. 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.** Offer is not valid with any other offer. Offer is not transferable. 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. 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. Net deposits are assets deposited into the account minus assets withdrawn from the account and transferred out of TD Ameritrade. (Offer: 793) \n \nTaxes related to TD Ameritrade offers are your responsibility. Promotional items and cash received during the calendar year will be included on your consolidated Form 1099.","offerCode794":"Offer valid for preselected accounts that respond online to the offer and either open and fund a new Traditional, Roth, Rollover, SEP, or SIMPLE Individual Retirement Account or fund an existing Traditional, Roth, Rollover, SEP, or SIMPLE Individual Retirement Account with new assets by 12/31/19. Limit one offer per promotion per account. For accounts managed by TD Ameritrade Investment Management, LLC, please call 800-669-3900 to have your account registered for the offer. **For purposes of this offer: qualified net new assets between $50,000 and $74,999.99 are eligible to receive a $150 bonus; qualified net new assets of $75,000 or more are eligible to receive a $200 bonus.** External transfers typically take 1-4 weeks to complete. However, this time frame is dependent on the firm you are transferring from, and may take longer. **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.** Net deposits are assets deposited into the account minus assets withdrawn from the account and transferred out of TD Ameritrade. Please allow 5-7 business days from account funding for the cash bonus to post to your account. (Offer Code: TRANSIRA or 794) \n \nOffer is not valid on tax-exempt trusts, 401(k) accounts, Keogh plans, profit sharing plans, or money purchase plans. Offer is not transferable and is not valid with internal transfers, TD Ameritrade Institutional accounts, or with other offers. 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. Taxes related to TD Ameritrade offers are your responsibility. Promotional items and cash received during the calendar year will be included on 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.","offerCode899":"Offer valid for one new individual, joint, or IRA TD Ameritrade Investing Account using the Essential Portfolios service managed by TD Ameritrade Investment Management, LLC. The TD Ameritrade Investing Account must be opened by 7/31/18 and funded with **$5,000** or more within 60 calendar days of account opening. Offer is not valid for tax-exempt trusts, 401(k) accounts, Keogh plans, profit sharing plans, or money purchase plans. Offer is not transferable and not applicable in connection with internal transfers from new or existing TD Ameritrade Institutional accounts or TD Ameritrade retail brokerage accounts. Cannot be combined with other offers. Accounts opened and funded with $5,000 or more during the offer period are eligible to receive a $25 cash credit to the TD Ameritrade Investing Account. Limit one offer per client. Account value of the qualifying account must remain equal to, or greater than, the amount of the qualifying deposit (without regard to trading losses, 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 from your qualifying deposit for the $25 to post to the account. Taxes related to this offer are the responsibility of the account owner. If received in a taxable account, the $25 credit will be included on your consolidated Form 1099 for the calendar year in which it was received. If received in an IRA account, the $25 credit will be considered earnings of the account and will not be reported as a contribution on Form 5498. 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: 899)","header":"Offer terms and conditions","offerCode881":"*Offer valid for clients who register for the offer and either open and fund a new account or fund an existing account with an external transfer or deposit of new assets between 11/11/2019 and 1/10/2020. Limit one offer per promotion per account. If opening a new account managed by TD Ameritrade Investment Management, LLC, please call 800-669-3900 to have your account registered for the offer. New accounts must be titled differently from any existing TD Ameritrade accounts. All qualified net deposits into new or existing accounts must be made between 11/11/2019 and 1/10/2020. **For purposes of this offer: Qualified net new assets between $50,000 and $99,999.99 are eligible to receive your choice of cash or select gift cards valued $200; qualified net new assets between $100,000 and $249,999.99 are eligible to receive your choice of cash or select gift cards valued at $300; qualified net new assets between $250,000 and $499,999.99 are eligible to receive your choice of cash or select gift cards valued at $600; qualified net new assets between $500,000 and $999,999.99 are eligible for your choice of cash or select gift cards valued at $1,200; and qualified net new assets of $1,000,000 or more are eligible for your choice of cash or select gift cards valued at $2,500.** Net deposits made during the promotional timeframe will be aggregated and applied towards the award amounts specified in this offer. External transfers typically take one 10 four weeks to complete. However, this time frame is dependent on the firm you are transferring from and may take longer. **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.