TD Ameritrade - Open Your Account - Start Your Application

{"copy":{"offers":{"termsAndConditions":{"header":"Offer terms and conditions","linkText":"Offer terms and conditions","body":"Offer valid for one new Individual, Joint, or IRA TD Ameritrade account opened by 3/31/2018 and funded within 60 calendar days of account opening with **$3,000** or more. **To receive $100 bonus, account must be funded with $25,000-$99,999. To receive $300 bonus, account must be funded with $100,000-249,999. To receive $600 bonus, account must be funded with $250,000 or more.** Offer is not valid on tax-exempt trusts, 401(k) accounts, Keogh plans, profit sharing plans, or money purchase plans. Offer is not transferable and not valid with internal transfers, TD Ameritrade Institutional accounts, accounts managed by TD Ameritrade Investment Management, LLC, current TD Ameritrade accounts, or with other offers. Qualified commission-free Internet equity, ETF, or options orders will be limited to a maximum of **500** and must execute within 60 calendar days of account funding. **Contract, exercise, and assignment fees still apply.** Limit one offer per client. Account value of the qualifying account must remain equal to, or greater than, the value after the net deposit was made (minus any losses due to trading or market volatility or margin debit balances) for 12 months, or TD Ameritrade may charge the account for the cost of the offer at its sole discretion. TD Ameritrade reserves the right to restrict or revoke this offer at any time. This is not an offer or solicitation in any jurisdiction where we are not authorized to do business. Please allow 3-5 business days for any cash deposits to post to account. Taxes related to TD Ameritrade offers are your responsibility. Retail values totaling $600 or more during the calendar year will be included in your consolidated Form 1099. Please consult a legal or tax advisor for the most recent changes to the U.S. tax code and for rollover eligibility rules. (Offer Code: 220)","error":"Enter an eligible offer code or continue without one."}},"outage":{"messages":{"outageMessageHeader":"System Maintenance","outageMessageBody":"Please note that you will be unable to open new accounts while we perform routine maintenance. We apologize for any inconvenience and thank you for your patience. Don’t hesitate to call us during this time at 800-454-9272.","isDisplayOutageMessage":false}},"images":{"imageAltText":{"feedbackIcon":"Give us feedback","collapsedIcon":"Collapsed","expandedIcon":"Expanded","chatIcon":"Chat with us","callIcon":"Call us at","shieldIcon":"Security is our priority","secureLockIcon":"This is a secure page","tdaLogo":"Go to TDAmeritrade.com"}},"session":{"timeoutModals":{"notificationModalContinueButton":"Start again","notificationModalTitle":"Your session has expired.","confirmModalConfirmButton":"Continue my application","confirmModalRejectButton":"Exit and delete my info","confirmModalTitle":"Your session is about to expire.","notificationModalContent":"It's been a while since you've taken any action on the page, and your session has timed out. To open an account, you'll have to start again.","confirmModalContent":"It's been a while since you've taken action on this page and your session will time out in 5 minutes."}},"externalUrls":{"urls":{"redirectSingaporeURL":"https://www.tdameritrade.com.sg/","essentialPortfoliosURL":"https://www.tdameritrade.com/investment-guidance/investment-management-services/essential-portfolios.page","tdaMarketingSite":"https://www.tdameritrade.com/home.page","redirectSchwabHongKongURL":"https://www.schwab.com.hk/open-account-intro","redirectCanadaURL":"http://www.tddirectinvesting.ca/","internationalSchwabURL":"https://international.schwab.com/open-account-intro","selectivePortfoliosURL":"https://www.tdameritrade.com/investment-guidance/investment-management-services/selective-portfolios.page","learnMoreHongKongURL":"https://www.schwab.com.hk/","learnMoreSchwabURL":"https://international.schwab.com/","fiveTwoNineCollegeSavingsPlanURL":"https://www.tdameritrade.com/account-types/education/529-plans.page","redirectChinaURL":"https://ola.tdameritrade.com/global","redirectHongKongURL":"https://ola.tdameritrade.com/global/index.html#!/","redirectTaiwanURL":"https://ola.tdameritrade.com/global/index.html%23!/","marketingAccountTypes":"https://www.schwab.com/small-business-retirement-plans?cmp=YKQ"}},"cd1Email":{"citiAccountFullyPromoted":{"subject":"Welcome to TD Ameritrade","text":"Dear %s %s, Thank you for opening your account with TD Ameritrade. We're pleased to have you as a client and look forward to helping you pursue your financial goals. You can start putting your investing strategy into motion as soon as we receive approval from Citi's Compliance Department. If you have any questions about this process or the status of your approval, please call Citi's Compliance Department at 866-369-2074. Look for additional messages from us. In the near future, we'll be sending you communications specifically designed for new clients like you, with important information on all the products, tools, and services available to you through your account. In the meantime, you can log in to tdameritrade.com to see the range of cutting-edge trading platforms, extensive education opportunities, and independent third-party research we offer. In addition, please review this important information about your account: <ul> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA101313.pdf\">Client Relationship Summary</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD182.pdf\">Client Agreement</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA066.pdf\">Account Handbook</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD5491.pdf\">Business Continuity Plan Statement</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA6184.pdf\">Your Relationship with TD Ameritrade</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD800.pdf\">TD Ameritrade Privacy Statement</a> </li> %s </ul> Please note that this account will not move to Schwab with your current account. We will provide the transition date for this account at a later time. We're here for you. If you have any questions, please contact a New Client Consultant at 800-454-9272. We're here to help 24 hours a day, seven days a week. Again, thank you for choosing TD Ameritrade. <div style=\"font-size: 10px; margin-top: 15px;\">This is an automated email, and we won't receive your message if you reply. To contact us, please log in to your account and go to Message Center. TD Ameritrade understands the importance of protecting your privacy. From time to time we need to send you notifications like this one to give you important information about your account. If you've opted out of receiving promotional marketing communications from us, containing news about new and valuable services, we will continue to honor your request. TD Ameritrade and Citi are separate and unaffiliated firms and are not responsible for each other's services or policies. TD Ameritrade does not recommend or endorse any securities of, or relating to, Citi or any party that utilizes its brokerage or custodial services or makes such services available to its employees or covered persons. Citi has selected TD Ameritrade to be a preferred broker/dealer for its employees and other covered persons and will engage in certain related marketing activities. Market volatility, volume, and system availability may delay account access and trade execution. TD Ameritrade, Inc., member <a href=\"www.finra.org\">FINRA</a>/<a href=\"www.sipc.org\">SIPC</a>, a subsidiary of The Charles Schwab Corporation. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. %s %d Charles Schwab & Co., Inc. All rights reserved. Distributed by: TD Ameritrade, Inc., 200 South 108th Avenue, Omaha, NE 68154-2631 ATI 3720 EM 06/20 </div>"},"citiIraAccountFullyPromoted":{"iraCustodialAgreement":"<li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD6102.pdf\">Individual Retirement Custodial Account Agreement</a> </li>","subject":"Welcome to TD Ameritrade","rothIraCustodialAgreement":"<li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD6100.pdf\">Roth Individual Retirement Custodial Account Agreement</a> </li>","simpleIraCustodialAgreement":"<li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD6101.pdf\">Simple Individual Retirement Custodial Account Agreement</a> </li>","text":"Dear %s %s, Thank you for opening your account with TD Ameritrade. We're pleased to have you as a client and look forward to helping you pursue your financial goals. You can start putting your investing strategy into motion as soon as we receive approval from Citi's Compliance Department. If you have any questions about this process or the status of your approval, please call Citi's Compliance Department at 866-369-2074. Look for additional messages from us. In the near future, we'll be sending you communications specifically designed for new clients like you, with important information on all the products, tools, and services available to you through your account. In the meantime, you can log in to tdameritrade.com to see the range of cutting-edge trading platforms, extensive education opportunities, and independent third-party research we offer. In addition, please review this important information about your account: <ul> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA101313.pdf\">Client Relationship Summary</a></li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD182.pdf\">Client Agreement</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA066.pdf\">Account Handbook</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD5491.pdf\">Business Continuity Plan Statement</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA6184.pdf\">Your Relationship with TD Ameritrade</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD800.pdf\">TD Ameritrade Privacy Statement</a> </li> %s %s </ul> Please note that this account will not move to Schwab with your current account. We will provide the transition date for this account at a later time.Please note that this account will not move to Schwab with your current account. We will provide the transition date for this account at a later time. We're here for you. If you have any questions, please contact a New Client Consultant at 800-454-9272. We're here to help 24 hours a day, seven days a week. Again, thank you for choosing TD Ameritrade. <div style=\"font-size: 10px; margin-top: 15px;\">This is an automated email, and we won't receive your message if you reply. To contact us, please log in to your account and go to Message Center. TD Ameritrade understands the importance of protecting your privacy. From time to time we need to send you notifications like this one to give you important information about your account. If you've opted out of receiving promotional marketing communications from us, containing news about new and valuable services, we will continue to honor your request. TD Ameritrade and Citi are separate and unaffiliated firms and are not responsible for each other's services or policies. TD Ameritrade does not recommend or endorse any securities of, or relating to, Citi or any party that utilizes its brokerage or custodial services or makes such services available to its employees or covered persons. Citi has selected TD Ameritrade to be a preferred broker/dealer for its employees and other covered persons and will engage in certain related marketing activities. Market volatility, volume, and system availability may delay account access and trade execution. TD Ameritrade, Inc., member <a href=\"www.finra.org\">FINRA</a>/<a href=\"www.sipc.org\">SIPC</a>, a subsidiary of The Charles Schwab Corporation. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. %s %d Charles Schwab & Co., Inc. All rights reserved. Distributed by: TD Ameritrade, Inc., 200 South 108th Avenue, Omaha, NE 68154-2631 ATI 3720 EM 06/20 </div>"},"citiIraAccountKtpEnhanced":{"iraCustodialAgreement":"<li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD6102.pdf\">Individual Retirement Custodial Account Agreement</a> </li>","subject":"TD Ameritrade Online Application","rothIraCustodialAgreement":"<li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD6100.pdf\">Roth Individual Retirement Custodial Account Agreement</a> </li>","simpleIraCustodialAgreement":"<li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD6101.pdf\">Simple Individual Retirement Custodial Account Agreement</a> </li>","text":"Dear %s %s, You've taken the first step to pursuing your financial goals by beginning the TD Ameritrade account application. To learn more about your relationship with TD Ameritrade, review our <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA101313.pdf\">Client Relationship Summary</a>. To finish opening your account, you must send the attached New Account Cover Sheet and these supporting document(s): <ol> %s </ol> We’ll process your account application as soon as we receive the documents. In the meanwhile, please review these documents: <ul> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA101313.pdf\">Client Relationship Summary</a></li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD182.pdf\">Client Agreement</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA066.pdf\">Account Handbook</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD5491.pdf\">Business Continuity Plan Statement</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA6184.pdf\">Your Relationship with TD Ameritrade</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD800.pdf\">TD Ameritrade Privacy Statement</a> </li> %s %s </ul> Please note that this account will not move to Schwab with your current account. We will provide the transition date for this account at a later time. If you have any questions, please contact a New Client Consultant at 800-454-9272. We're available 24 hours a day, seven days a week. Again, thank you for choosing TD Ameritrade. We look forward to serving your financial needs. <div style=\"font-size: 10px; margin-top: 15px;\">This is an automated email, and we won't receive your message if you reply. TD Ameritrade understands the importance of protecting your privacy. From time to time we need to send you notifications like this one to give you important information about your account. If you've opted out of receiving promotional marketing communications from us, containing news about new and valuable services, we will continue to honor your request. Market volatility, volume, and system availability may delay account access and trade execution. TD Ameritrade, Inc., member <a href=\"www.finra.org\">FINRA</a>/<a href=\"www.sipc.org\">SIPC</a>, a subsidiary of The Charles Schwab Corporation. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. %s %d Charles Schwab & Co., Inc. All rights reserved. Distributed by: TD Ameritrade, Inc., 200 South 108th Avenue, Omaha, NE 68154-2631 ATI 3722 EM 10/20 </div>"},"imsAccountFullyPromoted":{"subject":"Welcome to TD Ameritrade","text":"Dear %s %s, Congratulations on opening your new TD Ameritrade Investing Account. TD Ameritrade Investment Management, LLC will invest your initial deposit during the next trading day. Then you'll be able to log in to <a href=\"https://www.tdameritrade.com\">tdameritrade.com</a> to track the progress of your portfolio and monitor its performance and holdings. You'll also be able to update your goal, financial information, and portfolio selection. For additional information about your new account, please view the following documents: <ul> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA101314.pdf\">Client Relationship Summary</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD182.pdf\">Client Agreement</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA066.pdf\">Account Handbook</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD5491.pdf\">Business Continuity Plan Statement</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD800.pdf\">TD Ameritrade Privacy Statement</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA6189.pdf\">TD Ameritrade Investment Management, LLC, Service Agreement</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA4855.pdf\">Disclosure brochure (FORM ADV, PART 2A)</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA6184.pdf\">Your Relationship with TD Ameritrade</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA368.pdf\">Summary of Cash Balance Programs</a> </li> </ul> Please note that this account will not move to Schwab with your current account. We will provide the transition date for this account at a later time. Once again, congratulations on taking the next step toward planning your financial future. We're glad to be a part of it. If you have any questions, portfolios specialists are ready to help. You can contact them at 800-665-1978, Monday through Friday from 8:30 a.m. to 8 p.m. ET (excluding market holidays). <div style=\"font-size: 10px; margin-top: 15px;\">This is an automated email, and we won't receive your message if you reply. To contact us, please log in to your account and go to Message Center. TD Ameritrade understands the importance of protecting your privacy. From time to time we need to send you notifications like this one to give you important information about your account. If you've opted out of receiving promotional marketing communications from us, containing news about new and valuable services, we will continue to honor your request. All investments involve risk, including loss of principal. Past performance does not guarantee future results. There is no assurance that the investment process will consistently lead to successful investing. Asset allocation and diversification do not eliminate the risk of experiencing investment losses. Advisory services provided by TD Ameritrade Investment Management, LLC (\"TD Ameritrade Investment Management\"), a registered investment advisor. Brokerage services provided by TD Ameritrade, Inc., member <a href=\"www.finra.org\">FINRA</a>/<a href=\"www.sipc.org\">SIPC</a>. TD Ameritrade Investment Management provides discretionary advisory services for a fee. Risks applicable to any portfolio are those associated with its underlying securities. For more information, please see the Disclosure Brochure <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA4855.pdf\">(Form ADV Part 2A)</a>. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. %s %d TD Ameritrade Distributed by: TD Ameritrade, Inc., 200 South 108th Avenue, Omaha, NE 68154-2631 TDA 3729 EM 06/20</div>"},"imsSelectiveIraAccountKtpEnhanced":{"iraCustodialAgreement":"<li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD6102.pdf\">Individual Retirement Custodial Account Agreement</a> </li>","subject":"TD Ameritrade Online Application","rothIraCustodialAgreement":"<li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD6100.pdf\">Roth Individual Retirement Custodial Account Agreement</a> </li>","simpleIraCustodialAgreement":"<li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD6101.pdf\">Simple Individual Retirement Custodial Account Agreement</a> </li>","text":"Dear %s %s, You've taken the first step to pursuing your financial goals by beginning the TD Ameritrade account application. To learn more about your relationship with TD Ameritrade, review our <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA101313.pdf\">Client Relationship Summary</a>. To finish opening your account, you must send the attached New Account Cover Sheet and these supporting document(s): <ol> Include your deposit and these supporting document(s): <ul> %s </ol> We’ll process your account application as soon as we receive the documents. In the meanwhile, please review these documents: <ul> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA101314.pdf\">Client Relationship Summary</a></li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD182.pdf\">Client Agreement</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA066.pdf\">Account Handbook</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD5491.pdf\">Business Continuity Plan Statement</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD800.pdf\">TD Ameritrade Privacy Statement</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA6189.pdf\">TD Ameritrade Investment Management, LLC, Service Agreement</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA4855.pdf\">Disclosure brochure (FORM ADV, PART 2A)</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA6184.pdf\">Your Relationship with TD Ameritrade</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA368.pdf\">Summary of Cash Balance Programs</a> </li> %s </ul> Please note that this account will not move to Schwab with your current account. We will provide the transition date for this account at a later time. If you have any questions, please contact a portfolios specialist at 888-310-7921, Monday through Friday from 8:30 a.m. to 8 p.m. ET (excluding market holidays). Again, thank you for choosing TD Ameritrade. We look forward to serving your financial needs. <div style=\"font-size: 10px; margin-top: 15px;\">This is an automated email, and we won't receive your message if you reply. TD Ameritrade understands the importance of protecting your privacy. From time to time we need to send you notifications like this one to give you important information about your account. If you've opted out of receiving promotional marketing communications from us, containing news about new and valuable services, we will continue to honor your request. Market volatility, volume, and system availability may delay account access and trade execution. TD Ameritrade, Inc., member <a href=\"www.finra.org\">FINRA</a>/<a href=\"www.sipc.org\">SIPC</a>, a subsidiary of The Charles Schwab Corporation. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. %s %d Charles Schwab & Co., Inc. All rights reserved. Distributed by: TD Ameritrade, Inc., 200 South 108th Avenue, Omaha, NE 68154-2631 ATI 3722 EM 10/20 </div>"},"imsAccountKtpEnhanced":{"subject":"TD Ameritrade Online Application","text":"Dear %s %s, You've taken the first step to pursuing your financial goals by beginning the TD Ameritrade account application. To learn more about your relationship with TD Ameritrade, review our <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA101313.pdf\">Client Relationship Summary</a>. To finish opening your account, you must send the attached New Account Cover Sheet and these supporting document(s): <ol> %s </ol> We’ll process your account application as soon as we receive the documents. In the meanwhile, please review these documents: <ul> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA101314.pdf\">Client Relationship Summary</a></li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD182.pdf\">Client Agreement</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA066.pdf\">Account Handbook</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD5491.pdf\">Business Continuity Plan Statement</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD800.pdf\">TD Ameritrade Privacy Statement</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA6189.pdf\">TD Ameritrade Investment Management, LLC, Service Agreement</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA4855.pdf\">Disclosure brochure (FORM ADV, PART 2A)</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA6184.pdf\">Your Relationship with TD Ameritrade</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA368.pdf\">Summary of Cash Balance Programs</a> </li> </ul> Please note that this account will not move to Schwab with your current account. We will provide the transition date for this account at a later time. If you have any questions, please contact a portfolio specialist at 800-665-1978, Monday through Friday from 8:30 a.m. to 8 p.m. ET (excluding market holidays). Again, thank you for choosing TD Ameritrade. We look forward to serving your financial needs. <div style=\"font-size: 10px; margin-top: 15px;\">This is an automated email, and we won't receive your message if you reply. TD Ameritrade understands the importance of protecting your privacy. From time to time we need to send you notifications like this one to give you important information about your account. If you've opted out of receiving promotional marketing communications from us, containing news about new and valuable services, we will continue to honor your request. Market volatility, volume, and system availability may delay account access and trade execution. TD Ameritrade, Inc., member <a href=\"www.finra.org\">FINRA</a>/<a href=\"www.sipc.org\">SIPC</a>, a subsidiary of The Charles Schwab Corporation. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. %s %d Charles Schwab & Co., Inc. All rights reserved. Distributed by: TD Ameritrade, Inc., 200 South 108th Avenue, Omaha, NE 68154-2631 ATI 3722 EM 10/20 </div>"},"dbIraAccountFullyPromoted":{"iraCustodialAgreement":"<li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD6102.pdf\">Individual Retirement Custodial Account Agreement</a> </li>","subject":"Welcome to TD Ameritrade","rothIraCustodialAgreement":"<li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD6100.pdf\">Roth Individual Retirement Custodial Account Agreement</a> </li>","simpleIraCustodialAgreement":"<li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD6101.pdf\">Simple Individual Retirement Custodial Account Agreement</a> </li>","text":"Dear %s %s, Thank you for opening your TD Ameritrade account. You can start putting your trading or investing strategy into motion today. Look for other communications in the near future, including important information on all the products, tools, and services available to you through your account. In the meanwhile, please review this important information about your account: <ul> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA101313.pdf\">Client Relationship Summary</a></li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD182.pdf\">Client Agreement</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA066.pdf\">Account Handbook</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD5491.pdf\">Business Continuity Plan Statement</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA6184.pdf\">Your Relationship with TD Ameritrade</a> </li><li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD800.pdf\">TD Ameritrade Privacy Statement</a> </li> %s %s</ul> Please note that this account will not move to Schwab with your current account. We will provide the transition date for this account at a later time. If you have any questions, please contact a New Client Consultant at 800-454-9272. We're here to help 24 hours a day, seven days a week. Again, thank you for choosing TD Ameritrade. We look forward to serving your trading and investing needs. <div style=\"font-size: 10px; margin-top: 15px;\">This is an automated email, and we won't receive your message if you reply. TD Ameritrade understands the importance of protecting your privacy. From time to time we need to send you notifications like this one to give you important information about your account. If you've opted out of receiving promotional marketing communications from us, containing news about new and valuable services, we will continue to honor your request. Market volatility, volume, and system availability may delay account access and trade execution. TD Ameritrade, Inc., member <a href=\"www.finra.org\">FINRA</a>/<a href=\"www.sipc.org\">SIPC</a>, a subsidiary of The Charles Schwab Corporation. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. %s %d Charles Schwab & Co., Inc. All rights reserved. Distributed by: TD Ameritrade, Inc., 200 South 108th Avenue, Omaha, NE 68154-2631 ATI 3720 EM 06/20 </div>"},"dpcAgreements":{"dpcAgreementsList":"<li><a href=\"https://www.schwab.com/retailclientagreements?cmp=YJA\">Schwab Account Agreement</a></li>\n<li><a href=\"https://www.tdameritrade.com/content/dam/tda/retail/marketing/en/pdf/TDA101713.pdf\">Schwab Cash Features Disclosure document</a></li>\n<li><a href=\"https://www.tdameritrade.com/content/dam/tda/retail/marketing/en/pdf/TDA101702.pdf\">Consent to Transfer Your Account to Schwab</a></li>"},"citiAccountKtp":{"subject":"TD Ameritrade Online Application","text":"Dear %s %s, You've taken the first step to pursuing your financial goals by beginning the TD Ameritrade account application. To finish opening your account, you must: <ol> <li> Review your application and write any changes directly on it. If you don't have the printout of your application, call us 24/7 at 800-454-9272 for a copy. </li> <li> Sign the application and any additional forms. </li> <li> Send all pages to the address noted on the application. (To learn more about your relationship with TD Ameritrade, review our <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA101313.pdf\">Client Relationship Summary</a>.) Include your deposit and these supporting document(s): <ul> %s <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA100689.pdf\">Trusted Contact Authorization Form</a> (optional)</li> </ul> </li> </ol> We’ll process your account application as soon as we receive the documents. In the meantime, please review these documents: <ul> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA101313.pdf\">Client Relationship Summary</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD182.pdf\">Client Agreement</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA066.pdf\">Account Handbook</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD5491.pdf\">Business Continuity Plan Statement</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA6184.pdf\">Your Relationship with TD Ameritrade</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD800.pdf\">TD Ameritrade Privacy Statement</a> </li> %s </ul> Please note that this account will not move to Schwab with your current account. We will provide the transition date for this account at a later time. If you have any questions, please contact a New Client Consultant at 800-454-9272. We're available 24 hours a day, seven days a week. Again, thank you for choosing TD Ameritrade. We look forward to serving your financial needs. <div style=\"font-size: 10px; margin-top: 15px;\">This is an automated email, and we won't receive your message if you reply. TD Ameritrade understands the importance of protecting your privacy. From time to time we need to send you notifications like this one to give you important information about your account. If you've opted out of receiving promotional marketing communications from us, containing news about new and valuable services, we will continue to honor your request. Market volatility, volume, and system availability may delay account access and trade execution. TD Ameritrade, Inc., member <a href=\"www.finra.org\">FINRA</a>/<a href=\"www.sipc.org\">SIPC</a>, a subsidiary of The Charles Schwab Corporation. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. %s %d Charles Schwab & Co., Inc. All rights reserved. Distributed by: TD Ameritrade, Inc., 200 South 108th Avenue, Omaha, NE 68154-2631 ATI 3722 EM 06/20 </div>"},"imsSelectiveIraAccountFullyPromoted":{"iraCustodialAgreement":"<li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD6102.pdf\">Individual Retirement Custodial Account Agreement</a> </li>","subject":"Welcome to TD Ameritrade","rothIraCustodialAgreement":"<li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD6100.pdf\">Roth Individual Retirement Custodial Account Agreement</a> </li>","simpleIraCustodialAgreement":"<li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD6101.pdf\">Simple Individual Retirement Custodial Account Agreement</a> </li>","text":"Dear %s %s, Congratulations on opening your new TD Ameritrade Investing Account. The portfolio that you selected is tailored to help you pursue your financial goal. TD Ameritrade Investment Management, LLC will invest your initial deposit during the next trading day. Then you'll be able to log in to <a href=\"https://www.tdameritrade.com\">tdameritrade.com</a> to track the progress of your portfolio and monitor its performance and holdings. You'll also be able to update your goal, financial information, and portfolio selection. For additional information about your new account, please view the following documents: <ul> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA101314.pdf\">Client Relationship Summary</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD182.pdf\">Client Agreement</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA066.pdf\">Account Handbook</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD5491.pdf\">Business Continuity Plan Statement</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD800.pdf\">TD Ameritrade Privacy Statement</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA6189.pdf\">TD Ameritrade Investment Management, LLC, Service Agreement</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA4855.pdf\">Disclosure brochure (FORM ADV, PART 2A)</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA6184.pdf\">Your Relationship with TD Ameritrade</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA368.pdf\">Summary of Cash Balance Programs</a> </li> %s </ul> Please note that this account will not move to Schwab with your current account. We will provide the transition date for this account at a later time. Once again, congratulations on taking the next step toward planning your financial future. We're glad to be a part of it. If you have any questions, portfolios specialists are ready to help. You can contact them at 888-310-7921, Monday through Friday from 8:30 a.m. to 8 p.m. ET (excluding market holidays). <div style=\"font-size: 10px; margin-top: 15px;\">This is an automated email, and we won't receive your message if you reply. To contact us, please log in to your account and go to Message Center. TD Ameritrade understands the importance of protecting your privacy. From time to time we need to send you notifications like this one to give you important information about your account. If you've opted out of receiving promotional marketing communications from us, containing news about new and valuable services, we will continue to honor your request. All investments involve risk, including loss of principal. Past performance does not guarantee future results. There is no assurance that the investment process will consistently lead to successful investing. Asset allocation and diversification do not eliminate the risk of experiencing investment losses. Advisory services provided by TD Ameritrade Investment Management, LLC (\"TD Ameritrade Investment Management\"), a registered investment advisor. Brokerage services provided by TD Ameritrade, Inc., member <a href=\"www.finra.org\">FINRA</a>/<a href=\"www.sipc.org\">SIPC</a>. TD Ameritrade Investment Management provides discretionary advisory services for a fee. Risks applicable to any portfolio are those associated with its underlying securities. For more information, please see the Disclosure Brochure <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA4855.pdf\">(Form ADV Part 2A)</a>. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. %s %d TD Ameritrade Distributed by: TD Ameritrade, Inc., 200 South 108th Avenue, Omaha, NE 68154-2631 TDA 3729 EM 06/20</div>"},"iraKtp":{"iraCustodialAgreement":"<li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD6102.pdf\">Individual Retirement Custodial Account Agreement</a> </li>","subject":"TD Ameritrade Online Application","rothIraCustodialAgreement":"<li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD6100.pdf\">Roth Individual Retirement Custodial Account Agreement</a> </li>","simpleIraCustodialAgreement":"<li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD6101.pdf\">Simple Individual Retirement Custodial Account Agreement</a> </li>","text":"Dear %s %s, You've taken the first step to pursuing your financial goals by beginning the TD Ameritrade account application. To finish opening your account, you must: <ol> <li> Review your application and write any changes directly on it. If you don't have the printout of your application, call us 24/7 at 800-454-9272 for a copy. </li> <li> Sign the application and any additional forms. </li> <li> Send all pages to the address noted on the application. (To learn more about your relationship with TD Ameritrade, review our <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA101313.pdf\">Client Relationship Summary</a>.) Include your deposit and these supporting document(s): <ul> %s <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA100689.pdf\">Trusted Contact Authorization Form</a> (optional)</li> </ul> </li> </ol> We’ll process your account application as soon as we receive the documents. In the meantime, please review these documents: <ul> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA101313.pdf\">Client Relationship Summary</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD182.pdf\">Client Agreement</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA066.pdf\">Account Handbook</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD5491.pdf\">Business Continuity Plan Statement</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD800.pdf\">TD Ameritrade Privacy Statement</a> </li> %s %s </ul> Please note that this account will not move to Schwab with your current account. We will provide the transition date for this account at a later time. If you have any questions, please contact a New Client Consultant at 800-454-9272. We're available 24 hours a day, seven days a week. Again, thank you for choosing TD Ameritrade. We look forward to serving your financial needs. <div style=\"font-size: 10px; margin-top: 15px;\">This is an automated email, and we won't receive your message if you reply. TD Ameritrade understands the importance of protecting your privacy. From time to time we need to send you notifications like this one to give you important information about your account. If you've opted out of receiving promotional marketing communications from us, containing news about new and valuable services, we will continue to honor your request. Market volatility, volume, and system availability may delay account access and trade execution. TD Ameritrade, Inc., member <a href=\"www.finra.org\">FINRA</a>/<a href=\"www.sipc.org\">SIPC</a>, a subsidiary of The Charles Schwab Corporation. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. %s %d Charles Schwab & Co., Inc. All rights reserved. Distributed by: TD Ameritrade, Inc., 200 South 108th Avenue, Omaha, NE 68154-2631 ATI 3722 EM 06/20 </div>"},"spsAccountKtp":{"subject":"TD Ameritrade Online Application","text":"Dear %s %s, You've taken the first step to pursuing your financial goals by beginning the Equity360 account application. To finish opening your account, you must: <ol> <li> Review your application and write any changes directly on it. If you have any questions, please contact the Participant Services team Monday through Friday from 8 a.m. to 8 p.m. ET at 800-598-2635. </li> <li> Sign the application and any additional forms. </li> <li> Send all pages to the address noted on the application. (To learn more about your relationship with TD Ameritrade, review our <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA101313.pdf\">Client Relationship Summary</a>.) Include your deposit and these supporting document(s): <ul> %s <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA100689.pdf\">Trusted Contact Authorization Form</a> (optional)</li> </ul> </li> </ol> We’ll process your account application as soon as we receive the documents. In the meantime, please review these documents: <ul> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA101313.pdf\">Client Relationship Summary</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD182.pdf\">Client Agreement</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA101269.pdf\">Equity360 Participant Account Addendum</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA196.pdf\">Equity360 Account Handbook</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA066.pdf\">Account Handbook</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD5491.pdf\">Business Continuity Plan Statement</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD800.pdf\">TD Ameritrade Privacy Statement</a> </li> </ul> Please note that this account will not move to Schwab with your current account. We will provide the transition date for this account at a later time. If you have any questions, please contact Participant Services at 800-598-2635, Monday through Friday from 8 a.m. to 8 p.m. ET. Again, thank you for choosing TD Ameritrade. We look forward to serving your financial needs. <div style=\"font-size: 10px; margin-top: 15px;\">This is an automated email, and we won't receive your message if you reply. TD Ameritrade understands the importance of protecting your privacy. From time to time we need to send you notifications like this one to give you important information about your account. If you've opted out of receiving promotional marketing communications from us, containing news about new and valuable services, we will continue to honor your request. Market volatility, volume, and system availability may delay account access and trade execution. TD Ameritrade, Inc., member <a href=\"www.finra.org\">FINRA</a>/<a href=\"www.sipc.org\">SIPC</a>, a subsidiary of The Charles Schwab Corporation. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. %s %d Charles Schwab & Co., Inc. All rights reserved. Distributed by: TD Ameritrade, Inc., 200 South 108th Avenue, Omaha, NE 68154-2631 ATI 3722 EM 06/20 </div>"},"imsIraAccountKtp":{"iraCustodialAgreement":"<li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD6102.pdf\">Individual Retirement Custodial Account Agreement</a> </li>","subject":"TD Ameritrade Online Application","rothIraCustodialAgreement":"<li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD6100.pdf\">Roth Individual Retirement Custodial Account Agreement</a> </li>","simpleIraCustodialAgreement":"<li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD6101.pdf\">Simple Individual Retirement Custodial Account Agreement</a> </li>","text":"Dear %s %s, You've taken the first step to pursuing your financial goals by beginning the TD Ameritrade account application. To finish opening your account, you must: <ol> <li> Review your application and write any changes directly on it. If you don't have the printout of your application, call us Monday through Friday from 8:30 a.m. to 8 p.m. ET (excluding market holidays) at 800-665-1978. </li> <li> Sign the application and any additional forms. </li> <li> Send all pages to the address noted on the application. (To learn more about your relationship with TD Ameritrade, review our <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA101314.pdf\">Client Relationship Summary</a>.) Include your deposit and these supporting document(s): <ul> %s <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA100689.pdf\">Trusted Contact Authorization Form</a> (optional)</li> </ul> </li> </ol> We’ll process your account application as soon as we receive the documents. In the meantime, please review these documents: <ul> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA101314.pdf\">Client Relationship Summary</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD182.pdf\">Client Agreement</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA066.pdf\">Account Handbook</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD5491.pdf\">Business Continuity Plan Statement</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD800.pdf\">TD Ameritrade Privacy Statement</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA6189.pdf\">TD Ameritrade Investment Management, LLC, Service Agreement</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA4855.pdf\">Disclosure brochure (FORM ADV, PART 2A)</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA6184.pdf\">Your Relationship with TD Ameritrade</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA368.pdf\">Summary of Cash Balance Programs</a> </li> %s </ul> Please note that this account will not move to Schwab with your current account. We will provide the transition date for this account at a later time. If you have any questions, please contact a portfolio specialist at 800-665-1978, Monday through Friday from 8:30 a.m. to 8 p.m. ET (excluding market holidays). Again, thank you for choosing TD Ameritrade. We look forward to serving your financial needs. <div style=\"font-size: 10px; margin-top: 15px;\">This is an automated email, and we won't receive your message if you reply. TD Ameritrade understands the importance of protecting your privacy. From time to time we need to send you notifications like this one to give you important information about your account. If you've opted out of receiving promotional marketing communications from us, containing news about new and valuable services, we will continue to honor your request. Market volatility, volume, and system availability may delay account access and trade execution. TD Ameritrade, Inc., member <a href=\"www.finra.org\">FINRA</a>/<a href=\"www.sipc.org\">SIPC</a>, a subsidiary of The Charles Schwab Corporation. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. %s %d Charles Schwab & Co., Inc. All rights reserved. Distributed by: TD Ameritrade, Inc., 200 South 108th Avenue, Omaha, NE 68154-2631 ATI 3722 EM 06/20 </div>"},"ktpEnhanced":{"subject":"TD Ameritrade Online Application","text":"Dear %s %s, You've taken the first step to pursuing your financial goals by beginning the TD Ameritrade account application. To learn more about your relationship with TD Ameritrade, review our <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA101313.pdf\">Client Relationship Summary</a>. To finish opening your account, you must send the attached New Account Cover Sheet and these supporting documents: (If you already uploaded these documents, you do not have to send them again.) <ol> %s </ol> We’ll process your account application as soon as we receive the documents. In the meanwhile, please review these documents: <ul> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA101313.pdf\">Client Relationship Summary</a></li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD182.pdf\">Client Agreement</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA066.pdf\">Account Handbook</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD5491.pdf\">Business Continuity Plan Statement</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD800.pdf\">TD Ameritrade Privacy Statement</a> </li> %s </ul> Please note that this account will not move to Schwab with your current account. We will provide the transition date for this account at a later time. If you have any questions, please contact a New Client Consultant at 800-454-9272. We're available 24 hours a day, seven days a week. Again, thank you for choosing TD Ameritrade. We look forward to serving your financial needs. <div style=\"font-size: 10px; margin-top: 15px;\">This is an automated email, and we won't receive your message if you reply. TD Ameritrade understands the importance of protecting your privacy. From time to time we need to send you notifications like this one to give you important information about your account. If you've opted out of receiving promotional marketing communications from us, containing news about new and valuable services, we will continue to honor your request. Market volatility, volume, and system availability may delay account access and trade execution. TD Ameritrade, Inc., member <a href=\"www.finra.org\">FINRA</a>/<a href=\"www.sipc.org\">SIPC</a>, a subsidiary of The Charles Schwab Corporation. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. %s %d Charles Schwab & Co., Inc. All rights reserved. Distributed by: TD Ameritrade, Inc., 200 South 108th Avenue, Omaha, NE 68154-2631 ATI 3722 EM 04/21 </div>"},"dbAccountKtpEnhanced":{"subject":"TD Ameritrade Online Application","text":"Dear %s %s, You've taken the first step to pursuing your financial goals by beginning the TD Ameritrade account application. To learn more about your relationship with TD Ameritrade, review our <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA101313.pdf\">Client Relationship Summary</a>. To finish opening your account, you must send the attached New Account Cover Sheet and these supporting document(s): <ol> %s </ol> We’ll process your account application as soon as we receive the documents. In the meanwhile, please review these documents: <ul> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA101313.pdf\">Client Relationship Summary</a></li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD182.pdf\">Client Agreement</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA066.pdf\">Account Handbook</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD5491.pdf\">Business Continuity Plan Statement</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD800.pdf\">TD Ameritrade Privacy Statement</a> </li> %s </ul> Please note that this account will not move to Schwab with your current account. We will provide the transition date for this account at a later time. If you have any questions, please contact a New Client Consultant at 800-454-9272. We're available 24 hours a day, seven days a week. Again, thank you for choosing TD Ameritrade. We look forward to serving your financial needs. <div style=\"font-size: 10px; margin-top: 15px;\">This is an automated email, and we won't receive your message if you reply. TD Ameritrade understands the importance of protecting your privacy. From time to time we need to send you notifications like this one to give you important information about your account. If you've opted out of receiving promotional marketing communications from us, containing news about new and valuable services, we will continue to honor your request. Market volatility, volume, and system availability may delay account access and trade execution. TD Ameritrade, Inc., member <a href=\"www.finra.org\">FINRA</a>/<a href=\"www.sipc.org\">SIPC</a>, a subsidiary of The Charles Schwab Corporation. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. %s %d Charles Schwab & Co., Inc. All rights reserved. Distributed by: TD Ameritrade, Inc., 200 South 108th Avenue, Omaha, NE 68154-2631 ATI 3722 EM 10/20 </div>"},"ktpReasons":{"minorBelowAgeOfTermination":"utmaUgmaTransferStatement","visaItin":"ssn_card,government_id","w8":"<a href=\"https://www.irs.gov/pub/irs-pdf/fw8ben.pdf\">IRS Form W-8BEN</a>","bank_statement_and_residence_proof":"One of the following: <ul><li>A copy of your bank (or financial institution) statement, written in English characters. (Make sure the name and address on your statement match the name and address on your new TD Ameritrade account.)</li><li>A copy of your proof of residence: a gas, water, or electricity bill, or a household register, written in English characters or a certified English translation. (Spanish is also acceptable.) We cannot accept a credit card statement, or a phone, TV, or satellite provider bill as proof of residence.</li></ul>","w9":"w9Form","utmaUgmaTransferStatement":"Account statement for the UTMA/UGMA account being transferred","lossOfNationality":"certificate_loss_nationality","passport_gov_id":"A copy of your current passport. If you do not have a passport, send a copy of a current, government-issued photo ID, along with a letter stating that you do not have a passport.","w8_w9":"Either IRS Form W-8BEN or IRS Form W-9","current_visa":"A copy of your current visa if you have one","gov_issued_id":"A copy of a current government-issued ID, such as your passport","government_id":"A copy of a government-issued ID, such as your current driver's license, passport, or visa","mailing_address_letter":"<a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD835.pdf\">Letter of Explanation for U.S. Mailing Address</a>","foreign":"passport_gov_id,bank_statement_and_residence_proof,w8","tuReject":"w9Form,ssn_card,government_id","w9Form":"<a href=\"https://www.irs.gov/pub/irs-pdf/fw9.pdf\">IRS Form W-9</a> (if you did not enter the Social Security Numbers correctly for all applicants)","ssn_card":"A copy of your Social Security card or Individual Taxpayer Identification Number (ITIN) card","foreignUsAddress":"passport_gov_id,bank_statement_and_residence_proof,w8,mailing_address_letter,current_visa","certificate_loss_nationality":"A copy of your Certificate of Loss of Nationality of the United States","tmx":"w9Form, ssn_card, government_id"},"imsSelectiveAccountFullyPromoted":{"subject":"Welcome to TD Ameritrade","text":"Dear %s %s, Congratulations on opening your new TD Ameritrade Investing Account. The portfolio that you selected is tailored to help you pursue your financial goal. TD Ameritrade Investment Management, LLC will invest your initial deposit during the next trading day. Then you'll be able to log in to <a href=\"https://www.tdameritrade.com\">tdameritrade.com</a> to track the progress of your portfolio and monitor its performance and holdings. You'll also be able to update your goal, financial information, and portfolio selection. For additional information about your new account, please view the following documents: <ul> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA101314.pdf\">Client Relationship Summary</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD182.pdf\">Client Agreement</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA066.pdf\">Account Handbook</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD5491.pdf\">Business Continuity Plan Statement</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD800.pdf\">TD Ameritrade Privacy Statement</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA6189.pdf\">TD Ameritrade Investment Management, LLC, Service Agreement</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA4855.pdf\">Disclosure brochure (FORM ADV, PART 2A)</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA6184.pdf\">Your Relationship with TD Ameritrade</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA368.pdf\">Summary of Cash Balance Programs</a> </li> </ul> Please note that this account will not move to Schwab with your current account. We will provide the transition date for this account at a later time. Once again, congratulations on taking the next step toward planning your financial future. We're glad to be a part of it. If you have any questions, portfolios specialists are ready to help. You can contact them at 888-310-7921, Monday through Friday from 8:30 a.m. to 8 p.m. ET (excluding market holidays). <div style=\"font-size: 10px; margin-top: 15px;\">This is an automated email, and we won't receive your message if you reply. To contact us, please log in to your account and go to Message Center. TD Ameritrade understands the importance of protecting your privacy. From time to time we need to send you notifications like this one to give you important information about your account. If you've opted out of receiving promotional marketing communications from us, containing news about new and valuable services, we will continue to honor your request. All investments involve risk, including loss of principal. Past performance does not guarantee future results. There is no assurance that the investment process will consistently lead to successful investing. Asset allocation and diversification do not eliminate the risk of experiencing investment losses. Advisory services provided by TD Ameritrade Investment Management, LLC (\"TD Ameritrade Investment Management\"), a registered investment advisor. Brokerage services provided by TD Ameritrade, Inc., member <a href=\"www.finra.org\">FINRA</a>/<a href=\"www.sipc.org\">SIPC</a>. TD Ameritrade Investment Management provides discretionary advisory services for a fee. Risks applicable to any portfolio are those associated with its underlying securities. For more information, please see the Disclosure Brochure <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA4855.pdf\">(Form ADV Part 2A)</a>. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. %s %d TD Ameritrade Distributed by: TD Ameritrade, Inc., 200 South 108th Avenue, Omaha, NE 68154-2631 TDA 3729 EM 06/20</div>"},"dbAccountFullyPromoted":{"subject":"Welcome to TD Ameritrade","text":"Dear %s %s, Thank you for opening your TD Ameritrade account. You can start putting your trading or investing strategy into motion today. Look for other communications in the near future, including important information on all the products, tools, and services available to you through your account. In the meanwhile, please review this important information about your account: <ul> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA101313.pdf\">Client Relationship Summary</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD182.pdf\">Client Agreement</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA066.pdf\">Account Handbook</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD5491.pdf\">Business Continuity Plan Statement</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA6184.pdf\">Your Relationship with TD Ameritrade</a> </li><li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD800.pdf\">TD Ameritrade Privacy Statement</a> </li> %s </ul> Please note that this account will not move to Schwab with your current account. We will provide the transition date for this account at a later time. If you have any questions, please contact a New Client Consultant at 800-454-9272. We're here to help 24 hours a day, seven days a week. Again, thank you for choosing TD Ameritrade. We look forward to serving your trading and investing needs. <div style=\"font-size: 10px; margin-top: 15px;\">This is an automated email, and we won't receive your message if you reply. TD Ameritrade understands the importance of protecting your privacy. From time to time we need to send you notifications like this one to give you important information about your account. If you've opted out of receiving promotional marketing communications from us, containing news about new and valuable services, we will continue to honor your request. Market volatility, volume, and system availability may delay account access and trade execution. TD Ameritrade, Inc., member <a href=\"www.finra.org\">FINRA</a>/<a href=\"www.sipc.org\">SIPC</a>, a subsidiary of The Charles Schwab Corporation. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. %s %d Charles Schwab & Co., Inc. All rights reserved. Distributed by: TD Ameritrade, Inc., 200 South 108th Avenue, Omaha, NE 68154-2631 ATI 3720 EM 06/20 </div>"},"promotionFailureAndOfacKtp":{"subject":"TD Ameritrade Online Application","text":"Dear %s %s, You've taken the first step to pursuing your financial goals by beginning the TD Ameritrade account application. While we’ve received your application, we must review it further before we can open your account. To learn more about your relationship with TD Ameritrade, review our <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA101313.pdf\">Client Relationship Summary</a>. Please review these documents: <ul> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA101313.pdf\">Client Relationship Summary</a></li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD182.pdf\">Client Agreement</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA066.pdf\">Account Handbook</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD5491.pdf\">Business Continuity Plan Statement</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD800.pdf\">TD Ameritrade Privacy Statement</a> </li> %s </ul> Please note that this account will not move to Schwab with your current account. We will provide the transition date for this account at a later time. If you have any questions, please contact a New Client Consultant at 800-454-9272. We're available 24 hours a day, seven days a week. Again, thank you for choosing TD Ameritrade. We look forward to serving your financial needs. <div style=\"font-size: 10px; margin-top: 15px;\">This is an automated email, and we won't receive your message if you reply. TD Ameritrade understands the importance of protecting your privacy. From time to time we need to send you notifications like this one to give you important information about your account. If you've opted out of receiving promotional marketing communications from us, containing news about new and valuable services, we will continue to honor your request. Market volatility, volume, and system availability may delay account access and trade execution. TD Ameritrade, Inc., member <a href=\"www.finra.org\">FINRA</a>/<a href=\"www.sipc.org\">SIPC</a>, a subsidiary of The Charles Schwab Corporation. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. %s %d Charles Schwab & Co., Inc. All rights reserved. Distributed by: TD Ameritrade, Inc., 200 South 108th Avenue, Omaha, NE 68154-2631 ATI 3722 EM 06/20 </div>"},"imsSelectiveAccountKtpEnhanced":{"subject":"TD Ameritrade Online Application","text":"Dear %s %s, You've taken the first step to pursuing your financial goals by beginning the TD Ameritrade account application. To learn more about your relationship with TD Ameritrade, review our <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA101313.pdf\">Client Relationship Summary</a>. To finish opening your account, you must send the attached New Account Cover Sheet and these supporting document(s): <ol> Include your deposit and these supporting document(s): <ul> %s </ol> We’ll process your account application as soon as we receive the documents. In the meanwhile, please review these documents: <ul> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA101314.pdf\">Client Relationship Summary</a></li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD182.pdf\">Client Agreement</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA066.pdf\">Account Handbook</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD5491.pdf\">Business Continuity Plan Statement</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD800.pdf\">TD Ameritrade Privacy Statement</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA6189.pdf\">TD Ameritrade Investment Management, LLC, Service Agreement</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA4855.pdf\">Disclosure brochure (FORM ADV, PART 2A)</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA6184.pdf\">Your Relationship with TD Ameritrade</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA368.pdf\">Summary of Cash Balance Programs</a> </li> </ul> Please note that this account will not move to Schwab with your current account. We will provide the transition date for this account at a later time. If you have any questions, please contact a portfolios specialist at 888-310-7921, Monday through Friday from 8:30 a.m. to 8 p.m. ET (excluding market holidays). Again, thank you for choosing TD Ameritrade. We look forward to serving your financial needs. <div style=\"font-size: 10px; margin-top: 15px;\">This is an automated email, and we won't receive your message if you reply. TD Ameritrade understands the importance of protecting your privacy. From time to time we need to send you notifications like this one to give you important information about your account. If you've opted out of receiving promotional marketing communications from us, containing news about new and valuable services, we will continue to honor your request. Market volatility, volume, and system availability may delay account access and trade execution. TD Ameritrade, Inc., member <a href=\"www.finra.org\">FINRA</a>/<a href=\"www.sipc.org\">SIPC</a>, a subsidiary of The Charles Schwab Corporation. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. %s %d Charles Schwab & Co., Inc. All rights reserved. Distributed by: TD Ameritrade, Inc., 200 South 108th Avenue, Omaha, NE 68154-2631 ATI 3722 EM 10/20 </div>"},"spsAccountFullyPromoted":{"subject":"Welcome to TD Ameritrade","text":"Dear %s %s, Thank you for opening your TD Ameritrade account. We're committed to helping you get the most out of your Equity360 account. Look for other communications in the near future, including important information on all the products, tools, and services available to you through TD Ameritrade. In the meanwhile, please review this important information about your account: <ul> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA101313.pdf\">Client Relationship Summary</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD182.pdf\">Client Agreement</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA101269.pdf\">Equity360 Participant Account Addendum</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA196.pdf\">Equity360 Account Handbook</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA066.pdf\">Account Handbook</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD5491.pdf\">Business Continuity Plan Statement</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD800.pdf\">TD Ameritrade Privacy Statement</a> </li> </ul> Please note that this account will not move to Schwab with your current account. We will provide the transition date for this account at a later time. If you have any questions, please contact Participant Services at 800-598-2635, Monday through Friday from 8 a.m. to 8 p.m. ET. Again, thank you for choosing TD Ameritrade. We look forward to serving your trading and investing needs. <div style=\"font-size: 10px; margin-top: 15px;\">This is an automated email, and we won't receive your message if you reply. TD Ameritrade understands the importance of protecting your privacy. From time to time we need to send you notifications like this one to give you important information about your account. If you've opted out of receiving promotional marketing communications from us, containing news about new and valuable services, we will continue to honor your request. Market volatility, volume, and system availability may delay account access and trade execution. TD Ameritrade, Inc., member <a href=\"www.finra.org\">FINRA</a>/<a href=\"www.sipc.org\">SIPC</a>, a subsidiary of The Charles Schwab Corporation. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. %s %d Charles Schwab & Co., Inc. All rights reserved. Distributed by: TD Ameritrade, Inc., 200 South 108th Avenue, Omaha, NE 68154-2631 ATI 3720 EM 06/20 </div>"},"imsAccountKtp":{"subject":"TD Ameritrade Online Application","text":"Dear %s %s, You've taken the first step to pursuing your financial goals by beginning the TD Ameritrade account application. To finish opening your account, you must: <ol> <li> Review your application and write any changes directly on it. If you don't have the printout of your application, call us Monday through Friday from 8:30 a.m. to 8 p.m. ET (excluding market holidays) at 800-665-1978. </li> <li> Sign the application and any additional forms. </li> <li> Send all pages to the address noted on the application. (To learn more about your relationship with TD Ameritrade, review our <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA101314.pdf\">Client Relationship Summary</a>.) Include your deposit and these supporting document(s): <ul> %s <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA100689.pdf\">Trusted Contact Authorization Form</a> (optional)</li> </ul> </li> </ol> We’ll process your account application as soon as we receive the documents. In the meantime, please review these documents: <ul> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA101314.pdf\">Client Relationship Summary</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD182.pdf\">Client Agreement</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA066.pdf\">Account Handbook</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD5491.pdf\">Business Continuity Plan Statement</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD800.pdf\">TD Ameritrade Privacy Statement</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA6189.pdf\">TD Ameritrade Investment Management, LLC, Service Agreement</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA4855.pdf\">Disclosure brochure (FORM ADV, PART 2A)</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA6184.pdf\">Your Relationship with TD Ameritrade</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA368.pdf\">Summary of Cash Balance Programs</a> </li> </ul> Please note that this account will not move to Schwab with your current account. We will provide the transition date for this account at a later time. If you have any questions, please contact a portfolio specialist at 800-665-1978, Monday through Friday from 8:30 a.m. to 8 p.m. ET (excluding market holidays). Again, thank you for choosing TD Ameritrade. We look forward to serving your financial needs. <div style=\"font-size: 10px; margin-top: 15px;\">This is an automated email, and we won't receive your message if you reply. TD Ameritrade understands the importance of protecting your privacy. From time to time we need to send you notifications like this one to give you important information about your account. If you've opted out of receiving promotional marketing communications from us, containing news about new and valuable services, we will continue to honor your request. Market volatility, volume, and system availability may delay account access and trade execution. TD Ameritrade, Inc., member <a href=\"www.finra.org\">FINRA</a>/<a href=\"www.sipc.org\">SIPC</a>, a subsidiary of The Charles Schwab Corporation. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. %s %d Charles Schwab & Co., Inc. All rights reserved. Distributed by: TD Ameritrade, Inc., 200 South 108th Avenue, Omaha, NE 68154-2631 ATI 3722 EM 06/20 </div>"},"imsIraAccountKtpEnhanced":{"iraCustodialAgreement":"<li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD6102.pdf\">Individual Retirement Custodial Account Agreement</a> </li>","subject":"TD Ameritrade Online Application","rothIraCustodialAgreement":"<li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD6100.pdf\">Roth Individual Retirement Custodial Account Agreement</a> </li>","simpleIraCustodialAgreement":"<li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD6101.pdf\">Simple Individual Retirement Custodial Account Agreement</a> </li>","text":"Dear %s %s, You've taken the first step to pursuing your financial goals by beginning the TD Ameritrade account application. To learn more about your relationship with TD Ameritrade, review our <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA101313.pdf\">Client Relationship Summary</a>. To finish opening your account, you must send the attached New Account Cover Sheet and these supporting document(s): <ol> %s </ol> We’ll process your account application as soon as we receive the documents. In the meanwhile, please review these documents: <ul> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA101314.pdf\">Client Relationship Summary</a></li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD182.pdf\">Client Agreement</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA066.pdf\">Account Handbook</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD5491.pdf\">Business Continuity Plan Statement</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD800.pdf\">TD Ameritrade Privacy Statement</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA6189.pdf\">TD Ameritrade Investment Management, LLC, Service Agreement</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA4855.pdf\">Disclosure brochure (FORM ADV, PART 2A)</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA6184.pdf\">Your Relationship with TD Ameritrade</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA368.pdf\">Summary of Cash Balance Programs</a> </li> %s </ul> Please note that this account will not move to Schwab with your current account. We will provide the transition date for this account at a later time. If you have any questions, please contact a portfolio specialist at 800-665-1978, Monday through Friday from 8:30 a.m. to 8 p.m. ET (excluding market holidays). Again, thank you for choosing TD Ameritrade. We look forward to serving your financial needs. <div style=\"font-size: 10px; margin-top: 15px;\">This is an automated email, and we won't receive your message if you reply. TD Ameritrade understands the importance of protecting your privacy. From time to time we need to send you notifications like this one to give you important information about your account. If you've opted out of receiving promotional marketing communications from us, containing news about new and valuable services, we will continue to honor your request. Market volatility, volume, and system availability may delay account access and trade execution. TD Ameritrade, Inc., member <a href=\"www.finra.org\">FINRA</a>/<a href=\"www.sipc.org\">SIPC</a>, a subsidiary of The Charles Schwab Corporation. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. %s %d Charles Schwab & Co., Inc. All rights reserved. Distributed by: TD Ameritrade, Inc., 200 South 108th Avenue, Omaha, NE 68154-2631 ATI 3722 EM 10/20 </div>"},"ktp":{"subject":"TD Ameritrade Online Application","text":"Dear %s %s, You've taken the first step to pursuing your financial goals by beginning the TD Ameritrade account application. To finish opening your account, you must: <ol> <li> Review your application and write any changes directly on it. If you don't have the printout of your application, call us 24/7 at 800-454-9272 for a copy. </li> <li> Sign the application and any additional forms. </li> <li> Send all pages to the address noted on the application. (To learn more about your relationship with TD Ameritrade, review our <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA101313.pdf\">Client Relationship Summary</a>.) Include your deposit and these supporting document(s): <ul> %s <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA100689.pdf\">Trusted Contact Authorization Form</a> (optional)</li> </ul> </li> </ol> We’ll process your account application as soon as we receive the documents. In the meantime, please review these documents: <ul> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA101313.pdf\">Client Relationship Summary</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD182.pdf\">Client Agreement</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA066.pdf\">Account Handbook</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD5491.pdf\">Business Continuity Plan Statement</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD800.pdf\">TD Ameritrade Privacy Statement</a> </li> %s </ul> Please note that this account will not move to Schwab with your current account. We will provide the transition date for this account at a later time. If you have any questions, please contact a New Client Consultant at 800-454-9272. We're available 24 hours a day, seven days a week. Again, thank you for choosing TD Ameritrade. We look forward to serving your financial needs. <div style=\"font-size: 10px; margin-top: 15px;\">This is an automated email, and we won't receive your message if you reply. TD Ameritrade understands the importance of protecting your privacy. From time to time we need to send you notifications like this one to give you important information about your account. If you've opted out of receiving promotional marketing communications from us, containing news about new and valuable services, we will continue to honor your request. Market volatility, volume, and system availability may delay account access and trade execution. TD Ameritrade, Inc., member <a href=\"www.finra.org\">FINRA</a>/<a href=\"www.sipc.org\">SIPC</a>, a subsidiary of The Charles Schwab Corporation. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. %s %d Charles Schwab & Co., Inc. All rights reserved. Distributed by: TD Ameritrade, Inc., 200 South 108th Avenue, Omaha, NE 68154-2631 ATI 3722 EM 06/20 </div>"},"imsIraAccountFullyPromoted":{"iraCustodialAgreement":"<li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD6102.pdf\">Individual Retirement Custodial Account Agreement</a> </li>","subject":"Welcome to TD Ameritrade","rothIraCustodialAgreement":"<li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD6100.pdf\">Roth Individual Retirement Custodial Account Agreement</a> </li>","simpleIraCustodialAgreement":"<li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD6101.pdf\">Simple Individual Retirement Custodial Account Agreement</a> </li>","text":"Dear %s %s, Congratulations on opening your new TD Ameritrade Investing Account. TD Ameritrade Investment Management, LLC will invest your initial deposit during the next trading day. Then you'll be able to log in to <a href=\"https://www.tdameritrade.com\">tdameritrade.com</a> to track the progress of your portfolio and monitor its performance and holdings. You'll also be able to update your goal, financial information, and portfolio selection. For additional information about your new account, please view the following documents: <ul> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA101314.pdf\">Client Relationship Summary</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD182.pdf\">Client Agreement</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA066.pdf\">Account Handbook</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD5491.pdf\">Business Continuity Plan Statement</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD800.pdf\">TD Ameritrade Privacy Statement</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA6189.pdf\">TD Ameritrade Investment Management, LLC, Service Agreement</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA4855.pdf\">Disclosure brochure (FORM ADV, PART 2A)</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA6184.pdf\">Your Relationship with TD Ameritrade</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA368.pdf\">Summary of Cash Balance Programs</a> </li> %s </ul> Please note that this account will not move to Schwab with your current account. We will provide the transition date for this account at a later time. Once again, congratulations on taking the next step toward planning your financial future. We're glad to be a part of it. If you have any questions, portfolios specialists are ready to help. You can contact them at 800-665-1978, Monday through Friday from 8:30 a.m. to 8 p.m. ET (excluding market holidays). <div style=\"font-size: 10px; margin-top: 15px;\">This is an automated email, and we won't receive your message if you reply. To contact us, please log in to your account and go to Message Center. TD Ameritrade understands the importance of protecting your privacy. From time to time we need to send you notifications like this one to give you important information about your account. If you've opted out of receiving promotional marketing communications from us, containing news about new and valuable services, we will continue to honor your request. All investments involve risk, including loss of principal. Past performance does not guarantee future results. There is no assurance that the investment process will consistently lead to successful investing. Asset allocation and diversification do not eliminate the risk of experiencing investment losses. Advisory services provided by TD Ameritrade Investment Management, LLC (\"TD Ameritrade Investment Management\"), a registered investment advisor. Brokerage services provided by TD Ameritrade, Inc., member <a href=\"www.finra.org\">FINRA</a>/<a href=\"www.sipc.org\">SIPC</a>. TD Ameritrade Investment Management provides discretionary advisory services for a fee. Risks applicable to any portfolio are those associated with its underlying securities. For more information, please see the Disclosure Brochure <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA4855.pdf\">(Form ADV Part 2A)</a>. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. %s %d TD Ameritrade Distributed by: TD Ameritrade, Inc., 200 South 108th Avenue, Omaha, NE 68154-2631 TDA 3729 EM 06/20</div>"},"spsCompanionAccountFailure":{"subject":"Failure to create companion account for sps account number %s","text":"Due to a system error, the companion account for sps account number %s was not properly created."},"accountFullyPromoted":{"subject":"Welcome to TD Ameritrade","text":"Dear %s %s, Thank you for opening your TD Ameritrade account. You can start putting your trading or investing strategy into motion today. Look for other communications in the near future, including important information on all the products, tools, and services available to you through your account. In the meanwhile, please review this important information about your account: <ul> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA101313.pdf\">Client Relationship Summary</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD182.pdf\">Client Agreement</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA066.pdf\">Account Handbook</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD5491.pdf\">Business Continuity Plan Statement</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA6184.pdf\">Your Relationship with TD Ameritrade</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD800.pdf\">TD Ameritrade Privacy Statement</a> </li> %s </ul> Please note that this account will not move to Schwab with your current account. We will provide the transition date for this account at a later time. If you have any questions, please contact a New Client Consultant at 800-454-9272. We're here to help 24 hours a day, seven days a week. Again, thank you for choosing TD Ameritrade. We look forward to serving your trading and investing needs. <div style=\"font-size: 10px; margin-top: 15px;\">This is an automated email, and we won't receive your message if you reply. TD Ameritrade understands the importance of protecting your privacy. From time to time we need to send you notifications like this one to give you important information about your account. If you've opted out of receiving promotional marketing communications from us, containing news about new and valuable services, we will continue to honor your request. Market volatility, volume, and system availability may delay account access and trade execution. TD Ameritrade, Inc., member <a href=\"www.finra.org\">FINRA</a>/<a href=\"www.sipc.org\">SIPC</a>, a subsidiary of The Charles Schwab Corporation. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. %s %d Charles Schwab & Co., Inc. All rights reserved. Distributed by: TD Ameritrade, Inc., 200 South 108th Avenue, Omaha, NE 68154-2631 ATI 3720 EM 06/20 </div>"},"citiIraAccountKtp":{"iraCustodialAgreement":"<li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD6102.pdf\">Individual Retirement Custodial Account Agreement</a> </li>","subject":"TD Ameritrade Online Application","rothIraCustodialAgreement":"<li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD6100.pdf\">Roth Individual Retirement Custodial Account Agreement</a> </li>","simpleIraCustodialAgreement":"<li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD6101.pdf\">Simple Individual Retirement Custodial Account Agreement</a> </li>","text":"Dear %s %s, You've taken the first step to pursuing your financial goals by beginning the TD Ameritrade account application. To finish opening your account, you must: <ol> <li> Review your application and write any changes directly on it. If you don't have the printout of your application, call us 24/7 at 800-454-9272 for a copy. </li> <li> Sign the application and any additional forms. </li> <li> Send all pages to the address noted on the application. (To learn more about your relationship with TD Ameritrade, review our <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA101313.pdf\">Client Relationship Summary</a>.) Include your deposit and these supporting document(s): <ul> %s <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA100689.pdf\">Trusted Contact Authorization Form</a> (optional)</li> </ul> </li> </ol> We’ll process your account application as soon as we receive the documents. In the meantime, please review these documents: <ul> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA101313.pdf\">Client Relationship Summary</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD182.pdf\">Client Agreement</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA066.pdf\">Account Handbook</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD5491.pdf\">Business Continuity Plan Statement</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA6184.pdf\">Your Relationship with TD Ameritrade</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD800.pdf\">TD Ameritrade Privacy Statement</a> </li> %s %s </ul> Please note that this account will not move to Schwab with your current account. We will provide the transition date for this account at a later time. If you have any questions, please contact a New Client Consultant at 800-454-9272. We're available 24 hours a day, seven days a week. Again, thank you for choosing TD Ameritrade. We look forward to serving your financial needs. <div style=\"font-size: 10px; margin-top: 15px;\">This is an automated email, and we won't receive your message if you reply. TD Ameritrade understands the importance of protecting your privacy. From time to time we need to send you notifications like this one to give you important information about your account. If you've opted out of receiving promotional marketing communications from us, containing news about new and valuable services, we will continue to honor your request. Market volatility, volume, and system availability may delay account access and trade execution. TD Ameritrade, Inc., member <a href=\"www.finra.org\">FINRA</a>/<a href=\"www.sipc.org\">SIPC</a>, a subsidiary of The Charles Schwab Corporation. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. %s %d Charles Schwab & Co., Inc. All rights reserved. Distributed by: TD Ameritrade, Inc., 200 South 108th Avenue, Omaha, NE 68154-2631 ATI 3722 EM 06/20 </div>"},"spsAccountKtpEnhanced":{"subject":"TD Ameritrade Online Application","text":"Dear %s %s, You've taken the first step to pursuing your financial goals by beginning the Equity360 account application. To learn more about your relationship with TD Ameritrade, review our <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA101313.pdf\">Client Relationship Summary</a>. To finish opening your account, you must send the attached New Account Cover Sheet and these supporting document(s): <ol> %s </ol> We’ll process your account application as soon as we receive the documents. In the meanwhile, please review these documents: <ul> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA101313.pdf\">Client Relationship Summary</a></li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD182.pdf\">Client Agreement</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA101269.pdf\">Equity360 Participant Account Addendum</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA196.pdf\">Equity360 Account Handbook</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA066.pdf\">Account Handbook</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD5491.pdf\">Business Continuity Plan Statement</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD800.pdf\">Privacy Statement</a> </li> </ul> Please note that this account will not move to Schwab with your current account. We will provide the transition date for this account at a later time. If you have any questions, please contact Participant Services at 800-598-2635, Monday through Friday from 8 a.m. to 8 p.m. ET. Again, thank you for choosing TD Ameritrade. We look forward to serving your financial needs. <div style=\"font-size: 10px; margin-top: 15px;\">This is an automated email, and we won't receive your message if you reply. TD Ameritrade understands the importance of protecting your privacy. From time to time we need to send you notifications like this one to give you important information about your account. If you've opted out of receiving promotional marketing communications from us, containing news about new and valuable services, we will continue to honor your request. Market volatility, volume, and system availability may delay account access and trade execution. TD Ameritrade, Inc., member <a href=\"www.finra.org\">FINRA</a>/<a href=\"www.sipc.org\">SIPC</a>, a subsidiary of The Charles Schwab Corporation. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. %s %d Charles Schwab & Co., Inc. All rights reserved. Distributed by: TD Ameritrade, Inc., 200 South 108th Avenue, Omaha, NE 68154-2631 ATI 3722 EM 10/20 </div>"},"dbIraAccountKtpEnhanced":{"iraCustodialAgreement":"<li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD6102.pdf\">Individual Retirement Custodial Account Agreement</a> </li>","subject":"TD Ameritrade Online Application","rothIraCustodialAgreement":"<li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD6100.pdf\">Roth Individual Retirement Custodial Account Agreement</a> </li>","simpleIraCustodialAgreement":"<li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD6101.pdf\">Simple Individual Retirement Custodial Account Agreement</a> </li>","text":"Dear %s %s, You've taken the first step to pursuing your financial goals by beginning the TD Ameritrade account application. To learn more about your relationship with TD Ameritrade, review our <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA101313.pdf\">Client Relationship Summary</a>. To finish opening your account, you must send the attached New Account Cover Sheet and these supporting document(s): <ol> %s </ol> We’ll process your account application as soon as we receive the documents. In the meanwhile, please review these documents: <ul> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA101313.pdf\">Client Relationship Summary</a></li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD182.pdf\">Client Agreement</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA066.pdf\">Account Handbook</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD5491.pdf\">Business Continuity Plan Statement</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD800.pdf\">TD Ameritrade Privacy Statement</a> </li> %s %s </ul> Please note that this account will not move to Schwab with your current account. We will provide the transition date for this account at a later time. If you have any questions, please contact a New Client Consultant at 800-454-9272. We're available 24 hours a day, seven days a week. Again, thank you for choosing TD Ameritrade. We look forward to serving your financial needs. <div style=\"font-size: 10px; margin-top: 15px;\">This is an automated email, and we won't receive your message if you reply. TD Ameritrade understands the importance of protecting your privacy. From time to time we need to send you notifications like this one to give you important information about your account. If you've opted out of receiving promotional marketing communications from us, containing news about new and valuable services, we will continue to honor your request. Market volatility, volume, and system availability may delay account access and trade execution. TD Ameritrade, Inc., member <a href=\"www.finra.org\">FINRA</a>/<a href=\"www.sipc.org\">SIPC</a>, a subsidiary of The Charles Schwab Corporation. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. %s %d Charles Schwab & Co., Inc. All rights reserved. Distributed by: TD Ameritrade, Inc., 200 South 108th Avenue, Omaha, NE 68154-2631 ATI 3722 EM 10/20 </div>"},"imsSelectiveAccountKtp":{"subject":"TD Ameritrade Online Application","text":"Dear %s %s, You've taken the first step to pursuing your financial goals by beginning the TD Ameritrade account application. To finish opening your account, you must: <ol> <li> Review your application and write any changes directly on it. If you don't have the printout of your application, call us Monday through Friday from 8:30 a.m. to 8 p.m. ET (excluding market holidays) at 888-310-7921. </li> <li> Sign the application and any additional forms. </li> <li> Send all pages to the address noted on the application. (To learn more about your relationship with TD Ameritrade, review our <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA101314.pdf\">Client Relationship Summary</a>.) Include your deposit and these supporting document(s): <ul> %s <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA100689.pdf\">Trusted Contact Authorization Form</a> (optional)</li> </ul> </li> </ol> We’ll process your account application as soon as we receive the documents. In the meantime, please review these documents: <ul> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA101314.pdf\">Client Relationship Summary</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD182.pdf\">Client Agreement</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA066.pdf\">Account Handbook</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD5491.pdf\">Business Continuity Plan Statement</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD800.pdf\">TD Ameritrade Privacy Statement</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA6189.pdf\">TD Ameritrade Investment Management, LLC, Service Agreement</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA4855.pdf\">Disclosure brochure (FORM ADV, PART 2A)</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA6184.pdf\">Your Relationship with TD Ameritrade</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA368.pdf\">Summary of Cash Balance Programs</a> </li> </ul> Please note that this account will not move to Schwab with your current account. We will provide the transition date for this account at a later time. If you have any questions, please contact a portfolios specialist at 888-310-7921, Monday through Friday from 8:30 a.m. to 8 p.m. ET (excluding market holidays). Again, thank you for choosing TD Ameritrade. We look forward to serving your financial needs. <div style=\"font-size: 10px; margin-top: 15px;\">This is an automated email, and we won't receive your message if you reply. TD Ameritrade understands the importance of protecting your privacy. From time to time we need to send you notifications like this one to give you important information about your account. If you've opted out of receiving promotional marketing communications from us, containing news about new and valuable services, we will continue to honor your request. Market volatility, volume, and system availability may delay account access and trade execution. TD Ameritrade, Inc., member <a href=\"www.finra.org\">FINRA</a>/<a href=\"www.sipc.org\">SIPC</a>, a subsidiary of The Charles Schwab Corporation. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. %s %d Charles Schwab & Co., Inc. All rights reserved. Distributed by: TD Ameritrade, Inc., 200 South 108th Avenue, Omaha, NE 68154-2631 ATI 3722 EM 06/20 </div>"},"simpleIraAccountFullyPromoted":{"subject":"Welcome to TD Ameritrade","text":"Dear %s %s, Thank you for opening your TD Ameritrade account. You can start putting your trading or investing strategy into motion today. Look for other communications in the near future, including important information on all the products, tools, and services available to you through your account. In the meanwhile, please review this important information about your account: <ul> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA101313.pdf\">Client Relationship Summary</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD182.pdf\">Client Agreement</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA066.pdf\">Account Handbook</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD5491.pdf\">Business Continuity Plan Statement</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA6184.pdf\">Your Relationship with TD Ameritrade</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD800.pdf\">TD Ameritrade Privacy Statement</a> </li><li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD6101.pdf\">Simple Individual Retirement Custodial Account Agreement</a> </li> %s </ul> Please note that this account will not move to Schwab with your current account. We will provide the transition date for this account at a later time. If you have any questions, please contact a New Client Consultant at 800-454-9272. We're here to help 24 hours a day, seven days a week. Again, thank you for choosing TD Ameritrade. We look forward to serving your trading and investing needs. <div style=\"font-size: 10px; margin-top: 15px;\">This is an automated email, and we won't receive your message if you reply. TD Ameritrade understands the importance of protecting your privacy. From time to time we need to send you notifications like this one to give you important information about your account. If you've opted out of receiving promotional marketing communications from us, containing news about new and valuable services, we will continue to honor your request. Market volatility, volume, and system availability may delay account access and trade execution. TD Ameritrade, Inc., member <a href=\"www.finra.org\">FINRA</a>/<a href=\"www.sipc.org\">SIPC</a>, a subsidiary of The Charles Schwab Corporation. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. %s %d Charles Schwab & Co., Inc. All rights reserved. Distributed by: TD Ameritrade, Inc., 200 South 108th Avenue, Omaha, NE 68154-2631 ATI 3720 EM 06/20 </div>"},"iraAccountFullyPromoted":{"subject":"Welcome to TD Ameritrade","text":"Dear %s %s, Thank you for opening your TD Ameritrade account. You can start putting your trading or investing strategy into motion today. Look for other communications in the near future, including important information on all the products, tools, and services available to you through your account. In the meanwhile, please review this important information about your account: <ul> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA101313.pdf\">Client Relationship Summary</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD182.pdf\">Client Agreement</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA066.pdf\">Account Handbook</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD5491.pdf\">Business Continuity Plan Statement</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA6184.pdf\">Your Relationship with TD Ameritrade</a> </li><li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD800.pdf\">TD Ameritrade Privacy Statement</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD6102.pdf\">Individual Retirement Custodial Account Agreement</a> </li> %s </ul> Please note that this account will not move to Schwab with your current account. We will provide the transition date for this account at a later time. If you have any questions, please contact a New Client Consultant at 800-454-9272. We're here to help 24 hours a day, seven days a week. Again, thank you for choosing TD Ameritrade. We look forward to serving your trading and investing needs. <div style=\"font-size: 10px; margin-top: 15px;\">This is an automated email, and we won't receive your message if you reply. TD Ameritrade understands the importance of protecting your privacy. From time to time we need to send you notifications like this one to give you important information about your account. If you've opted out of receiving promotional marketing communications from us, containing news about new and valuable services, we will continue to honor your request. Market volatility, volume, and system availability may delay account access and trade execution. TD Ameritrade, Inc., member <a href=\"www.finra.org\">FINRA</a>/<a href=\"www.sipc.org\">SIPC</a>, a subsidiary of The Charles Schwab Corporation. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. %s %d Charles Schwab & Co., Inc. All rights reserved. Distributed by: TD Ameritrade, Inc., 200 South 108th Avenue, Omaha, NE 68154-2631 ATI 3720 EM 06/20 </div>"},"dbAccountKtp":{"subject":"TD Ameritrade Online Application","text":"Dear %s %s, You've taken the first step to pursuing your financial goals by beginning the TD Ameritrade account application. To finish opening your account, you must: <ol> <li> Review your application and write any changes directly on it. If you don't have the printout of your application, call us 24/7 at 800-454-9272 for a copy. </li> <li> Sign the application and any additional forms. </li> <li> Send all pages to the address noted on the application. (To learn more about your relationship with TD Ameritrade, review our <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA101313.pdf\">Client Relationship Summary</a>.) Include your deposit and these supporting document(s): <ul> %s <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA100689.pdf\">Trusted Contact Authorization Form</a> (optional)</li> </ul> </li> </ol> We’ll process your account application as soon as we receive the documents. In the meantime, please review these documents: <ul> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA101313.pdf\">Client Relationship Summary</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD182.pdf\">Client Agreement</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA066.pdf\">Account Handbook</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD5491.pdf\">Business Continuity Plan Statement</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD800.pdf\">TD Ameritrade Privacy Statement</a> </li> %s </ul> Please note that this account will not move to Schwab with your current account. We will provide the transition date for this account at a later time. If you have any questions, please contact a New Client Consultant at 800-454-9272. We're available 24 hours a day, seven days a week. Again, thank you for choosing TD Ameritrade. We look forward to serving your financial needs. <div style=\"font-size: 10px; margin-top: 15px;\">This is an automated email, and we won't receive your message if you reply. TD Ameritrade understands the importance of protecting your privacy. From time to time we need to send you notifications like this one to give you important information about your account. If you've opted out of receiving promotional marketing communications from us, containing news about new and valuable services, we will continue to honor your request. Market volatility, volume, and system availability may delay account access and trade execution. TD Ameritrade, Inc., member <a href=\"www.finra.org\">FINRA</a>/<a href=\"www.sipc.org\">SIPC</a>, a subsidiary of The Charles Schwab Corporation. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. %s %d Charles Schwab & Co., Inc. All rights reserved. Distributed by: TD Ameritrade, Inc., 200 South 108th Avenue, Omaha, NE 68154-2631 ATI 3722 EM 06/20 </div>"},"dbIraAccountKtp":{"iraCustodialAgreement":"<li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD6102.pdf\">Individual Retirement Custodial Account Agreement</a> </li>","subject":"TD Ameritrade Online Application","rothIraCustodialAgreement":"<li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD6100.pdf\">Roth Individual Retirement Custodial Account Agreement</a> </li>","simpleIraCustodialAgreement":"<li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD6101.pdf\">Simple Individual Retirement Custodial Account Agreement</a> </li>","text":"Dear %s %s, You've taken the first step to pursuing your financial goals by beginning the TD Ameritrade account application. To finish opening your account, you must: <ol> <li> Review your application and write any changes directly on it. If you don't have the printout of your application, call us 24/7 at 800-454-9272 for a copy. </li> <li> Sign the application and any additional forms. </li> <li> Send all pages to the address noted on the application. (To learn more about your relationship with TD Ameritrade, review our <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA101313.pdf\">Client Relationship Summary</a>.) Include your deposit and these supporting document(s): <ul> %s <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA100689.pdf\">Trusted Contact Authorization Form</a> (optional)</li> </ul> </li> </ol> We’ll process your account application as soon as we receive the documents. In the meantime, please review these documents: <ul> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA101313.pdf\">Client Relationship Summary</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD182.pdf\">Client Agreement</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA066.pdf\">Account Handbook</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD5491.pdf\">Business Continuity Plan Statement</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD800.pdf\">TD Ameritrade Privacy Statement</a> </li> %s %s </ul> Please note that this account will not move to Schwab with your current account. We will provide the transition date for this account at a later time. If you have any questions, please contact a New Client Consultant at 800-454-9272. We're available 24 hours a day, seven days a week. Again, thank you for choosing TD Ameritrade. We look forward to serving your financial needs. <div style=\"font-size: 10px; margin-top: 15px;\">This is an automated email, and we won't receive your message if you reply. TD Ameritrade understands the importance of protecting your privacy. From time to time we need to send you notifications like this one to give you important information about your account. If you've opted out of receiving promotional marketing communications from us, containing news about new and valuable services, we will continue to honor your request. Market volatility, volume, and system availability may delay account access and trade execution. TD Ameritrade, Inc., member <a href=\"www.finra.org\">FINRA</a>/<a href=\"www.sipc.org\">SIPC</a>, a subsidiary of The Charles Schwab Corporation. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. %s %d Charles Schwab & Co., Inc. All rights reserved. Distributed by: TD Ameritrade, Inc., 200 South 108th Avenue, Omaha, NE 68154-2631 ATI 3722 EM 06/20 </div>"},"imsSelectiveIraAccountKtp":{"iraCustodialAgreement":"<li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD6102.pdf\">Individual Retirement Custodial Account Agreement</a> </li>","subject":"TD Ameritrade Online Application","rothIraCustodialAgreement":"<li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD6100.pdf\">Roth Individual Retirement Custodial Account Agreement</a> </li>","simpleIraCustodialAgreement":"<li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD6101.pdf\">Simple Individual Retirement Custodial Account Agreement</a> </li>","text":"Dear %s %s, You've taken the first step to pursuing your financial goals by beginning the TD Ameritrade account application. To finish opening your account, you must: <ol> <li> Review your application and write any changes directly on it. If you don't have the printout of your application, call us Monday through Friday from 8:30 a.m. to 8 p.m. ET (excluding market holidays) at 888-310-7921. </li> <li> Sign the application and any additional forms. </li> <li> Send all pages to the address noted on the application. (To learn more about your relationship with TD Ameritrade, review our <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA101314.pdf\">Client Relationship Summary</a>.) Include your deposit and these supporting document(s): <ul> %s <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA100689.pdf\">Trusted Contact Authorization Form</a> (optional)</li> </ul> </li> </ol> We’ll process your account application as soon as we receive the documents. In the meantime, please review these documents: <ul> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA101314.pdf\">Client Relationship Summary</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD182.pdf\">Client Agreement</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA066.pdf\">Account Handbook</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD5491.pdf\">Business Continuity Plan Statement</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD800.pdf\">TD Ameritrade Privacy Statement</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA6189.pdf\">TD Ameritrade Investment Management, LLC, Service Agreement</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA4855.pdf\">Disclosure brochure (FORM ADV, PART 2A)</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA6184.pdf\">Your Relationship with TD Ameritrade</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA368.pdf\">Summary of Cash Balance Programs</a> </li> %s </ul> Please note that this account will not move to Schwab with your current account. We will provide the transition date for this account at a later time. If you have any questions, please contact a portfolios specialist at 888-310-7921, Monday through Friday from 8:30 a.m. to 8 p.m. ET (excluding market holidays). Again, thank you for choosing TD Ameritrade. We look forward to serving your financial needs. <div style=\"font-size: 10px; margin-top: 15px;\">This is an automated email, and we won't receive your message if you reply. TD Ameritrade understands the importance of protecting your privacy. From time to time we need to send you notifications like this one to give you important information about your account. If you've opted out of receiving promotional marketing communications from us, containing news about new and valuable services, we will continue to honor your request. Market volatility, volume, and system availability may delay account access and trade execution. TD Ameritrade, Inc., member <a href=\"www.finra.org\">FINRA</a>/<a href=\"www.sipc.org\">SIPC</a>, a subsidiary of The Charles Schwab Corporation. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. %s %d Charles Schwab & Co., Inc. All rights reserved. Distributed by: TD Ameritrade, Inc., 200 South 108th Avenue, Omaha, NE 68154-2631 ATI 3722 EM 06/20 </div>"},"iraKtpEnhanced":{"iraCustodialAgreement":"<li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD6102.pdf\">Individual Retirement Custodial Account Agreement</a> </li>","subject":"TD Ameritrade Online Application","rothIraCustodialAgreement":"<li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD6100.pdf\">Roth Individual Retirement Custodial Account Agreement</a> </li>","simpleIraCustodialAgreement":"<li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD6101.pdf\">Simple Individual Retirement Custodial Account Agreement</a> </li>","text":"Dear %s %s, You've taken the first step to pursuing your financial goals by beginning the TD Ameritrade account application. To learn more about your relationship with TD Ameritrade, review our <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA101313.pdf\">Client Relationship Summary</a>. To finish opening your account, you must send the attached New Account Cover Sheet and these supporting documents: (If you already uploaded these documents, you do not have to send them again.) <ol> %s </ol> We’ll process your account application as soon as we receive the documents. In the meanwhile, please review these documents: <ul> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA101313.pdf\">Client Relationship Summary</a></li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD182.pdf\">Client Agreement</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA066.pdf\">Account Handbook</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD5491.pdf\">Business Continuity Plan Statement</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD800.pdf\">TD Ameritrade Privacy Statement</a> </li> %s %s </ul> Please note that this account will not move to Schwab with your current account. We will provide the transition date for this account at a later time. If you have any questions, please contact a New Client Consultant at 800-454-9272. We're available 24 hours a day, seven days a week. Again, thank you for choosing TD Ameritrade. We look forward to serving your financial needs. <div style=\"font-size: 10px; margin-top: 15px;\">This is an automated email, and we won't receive your message if you reply. TD Ameritrade understands the importance of protecting your privacy. From time to time we need to send you notifications like this one to give you important information about your account. If you've opted out of receiving promotional marketing communications from us, containing news about new and valuable services, we will continue to honor your request. Market volatility, volume, and system availability may delay account access and trade execution. TD Ameritrade, Inc., member <a href=\"www.finra.org\">FINRA</a>/<a href=\"www.sipc.org\">SIPC</a>, a subsidiary of The Charles Schwab Corporation. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. %s %d Charles Schwab & Co., Inc. All rights reserved. Distributed by: TD Ameritrade, Inc., 200 South 108th Avenue, Omaha, NE 68154-2631 ATI 3722 EM 04/21 </div>"},"rothIraAccountFullyPromoted":{"subject":"Welcome to TD Ameritrade","text":"Dear %s %s, Thank you for opening your TD Ameritrade account. You can start putting your trading or investing strategy into motion today. Look for other communications in the near future, including important information on all the products, tools, and services available to you through your account. In the meanwhile, please review this important information about your account: <ul> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA101313.pdf\">Client Relationship Summary</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD182.pdf\">Client Agreement</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA066.pdf\">Account Handbook</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD5491.pdf\">Business Continuity Plan Statement</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA6184.pdf\">Your Relationship with TD Ameritrade</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD800.pdf\">TD Ameritrade Privacy Statement</a> </li><li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD6100.pdf\">Roth Individual Retirement Custodial Account Agreement</a> </li> %s </ul> Please note that this account will not move to Schwab with your current account. We will provide the transition date for this account at a later time. If you have any questions, please contact a New Client Consultant at 800-454-9272. We're here to help 24 hours a day, seven days a week. Again, thank you for choosing TD Ameritrade. We look forward to serving your trading and investing needs. <div style=\"font-size: 10px; margin-top: 15px;\">This is an automated email, and we won't receive your message if you reply. TD Ameritrade understands the importance of protecting your privacy. From time to time we need to send you notifications like this one to give you important information about your account. If you've opted out of receiving promotional marketing communications from us, containing news about new and valuable services, we will continue to honor your request. Market volatility, volume, and system availability may delay account access and trade execution. TD Ameritrade, Inc., member <a href=\"www.finra.org\">FINRA</a>/<a href=\"www.sipc.org\">SIPC</a>, a subsidiary of The Charles Schwab Corporation. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. %s %d Charles Schwab & Co., Inc. All rights reserved. Distributed by: TD Ameritrade, Inc., 200 South 108th Avenue, Omaha, NE 68154-2631 ATI 3720 EM 06/20 </div>"},"citiAccountKtpEnhanced":{"subject":"TD Ameritrade Online Application","text":"Dear %s %s, You've taken the first step to pursuing your financial goals by beginning the TD Ameritrade account application. To learn more about your relationship with TD Ameritrade, review our <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA101313.pdf\">Client Relationship Summary</a>. To finish opening your account, you must send the attached New Account Cover Sheet and these supporting document(s): <ol> %s </ol> We’ll process your account application as soon as we receive the documents. In the meanwhile, please review these documents: <ul> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA101313.pdf\">Client Relationship Summary</a></li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD182.pdf\">Client Agreement</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA066.pdf\">Account Handbook</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD5491.pdf\">Business Continuity Plan Statement</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA6184.pdf\">Your Relationship with TD Ameritrade</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD800.pdf\">TD Ameritrade Privacy Statement</a> </li> %s </ul> Please note that this account will not move to Schwab with your current account. We will provide the transition date for this account at a later time. If you have any questions, please contact a New Client Consultant at 800-454-9272. We're available 24 hours a day, seven days a week. Again, thank you for choosing TD Ameritrade. We look forward to serving your financial needs. <div style=\"font-size: 10px; margin-top: 15px;\">This is an automated email, and we won't receive your message if you reply. TD Ameritrade understands the importance of protecting your privacy. From time to time we need to send you notifications like this one to give you important information about your account. If you've opted out of receiving promotional marketing communications from us, containing news about new and valuable services, we will continue to honor your request. Market volatility, volume, and system availability may delay account access and trade execution. TD Ameritrade, Inc., member <a href=\"www.finra.org\">FINRA</a>/<a href=\"www.sipc.org\">SIPC</a>, a subsidiary of The Charles Schwab Corporation. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. %s %d Charles Schwab & Co., Inc. All rights reserved. Distributed by: TD Ameritrade, Inc., 200 South 108th Avenue, Omaha, NE 68154-2631 ATI 3722 EM 10/20 </div>"}},"signup":{"newLanding":{"informationCopy":"- **Existing clients:** Depending on when your account moves to Schwab, you may still be able to open a TD Ameritrade account. Enter your user ID and password and we’ll check.\n- **New clients:** We invite you to open an account at Schwab. Read more about the benefits below.","howYouWorkImage3":"Work with a Schwab advisor","informationheader":"Charles Schwab has acquired TD Ameritrade","clientFirstHeader":"Award-winning investing","tdButtonText":"Open account at TD Ameritrade","howYouWorkImage2":"Let our robo-advisor do the work","howYouWorkImage1":"Trade investments on your own","schwabButtonText":"Open account at Schwab","openSchwabUrl":"https://www.schwab.com/open-an-account?cmp=YKM","additionalCopy":"","header":"Ready to open your account? You're in the right place.","clientFirstImage1":"Investor's Business Daily – 2022 IBD Best Online Brokers","clientFirstImage2":"Investor's Business Daily Most Trusted Financial Companies 2021","disclosureCopy":"","clientFirstImage3":"Stockbrokers.com 2021 #1 New Tool and #1 IRA Accounts","howYouWorkHeader":"How you work with Schwab is your choice"},"cd1Accolades":{"accolades3":"**Exceptional service**\n\nwith industry-leading response times, trading specialists, and financial consultants at 400+ locations ","accolades4":" **Range of portfolio and wealth management solutions**\n\nfrom automated investing to custom wealth management","disclosure":"¹Standard online $0 commission does not apply to over-the-counter (OTC) equities, transaction-fee mutual funds, futures, fixed-income investments, or trades placed directly on a foreign exchange or in the Canadian market. Options trades will be subject to the standard $0.65 per-contract fee. Service charges apply for trades placed through a broker ($25) or by automated phone ($5). Exchange process, ADR, and Stock Borrow fees still apply. See the [Charles Schwab Pricing Guide for Individual Investors](https://www.schwab.com/public/schwab/nn/agreements/schwab_pricing_guide_for_individual_investors.html) for Individual Investors for full fee and commission schedules.","accolades1":"**World-class trading and investing**\n\nwith easy-to-use web and mobile apps, plus comprehensive education and market insights","accolades2":"**Low pricing**\n\nincluding $0 online commissions on listed stocks and ETFs, and $0 base commission on options¹","header":"What you'll get at Schwab"},"prefillNotEligible":{"buttonText":"Continue without autofilling","header":"Account not eligible for autofill.","body":"Please enter your information to open your account."},"iKnowWhatAccountIWant":{"traditionalChinese":"Chinese","subHeaderLink":"Find an account to meet your needs.","subHeaderText":"Not sure?","helpMeDecideButtonLabel":"Not sure? Find an account","langSeparator":"|","english":"English","header":"Select an account.","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.","findAnAccountButtonLabel":"Find an account","allAccountTypesButtonLabel":"Select a different account type","helpMeDecideSupportingText":"Not sure which account is right for you?"},"privacyStatement":{"statementHref":"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD800.pdf","statementLinkText":"TD Ameritrade Privacy Statement","statement":"We understand the trust you place in us and our responsibility to protect your privacy. Read the","checkboxLabel":"I have read the TD Ameritrade Privacy Statement.","statementSuffix":"to learn about the choices you have for how we collect and use your information."},"migratedLanding":{"informationCopy":"We invite you to open your new account directly with Schwab. All your assets and accounts will display in one convenient dashboard.","buttonText":"Open a Schwab Account","howYouWorkImage3":"Work with a Schwab advisor","clientFirstHeader":"Award-winning investing","howYouWorkImage2":"Let our robo-advisor do the work","howYouWorkImage1":"Trade investments on your own","openSchwabUrl":"https://www.schwab.com/open-an-account?cmp=YKP","additionalCopy":"","header":"Your TD Ameritrade account has moved to Schwab","clientFirstImage1":"Investor's Business Daily – 2022 IBD Best Online Brokers","clientFirstImage2":"Investor's Business Daily Most Trusted Financial Companies 2021","disclosureCopy":"","clientFirstImage3":"Stockbrokers.com 2021 #1 New Tool and #1 IRA Accounts","howYouWorkHeader":"How you work with Schwab is your choice"},"ineligibleCitizenshipModal":{"selectAccount":"Select another account","changeCitizenship":"Change citizenship","title":"Only U.S. citizens and other U.S. persons can open this account.","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."},"transitionGroupCopy":{"cancelApplication":"Cancel application"},"reviewFieldset":{"prefillRequireInputMessage":"We could not prefill some fields. Please provide the missing details below.","acceptClientAgreement":"I am accepting and agreeing to abide by all of the Client Agreement","privacyStatementHref":"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD800.pdf","w9ModalBody":"You must electronically sign and certify the accuracy of the IRS Form W-9 statements to open your account.","acceptClientAgreement_sps":"I am accepting and agreeing to abide by all of the Client Agreement and the Equity360 Participant Account Addendum","w9TaxPayerIdentificationNumber":"[TaxPayerId] is my correct taxpayer identification number","accountAddendumHref_sps":"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA101269.pdf","accountAgreementHref":"https://www.schwab.com/retailclientagreements?cmp=YJA","eDeliveryHeader":"Electronic delivery of documents","businessContinuityPlanStatementHref":"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD5491.pdf","accountHandbookLabel_sps":"Equity360 Account Handbook","w9SubHeader":"Under penalty of perjury, I, [Name], certify that:","dpcAgreementSectionCopy":"I, [NAME] understand, consent, and agree that:","vanguardTreasurySuffix":"account.","acceptClientAndIRAAgreement":"I am accepting and agreeing to abide by all of the Client Agreement and Individual Retirement Custodial Account Agreement","eDeliveryCheckboxText":"I, [Name], accept electronic delivery of these documents and do not need them mailed to me.","accountHandbookCompanionHref_sps":"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA066.pdf","disclosureBrochure":"Disclosure brochure (FORM ADV, PART 2A)","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.","w9Agree":"I agree","dpcAgreementOptionalCopy":"In this section, you agree that your new account will move to Schwab along with your existing TD Ameritrade on [date]. If you skip this section, your new account will move at a later date. This step is not required to open your new account. You should not complete this step if you plan on using thinkorswim.","clientAgreementModalHeader":"Client Agreement has not been signed","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.","nonResidentAlienEarningsInUSSuffix":"actually and actively earned within the United States.","dpcAgreementNote":"To proceed, please open each link below to review the documents before you check the boxes. You must complete this section to open your account.","clientAgreementModalBody":"You must electronically sign and agree to the terms of the Client Agreement to open your account.","accountTransferConsent":"Consent to Transfer Your Account to Schwab","electronicDeliveryConsent":"I am consenting to the electronic delivery of all information relating to my account, including statements, confirmations, and other regulatory documents. I will receive shareholder information electronically when available.","privacyStatement":"TD Ameritrade Privacy Statement","clientAgreementHeading":"Client agreement","w9ModalHeader":"Form W-9 has not been signed","w9Header":"IRS Form W-9 certifications","accountAgreementCopy":"I acknowledge receipt of the Schwab Account Agreement and important disclosures, and I agree that when my account is moved to Schwab, my account will be governed by the terms and conditions of the [Schwab Account Agreement](https://www.schwab.com/retailclientagreements?cmp=ilc-YJA).","accountTransferConsentHref":"https://www.tdameritrade.com/content/dam/tda/retail/marketing/en/pdf/TDA101702.pdf","rothCustodialAccountAgreementHref":"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD6100.pdf","accountAgreement":"Schwab Account Agreement","w9ModalGoBack":"Go back and sign","custodialAccountAgreementHref":"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD6102.pdf","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.","dpcAgreementHeading":"Consent to Transfer Your Account to Schwab","w9BackupWithholdingDef":"Backup withholding occurs when the IRS requires mandatory payments from a taxpayer. You are not subject to backup withholding if you are exempt from backup withholding, or you have not been notified by the Internal Revenue Service (IRS) that you are subject to backup withholding as a result of a failure to report all interest or dividends, or the IRS has notified you that you are no longer subject to backup withholding. Learn more at irs.gov/taxtopics/tc307.html.","imsAcceptClientAndIRAAgreement":"I am accepting and agreeing to abide by all of the Client Agreement, the Service Agreement, and the Individual Retirement Custodial Account Agreement.","eDeliveryText":"You’ll receive these documents in an email after your account is opened.","imsSimpleIRAClientAgreementIntroduction":"Before we can open your account, you must read and electronically sign the TD Ameritrade Client Agreement, the Service Agreement, and the Simple Individual Retirement Custodial Account Agreement. If you do not agree with the Client Agreement, the Service Agreement, and the Simple Individual Retirement Custodial Account Agreement or find any part of these agreements unacceptable, you shouldn’t open your account at this time.","dpcAccountAgreementLinkError":"To proceed, you must open the \"Schwab Account Agreement.\"","sipcDefaultCashSweep":"The FDIC-insured cash sweep account is not available outside the U.S. Instead, your brokerage account cash balance is insured by the Securities Investor Protection Corporation (SIPC) up to $250,000.","agreeToOpenAccount_sps":"I understand that by signing this application I am requesting to open an Equity360 account and, if eligible, an individual brokerage account","dpcAgreementModalHeader":"Acknowledgement error","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.","dpcCashSweepLinkError":"To proceed, you must open the \"Schwab Cash Features Disclosure document.