** Net deposits are the sum of all assets deposited into the account minus all assets withdrawn from the account and transferred out of TD Ameritrade over the entire period specified for the offer. Please allow five to seven business days from account funding to receive an email with instructions and access code and password for ordering your choice of cash or select gift cards. Gift cards will be shipped to the mailing address you submit to the vendor. Only valid U.S. mailing addresses are accepted. Please allow four to six weeks from the time the order is submitted to receive your item(s). All gift card orders will ship “complete” and if one of the cards is on backorder, it can delay the arrival of all cards. Orders over $1200 will be shipped UPS Signature Required. If electronic delivery is selected, please allow two business days to receive an email with instructions on retrieving your claim code. Exact timing is based on current inventory levels. If cash is the selected award, it will be credited to the qualifying TD Ameritrade account within two to three business days. Orders must be placed by 2/28/20. (Offer Code: 881 or HOLIDAY20) \n \nOffer is not valid for IRAs, tax-exempt accounts, TD Ameritrade Institutional accounts, certain trust accounts, corporate accounts, partnerships, LLCs, or other client-representative accounts. Offer is not valid on certain tax-exempt trusts, 401k accounts, Keogh plans, profit sharing plans, or money purchase plans. Offer is not valid with any other offer. Offer is not transferable. Limit one offer per account. TD Ameritrade reserves the right to change, restrict or revoke this offer at any time, without prior notice. This is not an offer or solicitation in any jurisdiction where we are not authorized to do business. \n \nTaxes related to TD Ameritrade offers are your responsibility. Promotional items and cash received during the calendar year will be included on your consolidated Form 1099. \n \nAll rewards are offered by TD Ameritrade. TD Ameritrade is not responsible for the policies or merchandise purchased with the gift cards. Gift cards may be subject to fees or expiration dates, as determined by the gift card issuer. TD Ameritrade and the retailers or manufacturers of products and/or gift cards offered in this promotion are not affiliated with one another and do not endorse or bear responsibility for one another’s products or services. \n \nAll product names and marks are the property of their respective owners. \n \nTD Ameritrade, Inc., member [FINRA](https://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. © 2019 TD Ameritrade","offerCode796":"Offer valid for preselected accounts that respond online to the offer and either open and fund a new account or fund an existing account with new assets by 12/31/19. Limit one offer per promotion per account. If opening a new account managed by TD Ameritrade Investment Management, LLC, please contact a representative at 800-669-3900 to have your account registered for the offer. **For purposes of this offer: qualified net new assets between $50,000 and $74,999.99 are eligible to receive a $150 gift card; qualified net new assets of $75,000 or more are eligible to receive a $200 gift card.** External transfers typically take 1-4 weeks to complete. However, this time frame is dependent on the firm you are transferring from, and may take longer. **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.** Net deposits are assets deposited into the account minus assets withdrawn from the account and transferred out of TD Ameritrade. Please allow 5-7 business days from account funding to receive an email with instructions and an access code and password for ordering your gift cards. Gift cards will be shipped to the mailing address you submit to the vendor. Only U.S. addresses are accepted. Please allow 2-3 weeks from the time the order is submitted to receive gift cards. (Offer Code: PGIFTCARD or 796) \n \nOffer is not valid for IRAs or other QRP accounts, TD Ameritrade Institutional accounts, certain trust accounts, corporate accounts, partnerships, LLCs, or other client-representative accounts. Offer is not valid with any other offer. Offer is not transferable. Limit one offer per account. 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. \n \nTaxes related to TD Ameritrade offers are your responsibility. Promotional items and cash received during the calendar year will be included on your consolidated Form 1099.","linkText":"Offer terms and conditions","offerCode732":"Offer valid for one new individual, joint, or IRA TD Ameritrade account opened by 12/31/19 and funded within 30 calendar days from account open date with a minimum deposit of **$3,000** or more. **To receive $50 cash bonus, account must be funded with $10,000-$24,999. To receive $100 cash bonus, account must be funded with $25,000-$99,999. To receive $300 cash bonus, account must be funded with $100,000-$249,999. To receive $600 cash bonus, account must be funded with $250,000 or more.** Please allow 3-5 business days for any cash deposits to post to account. If you open a new TD Ameritrade retirement account, cash awards are valid within your IRA only and non-transferable to another existing TD Ameritrade account. Please consult a legal or tax advisor for the most recent change to the U.S. tax code and for rollover eligibility rules. 