\"","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.","accountHandbookHref_sps":"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA196.pdf","dpcAgreementOptionalHeading":"Consent to Transfer Your Account to Schwab - Optional","w9FATCADefinitionText":"The IRS requires us to include this statement but Foreign Account Tax Compliance Act (FATCA) codes do not apply to accounts held in the U.S.","imsRothIRAAcceptClientAgreement":"I am accepting and agreeing to abide by all of the Client Agreement, the Service Agreement, and the Roth Individual Retirement Custodial Account Agreement.","clientAgreementModalGoBack":"Go back and sign","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.","electronicSignatureAgreementCopy":"I, [OWNER NAME], hereby provide my consent to transfer my TD Ameritrade account to Charles Schwab on [date], and acknowledge that I have received the [Consent to Transfer Your Account to Schwab](https://www.tdameritrade.com/content/dam/tda/retail/marketing/en/pdf/TDA101702.pdf).","w9checkboxText":"I, [Name], certify the accuracy of the IRS Form W-9 statements above.","w9BackupWithHoldingAgreement":"I am not subject to","accountAddendumLabel_sps":"Equity360 Participant Account Addendum","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.","accountHandbookCompanionLabel_sps":"Account Handbook","rothCustodialAccountAgreementLabel":"Roth Individual Retirement Custodial Account Agreement","eDeliveryCheckboxTextJoint":"We accept electronic delivery of these documents and do not need them mailed to us.","vanguardTreasuryTooltip":"Vanguard Treasury Money Market","vanguardTreasuryPrefix":"I understand that each day, cash balances in my account are automatically transferred into a","nonResidentAlienEarningsInUSPrefix":"If I am a nonresident alien, I have","w9FATCAText":"entered on this form (if any) indicating that I am exempt from FATCA reporting is correct","dpcAgreementModalGoBack":"Go back and sign","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.","clientAgreementContinueButton":"Continue without signing","cashFeaturesDisclosureDocument":"Schwab Cash Features Disclosure document","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.","electronicDeliveryUncheckedText":"We'll send these documents to you in the mail.","dpcAgreementCopy3":"My TD Ameritrade Cash Feature position will be transferred to Schwab where it will be moved into the Schwab Cash Features Program.","w9HeaderJoint":"IRS Form W-9 certifications for [Name]","dpcAgreementCopy2":"Except as described in the Consent to Transfer Your Account to Schwab, all assets in my account will transfer to Schwab over the weekend of [WDATE] – [CD1_DATE], [CD1_YEAR].","custodialAccountAgreementLabel":"Individual Retirement Custodial Account Agreement","dpcAgreementCopy1":"My account will be transferred from TD Ameritrade to Schwab and Schwab will serve as the custodian of my account(s) as of [CD1_DATE] (my **Transition Date**).","businessContinuityPlanStatementLabel":"Business Continuity Plan Statement","electronicSignature":"I am electronically signing these documents which will have the same effect as the execution of these documents by a written signature","simpleCustodialAccountAgreementHref":"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD6101.pdf","dpcAgreementMandatoryCopy":"In this section, you agree that your new account will move to Schwab on [WDATE] (the Friday before your **Transition Date**).","dpcAgreementModalBody":"You must check all Consent to Transfer Your Account to Schwab acknowledgements to open a new 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.","accountHandbookLabel":"Account Handbook","w9BackupWithholdingText2":"The IRS does not require your consent to any provision of this document other than the certifications required to avoid backup withholding.","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.","w9Disagree":"I disagree","investmentManagementLLC":"TD Ameritrade Investment Management, LLC, Service Agreement","cancelApplication":"Cancel application","personIdentifiedInAccount_sps":"I am the person identified in this Equity360 account and individual brokerage account","accountHandbookHref":"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA066.pdf","clientAgreementCheckboxText":"I, [Name], agree to the terms of the Client Agreement.","clientAgreementIntroduction_sps":"Before we can open your account(s), you must read and electronically sign the TD Ameritrade Client Agreement and the Equity360 Participant Account Addendum. If you do not agree with both documents, or find any part of either unacceptable, you shouldn't open your account at this time. You may be unable to view or manage your equity compensation plan until your account is opened.","w9FATCADefinitionLinkText":"FATCA code(s)","w9FATCAPrefix":"The","cashFeaturesDisclosureDocumentHref":"https://www.tdameritrade.com/content/dam/tda/retail/marketing/en/pdf/TDA101713.pdf","simpleCustodialAccountAgreementLabel":"Simple Individual Retirement Custodial Account Agreement","electronicDelivery":"I consent to the electronic delivery of all information relating to my account, including either statements or confirmations; I will receive shareholder information electronically when available.","imsAcceptClientAgreement":"I am accepting and agreeing to abide by all of the Client Agreement and the Service Agreement.","cashSweepAgreementCopy":"I acknowledge receipt of the Schwab Cash Features Disclosure document and agree that when my account(s) is transferred to Schwab, the cash in my account will be subject to the terms and conditions of the [Schwab Cash Features Disclosure](https://www.tdameritrade.com/content/dam/tda/retail/marketing/en/pdf/TDA101713.pdf) agreement.","personIdentifiedInAccount":"I am the person identified in this account","w9UsCitizen":"I am a U.S. citizen or other U.S. person","w9BackupWithholdingDefLinkText":"backup withholding","nonResidentAlienEarningsInUSTooltip":"earned income","w9Header_utmaUgma":"I, [CUSTODIAN NAME], am making the following statement on behalf of [MINOR NAME]:","finePrintSubHeader":"Now, it’s on to the fine print.","imsClientAgreementIRAIntroduction":"Before we can open your account, you must read and electronically sign the TD Ameritrade Client Agreement, the Service Agreement, and the Individual Retirement Custodial Account Agreement. If you do not agree with the Client Agreement, the Service Agreement, and the Individual Retirement Custodial Account Agreement or find any part of these agreements unacceptable, you shouldn’t open your account at this time.","clientAgreementText_sps":"The [Client Agreement](https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD182.pdf) applicable to this account(s) contains a predispute arbitration clause. By signing this agreement, the parties agree to be bound by the terms of the Client Agreement, including the arbitration agreement located in Section 12 of the Client Agreement on page 8.","dpcElectronicAgreementLinkError":"To proceed, you must open the \"Consent to Transfer Your Account to Schwab document.\"","relationshipWithTDA":"Your Relationship with TD Ameritrade","nonResidentAlienEarningsInUSTooltipContent":"Earned income does not include, among other things, money earned from property, interest or dividend income, or money received from a pension or annuity, as deferred compensation or as a deferred incentive award.","clientAgreementBySigning":"By checking the box below, I represent that:"},"challengeAnswerLabels":{"challenge2Label":"Choose security question 3","challenge1Label":"Choose security question 2","answer0Label":"Answer","answer1Label":"Answer","challenge0Label":"Choose security question 1","answer2Label":"Answer","answer3Label":"Answer","challenge3Label":"Choose security question 4"},"stateOfEstablishment":{"ageOfTerminationDefinition":"At the age of termination (18 to 25 in most states), all assets transfer to the minor who can use the funds as desired. Individual states determine and set the age by law.","ageOfTerminationSuffix":"for [STATE] is [AGE]. According to [STATE] law, however, if your circumstances require it, you can choose a different age. The rules and tax consequences vary by state. Electing to extend the age may cause you to lose your annual exclusion from federal gift tax. Consult an attorney or tax advisor before making this selection.","ageOfTermination":"age of termination","ageOfTerminationPrefix":"The"},"createCredentialsErrorPage":{"printYourApplicationLabel":"Print your application","printYourApplicationLabelSuffix":"for your records.","nextStepBody":"There was a problem creating your user ID. Please call us for help at ###-###-####.","nextStepsHeader":"What's next?","accountNumberPrefix":"Your account number is","headline":"Your account is open, but we’re experiencing system problems."},"analytics":{"goBack":"no go back","yesExit":"yes I want to exit","cancelApplication":"cancel application"},"existingUser":{"prefillLoginButton":"Use my existing account info","accountPrefilledMessageJoint":"We have prefilled some of [OWNER NAME]’s information. Please provide the missing details.","accountPrefilledMessageJointToJoint":"We have autofilled some of [OWNER NAME]'s and [CO-OWNER NAME]'s information. Please provide the missing details.","introCopy":"Save time — autofill your application","loginLinkPrefix":""},"alternateDelivery":{"step1SubHeader":"You’ve selected an account type that can’t be opened online. But don’t worry. We’ll get you everything you need to open your new account. Let’s start with the forms.","regularMailAddress":"TD Ameritrade, Inc.\n\nPO Box 2760\n\nOmaha, NE 68103-2760","postalConfirmation":"We’ll send your account application and other important documents to the address you provided. Complete the forms you’re required to sign and mail or fax them to us. Keep the other documents on hand for your records.","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.","step1SubHeaderForSTPAccounts":"Prefer paper? No problem. We'll get you everything you need to open your new account. Let's start with the forms.","faxHeader":"Fax","altDeliveryForeignPrintAndSign":"foreignApplication, substituteW8Ben, depositSlip, transferForm","planDocumentAdditionalCopy":"Please include a copy of your plan document.","postalMailLabel":"Postal mail","keepForRecordsHeader":"Keep these documents for your records:","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.","instructionHeader":"Here’s what you need to","downloadLabel":"Download","overnightMailAddress":"TD Ameritrade, Inc.\n\n200 South 108 Ave.\n\nOmaha, NE 68154-2631","sendInstructionsHeader":"Send the forms to us:","planDocuments":"Do you have your own plan document?","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.","printAndSignHeader":"Print and complete these forms:","header":"Thank you for choosing TD Ameritrade.","faxNumber":"1-866-468-6268","formsOptionsHeader":"How would you like to receive your forms?","emailLabel":"Email","altDeliveryForeignDownload":"commissionsAndFees, marginDisclosure, privacyStatement, clientAgreement, cashBalanceProgramSummary","overnightMailHeader":"Overnight mail:","otherFormsHeader":"Other documents you might need:","regularMailHeader":"Regular mail:","crsCopy":"To learn more about your relationship with TD Ameritrade, review our"},"ktpEnhanced":{"bank_statement_and_residence_proof":"A copy of one of the following: \n\n\n- The first page of a statement from your bank or other financial institution, 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\n\n- Proof of residence showing your name and address: a gas, water, or electricity bill, or a household register, written in English characters or a certified English translation. (Spanish is also acceptable.) If you send a certified translation, don’t include the document in your native language; we only need the translation. We cannot accept a credit card statement or a phone, TV, or satellite provider’s bill as proof of residence.","w8":"IRS Form W-8BEN\n\n![](/api/content/ico-download.svg)[Download](https://www.irs.gov/pub/irs-pdf/fw8ben.pdf)","w9":"IRS Form W-9 (if you did not enter the Social Security Numbers correctly for all applicants)\n\n![](/api/content/ico-download.svg)[Download](https://www.irs.gov/pub/irs-pdf/fw9.pdf)","w8_w9":"Submit one of the following IRS forms: \n\n- Form W-9 if you are a resident for tax purposes who meets the IRS [substantial presence test](https://www.irs.gov/individuals/international-taxpayers/substantial-presence-test)\n\n![](/api/content/ico-download.svg)[Download Form W-9](https://www.irs.gov/pub/irs-pdf/fw9.pdf) \n \n- Otherwise, submit Form W-8BEN\n\n![](/api/content/ico-download.svg)[Download Form W-8BEN](https://www.irs.gov/pub/irs-pdf/fw8ben.pdf)","current_visa":"A copy of your current visa if you have one","ACCOUNT_SCREENING_RED":"ssn_card,government_id,w9","government_id":"A copy of a government-issued ID, such as your current driver's license, passport, or visa","mailing_address_letter":"Letter of Explanation for U.S. Mailing Address\n\n![](/api/content/ico-download.svg)[Download](https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD835.pdf)","FOREIGN":"passport,bank_statement_and_residence_proof,w8","ssn_card":"A copy of your U.S. Social Security card or Individual Taxpayer Identification Number (ITIN) card","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.","certificate_loss_nationality":"A copy of your Certificate of Loss of Nationality of the United States","FOREIGN_US_ADDRESS":"passport,bank_statement_and_residence_proof,w8,mailing_address_letter,current_visa","FOREIGN_US_COUNTRY_OF_BIRTH":"certificate_loss_nationality","MINOR_BELOW_ACCOUNT_AGE_OF_TERMINATION":"utmaUgmaStatement","utmaUgmaStatement":"First page of the account statement for the UTMA/UGMA account you are transferring that shows your name and address","TMX":"ssn_card,government_id,w9"},"segmentLandingPage":{"schwabButtonText":"Open a Schwab account","informationCopy":"- Account opening begins at Schwab in early September\n- Contact your provider for next steps and timing","informationCopy2":"- [Use the thinkorswim® suite of trading platforms with your new account* ] (#changeAccountType)\n- [Trade futures or forex with your new account*] (#changeAccountType)","informationHeader2":"All others, use the links below to open a TD Ameritrade account:","openSchwabUrl":"https://www.schwab.com/open-an-account?cmp=YKL","additionalCopy":"","header":"Charles Schwab has acquired TD Ameritrade","informationSubheader":"(Includes retirement self-directed brokerage accounts (SDBA) or health savings brokerage accounts (HSBA) offered through an employer’s retirement plan or a health savings plan)","disclosureCopy":"*Note, your new TD Ameritrade account will move to Schwab later, after thinkorswim is available at Schwab.","subHeader":"Schwab has acquired TD Ameritrade and new accounts should be opened at Schwab unless you’re looking to use our thinkorswim® suite of trading platforms.","informationHeader":"For Self-Directed Plan Services (SDPS) accounts:"},"common":{"permanentResidentLabel":"Permanent resident of the U.S.","nonResidentLabel":"Neither U.S. citizen nor permanent resident","callUsNumber_imsSelective":"888-310-7921","callUsNumber":"800-454-9272","shieldCopy":"Security is our priority","callUsNumber_ims":"800-665-1978","usCitizenLabel":"U.S. citizen","residentAlienLabel":"Resident alien","callUsNumber_sps":"800-598-2635.","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.","dobPrefillMessage":"We’ve prefilled this field based on your earlier responses. You can change it if necessary."},"whatYouNeed":{"header":"What you need:","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"},"prefillError":{"schwabUrl":"https://www.schwab.com/client-home","text1":"We were not able to prefill your application. You cannot open this account at TD Ameritrade. Consider an account at our Schwab affiliate.","header":"We’re sorry.\n\nSomething went wrong.","buttonLabel1":"Go to Schwab","text":"We were not able to autofill your application.","tryAgainLabel":"Try again","buttonLabel":"Continue without autofilling"},"licenseScan":{"errorCode":"Error code:","errorPageCopy":"We cannot prefill your application from your license. Please complete it manually.","utmaUgmaCustodianScanCopy":"Custodian's driver's license","captureTimeoutTitle":"Unable to scan your license","rescanButton":"Rescan","scanDLCopy":"Scan driver’s license for","closeButton":"Close","cancelLink":"Cancel","hintMessage":"Center your license.","tipsLink":"Tips for scanning","tryAgainButton":"Try Again","backCopy":"Back","returnToApplication":"Return to application","goBackToStep1":"Skip and go back to application","submitButton":"Continue","coOwnerScanCopy":"Co-owner’s driver’s license","tryAgainCopy":"Please try again.","genericManualError":"Center your license in the frame on a dark background.","introCopy":"Place your license on a dark surface, then tap \"Front\" or \"Back.\"","frontCopy":"Front","manualScanButton":"Scan manually","errorPageTitle":"There was a problem scanning your license","header":"Scan your U.S. driver's license","stepOneButton":"Complete application online","ownerScanCopy":"Owner’s driver’s license"},"languageModal":{"leave":"Yes, I want to apply in Chinese","title":"Are you sure you want to apply for an account in Chinese?","content":"If you would like to open your account in Chinese, you can continue.","stay":"No, go back"},"tmx":{"minResult":-90,"maxResult":-100,"gtSet":"1|1","zone":60,"zoneSet":0},"transitionGroup":{"t6WDate":"03/08/2024","t3WDate":"","t1NCDate":"11/04/2022","t6NCDate":"12/07/2023","t0WDate":"","t1Date":"02/21/2023","tgDefaultSps":"T4","t3NCDate":"","t1WDate":"02/17/2023","t5NCDate":"08/03/2023","t6Date":"03/25/2024","t4WDate":"09/01/2023","t5TFBDate":"10/20/2023","t4TFBDate":"08/18/2023","t6TFBDate":"03/08/2024","t2Date":"05/30/2023","t3TFBDate":"","t4Date":"09/05/2023","t0NCDate":"","tgDefaultIms":"T4","t2WDate":"05/26/2023","tgDefault":"T6","t5WDate":"11/03/2023","t2NCDate":"02/08/2023","t3Date":"","tgList":"T0,T1,T2,T3,T4,T5,T6","t5Date":"11/06/2023","t4NCDate":"05/18/2023","t0Date":""},"prefillEligible":{"tdaAccountCopy1":"Schwab has acquired TD Ameritrade and new accounts should be opened at Schwab unless you’re looking to use our thinkorswim® suite of trading platforms.","jointCopy":"For your new [ACCOUNT_TYPE] account, you can autofill either the primary or secondary owner’s information.","tdaAccountCopy2":"Your existing TD Ameritrade account ending in [ACC_NUM] will move to Schwab on [WDATE].","existingAccountNumber":"Account number","secondaryOwner":"Secondary account owner","existingOwners":"Existing account owners","userIdCopy":"There’s more than one account associated with the user ID you provided.","jointToJointCopy":"For your new [ACCOUNT_TYPE] account, you can autofill information from your existing account, or enter information for someone else.","schwabFootNote":"*Note, your new TD Ameritrade account will move to Schwab later, after thinkorswim is available at Schwab. \n\nThe Schwab Mobile app requires a wireless signal or mobile connection. Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons. Functionality may vary by operating system and/or device. Mobile carrier data charges may apply.","individualCopy":"For your new [ACCOUNT_TYPE] account, you can autofill information from your existing account.","openAccountAtTDA":"**Open your account at TD Ameritrade if you want to:**\n- Use the thinkorswim® suite of trading platforms with your new account* \n- Trade futures or forex with your new account*","existingOwner":"Existing account owner","buttonTextForSignUp":"No, I’ll enter the information","autofillOwner":"Owner of new account","utmaUgmaHeader":"Autofill the custodian","openSchwabLinkText":"Open a Schwab account","existingAccountNumberLabel":"Existing account number","secondaryOwnerLabel":"Secondary owner of new account","someOneElse":"Someone Else","utmaUgmaPrefillQuestion":"Select the custodian for your new account","openSchwabUrl":"https://www.schwab.com/open-an-account?cmp=YFO","openAccountAtSchwab":"**Open your account at Schwab if you want to:**\n- Manage your new account at Schwab right away using Schwab.com and the Schwab Mobile app \n- Manage your existing account at TD Ameritrade until [WDATE] and manage it at Schwab after that","schwabHeader":"Charles Schwab has acquired TD Ameritrade","primaryOwnerLabel":"Primary owner of new account","ownerPrefillQuestion":"Which owner should we autofill?","jointPrefillButton":"Autofill","cancelLabel":"Cancel","primaryOwner":"Primary account owner","fullName":"Name","ownerPrefillError":"Select an option to continue.","utmaUgmaCopy":"For your new UTMA/UGMA account, we will autofill the custodian using information from your existing account.","buttonTextForPrefill":"Yes, Autofill","schwabButtonText":"Open a Schwab account","openAccountAtTDALinkText":"Open a TD Ameritrade account for thinkorswim","informationCopy1":"We can autofill this application with information for","informationCopy2":". Is that okay?","informationCopy3":"We can autofill this application with information from the following account. Is that okay?","schwabButtonUrl":"https://www.schwab.com/open-an-account?icid=YFO","informationCopy4":"We can autofill this application with information from the following account. Is that okay?","header":"Before we autofill, let’s make sure we use the right information.","accountMoveCopy":"Your existing TD Ameritrade account is scheduled to move to Schwab on [DATE]. If you open a new account at TD Ameritrade, please be aware it will not move to Schwab at the same time as your existing account(s). Instead, your new account will move to Schwab in a later transition group. We’ll let you know the exact date about three months before the move.","existingAccountType":"Existing account type","jointHeader":"Select an owner to autofill"},"jointSectionHeaders":{"ola1_ownersInfoHeader":"Owner's information","a4_infoHeader":"'s information","path_ownersInfoHeader":"Owner's information","secondaryOwnersInfoHeader_utmaUgma":"Minor's information","personalInfoHeader":"'s personal information","single_secondaryOwnersInfoHeader":"Co-owner's information","pn_ownersInfoHeader":"Owner's information","ownersInfoHeader":"Owner's information","a1_personalInfoHeader":"'s personal information","ownersInfoHeader_utmaUgma":"Custodian's information","a1_secondaryOwnersInfoHeader":"Co-owner's information","path_personalInfoHeader":"'s personal information","single_ownersInfoHeader":"Owner's information","pn_secondaryOwnersInfoHeader":"Co-owner's information","pn_personalInfoHeader":"'s personal information","path_secondaryOwnersInfoHeader":"Co-owner's 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You may also transfer previously acquired shares or outside brokerage accounts into this account.","printYourApplicationLabel":"Print your application","userIdPrefix":"User ID:","nextStepsHeader":"What's next?","imsPersonalizeMessage":"Make your first deposit now or request an account transfer so you can get started investing. \n\nThen personalize your account by choosing these features:\n- Funding\n- Delivery preferences\n- Trusted contact","additionalDocsCopy":"A copy of a government-issued ID, such as your current driver’s license, passport, or visa","uploadNow":"Upload now","fundingButtonLabel_sps":"Continue to personalization","brokerDealerAffiliation":"Based on the information you provided, we have opened your account with restrictions. We may need additional information to fully enable your account for all services and features. For information on removing the restrictions, call us at [phone]","skipAndGoToFunding":"Skip and go to funding","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","additionalDocsMessage":"Based on the information you provided, you must send us the following documents before you can start trading in your account:","accountNumberPrefix":"Account number:","goToMyAccountLinkLabel":"Go to my account","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]","personalizeSPSAccount":"Personalize your account by choosing these features: \n\n- Delivery preferences\n- Trusted contact\n- Real-time quotes","accountTypePrefix":"Account type:","offerAppliedBody":"We’ve applied offer code [offerCode] to this account. Enjoy your new account opening bonus.","offerPreviouslyAppliedHeader":"Offer previously applied","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","tuYellowOrOrangeHeader":"Your account is open with some restrictions.","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.","printYourApplicationLabelSuffix":"for your records.","equity360AccountType":"Equity360","fundingButtonLabel":"Continue to funding"},"modals":{"leaveSignUpConfirmYes":"Exit the application","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.","leaveSignUpConfirmNo":"Continue my application","leaveSignUpConfirmTitle":"Do you want to make a change?"},"stopApplicationMessages":{"usExclusiveAccountHeader":"Only U.S. residents can open this account type.","hongKongHeader":"Residents of Hong Kong","schwabLinkLabel":"Learn more about Schwab","chinaSchwabCopy":"Charles Schwab has acquired TD Ameritrade, and TD Ameritrade is no longer opening accounts for residents of China. We welcome residents of China to open their accounts directly with Schwab.","canadaCopy":"To open an account, you must leave the TD Ameritrade U.S. website and be directed to TD Direct Investing.","singaporeMalaysiaHeader":"Residents of Singapore, Malaysia, and Thailand","canadaButtonLabel":"Go to TD Direct Investing","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.","restrictedModalHeader":"We can’t open your account at this time","schwabButtonLabel":"Open a Schwab account","restrictedModalSecondaryButton":"Return to form","malasiyaHeader":"Residents of Malaysia","usExclusiveAccountCopy":"You must live in the United States to open this type of account. You must select another account and re-enter your information.","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.","canadaHeader":"Residents of Canada","restrictedCountryHeader":"We can’t open your account at this time.","restrictedModalCopy2":"Thank you for your interest in investing with TD Ameritrade.","restrictedModalCopy1":"As a U.S.-registered broker-dealer, TD Ameritrade does not open accounts for residents of certain countries or territories. Please check back with us in the future. If you have any questions, contact a New Client Consultant at [phone].","taiwanHeader":"Residents of Taiwan","indonesiaSchwabCopy":"Charles Schwab has acquired TD Ameritrade, and TD Ameritrade is no longer opening accounts for residents of Indonesia. We welcome residents of Indonesia to open their accounts directly with Schwab.","chinaButtonLabel":"Continue","indonesiaHeader":"Residents of Indonesia","singaporeMalaysiaButtonLabel":"Go to TD Ameritrade Singapore","usExclusiveAccountPrimaryButton":"Select another account","restrictedCountryCopy2":"Thank you for your interest in investing with TD Ameritrade.","usExclusiveAccountSecondaryButton":"I am a U.S. resident","hongKongSchwabCopy":"Charles Schwab has acquired TD Ameritrade, and TD Ameritrade is no longer opening accounts for residents of Hong Kong. We welcome residents of Hong Kong to open their accounts directly with Schwab.","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.","hongKongCopy":"To open an account, you must leave the TD Ameritrade U.S. website and use an application specifically designed for residents of Hong Kong. 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.","malasiyaSchwabCopy":"Charles Schwab has acquired TD Ameritrade, and TD Ameritrade is no longer opening accounts for residents of Malaysia. We welcome residents of Malaysia to open their accounts directly with Schwab.","thailandSchwabCopy":"Charles Schwab has acquired TD Ameritrade, and TD Ameritrade is no longer opening accounts for residents of Thailand. We welcome residents of Thailand to open their accounts directly with Schwab.","hongKongButtonLabel":"Continue","restrictedCountryCopy":"As a U.S.-registered broker-dealer, TD Ameritrade does not open accounts for residents of certain countries or territories. Please check back with us in the future. If you have any questions, contact a New Client Consultant at [phone].","chinaHeader":"Residents of China","restrictedModalSchwabCopy":"Charles Schwab has acquired TD Ameritrade. Your request to open an account cannot be processed. Schwab currently cannot open accounts for residents of your country/region. Please check back with us in the future.","taiwanButtonLabel":"Continue","taiwanSchwabCopy":"Charles Schwab has acquired TD Ameritrade, and TD Ameritrade is no longer opening accounts for residents of Taiwan. We welcome residents of Taiwan to open their accounts directly with Schwab.","thailandHeader":"Residents of Thailand","restrictedModalButton":"Go to tdameritrade.com"},"allowImsAccounts":{"hideIMSEssential":true,"hideIMSSelective":true},"driversLicense":{"usefulTipsSubHeader":"Here are some tips to capture the license correctly:","usefulTipsDisclaimer":"Scanned images of your license will be retained.","dlPartialErrorMessage":"We could prefill your application with information only from one owner's license. Please continue below to manually complete your application with information for the other owner.","or":"or","autoScanFailure":"You can still use your phone camera to scan your driver’s license manually.","manualScanHeader":"We don’t recognize your camera","dlPrefix":"","dlErrorMessage":"We're sorry that something went wrong. Please continue below to manually complete your application.","usefulTipsHeader":"How to scan your U.S. driver’s license","dlConfirmationMessage":"We have prefilled some information. Please provide the missing details.","usefulTipsBody":"Place the license on a dark, plain, contrasting background \n-Make sure all four corners of the license are visible in the frame \n-Avoid glare, shadows, or dark spots on the license\n-Hold your device steady while capturing the image","scanDL":"Scan my driver’s license","utmaUgmaDlPrefix":"Scan your U.S. driver’s license and we’ll prefill part of your application."},"suggestedAddress":{"SELECT_PHYSICAL_ADDRESS_MESSAGE":"Select a street address","mailingAddressHeader":"Mailing address","header":"Verify your address","SELECT_PHYSICAL_ADDRESS_SUPPORTING_MESSAGE":"The U.S. Postal Service suggests a slightly different address. Which should we use for the street address where you live?","SELECT_MAILING_ADDRESS_SUPPORTING_MESSAGE":"The U.S. Postal Service suggests a slightly different address. Which should we use for your mailing address?","typeAheadNoMatchFound":"No match found. Enter manually.","SELECT_MAILING_ADDRESS_MESSAGE":"Select a mailing address","editAddressLinkLabel":"Edit the address","physicalAddressHeader":"Street address","continueButtonLabel":"Continue"},"errorMessages":{"liquidNetWorthRequired":"Select your liquid net worth. $$liquidNetWorthRequiredToolTip","countryOfDualCitizenshipRequired_utmaUgma":"Select the minor's country of secondary citizenship.","visaExpirationDateRequired":"Enter a valid visa expiration date.","utmaUgmaIneligibleState":"UTMA/UGMA accounts are not available in [TERRITORY]. Select a different state or [select a different account type](#changeAccountType) and re-enter your information.","occupationRequired_utmaUgma":"Select the minor’s occupation.","addressCountryRequired":"Select a country.","addressZipRequired":"Enter a zip/postal code.","businessOrEmployerNameRequired_utmaUgma":"Enter the name of the business or employer.","netWorthRequired":"Select your net worth. $$netWorthRequiredToolTip","invalidDomesticPhoneNumber":"Enter a ten-digit phone number.","jtEntiretyBothOwnersCitizens":"Only U.S citizens and U.S persons can open joint tenants by the entirety accounts. [Select a different account type](#changeAccountType) and re-enter your information.","employmentStatusRequired":"Select your employment status. $$employmentStatusRequiredTooltip","invalidEmail":"Enter a valid email address.","ownerPercentageRequired":"Enter a percentage for each owner.","invalidSsnItin":"Enter your Social Security Number or Individual Taxpayer Identification Number (ITIN).","lastNameRequired":"Enter your last name.","addressStateRequired":"Select a state.","dateOfBirthRequired_utmaUgma":"Enter the minor's date of birth.","securityQuestionThreeRequired":"Error: Choose security question 3.","addressLine1Required":"Enter an address.","firstNameRequired_utmaUgma":"Enter the minor’s first name.","yesNoStatusRequired":"Select Yes or No.","securityAnswerOneRequired":"Error: Enter an answer to security question 1.","dateOfBirthRequired":"Enter your date of birth.","imsIneligibleCountry":"You must have a U.S. address to open this account type.","yearTooYoung":"Minors are not allowed to open accounts.","employmentStatusRequiredTooltip":"We ask for your employment status to determine if an investment type (options, margins, futures, and other products, features, and services) is suitable for you, and to conform to regulatory requirements of the Department of the Treasury, the Financial Industry Regulatory Authority (FINRA), and the Municipal Securities Rule making Board (MSRB).","industryOfOccupationRequiredToolTip":"We ask for your industry of occupation to conform to the Department of the Treasury’s Customer Due Diligence requirements.","sourceOfFundingOngoingRequired":"Select a source of funds. $$sourceOfFundingOngoingRequiredToolTip","emailRequired":"Enter an email.","sourceOfFundingOtherRequired":"Enter a source of funds.","mothersMaidenNameRequired":"Enter your mother's maiden name.","primaryPhoneNumberRequired":"Enter a phone number.","sourceOfFundingOtherInvalidCharacters":"Enter a response without special characters other than a hyphen, space, or apostrophe.","occupationRequired":"Select your occupation. Select \"Other\" if none applies. $$occupationRequiredToolTip","visaExpiryDateAfter10Years":"Enter a valid expiration date that is less than 10 years from today.","invalidPhoneExtension":"Passed an invalid phone extension","countryOfDualCitizenshipRequired":"Select your country of secondary citizenship.","industryOfOccupationRequired":"Select your industry of occupation. Select \"Other\" if none applies. $$industryOfOccupationRequiredToolTip","jointCpNonUsResidentError":"Only U.S. citizens and U.S. persons can open joint community property accounts. [Select a different account type](#changeAccountType) and re-enter your information.","jointCpSpouseNotCoOwnerError":"Only married couples can open joint community property accounts. [Select a different account type](#changeAccountType) and re-enter your information.","jointCpIneligibleState":"Joint community property accounts are not available in this state. [Select a different account type](#changeAccountType) and re-enter your information.","invalidVisaExpiryDate":"The visa expiration date you entered is not valid.","fdicAgreementRequired":"To continue, check the box indicating you have read the FDIC Acknowledgement.","countryOfBirthRequired_utmaUgma":"Select the minor's country of birth.","occupationOtherRequired":"Enter your occupation.","restrictedCharactersCompanyOrStockSymbol":"Enter the company name or stock symbol without special characters except for @ # _ - ‘ , .","invalidValue":"Invalid value","restrictedCharactersProvince":"Enter a province without special characters except for @ # _ - ‘ , .","minorIneligibleCitizenship_utmaUgma":"The minor must be a U.S. citizen, resident alien, or permanent resident. [Select a different account type](#changeAccountType) and re-enter your information.","jtEntiretyExcludedState":"Joint tenants by the entirety accounts are not available in this state. [Select a different account type](#changeAccountType) and re-enter your information.","jointCpOwnerNotLivingInUsError":"You must live in the United States to open a joint community property account. [Select a different account type](#changeAccountType) and re-enter your information.","jtEntiretyDoesNotLiveInUs":"You must live in the United States to open a joint tenants by the entirety account. [Select a different account type](#changeAccountType) and re-enter your information.","countryOfCitizenshipRequired_utmaUgma":"Select the minor's country of citizenship.","occupationOtherRequired_utmaUgma":"Enter the minor’s occupation.","invalidDate":"Enter a valid date in the format mm/dd/yyyy.","invalidCanadaPostalCode":"Enter a valid postal code.","sourceOfFundingInitialRequired":"Select a source of funds. $$sourceOfFundingInitialRequiredToolTip","maxValidDob":"Enter a valid date of birth.","businessOrEmployerNameRequired":"Enter the name of the business or employer. $$businessOrEmployerNameRequiredToolTip","ssnShouldNotMatch_utmaUgma":"The custodian and minor cannot have the same SSN/ITIN. Enter another number for the custodian or minor.","invalidZip":"Enter a five-or nine-digit zip code.","ssnShouldNotMatch":"Enter a Social Security Number/ITIN that is different from the other account owner’s.","addressCityRequired":"Enter a city.","securityQuestionOneRequired":"Error: Choose security question 1.","SSNorITINRequired_utmaUgma":"Enter the minor's SSN or ITIN.","invalidForeignTaxId":"Enter your Tax ID number without special characters, dashes or spaces.","invalidCharactersInIndustryOtherField":"Enter your industry of occupation without special characters except for @ # _ - ' , . & = { } \\[ \\] \\ /","SSNorITINRequired":"Enter your Social Security Number or Individual Taxpayer Identification Number (ITIN).","countryOfBirthRequired":"Select your country of birth.","occupationRequiredToolTip":"We ask for your occupation to conform to the Department of the Treasury’s Customer Due Diligence requirements.","invalidOfferCode":"Enter offer code without special characters, dashes or spaces.","securityAnswerFourRequired":"Error: Enter an answer to security question 4.","invalidForeignTaxIdLength":"Enter up to 25 characters.","restrictedName":"It looks like you’re trying to open an account for a business or other entity on a page designed for one or two individuals. [Return to the account selection page] (#changeAccountType) and chose an account type better suited for your business or trust.","imsInEligibleCitizenship":"You must be a U.S. citizen or permanent resident (green-cardholder) to open this account.","jtEntiretyCoOwnerNotSpouse":"Joint tenants by the entirety accounts are only available to married couples. [Select a different account type](#changeAccountType) and re-enter your information.","invalidEmailDomain":"Enter a valid email address.","countryOfCitizenshipRequired":"Select your country of citizenship.","invalidVisaNumber":"Enter exactly eight alphanumeric characters (letters and numbers) in the Visa field.","privacyStatementAgreementRequired":"To continue, check the box indicating you have read the TD Ameritrade Privacy Statement.","invalidCharactersInOccupationOtherField":"Enter your occupation without special characters except for - ' . /","firstNameRequired":"Enter your first name.","visaTypeRequired":"Select your visa type.","restrictedCharactersBusinessName":"Enter the name of the business or employer without special characters except for @ # _ - ' , . & = { } \\[ \\] \\ /","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.","minorIneligibleCountry":"UTMA/UGMA accounts require the minor to live in the United States. [Select a different account type](#changeAccountType) and re-enter your information.","visaNumberRequired":"Enter your visa number.","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.","addressProvinceRequired":"Select a province.","businessOrEmployerNameRequiredToolTip":"We ask for the name of the business or employer to conform to the Department of the Treasury’s Customer Due Diligence requirements.","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.","securityAnswerTwoRequired":"Error: Enter an answer to security question 2.","industryOfOccupationOtherRequired":"Enter your industry of occupation.","visaTypeRequired_utmaUgma":"Select the minor's visa type.","securityAnswerThreeRequired":"Error: Enter an answer to security question 3.","invalidCharacters":"Enter a name without special characters other than a hyphen, space, or apostrophe.","restrictedCharactersPostalCode":"Enter a postal code without special characters except for @ # _ - ‘ , .","selectDifferentAccount":"Joint tenants WROS accounts are not available in Louisiana. [Select a different account type](#changeAccountType) and re-enter your information.","stateOfEstablishmentRequired":"Select a state.","securityQuestionFourRequired":"Error: Choose security question 4.","visaNumberRequired_utmaUgma":"Enter the minor's visa number.","sourceOfFundingInitialRequiredToolTip":"We ask for your source of funds to conform to the Department of the Treasury’s Customer Due Diligence requirements.","sourceOfFundingOngoingRequiredToolTip":"We ask for your source of funds to conform to the Department of the Treasury’s Customer Due Diligence requirements.","securityQuestionTwoRequired":"Error: Choose security question 2.","companyOrStockSymbolRequired":"Enter the company name or stock symbol.","restrictedCharactersCity":"Enter a city without special characters except for @ # _ - ‘ , .","yearTooOld":"Enter a date that is less than 120 years ago.","invalidForeignPhoneNumber":"Enter a minimum five digit international phone number. Special characters (such as %, $, #, &) are not allowed.","lastNameRequired_utmaUgma":"Enter the minor’s last name.","fillPaperApplication":"To open this account, you must [fill out a paper application](#loadAlternateDelivery).","doesNotMatchStateOfEstablishment":"Either you or the minor must live in the state of establishment. [Select a different account type](#changeAccountType) and re-enter your information.","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.","restrictedCharactersAddress":"Enter an address without special characters except for @ # _ - ‘ , / .","annualIncomeRequired":"Select your annual income. $$annualIncomeRequiredToolTip","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.","whyDoWeAsk":"Why do we ask for this?","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.","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.","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.","invalidOfferCodeLength":"Enter up to 15 characters.","businessOrEmployerAddressRequired":"Enter the address of the business or employer."},"pageIds":{"alternateDelivery":38433919,"iKnowWhatAccountIWant":38434145,"prefillError":38433907,"prefillAccountNotEligible":38441908,"landingPage":38434144,"addressSuggestion":38441903,"prefillConfirmationLinkedAccounts":38433906,"hardStop":38433922,"retryPage":38433923,"alternateDeliveryConfirmation":38433920,"kickToPaper":38433918,"prefillConfirmation":38441905},"printApplication":{"noSupportingDocumentsSteps":"- Review your application for accuracy \n- Mark any necessary changes on the form \n- Sign the application \n- Return it to us","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","iAcceptElectronicDelivery":"I, [Name], accept electronic delivery of these documents and do not need them mailed to me.","accountNumberLabel":"Account number","regularMailAddress":"TD Ameritrade, Inc. \nPO Box 2760 \nOmaha, NE 68103-2760","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","irsCertifications":"- [SSN] is my correct taxpayer identification number \n- I am not subject to backup withholding","electronicDeliveryConsentOnPrint":"I am consenting to the electronic delivery of all information relating to my account, including statements, confirmations, and other regulatory documents. 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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.","w9ClientAgreement":"I, [Name], agree to the terms of the Client Agreement and certify the accuracy of the W-9 statements above.","formNumber":"TDA Form # KTP OLA 186","clientAgreementBySigningForRecords":"I represent to you that:","acceptClientAndIRAAgreementOnPrint":"I am accepting and agreeing to abide by all of the Client Agreement and Individual Retirement Custodial Account Agreement","electronicSignatureOnPrint":"I am electronically signing these documents which will have the same effect as the execution of these documents by a written signature","titlePrefix":"TD Ameritrade","vanguardTreasuryMoneyMarket":"I understand that each day, cash balances in my account are automatically transferred into a Vanguard Treasury Money Market account.","overnightMailAddress":"TD Ameritrade, Inc. \n200 South 108th Ave. \nOmaha, NE 68154-2631","offerCodeOnPrint":"Offer code","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.","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","weAcceptElectronicDelivery":"We accept electronic delivery of these documents and do not need them mailed to us.","nonResidentAlienEarningsInUSSuffixOnPrint":"actually and actively earned within the United States","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","followTheStepsHeader":"Follow the steps below","backupWithholdingText2":"The IRS does not require your consent to any provision of this document other than the certifications required to avoid backup withholding.","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","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","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","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.","agree":"I agree","agreeToClient":"I, [Name], agree to the terms of the Client Agreement.","acceptClientAgreementOnPrint":"I am accepting and agreeing to abide by all of the Client Agreement","accountTypeLabel":"Account type","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.","disagree":"I disagree","iCertifyIrsStatements":"I, [Name], certify the accuracy of the IRS Form W-9 statements above.","personIdentified":"I am the person identified in this account","iAgreeToClientAgreements":"I, [Name], agree to the terms of the Client Agreement.","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.","dateSubmitted":"Date submitted:","clientAgreementBySigning":"By signing below, I represent that:","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"},"networkErrors":{"errorMessageSuffixForER999":"or use chat.","errorMessagePrefixForER331":"We’re sorry. Something went wrong and we were not able to save your information. For help, call us at","errorMessagePrefixForER332":"We were unable to link your accounts. For help linking these accounts, call us at","errorMessageSuffix":"or use chat (when available).","errorMessagePrefixForER999":"Sorry, but something went wrong. Please try again. If you need help, contact us at","errorContactNumberRetail":"800-454-9272","errorMessagePrefix":"We’re sorry that something went wrong—try again. If you need help, call us at"},"archiveContent":{"dpcAgreementSubHeading":"I, [NAME], understand, consent, and agree that:","electronicDeliverySimpleIra":"Simple Individual Retirement Custodial Account Agreement (AMTD6101)","minorPhysicalAddressLabel":"Street address where the minor lives","electronicSignatureOnArchive":"I am electronically signing these documents which will have the same effect as the execution of these documents by a written signature","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?","affiliationsLabel":"Affiliations","electronicDeliveryConsentOnArchive":"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","buyHoldAccountUsage":"Common investment transactions, including stocks, bonds, options, ETFs, and mutual funds","acceptClientAndIRAAgreement":"I am accepting and agreeing to abide by all of the Client Agreement and Individual Retirement Custodial Account Agreement","eDeliveryCheckboxText":"I, [Name], accept electronic delivery of these documents and do not need them mailed to me.","ssnLabel":"Social Security Number or ITIN","simpleIra":"SIMPLE IRA","principalName":"Principal name: [APPROVER_NAME]","individualBrokerageAccount":"Individual","dayTimePhoneLabel":"Phone number","coverSheetTitle":"New Account Cover Sheet","usCitizenLabel":"Are you a U.S. citizen?","dpcAgreementNote":"To proceed, please open each link below to review the documents before you check the boxes. You must complete this section to open your account.","percentageOfSecondaryOwner":"Co-owner (%)","differentPhysicalAddress":"Do you live at a different address from [OWNER_FIRSTNAME]?","w9Header":"IRS Form W-9 Certifications","accountAgreementCopy":"I acknowledge receipt of the Schwab Account Agreement and important disclosures, and I agree that when my account is moved to Schwab, my account will be governed by the terms and conditions of the Schwab Account Agreement. (https://www.schwab.com/retailclientagreements?cmp=ilc-YJA)","mailingAddressLabel":"Mailing address","employmentStatusLabel":"Employment status","electronicDeliveryCrsIMS":"Client Relationship Summary (TDA101314)","jointCommunityProperty":"Joint community property","offerCodeLabel":"Offer code","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.","coverSheetNoticeDpc":"You must return this sheet by [TFBDate] before we can open your account.","electronicDeliveryDPC":"- Schwab Account Agreement (link: https://www.schwab.com/retailclientagreements?cmp=YJA)\n- Schwab Cash Features Disclosure (TDA101713)\n- Consent to Transfer Your Account to Schwab (TDA101702)","percentageOfPrimaryOwner":"Owner (%)","companyAddressLabel":"Company address","weAcceptElectronicDelivery":"We accept electronic delivery of these documents and do not need them mailed to us.","dualCitizenLabel":"Are you also a citizen of another country?","backupWithholdingText2":"The IRS does not require your consent to any provision of this document other than the certifications required to avoid backup withholding.","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.","nonResidentAlienEarningsInUS":"If I am a nonresident alien, I have “earned income” actually and actively earned within the United States","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","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?","personIdentified":"I am the person identified in this account","isMoreThanTwoCoOwners":"Will three or more people be co-owners on this account?","minorUsVisaHolderLabel":"Does the minor have a U.S. visa?","minorDifferentPhysicalAddress":"Does the minor live at a different address?","mailOrFax":"Mail or fax all required paperwork to:","doesStateAllowAccount":"Does either one of you live in Louisiana?","isCoOwnerSpouse":"Is the co-owner your spouse?","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.","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)","questions":"Questions?","electronicSignatureAgreementCopy":"I, [OWNER_NAME], hereby provide my consent to transition my TD Ameritrade account to Charles Schwab on [WDATE], and acknowledge that I have received the Consent to Transfer Your Account to Schwab document. (TDA101702)","stateOfEstablishment":"State for establishing the account","accountUsageLabel":"How do you plan to use this account?","electronicDeliveryRothIra":"Roth Individual Retirement Custodial Account Agreement (AMTD6100)","netWorthLabel":"Net worth","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.","usVisaHolderLabel":"Do you have a U.S. visa?","dateAccountOpenedLabel":"Date submitted","initialDepositLabel":"Source of funds for initial deposit","processTimeline":"Normally we process an application within 2-4 business days after we receive it. Due to current market conditions, however, we are experiencing higher than normal volume. We'll send you an email when your account is ready.","fullNameLabel":"Full name","contactInformationLabel":"Contact information","percentageQuestionForJoint":"What percentage will each person own?","electronicallySignedBy":"Electronically signed by: [CLIENT_NAME]","supportingDocsJointCopy":"Submit the same supporting documents for all account owners.","imsClientAgreementIntroduction":"Before we can open your account, you must read and electronically sign the TD Ameritrade Client Agreement and the Service Agreement. If you do not agree with the Client Agreement and the Service Agreement or find any part of these agreements unacceptable, you shouldn’t open your account at this time.","companyNameLabel":"Company name/stock symbol","dpcAgreementCopy3":"My TD Ameritrade Cash Feature position will be transferred to Schwab where it will be moved into the Schwab Cash Features Program.","dpcAgreementCopy2":"Except as described in the Consent to Transfer Your Account to Schwab, all assets in my account will transfer to Schwab over the weekend of [WDATE] – [CD1_DATE], [CD1_YEAR].","dpcAgreementCopy1":"My account will be transferred from TD Ameritrade to Schwab and Schwab will serve as the custodian of my account(s) as of [CD1_DATE] (my Transition Date).","foreignTaxIdLabel":"Foreign tax ID (if applicable)","visaNumberLabel":"Visa number","visaTypeLabel":"Type of visa","spsAccountType":"Equity360","clientAgreementText":"The Client Agreement applicable to this account contains a predispute arbitration clause. By signing this agreement, the parties agree to be bound by the terms of the Client Agreement, including the arbitration agreement located in Section 12 of the Client Agreement on page 8.","regularMailAddress":"TD Ameritrade, Inc.\n*PO Box 2760\n*Omaha, NE 68103-2760","ktpHeaderSupportingCopy":"Based on the information you provided, you must send us the following documents to complete opening your account:","archiveRecordLabel":"Archive Record","minorGreenCardLabel":"Does the minor have a green card?","personIdentifiedInAccount_sps":"I am the person identified in this Equity360 account and individual brokerage account","dateOfBirthLabel":"Date of birth","dlPrefillQuestionLabel":"Did you prefill your application with your U.S. driver's license?","disAgree":"(I disagree)","imsAcceptClientAgreement":"I am accepting and agreeing to abide by all of the Client Agreement and the Service Agreement.","cashSweepAgreementCopy":"I acknowledge receipt of the Schwab Cash Features Disclosure document and agree that when my account(s) is transferred to Schwab, the cash in my account will be subject to the terms and conditions of the Schwab Cash Features Disclosure document. (TDA101713)","overnightMailAddress":"TD Ameritrade, Inc.\n*200 South 108th Ave.\n*Omaha, NE 68154-2631","employerNameLabel":"Business/employer name","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.","callUsNumber_sps":"800-598-2635.","accountTypeLabel":"Account type","electronicDeliverySpsPDF":"- Client Relationship Summary (TDA101313) \n- Client Agreement (AMTD182) \n- Equity360 Participant Account Addendum (TDA101269) \n- Equity360 Account Handbook (TDA196) \n- Account Handbook (TDA066) \n- Business Continuity Plan Statement (AMTD5491) \n- TD Ameritrade Privacy Statement (AMTD800)","electronicDeliveryFooter":"You’ll receive these documents in an email after your account is opened. They’re also available after you log in to your account at Client Services > Forms & Agreements.","iCertifyIrsStatements":"I, [Name], certify the accuracy of the IRS Form W-9 statements above.","utmaUgma":"Uniform Transfers to Minors Act (UTMA)/Uniform Gifts to Minors Act (UGMA)","minorW9Header":"I, [CUSTODIAN NAME], am making the following statement on behalf of [MINOR NAME]:","liquidNetWorthLabel":"Liquid net worth","acceptClientAgreement_sps":"I am accepting and agreeing to abide by all of the Client Agreement and the Equity360 Participant Account Addendum","electronicDeliveryIndividual":"- Client Agreement \n- Account Handbook \n- Business Continuity Plan Statement \n- TD Ameritrade Privacy Statement","electronicDeliveryIndividualPDF":"- Client Agreement (AMTD182)\n- Account Handbook (TDA066)\n- Business Continuity Plan Statement (AMTD5491)\n- TD Ameritrade Privacy Statement (AMTD800)","minorDualCitizenLabel":"Is the minor a citizen of another country?","w9SubHeader":"Under penalty of perjury, I, [Name], certify that:","driversLicenseBack":"Driver's license back","companionAccountNumberLabel":"Individual brokerage account number","individualBrokerageLabel":"Individual brokerage","sepIra":"SEP IRA","cashSweepLabel":"Sweep of uninvested cash","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.","callUsNumber":"800-454-9272.","tuCoverSheetNotice":"Return this sheet with any necessary documents to start trading in your account.","agree":"(I agree)","tuHeaderSupportingCopy":"Based on the information you provided, you must send us the following documents before you can start trading in your account:","visaExpirationLabel":"Expiration date","utmaUgmaAccountHeader":"UTMA/UGMA account details","stateQuestion":"What state do you live in?","greenCardLabel":"Do you have a green card?","emailLabel":"Email you use regularly","traditionalIra":"Traditional IRA","accountNumberLabel":"Account number","eDeliveryLabel":"Electronic delivery of documents","rolloverIra":"Rollover IRA","secondaryPrefilled":"Secondary owner prefilled with:","clientAgreementLabel":"Client Agreement","spsTickerLabel":"Issuing company","primaryPrefilled":"Primary owner prefilled with:","electronicDeliveryIra":"Individual Retirement Custodial Account Agreement (AMTD6102)","jointTenantsInCommon":"Joint tenants in common","driversLicenseSecondaryOwner":"Co-owner’s full name","ongoingDepositLabel":"Source of funds for ongoing deposits","archiveDate":"Date submitted: [TIMESTAMP]","dpcAgreementHeading":"Consent to Transfer Your Account to Schwab","driversLicensePrimaryOwner":"Owner's full name","dpcApprove":"DPC-Y","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?","imsAcceptClientAndIRAAgreement":"I am accepting and agreeing to abide by all of the Client Agreement, the Service Agreement, and the Individual Retirement Custodial Account Agreement.","imsSimpleIRAClientAgreementIntroduction":"Before we can open your account, you must read and electronically sign the TD Ameritrade Client Agreement, the Service Agreement, and the Simple Individual Retirement Custodial Account Agreement. If you do not agree with the Client Agreement, the Service Agreement, and the Simple Individual Retirement Custodial Account Agreement or find any part of these agreements unacceptable, you shouldn’t open your account at this time.","secondaryPhoneLabel":"Secondary phone number","vanguardTreasuryOnArchive":"I understand that each day, cash balances in my account are automatically transferred into a Vanguard Treasury Money Market account.","physicalAddressLabel":"Home address","privacyStatementLabel":"I have read the TD Ameritrade Privacy Statement.","applicationLabel":"application","secondaryCitizenshipLabel":"Country of secondary citizenship","callUsNumber_imsSelective":"888-310-7921.","driversLicenseFront":"Driver's license front","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.","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.","isMobileNumberLabel":"Is this a mobile number?","iAgreeToClientAgreements":"I, [Name], agree to the terms of the Client Agreement.","occupationLabel":"Occupation","financialInfoLabel":"Financial information","custodianPrefilled":"Custodian prefilled with:","fdicLabel":"I have read the FDIC Acknowledgement.","industryOfOccupationLabel":"Industry of occupation","fatcaCode":"The FATCA code(s) entered on this form (if any) indicating that I am exempt from FATCA reporting is correct","tuProcessTimeline":"Typically, we process an application within 2-4 business days after we receive it. However, processing may take longer if we are experiencing higher-than-normal volume. We'll send you an email when your account is ready.","annualIncomeLabel":"Annual income","irsCertifications":"[SSN] is my correct taxpayer identification number","dpcAgreementBody":"In this section, you agree that your new account will move to Schwab on [WDATE] (the Friday before your Transition Date).","ugma":"Uniform Transfers to Minors Act (UTMA)/Uniform Gifts to Minors Act (UGMA)","minorUsCitizenLabel":"Is the minor a U.S. citizen?","countryOfBirthLabel":"Country of birth","minorAffiliationCorporateLabel":"Is the minor, or the minor’s spouse, or any member of the minor’s immediate family a member of the board of directors, a 10% shareholder, or a policy-making officer of a publicly traded company?","callUsNumber_imsEssential":"800-665-1978.","overnightMailLabel":"Overnight Mail:","accountOwnerLabel":"Account owner(s)","usCitizen":"I am a U.S. citizen or other U.S. person","employerAddressLabel":"Business/employer address","jointTenantsByTheEntirety":"Joint tenants by the entirety","rothIra":"Roth IRA","prefillQuestionLabel":"Do you already have an account with us?","personalAndFinancialInformationLabel":"Personal and financial information","regularMailLabel":"Regular Mail:","clientAgreementCheckboxText_sps":"I, [Name], agree to the terms of the Client Agreement and the Equity360 Participant Account Addendum and certify the accuracy of the W-9 statements above.","electronicDeliveryFooterDPC":"You’ll receive these documents in an email after your account is opened.","ageOfTermination":"Minor’s age when custodianship will terminate","faxLabel":"Fax:","coverSheetNotice":"You must return this sheet before we can open your account.","countryOfCitizenshipLabel":"Country of citizenship","electronicDeliveryCrs":"Client Relationship Summary (TDA101313)","clientAgreementIntroduction_sps":"Before we can open your account(s), you must read and electronically sign the TD Ameritrade Client Agreement and the Equity360 Participant Account Addendum. If you do not agree with both documents, or find any part of either unacceptable, you shouldn't open your account at this time. You may be unable to view or manage your equity compensation plan until your account is opened.","archiveRecordEnhancedKtpReasonLabel":"Kick-to-Paper reason:","archiveRecordEnhancedKtpLabel":"Kick-to-Paper Archive Record","allOwnersUSCitizens":"Are all of the account owners U.S. citizens or U.S. persons?","jointTenantsWros":"Joint tenants WROS (with rights of survivorship)","spsAccountNumberLabel":"Equity360 account number","newCoverSheetBulletPoint":"This new account cover sheet","aboutTheOwnersHeader":"About the owners","backupWitholding":"I am not subject to backup withholding","spsParticipantIdLabel":"Participant ID","callUs":"Call us at","driversLicenseHeader":"Driver's license archive record","dateLabel":"Date","brokerageLabel":"brokerage","imsClientAgreementIRAIntroduction":"Before we can open your account, you must read and electronically sign the TD Ameritrade Client Agreement, the Service Agreement, and the Individual Retirement Custodial Account Agreement. If you do not agree with the Client Agreement, the Service Agreement, and the Individual Retirement Custodial Account Agreement or find any part of these agreements unacceptable, you shouldn’t open your account at this time.","clientAgreementText_sps":"The Client Agreement applicable to this account(s) contains a predispute arbitration clause. By signing this agreement, the parties agree to be bound by the terms of the Client Agreement, including the arbitration agreement located in Section 12 of the Client Agreement on page 8.","faxNumber":"1-866-468-6268","activelyTradeAccountUsage":"Advanced trading of futures and/or forex, in addition to common transactions","acceptClientAgreementOnArchive":"I am accepting and agreeing to abide by all of the Client Agreement","driversLicenseUtmaUgma":"Custodian's full name","personalInformationLabel":"Personal information","clientAgreementBySigning":"By checking the box below, I represent that:"},"tuMobileDocs":{"ms_71_91":"government_id,ssn_card","none_5551":"government_id","methodToSendDocuments":"Select a method to send us your documents.","ms_24_29":"marriage_certificate","none_4502":"government_id,ssn_card","ms_61_64":"government_id","ssn_card":"A copy of your Social Security card or Individual Taxpayer Identification Number (ITIN) card","continue":"Continue","government_id_upload":"If you can’t scan your driver’s license, upload a copy of it. If you don’t have a driver’s license, upload a copy of a government-issued ID, such as a current passport or visa.","government_id_scanCopy":"Place your license on a dark surface, then tap “Front” or “Back.”","goToMyAccountLinkLabel":"Cancel and go to my account","processTimeline":"Typically, we process an application within 2-4 business days after we receive it. However, processing may take longer if we are experiencing higher-than-normal volume. We'll send you an email when your account is ready.","none_4551":"government_id,ssn_card","none_5003":"government_id,ssn_card","bank_statement_and_residence_proof":"A copy of one of the following: \n\n\n- The first page of a statement from your bank or other financial institution, 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\n\n- Proof of residence showing your name and address: a gas, water, or electricity bill, or a household register, written in English characters or a certified English translation. (Spanish is also acceptable.) If you send a certified translation, don’t include the document in your native language; we only need the translation. We cannot accept a credit card statement or a phone, TV, or satellite provider’s bill as proof of residence.","marriage_certificate":"A copy of an official document showing a change in your name, such as a marriage certificate.","ms_51_54":"marriage_certificate","none_9006":"government_id,bank_statement_and_residence_proof","ms_93_94":"government_id,ssn_card","none_3003":"government_id,ssn_card","none_3001":"government_id,ssn_card","none_9003":"government_id,bank_statement_and_residence_proof","government_id":"A copy of a government-issued ID, such as your current driver's license, passport, or visa","government_id_scan":"A scanned image of your current driver’s license","mailOrFaxDocuments":"Mail or fax these documents:","header":"Send us the following documents, [OWNER_FIRSTNAME]","ms_34_39":"government_id"},"kickToPaper":{"headerSupportingCopy":"Based on the information you provided, you'll have to sign and send your application to us.","kickToPaperHeader":"Next, send us the following document(s), [OWNER_FIRSTNAME]","BROKER_DEALER":"compliance_letter","utmaUgmaSendDocuments":"Documents are only required for the custodian.","mobileDocsMaxFileSizeError":"Your file exceeded the [FILE_SIZE_LIMIT] MB limit. Try again. If you can't send a document online, use Mail or Fax.","sendDocuments":"Send these documents to open your account:","mobileDocsTipsHeader":"We accept JPG, JPEG, PNG, DOC, DOCX, and PDF documents (max file size: [FILE_SIZE_LIMIT] MB, total limit: 60 MB).","accountCoverSheet":"New Account Cover Sheet","nextStepsHeader":"Here’s what to do next:","ACCOUNT_SCREENING_RED":"w9,ssn_card,government_id","mobileDocsIraMailCopy":"**Mail or fax the required documents to:** \n\n**Fax** \n866-468-6268 \n\n**Overnight mail** \nTD Ameritrade, Inc. \n200 South 108th Avenue \nOmaha, NE 68154-2631 \n\n**Regular mail** \nTD Ameritrade, Inc. \nPO Box 2789 \nOmaha, NE 68103-2789","nextStepsItem3HeaderWithSupportingDocuments":"Send the application to us.","nextStepsItem3SupportingCopyWithDocuments":"Include these supporting documents:","OFAC_SCREENING_ALERT":"trustedContact","utmaUgmaDocumentsType":"Documents are only required for the custodian. You can send JPG, JPEG, PNG, DOC, DOCX, or PDF documents (max file size: [FILE_SIZE_LIMIT] MB; total limit: 60 MB). If you can't upload a document, use Mail or Fax.","ssn_card":"A copy of your U.S. Social Security card or Individual Taxpayer Identification Number (ITIN) card","downloadButtonLabel":"Download the application","passport":"A copy of your current passport. If you do not have a passport, send a copy of a current, government-issued photo ID, along with a letter stating that you do not have a passport.","totalFileSizeExceededError":"Your files exceed the [FILE_SIZE_LIMIT] MB maximum. Try again. If you can't upload a document, use Mail or Fax.","mobileDocsRemainingFileSize":"Remaining file size: [REMAINING_FILE_SIZE] MB","goToTdAmeritradeLink":"Go to TD Ameritrade","mobileDocsConfirmationHeader":"We are processing your documents, [Name]","promotionFailureCopy":"We’ve received your application but we must review it further before we can open your account. We’ll contact you if we need more information.","MINOR_BELOW_ACCOUNT_AGE_OF_TERMINATION":"utmaUgmaStatement","downloadLabel":"Download","nextStepsItem3SupportingCopy":"You can mail or fax it. The contact information is on the form.","processTimeline":"Normally we process an application within 2-4 business days after we receive it. Due to current market conditions, however, we are experiencing higher than normal volume. We'll send you an email when your account is ready.","documentsType":"Upload JPG, JPEG, PNG, DOC, DOCX, or PDF documents (max file size: 10 MB; total limit: 60MB). If you can’t upload, choose Mail or Fax.","mobileDocsConfirmationBody":"Normally