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, accounts managed by TD Ameritrade Investment Management, LLC, TD Ameritrade Institutional accounts, current TD Ameritrade accounts, or with other offers. Qualified commission-free Internet equity, ETF, or options orders must execute within 90 calendar days of initial 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. Taxes related to TD Ameritrade offers are your responsibility. Promotional items and cash received during the calendar year will be included in your consolidated Form 1099. **(Offer code 732)**","offerCode609":"*Offer valid for one new Individual, Joint, or IRA TD Ameritrade account opened by 1/31/2020 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, 401k accounts, Keogh plans, profit sharing plan, or money purchase plan. 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. Accounts funded with **$3,000** or more are eligible to receive ***Essential Option Strategies: Understanding the Market and Avoiding Common Pitfalls*** **by J. J. Kinahan.** 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. Qualified clients will receive an email with instructions on how to redeem the book. Book will be mailed to the address the client provides to the vendor when order is placed. Only valid U.S. mailing addresses will be accepted. Please allow approximately 3-4 weeks after book order is placed for delivery. Taxes related to TD Ameritrade offers are your responsibility. All promotional items and cash received during the calendar year will be included on 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: 609) \n \nOptions are not suitable for all investors as the special risks inherent to options trading may expose investors to potentially rapid and substantial losses. Options trading privileges subject to TD Ameritrade review and approval. Please read [Characteristics and Risks of Standardized Options](https://www.optionsclearing.com/about/publications/character-risks.jsp) before investing in options. \n \nTD Ameritrade makes no representations or warranties with respect to the accuracy or completeness of the information provided in the book. \n \nTD Ameritrade Inc., member [FINRA](https://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. © 2019 TD Ameritrade."}},"images":{"imageAltText":{"expandedIcon":"Expanded","tdaLogo":"TD Ameritrade logo","feedbackIcon":"Leave us your","callIcon":"Call us at","chatIcon":"Chat with us","collapsedIcon":"Collapsed","secureLockIcon":"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 can make a partial contribution if your AGI is under $199,000 (jointly) and $135,000 (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 $5,500 in total among all your IRAs for tax year 2018 ($6,500 if you’re 50 or older), or $6,000 for 2019 ($7,000 if you’re 50 or older)","rothIraIncomeBasedContributionLimit":"Contribute up to $5,500 in total among all your IRAs for tax year 2018 ($6,500 if you’re 50 or older), or $6,000 for 2019 ($7,000 if you’re 50 or older)","rothIRAIncomeNoAge1":"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) and $135,000 (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":"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 a partial contribution if your AGI is under $199,000 (jointly) or $135,000 (single).","incomeQuestionCopy":"This helps us determine which accounts you're eligible for.","other":"Other","movingExisting":"I'm moving assets from an existing IRA.","rothIRAUnder50AgeAndIncomeOr1":"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).","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 $5,500 in total among all your IRAs for tax year 2018 and $6,000 for 2019","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 2018:* $189,000 if you file jointly, or $120,000 if you file as single. You can make a partial contribution if your AGI is under $199,000 (jointly) or $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 a partial contribution if your AGI is under $203,000 (jointly) or $137,000 (single).","rothIraGeneralContributionLimit":"Contribute up to $5,500 in total among all your IRAs for tax year 2018 and $6,000 for 2019","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 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).","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 $5,500 per year in total among all your IRAs","rothIraAbove50NoIncomePluralSinglePoint":"Contribute to a Roth IRA if your adjusted gross income (AGI) is 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).","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":{"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","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:","electronicDeliveryRothIra":"- 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 Agreement\n- Account Handbook\n- Business Continuity Plan Statement\n- TD Ameritrade Privacy Statement\n- Simple 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","followTheStepsHeader":"Follow the steps below","clientAgreementText":"The Client Agreement applicable to this brokerage 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.","noSupportingDocumentsSteps":"- Review your application for accuracy \n- Mark any necessary changes on the form \n- Sign the application \n- Return it to us","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.","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.","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 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","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 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.","spsElectronicDelivery":"- Client Agreement \n- Equity360 Participant Account Addendum \n- Equity360 Account Handbook \n- Account Handbook \n- Business Continuity Plan Statement \n- TD Ameritrade Privacy Statement","agree":"I agree"},"page1Footer":{"otherRegions":"If you are 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), [China](https://ola.tdameritrade.com/global), or [Hong Kong](https://www.tdameritrade.com.hk), visit those websites to open your account."},"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"},"errorMessages":{"emailRequired":"Enter an email.","ownerPercentageRequired":"Enter a percentage for each owner.","securityQuestionFourRequired":"Select and answer all four security questions.","businessOrEmployerAddressRequired":"Enter the address of the business or employer.","invalidPhoneExtension":"Passed an invalid phone extension","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.","dateOfBirthRequired_utmaUgma":"Enter the minor's date of birth.","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.","occupationRequired":"Select your occupation.","invalidVisaExpiryDate":"The visa expiration date you entered is not valid.","invalidDate":"Enter a valid date in the format mm/dd/yyyy.","securityAnswerFourRequired":"Select and answer all four security questions.","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.","securityQuestionThreeRequired":"Select and answer all four security questions.","invalidForeignTaxId":"Enter your Tax ID number without special characters, dashes or spaces.","securityQuestionOneRequired":"Select and answer all four security questions.","SSNorITINRequired":"Enter your Social Security Number or Individual Taxpayer Identification Number (ITIN).","invalidOfferCode":"Enter offer code without special characters, dashes or spaces.","maxValidDob":"Enter a valid date of birth.","netWorthRequired":"Select your net worth.","invalidValue":"Invalid value","securityAnswerThreeRequired":"Select and answer all four security questions.","ssnShouldNotMatch":"Enter a Social Security Number/ITIN that is different from the other account owner’s.","countryOfBirthRequired":"Select your country of birth.","yearTooOld":"Enter a date that is less than 120 years ago.","visaExpirationDateRequired":"Enter a valid visa expiration date.","visaNumberRequired_utmaUgma":"Enter the minor's visa number.","fdicAgreementRequired":"To continue, check the box indicating you have read the FDIC Acknowledgement.","privacyStatementAgreementRequired":"To continue, check the box indicating you have read the TD Ameritrade Privacy Statement.","countryOfDualCitizenshipRequired_utmaUgma":"Select the minor's country of secondary citizenship.","addressProvinceRequired":"Select a province.","occupationOtherRequired_utmaUgma":"Enter the minor’s occupation.","selectDifferentAccount":"Joint tenants WROS accounts are not available in Louisiana. [Select a different account type](#changeAccountType) and re-enter your information.","visaNumberRequired":"Enter your visa number.","countryOfCitizenshipRequired":"Select your country of citizenship.","countryOfBirthRequired_utmaUgma":"Select the minor's country of birth.","firstNameRequired_utmaUgma":"Enter the minor’s first name.","SSNorITINRequired_utmaUgma":"Enter the minor's SSN or ITIN.","yesNoStatusRequired":"Select Yes or No.","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.","industryOfOccupationOtherRequired":"Enter your industry of occupation.","occupationOtherRequired":"Enter your occupation.","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.","invalidForeignTaxIdLength":"Enter up to 25 characters.","addressCountryRequired":"Select a country.","invalidDomesticPhoneNumber":"Enter a ten-digit phone number.","minorIneligibleCountry":"UTMA/UGMA accounts require the minor to live in the United States. [Select a different account type](#changeAccountType) and re-enter your information.","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.","countryOfCitizenshipRequired_utmaUgma":"Select the minor's country of citizenship.","stateOfEstablishmentRequired":"Select a state.","dateOfBirthRequired":"Enter your date of birth.","invalidCharacters":"Enter a name without special characters other than a hyphen, space, or apostrophe.","jointCpIneligibleState":"Joint community property accounts are not available in this state. [Select a different account type](#changeAccountType) and re-enter your information.","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.","addressZipRequired":"Enter a zip/postal code.","invalidCanadaPostalCode":"Enter a valid postal code.","visaTypeRequired_utmaUgma":"Select the minor's visa type.","mothersMaidenNameRequired":"Enter your mother's maiden name.","annualIncomeRequired":"Select your annual income.","invalidVisaNumber":"Enter exactly eight alphanumeric characters (letters and numbers) in the Visa field.","ssnShouldNotMatch_utmaUgma":"The custodian and minor cannot have the same SSN/ITIN. Enter another number for the custodian or minor.","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.","jtEntiretyExcludedState":"Joint tenants by the entirety accounts are not available in this state. [Select a different account type](#changeAccountType) and re-enter your information.","securityAnswerTwoRequired":"Select and answer all four security questions.","sourceOfFundingOtherRequired":"Enter a source of funds.","occupationRequired_utmaUgma":"Select the minor’s occupation.","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.","companyOrStockSymbolRequired":"Enter the company name or