we process an application within 2-4 business days after we receive it. Due to current market conditions, however, we are experiencing higher than normal volume. We'll send you an email when your account is ready.","contactUs":"If you have any questions, tap below to call us or chat.","add":"Upload","w8":"[IRS Form W-8BEN](https://www.irs.gov/pub/irs-pdf/fw8ben.pdf)","w9":"[IRS Form W-9](https://www.irs.gov/pub/irs-pdf/fw9.pdf) (if you did not enter the Social Security Numbers correctly for all applicants)","mobileDocsTipsBody":"Place the document on a dark, plain, contrasting background\n-Make sure all four corners of the document are visible in the frame\n-Avoid glare, shadows, or dark spots on the document\n-Hold your device steady while capturing the image","government_id":"A copy of a government-issued ID, such as your current driver's license, passport, or visa","supportingDocsJointCopy":"Submit the same supporting documents for all account owners.","documentTooBig":"Your file is larger than the [FILE_SIZE_LIMIT] MB maximum. Try again. If you can’t send a document online, use Mail or Fax.","mailing_address_letter":"[Letter of Explanation for U.S. Mailing Address](https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD835.pdf)","tipsToDocuments":"Tips to add documents","nonIraMailCopy":"**Mail or fax all required paperwork to:**\n\n**Fax:** \n1-866-468-6268 \n\n**Overnight mail:** \nTD Ameritrade, Inc. \n200 South 108th Ave. \nOmaha, NE 68154-2631 \n\n**Regular mail:** \nTD Ameritrade, Inc. \nPO Box 2760 \nOmaha, NE 68103-2760","header":"Sign and Send Your Application","foreignConfirmationQuestions":"If you have any questions, tap below to call us.","nextStepsItem2Header":"Review it for accuracy.","KtpHeaderSupportingDpcCopy":"To finish opening your account, please send us the following document(s) listed below by [TFBDate].","addLink":"Add document","utmaUgmaStatement":"Account statement for the UTMA/UGMA account you are transferring","documentError":"You must attach this document to continue. If you can’t upload a document, use Mail or Fax.","foreignJointConfirmationHeader":"We are processing your documents, [ownerName] and [coOwnerName]","submit":"Submit","ownerCopyForJoint":"[Name], provide these documents:","accountNumberSupportingCopy":"Your account number is","compliance_letter":"A signed Compliance Letter from your firm authorizing you to open/maintain a TD Ameritrade account (required by FINRA Rule 3210)","methodToSendDocuments":"Select a method to send your documents.","current_visa":"A copy of your current visa if you have one","addForJoint":"Add for [Name]","mobileDocsTipsSubheader":"To capture a document correctly:","nextStepsItem3Header":"Send the application to us.","FOREIGN":"passport,bank_statement_and_residence_proof,w8","previewDoc":"Document Preview","mobileDocsNonIraMailCopy":"**Mail or fax the required documents to:** \n\n**Fax** \n866-468-6268 \n\n**Overnight mail** \nTD Ameritrade, Inc. \n200 South 108th Avenue \nOmaha, NE 68154-2631 \n\n**Regular mail** \nTD Ameritrade, Inc. \nPO Box 2760 \nOmaha, NE 68103-2760","certificate_loss_nationality":"A copy of your Certificate of Loss of Nationality of the United States","mobileDocsConfirmationQuestions":"If you have any questions, tap below to call us.","trustedContact":"[Trusted contact form](https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA100689.pdf) (optional)","KtpHeaderSupportingCopy":"To finish opening your account, please send us the document(s) listed below.","FOREIGN_US_ADDRESS":"current_visa,passport,bank_statement_and_residence_proof,w8,mailing_address_letter","bank_statement_and_residence_proof":"One of the following: \n - A copy of your bank (or financial institution) statement, written in English characters. (Make sure the name and address on your statement match the name and address on your new TD Ameritrade account.) \n - A copy of your proof of residence: a gas, water, or electricity bill, or a household register, written in English characters or a certified English translation. (Spanish is also acceptable.) We cannot accept a credit card statement, or a phone, TV, or satellite provider bill as proof of residence.","iraMailCopy":"**Mail or fax all required paperwork to:**\n\n**Fax:** \n1-866-468-6268 \n\n**Overnight mail:** \nTD Ameritrade, Inc. \n200 South 108th Ave. \nOmaha, NE 68154-2631 \n\n**Regular mail:** \nTD Ameritrade, Inc. \nPO Box 2789 \nOmaha, NE 68103-2789","mailFax":"Mail or Fax","foreignConfirmationBody":"Normally we process an application within 2-4 business days after we receive it. Due to current market conditions, however, we are experiencing higher than normal volume. We'll send you an email when your account is ready.","mitekError":"We cannot process the picture of your document. Place the document on a dark background, make sure all corners are visible in the frame, avoid glare or shadows on the page, and hold your device steady. If you still can’t upload your document, use Mail or Fax.","retainedDocuments":"Documents sent are retained.","nextStepsItem1Header":"Print your filled-out application.","maxAttemptCopy":"We’re sorry, but your information upload failed. Please mail or fax the documents to us.","PROMOTION_FAILURE":"trustedContact","jointKickToPaperHeader":"Next, send us the following document(s)","mobileDocsJointConfirmationHeader":"We are processing your documents, [ownerName] and [coOwnerName]","foreignConfirmationHeader":"We are processing your documents, [Name]","online":"Upload","removeDoc":"Remove","kickToPaperHeaderNoDocs":"Your application is under review, [OWNER_FIRSTNAME]","nextStepsItem2SupportingCopy":"If anything is wrong, write your changes on the page.","FOREIGN_US_COUNTRY_OF_BIRTH":"certificate_loss_nationality","serviceErrorCopy":"An error occurred while processing your upload. Please try again. PDFs must be smaller than 20\" x 20\". If you can’t upload, use mail or fax."},"preMigrationLanding":{"informationCopy":"We recommend you open this new account at Schwab so you can access all your accounts in one place on Schwab's convenient dashboard.\n\nIf you still want to open a TD Ameritrade account, it will move to Schwab at a later date. We'll let you know three months before the move. Complete the [TD Ameritrade account opening form](https://start.tdameritrade.com/welcome) (please do not use the autofill feature).\n\nNote: If you're interested in our thinkorswim® trading platforms, or in trading futures or forex, [open this account at TD Ameritrade](https://start.tdameritrade.com/welcome).","buttonText":"Open a Schwab account","howYouWorkImage3":"Work with a Schwab advisor","clientFirstHeader":"Award-winning investing","howYouWorkImage2":"Let our robo-advisor do the work","howYouWorkImage1":"Trade investments on your own","openSchwabUrl":"https://www.schwab.com/open-an-account?cmp=YKN","additionalCopy":"","header":"Your existing TD Ameritrade account is moving to Schwab soon","clientFirstImage1":"Investor's Business Daily – 2022 IBD Best Online Brokers","clientFirstImage2":"Investor's Business Daily Most Trusted Financial Companies 2021","disclosureCopy":"","clientFirstImage3":"Stockbrokers.com 2021 #1 New Tool and #1 IRA Accounts","howYouWorkHeader":"How you work with Schwab is your choice"}},"downloadablePdfLabels":{"labels":{"foreignApplication":"Account application","soleProprietorshipCertification":"Sole Proprietorship Certification","marginDisclosure":"Margin Disclosure Document","coverdellFee":"Coverdell Education Savings Account (ESA) Fee Schedule","contributionBasicPlanDocumentIndividual401k":"Qualified Retirement Plan: Defined Contribution Basic Plan Document","iraSimpleCustodialAgreement":"Simple Individual Retirement Custodial Account Agreement","iraDepositSlip":"Deposit slip (optional)","businessApplication_ims":"Business Account Application","contributionBasicPlanDocument":"Qualified Retirement Plan and Trust: Defined Contribution Basic Plan Document","substituteW8Ben":"Form W-8BEN","coverdellApplication":"Coverdell Education Savings Account (ESA) Application","designationOfBeneficiary":"Participant Application and Designation of Beneficiary","tdAmeritradeDisclosurePacket":"TD Ameritrade Disclosure Packet","clientAgreement":"Client Agreement","retirementSummaryDescriptionFor401k":"Qualified Retirement Plan Summary Plan Description","minorIraApplication":"Minor Individual Retirement Account (IRA) Application","personalAndFinancialInformation_selective":"Personal and Financial Information","commissionsAndFees":"Commissions & Fees","beneficiaryIraApplication":"Beneficiary Individual Retirement Account (IRA) Application","estateAccountApplication":"Estate Account Application","iraDistributionForm":"IRA Distribution Request Form (optional)","minorIraDepositSlip":"Individual Retirement Account (IRA) Deposit Slip (optional)","retirementPlanAdoptionAgreementFor401k":"Individual 401(k) Plan Adoption Agreement","letterOfExplanation":"Letter of Explanation","personalAndFinancialInformation":"Personal and Financial Information","retirementPlanAdoptionAgreementForMoneyPurchasePlan":"Qualified Retirement Plan (QRP) Adoption Agreement","guardianApplication":"Account Application","guideToEstablishRetirementPlan":"A Complete Guide to Establishing a Qualified Retirement Plan","standardRetailPricing":"Standard Retail Pricing: Commissions, Rates, and Fees","accountTransferForm":"Account Transfer Form (optional)","retirementSummaryDescriptionForProfitSharingPlan":"Qualified Retirement Plan Summary Plan Description","privacyStatement":"TD Ameritrade Privacy Statement","crsLabel":"Client Relationship Summary","erisaPlanInformation":"ERISA Plan Information Form","retirementPlanAdoptionAgreementForProfitSharingPlan":"Qualified Retirement Plan (QRP) Adoption Agreement","guardianApplication_ims":"Standard Account Application","letterOfExplanation_utmaUgma":"Letter of explanation for U.S. mailing address/phone number","trustApplication":"Trust Account Application","irsForm5304Simple":"IRS Form 5304-SIMPLE (optional)","disclosureSummarySect408":"Section 408(b)(2) Disclosure Summary","coverdellDepositSlip_ims":"Coverdell Education Savings Account (ESA) Deposit Slip (optional)","trustApplication_ims":"Trust Account Application","accountProtection":"Account Protection","trustCertificationOfTrusteePowers":"Trust Certification of Trustee Powers","iraCustodialAgreement":"Individual Retirement Custodial Account Agreement","irsForm5305Sa":"IRS Form 5305-SA (optional)","coverdellDepositSlip":"Coverdell Education Savings Account (ESA) Deposit Slip","standardApplication":"Standard application","tradingAuthorization":"Trading Authorization Agreement","beneficiaryIraApplication_ims":"Beneficiary Individual Retirement Account (IRA) Application","retirementSummaryDescriptionForMoneyPurchasePlan":"Qualified Retirement Plan Summary Plan Description","coverdellApplication_ims":"Coverdell Education Savings Account (ESA) Application","iraApplication":"Individual Retirement Account (IRA) application","llcApplication":"LLC, Investment Club, or Partnership Account Application","businessApplication":"Business Account Application","transferForm":"Transfer form (optional)","coverdellAccountAgreement":"Coverdell ESA Custodial Account","depositSlip":"Deposit Slip (Non-IRAs) (optional)","irsForm5305Simple":"IRS Form 5305-SIMPLE (optional)","corporateNonIncorporatedLLCPartnershipPowers":"Corporate, Non-Incorporated, LLC, or Partnership Powers","minorIraApplication_ims":"Minor Individual Retirement Account (IRA) Application","iraRothCustodialAgreement":"Roth Individual Retirement Custodial Account Agreement","cashBalanceProgramSummary":"Summary of Cash Sweep Program","sellOrderForm":"Sell Order Form (optional)","designationOfBeneficiary_ims":"Participant Application and Designation of Beneficiary"}},"disclaimers":{"coBrowsing":{"cancelLinkText":"Cancel","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\"","acceptButtonText":"Accept","title":"Important information about your screen share session","screenShareLink":"Screen share"},"importantDisclosures":{"CAPrivacyRegulationCopy":"[Do Not Sell or Share My Personal Information](https://www.tdameritrade.com/privacy-policies.html)","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.","foreignResidentCopy":"If you're a resident of [Canada](https://www.td.com/ca/products-services/investing/td-direct-investing/accounts/open-an-account/index.jsp), [Singapore](https://www.tdameritrade.com.sg/tdaa/index.html#!/openAccount), [Malaysia](https://www.tdameritrade.com.sg/tdaa/index.html#!/openAccount), [Thailand](https://www.tdameritrade.com.sg/), [Taiwan](https://ola.tdameritrade.com/global/index.html#!/), [Hong Kong](https://www.tdameritrade.com.hk), or [China](https://ola.tdameritrade.com/global), visit those websites to open your account.","brokerCheckCopy":"Check the background of TD Ameritrade on [BrokerCheck®&#160by&#160FINRA](http://brokercheck.finra.org/Firm/Summary/7870).","gdprDisclosureCopy":"This is not an offer or solicitation in any jurisdiction where we are not authorized to do business or where such offer or solicitation would be contrary to the local laws and regulations of that jurisdiction, including, but not limited to persons residing in Australia, Canada, Hong Kong, Japan, Saudi Arabia, Singapore, UK, and the countries of the European Union.","hmdDisclosureCopy":"This information is for educational purposes only. It is not intended to be a recommendation of any specific investment, investment strategy, or account type. TD Ameritrade, Inc., member [FINRA](http://www.finra.org/)/[SIPC](https://www.sipc.org/), a subsidiary of The Charles Schwab Corporation. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. © [YEAR] Charles Schwab & Co., Inc. All rights reserved.","disclosureCopy":"Charles Schwab & Co., Inc., member SIPC, is a separate but affiliated subsidiary of The Charles Schwab Corporation.\n\nTD Ameritrade, Inc., member [FINRA](http://www.finra.org/)/[SIPC](https://www.sipc.org/), a subsidiary of The Charles Schwab Corporation. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. © [YEAR] Charles Schwab & Co., Inc. All rights reserved. Member SIPC.","disclosureLinkText":"Important disclosures"},"essentialDisclosure":{"minimumInitialInvestment_content":"*The minimum initial investment for the Essential Portfolios service for a TD Ameritrade Investing Account is: \n\n i) $500, on the condition that you set up automatic recurring deposits through your TDAIA Account. Recurring deposits are available by electronic bank transfers (ACH). If recurring deposits cease before reaching a $5,000 balance in your TDAIA Account, we will require you to re-authorize recurring deposits or deposit additional money to bring your account up to $5,000. If these conditions are not met, we reserve the right to discontinue our advisory relationship with you and transfer the securities into a like-titled account with TD Ameritrade; or \n\n ii) $5,000; or \n\n iii) $100,000 for corporate/business accounts."},"patriotActDisclosure":{"whatThisMeansForYou_content":"When you open an account, we will ask for your name, address, date of birth, and other information that will allow us to identify you. We may also utilize a third-party information provider for verification purposes and/or ask for a copy of your driver’s license or other identifying documents.","whatThisMeansForYou_inline_header":"What this means for you:","accountOpeningProcedure_inline_header":"Important information about procedures for opening a new account:","accountOpeningProcedure_content":"To help the government fight the funding of terrorism and money laundering activities, federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account."}},"fieldLabels":{"promotionRetryLabels":{"retryNameEditLabel":"Edit name","addressSectionSupportingCopy":"If you've recently moved, you can try entering your previous address. We’ll use this only for identity verification and will not store it in your account profile.","retryNamePreviousLabel":"Enter a previous name","addressEnteredLabel":"Address you entered","retryAddressEditLabel":"Edit address","retryAddressUseExistingLabel":"Use the address I entered","promotionRetryHeader":"We're unable to verify your identity.","retryNameUseExistingLabel":"Use the name I entered","retryOptionsLabel":"Select one","ssnSectionHeader":"Taxpayer Identification Number","promotionRetrySubHeader":"Check your entries for errors and edit if necessary.","buttonLabel":"Submit","retryAddressPreviousLabel":"Enter a previous address","nameEnteredHeader":"Name you entered","retrySSNEditLabel":"Edit SSN or ITIN","ssnHeader":"Social security number or ITIN","retrySSNExisitngLabel":"Use the SSN or ITIN I entered","addressSectionHeader":"Street address"},"credentialsLabels":{"createUserId":"Create your user ID","phoneNumberLabel":"Phone number","phoneNumberChange":"To add or change a phone number, go to **Client Services > My Profile > Personal Information**.","mothersMaidenName":"Mother's maiden name","accountSecurity":"Account security","usesNoSpecialCharacters":"Uses no special characters (such as %, $, #, &)","ratesApply":"Message and data rates may apply.","question2Value2":"What is the first name of your oldest niece?","question2Value1":"What was the name of your first pet?","question2Value4":"In what city is your vacation home? (Enter full name of city only.)","question2Value3":"What is your paternal grandmother's first name?","userIdGenerationError":"This user ID is already in use. Enter a different one.","createPassword":"Create your password (case sensitive)","securityQuestionsLabel":"Security question","question2Value6":"In what city was your mother born? (Enter full name of city only.)","question2Value5":"What was the nickname of your grandfather?","question2Value8":"In what city were you born? (Enter full name of city only.)","question2Value7":"What is your mother's middle name?","includesAtLeastOneNumber":"Includes at least one number","question3Value1":"Where did you meet your spouse for the first time? (Enter full name of city only.)","choosePhoneNumber":"Choose this method if you provided a mobile phone number for your account.","question3Value2":"What was your favorite restaurant in college?","question3Value3":"What is your paternal grandfather's first name?","question0Value8":"What is your maternal grandfather's first name?","question0Value7":"What is the first name of your oldest nephew?","includesAtLeastOneLetter":"Includes at least one letter","matchPassword":"Match the password you originally entered","question0Value2":"What is your maternal grandmother's first name?","question0Value1":"In what city was your high school? (Enter full name of city only.)","question0Value4":"What was the name of your high school?","question0Value3":"What is your father's middle name?","question0Value6":"What is the first name of the maid of honor at your wedding?","question0Value5":"What is the name of the first company you worked for?","userIdMinLength":"Has 8-15 characters","differentFromUserId":"Is different from your user ID","question3Value4":"What was the name of your junior high school? (Enter only 'Dell' for Dell Junior High School.)","question3Value5":"What was the last name of your favorite teacher in your final year of high school?","question3Value6":"What was the name of the town your grandmother lived in? (Enter full name of town only.)","question3Value7":"What street did your best friend in high school live on? (Enter full name of street only.)","verifyIdentity":"Select a way to verify your identity when you log in from a device we don't recognize.","passwordMinLength":"Has 8-64 characters","question1Value7":"What was the name of your first girlfriend/boyfriend?","question1Value6":"In what city was your father born? (Enter full name of city only.)","question1Value5":"What was the first name of your first manager?","question1Value4":"What was your high school mascot?","userIdAvailable":"This user ID is available.","userIdNotAvailable":"This user ID is already in use. Enter a different one or select from the list below.","question1Value3":"What is the first name of the best man at your wedding?","question1Value2":"In what city were you married? (Enter full name of city only.)","reenterPassword":"Re-enter password (case sensitive)","question1Value1":"What is your best friend's first name?","textMessageLabel":"Text/SMS message","newUserIdCopy":"TD Ameritrade requires a new user ID and password for each account you open."},"offerCode":{"flatRateCommission":"After the promotion period ends, our $6.95 flat-rate commission applies to all online equity trades.","enterNow":"Enter it now","changeOfferCode":"Change offer code","more":"Offer details","offerCodeSuffix":"We'll confirm your eligibility after your account is open."},"printApplicationLabels":{"backupWithholding":"I am subject to backup withholding","jointAccountsSupportingDocuments":"For joint accounts, please submit the same supporting documents for all account owners.","personalInfo":"Personal information","participantLabel":"Participant ID","contactInfo":"Contact information","tickerLabel":"Issuing 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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?"},"reviewFieldSetLabels":{"accountType":"Account type","citizenshipInfo":"Citizenship information","accountUse":"Account use","ssnOrItin":"SSN or ITIN","stateOfEstablishment":"State for establishing the account","mobileLabel":"(Mobile)","utmaUgmaAccountHeader":"UTMA/UGMA account details","phoneLabel":"Phone Number","accountUsage":"How do you plan to use this account","secondaryCitizenship":"Country of secondary citizenship","foreignTaxId":"Foreign Tax Id","affiliationFinra":"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?","financialInfo":"Financial 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Three of the Program Banks are Charles Schwab Bank, SSB; Charles Schwab Premier Bank, SSB; and Charles Schwab Trust Bank, all affiliates of TD Ameritrade.","visaNumberOptional":"Visa number (optional)","brokerDealerFirmDefinition":"A person, company, or organization (other than a bank) that buys or sells securities on its own behalf or for others, and is registered with the Securities and Exchange Commission.","secondaryForeignPhoneNumber_utmaUgma":"The minor has a non-U.S. phone number.","annualIncome":"Annual income","cancelApplication":"Cancel application","liquidNetWorthDefinition":"The amount of your net worth that could be easily converted to cash. 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You can make partial contributions if your AGI is under $199,000 (jointly) or $135,000 (single).","irsPenalties":"IRS penalties apply for withdrawals before age 59½ (unless it's a qualified exception)","aMinor":"A minor","rothIraGeneralContributionLimit":"Contribute up to $6,500 in total among all your IRAs ($7,500 if you're 50 or older) for 2023","jointTaxReturn":"You must have earned income or file a joint tax return with a spouse who has earned income","retirementAccountTypeTitle":"What type of retirement account is it?","movingEmployer":"I'm moving assets from an employer retirement plan, such as a 401(k).","allRights":"Each owner has rights to all of the assets","justMe":"Just me","skipThisQuestion":"Skip this question","rothIRAOver50Contribution":"Contribute to a Roth IRA if your adjusted gross income (AGI) is below these limits:\n\nTax year 2023: $218,000 if you file jointly, or $138,000 if you file as single. You can make a partial contribution if your AGI is under $228,000 (jointly) or $153,000 (single).","traditionalIra":"Traditional IRA","accountFor":"Who is the account for?","other":"Other","minorRetirementQuestion":"Are you saving for the minor's retirement?","rothIraAbove50NoIncomePluralSinglePoint":"Contribute to a Roth IRA if your adjusted gross income (AGI) is below these limits:\n\nTax year 2023: $218,000 if you file jointly, or $138,000 if you file as single. You can make a partial contribution if your AGI is under $228,000 (jointly) or $153,000 (single).","marriedFilingJointly":"Married filing jointly","rothIraBelow50NoIncomePluralSinglePoint":"Contribute to a Roth IRA if your adjusted gross income (AGI) is below these limits:\n\nTax year 2023: $218,000 if you file jointly, or $138,000 if you file as single. You can make a partial contribution if your AGI is under $228,000 (jointly) or $153,000 (single).","otherCopy":"I'm investing for a minor, for another adult, or for something else.","traditionalIraOver50":"Contribute up to $6,500 in total among all your IRAs ($7,500 if you're 50 or older) for 2023","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).","after59":"After 59½, withdrawals are taxed at your ordinary income tax rate","rothIRAUnder50AgeAndIncomeOr1":"Contribute to a Roth IRA if your adjusted gross income (AGI) is below these limits:\n\nTax year 2023: $218,000 if you file jointly, or $138,000 if you file as single. You can make a partial contribution if your AGI is under $228,000 (jointly) or $153,000 (single).","openingBusinessRetirement":"I'm opening a new retirement account for a business.","showResult":"Show Results","investmentAssetsCopy":"There are no minimums to open an account. You can change this later.","retirementAccountCopy":"You must transfer into the same type of IRA.","smallBusiness":"I'm opening a retirement account for a small business.","investmentClub":"I'm opening an account for an investment club.","traditionalIraOver70":"Can be funded only with the transfer of another IRA; no contributions","marriedFilingSeparately":"Married filing separately","allIrasGeneralContributionLimit":"Contribute up to $6,500 in total among all your IRAs ($7,500 if you're 50 or older) for 2023","single":"Single","businessInvesting":"I'm opening an account that a business will use for investing.","investmentAssets":"What's the value of the assets you're moving over?","dateOfBirthCopy":"This helps us determine IRA eligibility and contribution limits.","saveForEducationCopy":"I'll need to pay for tuition and other education expenses.","rothIraZeroContributionLimit":"Based on your age and income, you cannot contribute to a Roth IRA","selectAccountLinkLabel":"Show all account types","traditionalIraUnder50":"Contribute up to $6,500 in total among all your IRAs ($7,500 if you're 50 or older) for 2023","trusteeOpening":"I'm a trustee opening this account for a trust.","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).","continue":"Continue","showMyResult":"Show my results","tradeStockAndOtherSecurities":"Trade stocks and other securities","investmentAmountCopy":"Certain education savings accounts have contribution limits.","movingExisting":"I'm moving assets from an existing IRA.","allIrasContributionLimitOver50":"Contribute up to $6,500 in total among all your IRAs ($7,500 if you're 50 or older) for 2023","rothIra":"Roth IRA","percentageRights":"Each owner has rights to a set percentage of the assets","businessApplyToYou":"Which of these applies to you?","depositDescription1":"60 days commission-free trading for online equity trades","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).","requiredMinimumDistributions":"Required minimum distributions (RMDs) must begin by April 1 of the year after you reach 70½","depositDescription4":"$600 + 60 days commission-free trading for online equity trades","rothIraIncomeBasedContributionLimit":"Contribute up to $6,500 in total among all your IRAs ($7,500 if you're 50 or older) for 2023","depositDescription2":"$100 + 60 days commission-free trading for online equity trades","depositDescription3":"$300 + 60 days commission-free trading for online equity trades","accountManagementTitle":"How do you want to manage your account?","filingStatus":"How do you file income taxes?","investmentQuestion":"How much do you want to invest?","taxDeductible":"Contributions may be tax-deductible","selectMyOwnInvestment":"I'll select my own investments.","splitRights":"Each owner has rights to 50% of the assets","no":"No","incomeQuestionCopy":"This helps us determine which accounts you're eligible for.","back":"Back","ownershipDivision":"How should the ownership of this account be divided?","tradeStockCopy":"I want to trade and invest to build wealth.","meAndAnotherAdult":"Me and an adult (not my spouse)","livedTogether":"Did you live with your spouse at any time during the year?","professionalMoneyManagement":"I prefer a portfolio that’s digitally managed for me.","saveForEducation":"Save for education","ordinaryIncomeTax":"Withdrawals are taxed at your ordinary income tax rate","openingNew":"I'm opening a new retirement account.","investmentAmount":"How much do you want to contribute?","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).","yes":"Yes","incomeQuestionTitle":"What is your adjusted gross income?","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).","depositTitle2":"Deposit $25,000–$99,999, get","depositTitle3":"Deposit $100,000–$249,999, get","depositTitle4":"Deposit $250,000 or more, get","depositTitle1":"Deposit $3,000 or more, get","dateOfBirthTitle":"When were you born?","meAndSpouse":"Me and my spouse","rothIraGeneralIncomeLimit":"Contribute to a Roth IRA if your adjusted gross income (AGI) is below these limits:\n\nTax year 2023: $218,000 if you file jointly, or $138,000 if you file as single. You can make a partial contribution if your AGI is under $228,000 (jointly) or $153,000 (single)."},"landingPage":{"applyOfferButtonLabel":"Apply this offer","whyTDA2":"Wide selection of investment choices","whyTDA1":"$0 commissions and no trade minimums","accoladesHeaderForTablet":"Recognized as one of the best*","whyTDA3":"Powerful trading platforms","offerSupportingCopy":"*Deposits of $3,000 -$24,999 also receive 60 days of commission-free online equity trades. After the promotion period ends, our $6.95 flat-rate commission applies to all online equity trades.","footerHeaderSuffix":"every step of the way","footerHeaderPrefix":"We’re here to help 24/7","offerSubHeader":"Get 60 days of commission-free online equity trades* plus a cash award of:","helpMeDecideLinkLabel":"Find an account to meet your needs","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","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.","callText":"Call","offers":"- $100 for a deposit of $25,000-$99,999 \n- $300 for a deposit of $100,000-$249,999 \n- $600 for a deposit of $250,000 or more","supportingCopyHeader":"What you need:","helpMeDecideLinkPrefix":"Not sure?","whyTDALearnMore":"[Learn more](https://www.tdameritrade.com/why-td-ameritrade.page)","callUs":"Call us at","callUsNumber":"800-454-9272","selectAccountButtonLabel":"Select an account","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.","barronsDisclaimer":"TD Ameritrade was evaluated against 14 other online brokers in the 2022 StockBrokers.com Online Broker Review. The firm was rated #1 in the categories: \"Platforms & Tools\" (11 years in a row), \"Desktop Trading Platform: thinkorswim®\" (10 years in a row), \"Active Trading\" (2 years in a row), \"Options Trading\", \"Customer Service\", and \"Phone Support\". TD Ameritrade was also rated Best in Class (within the top 5) for \"Overall Broker\" (12 years in a row), \"Education\" (11 years in a row), \"Commissions & Fees\" (2 years in a row), \"Offering of Investments\" (8 years in a row), \"Beginners\" (10 years in a row), \"Mobile Trading Apps\" (10 years in a row), \"Ease of Use\" (6 years in a row), \"IRA Accounts\" (3 years in a row), \"Futures Trading\" (3 years in a row), and \"Research\" (11 years in a row). [Read the full article](http://www.stockbrokers.com/guides/online-stock-brokers).","offerHeader":"How much do you plan to deposit?","whyTDAHeader":"Why TD Ameritrade?","feedbackText":"Feedback","header":"Ready to open your account? You’re in the right place.","offerAppliedMessage":"Offer applied successfully to your account application."