stock symbol.","primaryPhoneNumberRequired":"Enter a phone number.","addressCityRequired":"Enter a city.","securityAnswerOneRequired":"Select and answer all four security questions.","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":"Select and answer all four security questions.","industryOfOccupationRequired":"Select your industry of occupation.","businessOrEmployerNameRequired":"Enter the name of the business or employer.","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.","invalidForeignPhoneNumber":"Enter a minimum five digit international phone number. Special characters (such as %, $, #, &) are not allowed.","liquidNetWorthRequired":"Select your liquid net worth.","lastNameRequired_utmaUgma":"Enter the minor’s last name.","visaExpiryDateAfter10Years":"Enter a valid expiration date that is less than 10 years from today.","countryOfDualCitizenshipRequired":"Select your country of secondary citizenship.","fillPaperApplication":"To open this account, you must [fill out a paper application](#loadAlternateDelivery).","invalidSsnItin":"Enter your Social Security Number or Individual Taxpayer Identification Number (ITIN).","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.","invalidOfferCodeLength":"Enter up to 15 characters.","employmentStatusRequired":"Select your employment status.","invalidZip":"Enter a five-or nine-digit zip code.","yearTooYoung":"Minors are not allowed to open accounts.","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.","sourceOfFundingRequired":"Select a source of funds.","firstNameRequired":"Enter your first name."},"iKnowWhatAccountIWant":{"langSeparator":"|","subHeaderLink":"Find an account to meet your needs.","subHeaderText":"Not sure?","helpMeDecideButtonLabel":"Find an account","helpMeDecideSupportingText":"Not sure which one is right for you?","english":"English","header":"Select an account.","traditionalChinese":"Chinese"},"common":{"permanentResidentLabel":"Permanent resident of the U.S.","nonResidentLabel":"Neither U.S. citizen nor permanent resident","usCitizenLabel":"U.S. citizen","callUsNumber_sps":"800-598-2635","residentAlienLabel":"Resident alien","callUsNumber":"800-454-9272"},"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","accountNumberPrefix":"Account number:","nextStepsHeader":"What's next?","fundingButtonLabel":"Continue to funding","goToMyAccountLinkLabel":"Go to my account"},"kickToPaper":{"FOREIGN_US_COUNTRY_OF_BIRTH":"certificate_loss_nationality,trusted_contact","HAS_VISA_AND_ITIN":"ssn_card,government_id,trusted_contact","nextStepsItem3SupportingCopyWithDocuments":"Include these supporting documents:","w9Form":"[IRS Form W-9](https://www.irs.gov/pub/irs-pdf/fw9.pdf)","contactUs":"If you have any questions, tap below to call us or chat.","compliance_letter":"A signed Compliance Letter from your firm authorizing you to open/maintain a TD Ameritrade account (required by FINRA Rule 3210)","processTimeline":"We’ll process your application within 2-4 business days after we receive it, and we’ll send you an email when your account is ready.","nextStepsItem3HeaderWithSupportingDocuments":"Send the application to us.","MINOR_BELOW_ACCOUNT_AGE_OF_TERMINATION":"trusted_contact, utmaUgmaStatement","ssn_card":"A copy of your Social Security card or Individual Taxpayer Identification Number (ITIN)","nextStepsItem2Header":"Review it for accuracy.","accountNumberSupportingCopy":"Your account number is","ACCOUNT_SCREENING_RED":"w9,ssn_card,government_id,trusted_contact","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)","FOREIGN":"passport,bank_statement,w8,trusted_contact","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","OFAC_SCREENING_ALERT":"trusted_contact","NO_SSN":"trusted_contact","nextStepsItem2SupportingCopy":"If anything is wrong, write your changes on the page.","iraMailCopy":"**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,trusted_contact","header":"Sign and Send Your Application","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,w8,mailing_address_letter,trusted_contact","NO_ELECTRONIC_SIGNATURE":"trusted_contact","utmaUgmaStatement":"Account statement for the UTMA/UGMA account you are transferring","nonIraMailCopy":"**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","trusted_contact":"[Trusted contact form](https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA100689.pdf) (optional)","bank_statement":"A copy of your bank (or financial institution) statement, written in English characters (Please make sure the name and address on your statement match the name and address on your new TD Ameritrade account.)","nextStepsHeader":"Here’s what to do next:","headerSupportingCopy":"Based on the information you provided, you'll have to sign and send your application to us.","W9":"w9Form,trusted_contact","passport":"A copy of your current passport","nextStepsItem1Header":"Print your filled-out application.","PROMOTION_FAILURE":"trusted_contact","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":{"clientAgreementText_sps":"The [Client Agreement](https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD182.pdf) applicable to this account(s) contains a predispute arbitration clause. By signing this agreement, the parties agree to be bound by the terms of the Client Agreement, including the arbitration agreement located in Section 12 of the Client Agreement on page 8.","eDeliveryText":"You’ll receive these documents in an email after your account is opened. 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