},"showResult":{"essentialSideViewAfterFeatures":"To open an account for an Essential Portfolio you must have a U.S. address and be a U.S. citizen or permanent resident (green-card holder).","essentialSideViewTitle":"Essential Portfolios","selectAccountHeader":"Looking for something else? Select an account type below.","defaultSideViewTitle":"About our accounts:","essentialSideViewDescription":"These are fully automated and low-cost managed portfolios from TD Ameritrade Investment Management, LLC, ranging from conservative to more aggressive.","defaultDrawdownSideViewTitle":"Select an account type","defaultSideViewFeatures":"Stocks, options (if approved), mutual funds, exchange-traded funds (ETFs), bonds, and CDs are available in most accounts \n- Investment choices may be limited in trusts and pension plans \n- 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","defaultDrawdownSideViewFeatures":"Employers: To add participants to existing money purchase pension or profit-sharing plans, please call 800-694-9449.","defaultDrawdownSideViewBody":"Use the menus to open a variety of account types through TD Ameritrade. Looking to open a small business retirement account? Charles Schwab has acquired TD Ameritrade, and SEP IRA, SIMPLE IRA, and Individual/Solo 401(k) accounts are now available only through Schwab.","goToMarketingSite":"Open a Schwab small business retirement account","selectiveSideViewDescription":"These are professionally managed portfolios from TD Ameritrade Investment Management, LLC, where investment selection, management, and rebalancing are handled for you.","essentialSideViewFeatures":"Minimum investment: $500 (when you set up automatic recurring deposits)* \n- Built with nonproprietary ETFs \n- Track your performance and progress from your desktop or mobile device","selectiveSideViewTitle":"Selective Portfolios","selectiveSideViewFeatures":"Minimum investment: $25,000 \n- Choose from a range of portfolios \n- Portfolio specialists are available to help \n- Built with nonproprietary ETFs or mutual funds \n- Track your performance and progress from your desktop or mobile device","selectiveSideViewAfterFeatures":"To open an account for a Selective Portfolio you must have a U.S. address and be a U.S. citizen or permanent resident (green-card holder)."}},"email":{"citiAccountFullyPromoted":{"subject":"Welcome to TD Ameritrade","text":"Dear %s %s, Thank you for opening your account with TD Ameritrade. We're pleased to have you as a client and look forward to helping you pursue your financial goals. You can start putting your investing strategy into motion as soon as we receive approval from Citi's Compliance Department. If you have any questions about this process or the status of your approval, please call Citi's Compliance Department at 866-369-2074. Look for additional messages from us. In the near future, we'll be sending you communications specifically designed for new clients like you, with important information on all the products, tools, and services available to you through your account. In the meantime, you can log in to tdameritrade.com to see the range of cutting-edge trading platforms, extensive education opportunities, and independent third-party research we offer. In addition, please review this important information about your account: <ul> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA101313.pdf\">Client Relationship Summary</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD182.pdf\">Client Agreement</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA066.pdf\">Account Handbook</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD5491.pdf\">Business Continuity Plan Statement</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA6184.pdf\">Your Relationship with TD Ameritrade</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD800.pdf\">TD Ameritrade Privacy Statement</a> </li> %s </ul> We're here for you. If you have any questions, please contact a New Client Consultant at 800-454-9272. We're here to help 24 hours a day, seven days a week. Again, thank you for choosing TD Ameritrade. <div style=\"font-size: 10px; margin-top: 15px;\">This is an automated email, and we won't receive your message if you reply. To contact us, please log in to your account and go to Message Center. TD Ameritrade understands the importance of protecting your privacy. From time to time we need to send you notifications like this one to give you important information about your account. If you've opted out of receiving promotional marketing communications from us, containing news about new and valuable services, we will continue to honor your request. TD Ameritrade and Citi are separate and unaffiliated firms and are not responsible for each other's services or policies. TD Ameritrade does not recommend or endorse any securities of, or relating to, Citi or any party that utilizes its brokerage or custodial services or makes such services available to its employees or covered persons. Citi has selected TD Ameritrade to be a preferred broker/dealer for its employees and other covered persons and will engage in certain related marketing activities. Market volatility, volume, and system availability may delay account access and trade execution. TD Ameritrade, Inc., member <a href=\"www.finra.org\">FINRA</a>/<a href=\"www.sipc.org\">SIPC</a>, a subsidiary of The Charles Schwab Corporation. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. %s %d Charles Schwab & Co., Inc. All rights reserved. Distributed by: TD Ameritrade, Inc., 200 South 108th Avenue, Omaha, NE 68154-2631 ATI 3720 EM 06/20 </div>"},"citiIraAccountFullyPromoted":{"iraCustodialAgreement":"<li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD6102.pdf\">Individual Retirement Custodial Account Agreement</a> </li>","subject":"Welcome to TD Ameritrade","rothIraCustodialAgreement":"<li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD6100.pdf\">Roth Individual Retirement Custodial Account Agreement</a> </li>","simpleIraCustodialAgreement":"<li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD6101.pdf\">Simple Individual Retirement Custodial Account Agreement</a> </li>","text":"Dear %s %s, Thank you for opening your account with TD Ameritrade. We're pleased to have you as a client and look forward to helping you pursue your financial goals. You can start putting your investing strategy into motion as soon as we receive approval from Citi's Compliance Department. If you have any questions about this process or the status of your approval, please call Citi's Compliance Department at 866-369-2074. Look for additional messages from us. In the near future, we'll be sending you communications specifically designed for new clients like you, with important information on all the products, tools, and services available to you through your account. In the meantime, you can log in to tdameritrade.com to see the range of cutting-edge trading platforms, extensive education opportunities, and independent third-party research we offer. In addition, please review this important information about your account: <ul> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA101313.pdf\">Client Relationship Summary</a></li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD182.pdf\">Client Agreement</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA066.pdf\">Account Handbook</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD5491.pdf\">Business Continuity Plan Statement</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA6184.pdf\">Your Relationship with TD Ameritrade</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD800.pdf\">TD Ameritrade Privacy Statement</a> </li> %s %s</ul> We're here for you. If you have any questions, please contact a New Client Consultant at 800-454-9272. We're here to help 24 hours a day, seven days a week. Again, thank you for choosing TD Ameritrade. <div style=\"font-size: 10px; margin-top: 15px;\">This is an automated email, and we won't receive your message if you reply. To contact us, please log in to your account and go to Message Center. TD Ameritrade understands the importance of protecting your privacy. From time to time we need to send you notifications like this one to give you important information about your account. If you've opted out of receiving promotional marketing communications from us, containing news about new and valuable services, we will continue to honor your request. TD Ameritrade and Citi are separate and unaffiliated firms and are not responsible for each other's services or policies. TD Ameritrade does not recommend or endorse any securities of, or relating to, Citi or any party that utilizes its brokerage or custodial services or makes such services available to its employees or covered persons. Citi has selected TD Ameritrade to be a preferred broker/dealer for its employees and other covered persons and will engage in certain related marketing activities. Market volatility, volume, and system availability may delay account access and trade execution. TD Ameritrade, Inc., member <a href=\"www.finra.org\">FINRA</a>/<a href=\"www.sipc.org\">SIPC</a>, a subsidiary of The Charles Schwab Corporation. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. %s %d Charles Schwab & Co., Inc. All rights reserved. Distributed by: TD Ameritrade, Inc., 200 South 108th Avenue, Omaha, NE 68154-2631 ATI 3720 EM 06/20 </div>"},"citiIraAccountKtpEnhanced":{"iraCustodialAgreement":"<li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD6102.pdf\">Individual Retirement Custodial Account Agreement</a> </li>","subject":"TD Ameritrade Online Application","rothIraCustodialAgreement":"<li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD6100.pdf\">Roth Individual Retirement Custodial Account Agreement</a> </li>","simpleIraCustodialAgreement":"<li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD6101.pdf\">Simple Individual Retirement Custodial Account Agreement</a> </li>","text":"Dear %s %s, You've taken the first step to pursuing your financial goals by beginning the TD Ameritrade account application. To learn more about your relationship with TD Ameritrade, review our <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA101313.pdf\">Client Relationship Summary</a>. To finish opening your account, you must send the attached New Account Cover Sheet and these supporting document(s): <ol> %s </ol> We’ll process your account application as soon as we receive the documents. In the meanwhile, please review these documents: <ul> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA101313.pdf\">Client Relationship Summary</a></li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD182.pdf\">Client Agreement</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA066.pdf\">Account Handbook</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD5491.pdf\">Business Continuity Plan Statement</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA6184.pdf\">Your Relationship with TD Ameritrade</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD800.pdf\">TD Ameritrade Privacy Statement</a> </li> %s %s </ul> If you have any questions, please contact a New Client Consultant at 800-454-9272. We're available 24 hours a day, seven days a week. Again, thank you for choosing TD Ameritrade. We look forward to serving your financial needs. <div style=\"font-size: 10px; margin-top: 15px;\">This is an automated email, and we won't receive your message if you reply. TD Ameritrade understands the importance of protecting your privacy. From time to time we need to send you notifications like this one to give you important information about your account. If you've opted out of receiving promotional marketing communications from us, containing news about new and valuable services, we will continue to honor your request. Market volatility, volume, and system availability may delay account access and trade execution. TD Ameritrade, Inc., member <a href=\"www.finra.org\">FINRA</a>/<a href=\"www.sipc.org\">SIPC</a>, a subsidiary of The Charles Schwab Corporation. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. %s %d Charles Schwab & Co., Inc. All rights reserved. Distributed by: TD Ameritrade, Inc., 200 South 108th Avenue, Omaha, NE 68154-2631 ATI 3722 EM 10/20 </div>"},"imsAccountFullyPromoted":{"subject":"Welcome to TD Ameritrade","text":"Dear %s %s, Congratulations on opening your new TD Ameritrade Investing Account. TD Ameritrade Investment Management, LLC will invest your initial deposit during the next trading day. Then you'll be able to log in to <a href=\"https://www.tdameritrade.com\">tdameritrade.com</a> to track the progress of your portfolio and monitor its performance and holdings. You'll also be able to update your goal, financial information, and portfolio selection. For additional information about your new account, please view the following documents: <ul> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA101314.pdf\">Client Relationship Summary</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD182.pdf\">Client Agreement</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA066.pdf\">Account Handbook</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD5491.pdf\">Business Continuity Plan Statement</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD800.pdf\">TD Ameritrade Privacy Statement</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA6189.pdf\">TD Ameritrade Investment Management, LLC, Service Agreement</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA4855.pdf\">Disclosure brochure (FORM ADV, PART 2A)</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA6184.pdf\">Your Relationship with TD Ameritrade</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA368.pdf\">Summary of Cash Balance Programs</a> </li> </ul> Once again, congratulations on taking the next step toward planning your financial future. We're glad to be a part of it. If you have any questions, portfolios specialists are ready to help. You can contact them at 800-665-1978, Monday through Friday from 8:30 a.m. to 8 p.m. ET (excluding market holidays). <div style=\"font-size: 10px; margin-top: 15px;\">This is an automated email, and we won't receive your message if you reply. To contact us, please log in to your account and go to Message Center. TD Ameritrade understands the importance of protecting your privacy. From time to time we need to send you notifications like this one to give you important information about your account. If you've opted out of receiving promotional marketing communications from us, containing news about new and valuable services, we will continue to honor your request. All investments involve risk, including loss of principal. Past performance does not guarantee future results. There is no assurance that the investment process will consistently lead to successful investing. Asset allocation and diversification do not eliminate the risk of experiencing investment losses. Advisory services provided by TD Ameritrade Investment Management, LLC (\"TD Ameritrade Investment Management\"), a registered investment advisor. Brokerage services provided by TD Ameritrade, Inc., member <a href=\"www.finra.org\">FINRA</a>/<a href=\"www.sipc.org\">SIPC</a>. TD Ameritrade Investment Management provides discretionary advisory services for a fee. Risks applicable to any portfolio are those associated with its underlying securities. For more information, please see the Disclosure Brochure <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA4855.pdf\">(Form ADV Part 2A)</a>. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. %s %d TD Ameritrade Distributed by: TD Ameritrade, Inc., 200 South 108th Avenue, Omaha, NE 68154-2631 TDA 3729 EM 06/20</div>"},"imsSelectiveIraAccountKtpEnhanced":{"iraCustodialAgreement":"<li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD6102.pdf\">Individual Retirement Custodial Account Agreement</a> </li>","subject":"TD Ameritrade Online Application","rothIraCustodialAgreement":"<li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD6100.pdf\">Roth Individual Retirement Custodial Account Agreement</a> </li>","simpleIraCustodialAgreement":"<li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD6101.pdf\">Simple Individual Retirement Custodial Account Agreement</a> </li>","text":"Dear %s %s, You've taken the first step to pursuing your financial goals by beginning the TD Ameritrade account application. To learn more about your relationship with TD Ameritrade, review our <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA101313.pdf\">Client Relationship Summary</a>. To finish opening your account, you must send the attached New Account Cover Sheet and these supporting document(s): <ol> Include your deposit and these supporting document(s): <ul> %s </ol> We’ll process your account application as soon as we receive the documents. In the meanwhile, please review these documents: <ul> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA101314.pdf\">Client Relationship Summary</a></li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD182.pdf\">Client Agreement</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA066.pdf\">Account Handbook</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD5491.pdf\">Business Continuity Plan Statement</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD800.pdf\">TD Ameritrade Privacy Statement</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA6189.pdf\">TD Ameritrade Investment Management, LLC, Service Agreement</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA4855.pdf\">Disclosure brochure (FORM ADV, PART 2A)</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA6184.pdf\">Your Relationship with TD Ameritrade</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA368.pdf\">Summary of Cash Balance Programs</a> </li> %s </ul> If you have any questions, please contact a portfolios specialist at 888-310-7921, Monday through Friday from 8:30 a.m. to 8 p.m. ET (excluding market holidays). Again, thank you for choosing TD Ameritrade. We look forward to serving your financial needs. <div style=\"font-size: 10px; margin-top: 15px;\">This is an automated email, and we won't receive your message if you reply. TD Ameritrade understands the importance of protecting your privacy. From time to time we need to send you notifications like this one to give you important information about your account. If you've opted out of receiving promotional marketing communications from us, containing news about new and valuable services, we will continue to honor your request. Market volatility, volume, and system availability may delay account access and trade execution. TD Ameritrade, Inc., member <a href=\"www.finra.org\">FINRA</a>/<a href=\"www.sipc.org\">SIPC</a>, a subsidiary of The Charles Schwab Corporation. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. %s %d Charles Schwab & Co., Inc. All rights reserved. Distributed by: TD Ameritrade, Inc., 200 South 108th Avenue, Omaha, NE 68154-2631 ATI 3722 EM 10/20 </div>"},"imsAccountKtpEnhanced":{"subject":"TD Ameritrade Online Application","text":"Dear %s %s, You've taken the first step to pursuing your financial goals by beginning the TD Ameritrade account application. To learn more about your relationship with TD Ameritrade, review our <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA101313.pdf\">Client Relationship Summary</a>. To finish opening your account, you must send the attached New Account Cover Sheet and these supporting document(s): <ol> %s </ol> We’ll process your account application as soon as we receive the documents. In the meanwhile, please review these documents: <ul> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA101314.pdf\">Client Relationship Summary</a></li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD182.pdf\">Client Agreement</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA066.pdf\">Account Handbook</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD5491.pdf\">Business Continuity Plan Statement</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD800.pdf\">TD Ameritrade Privacy Statement</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA6189.pdf\">TD Ameritrade Investment Management, LLC, Service Agreement</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA4855.pdf\">Disclosure brochure (FORM ADV, PART 2A)</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA6184.pdf\">Your Relationship with TD Ameritrade</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA368.pdf\">Summary of Cash Balance Programs</a> </li> </ul> If you have any questions, please contact a portfolio specialist at 800-665-1978, Monday through Friday from 8:30 a.m. to 8 p.m. ET (excluding market holidays). Again, thank you for choosing TD Ameritrade. We look forward to serving your financial needs. <div style=\"font-size: 10px; margin-top: 15px;\">This is an automated email, and we won't receive your message if you reply. TD Ameritrade understands the importance of protecting your privacy. From time to time we need to send you notifications like this one to give you important information about your account. If you've opted out of receiving promotional marketing communications from us, containing news about new and valuable services, we will continue to honor your request. Market volatility, volume, and system availability may delay account access and trade execution. TD Ameritrade, Inc., member <a href=\"www.finra.org\">FINRA</a>/<a href=\"www.sipc.org\">SIPC</a>, a subsidiary of The Charles Schwab Corporation. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. %s %d Charles Schwab & Co., Inc. All rights reserved. Distributed by: TD Ameritrade, Inc., 200 South 108th Avenue, Omaha, NE 68154-2631 ATI 3722 EM 10/20 </div>"},"dbIraAccountFullyPromoted":{"iraCustodialAgreement":"<li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD6102.pdf\">Individual Retirement Custodial Account Agreement</a> </li>","subject":"Welcome to TD Ameritrade","rothIraCustodialAgreement":"<li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD6100.pdf\">Roth Individual Retirement Custodial Account Agreement</a> </li>","simpleIraCustodialAgreement":"<li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD6101.pdf\">Simple Individual Retirement Custodial Account Agreement</a> </li>","text":"Dear %s %s, Thank you for opening your TD Ameritrade account. You can start putting your trading or investing strategy into motion today. Look for other communications in the near future, including important information on all the products, tools, and services available to you through your account. In the meanwhile, please review this important information about your account: <ul> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA101313.pdf\">Client Relationship Summary</a></li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD182.pdf\">Client Agreement</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA066.pdf\">Account Handbook</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD5491.pdf\">Business Continuity Plan Statement</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA6184.pdf\">Your Relationship with TD Ameritrade</a> </li><li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD800.pdf\">TD Ameritrade Privacy Statement</a> </li> %s %s </ul> If you have any questions, please contact a New Client Consultant at 800-454-9272. We're here to help 24 hours a day, seven days a week. Again, thank you for choosing TD Ameritrade. We look forward to serving your trading and investing needs. <div style=\"font-size: 10px; margin-top: 15px;\">This is an automated email, and we won't receive your message if you reply. TD Ameritrade understands the importance of protecting your privacy. From time to time we need to send you notifications like this one to give you important information about your account. If you've opted out of receiving promotional marketing communications from us, containing news about new and valuable services, we will continue to honor your request. Market volatility, volume, and system availability may delay account access and trade execution. TD Ameritrade, Inc., member <a href=\"www.finra.org\">FINRA</a>/<a href=\"www.sipc.org\">SIPC</a>, a subsidiary of The Charles Schwab Corporation. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. %s %d Charles Schwab & Co., Inc. All rights reserved. Distributed by: TD Ameritrade, Inc., 200 South 108th Avenue, Omaha, NE 68154-2631 ATI 3720 EM 06/20 </div>"},"citiAccountKtp":{"subject":"TD Ameritrade Online Application","text":"Dear %s %s, You've taken the first step to pursuing your financial goals by beginning the TD Ameritrade account application. To finish opening your account, you must: <ol> <li> Review your application and write any changes directly on it. If you don't have the printout of your application, call us 24/7 at 800-454-9272 for a copy. </li> <li> Sign the application and any additional forms. </li> <li> Send all pages to the address noted on the application. (To learn more about your relationship with TD Ameritrade, review our <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA101313.pdf\">Client Relationship Summary</a>.) Include your deposit and these supporting document(s): <ul> %s <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA100689.pdf\">Trusted Contact Authorization Form</a> (optional)</li> </ul> </li> </ol> We’ll process your account application as soon as we receive the documents. In the meantime, please review these documents: <ul> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA101313.pdf\">Client Relationship Summary</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD182.pdf\">Client Agreement</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA066.pdf\">Account Handbook</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD5491.pdf\">Business Continuity Plan Statement</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA6184.pdf\">Your Relationship with TD Ameritrade</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD800.pdf\">TD Ameritrade Privacy Statement</a> </li> %s </ul> If you have any questions, please contact a New Client Consultant at 800-454-9272. We're available 24 hours a day, seven days a week. Again, thank you for choosing TD Ameritrade. We look forward to serving your financial needs. <div style=\"font-size: 10px; margin-top: 15px;\">This is an automated email, and we won't receive your message if you reply. TD Ameritrade understands the importance of protecting your privacy. From time to time we need to send you notifications like this one to give you important information about your account. If you've opted out of receiving promotional marketing communications from us, containing news about new and valuable services, we will continue to honor your request. Market volatility, volume, and system availability may delay account access and trade execution. TD Ameritrade, Inc., member <a href=\"www.finra.org\">FINRA</a>/<a href=\"www.sipc.org\">SIPC</a>, a subsidiary of The Charles Schwab Corporation. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. %s %d Charles Schwab & Co., Inc. All rights reserved. Distributed by: TD Ameritrade, Inc., 200 South 108th Avenue, Omaha, NE 68154-2631 ATI 3722 EM 06/20 </div>"},"imsSelectiveIraAccountFullyPromoted":{"iraCustodialAgreement":"<li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD6102.pdf\">Individual Retirement Custodial Account Agreement</a> </li>","subject":"Welcome to TD Ameritrade","rothIraCustodialAgreement":"<li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD6100.pdf\">Roth Individual Retirement Custodial Account Agreement</a> </li>","simpleIraCustodialAgreement":"<li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD6101.pdf\">Simple Individual Retirement Custodial Account Agreement</a> </li>","text":"Dear %s %s, Congratulations on opening your new TD Ameritrade Investing Account. The portfolio that you selected is tailored to help you pursue your financial goal. TD Ameritrade Investment Management, LLC will invest your initial deposit during the next trading day. Then you'll be able to log in to <a href=\"https://www.tdameritrade.com\">tdameritrade.com</a> to track the progress of your portfolio and monitor its performance and holdings. You'll also be able to update your goal, financial information, and portfolio selection. For additional information about your new account, please view the following documents: <ul> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA101314.pdf\">Client Relationship Summary</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD182.pdf\">Client Agreement</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA066.pdf\">Account Handbook</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD5491.pdf\">Business Continuity Plan Statement</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD800.pdf\">TD Ameritrade Privacy Statement</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA6189.pdf\">TD Ameritrade Investment Management, LLC, Service Agreement</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA4855.pdf\">Disclosure brochure (FORM ADV, PART 2A)</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA6184.pdf\">Your Relationship with TD Ameritrade</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA368.pdf\">Summary of Cash Balance Programs</a> </li> %s </ul> Once again, congratulations on taking the next step toward planning your financial future. We're glad to be a part of it. If you have any questions, portfolios specialists are ready to help. You can contact them at 888-310-7921, Monday through Friday from 8:30 a.m. to 8 p.m. ET (excluding market holidays). <div style=\"font-size: 10px; margin-top: 15px;\">This is an automated email, and we won't receive your message if you reply. To contact us, please log in to your account and go to Message Center. TD Ameritrade understands the importance of protecting your privacy. From time to time we need to send you notifications like this one to give you important information about your account. If you've opted out of receiving promotional marketing communications from us, containing news about new and valuable services, we will continue to honor your request. All investments involve risk, including loss of principal. Past performance does not guarantee future results. There is no assurance that the investment process will consistently lead to successful investing. Asset allocation and diversification do not eliminate the risk of experiencing investment losses. Advisory services provided by TD Ameritrade Investment Management, LLC (\"TD Ameritrade Investment Management\"), a registered investment advisor. Brokerage services provided by TD Ameritrade, Inc., member <a href=\"www.finra.org\">FINRA</a>/<a href=\"www.sipc.org\">SIPC</a>. TD Ameritrade Investment Management provides discretionary advisory services for a fee. Risks applicable to any portfolio are those associated with its underlying securities. For more information, please see the Disclosure Brochure <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA4855.pdf\">(Form ADV Part 2A)</a>. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. %s %d TD Ameritrade Distributed by: TD Ameritrade, Inc., 200 South 108th Avenue, Omaha, NE 68154-2631 TDA 3729 EM 06/20</div>"},"iraKtp":{"iraCustodialAgreement":"<li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD6102.pdf\">Individual Retirement Custodial Account Agreement</a> </li>","subject":"TD Ameritrade Online Application","rothIraCustodialAgreement":"<li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD6100.pdf\">Roth Individual Retirement Custodial Account Agreement</a> </li>","simpleIraCustodialAgreement":"<li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD6101.pdf\">Simple Individual Retirement Custodial Account Agreement</a> </li>","text":"Dear %s %s, You've taken the first step to pursuing your financial goals by beginning the TD Ameritrade account application. To finish opening your account, you must: <ol> <li> Review your application and write any changes directly on it. If you don't have the printout of your application, call us 24/7 at 800-454-9272 for a copy. </li> <li> Sign the application and any additional forms. </li> <li> Send all pages to the address noted on the application. (To learn more about your relationship with TD Ameritrade, review our <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA101313.pdf\">Client Relationship Summary</a>.) Include your deposit and these supporting document(s): <ul> %s <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA100689.pdf\">Trusted Contact Authorization Form</a> (optional)</li> </ul> </li> </ol> We’ll process your account application as soon as we receive the documents. In the meantime, please review these documents: <ul> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA101313.pdf\">Client Relationship Summary</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD182.pdf\">Client Agreement</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA066.pdf\">Account Handbook</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD5491.pdf\">Business Continuity Plan Statement</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD800.pdf\">TD Ameritrade Privacy Statement</a> </li> %s %s </ul> If you have any questions, please contact a New Client Consultant at 800-454-9272. We're available 24 hours a day, seven days a week. Again, thank you for choosing TD Ameritrade. We look forward to serving your financial needs. <div style=\"font-size: 10px; margin-top: 15px;\">This is an automated email, and we won't receive your message if you reply. TD Ameritrade understands the importance of protecting your privacy. From time to time we need to send you notifications like this one to give you important information about your account. If you've opted out of receiving promotional marketing communications from us, containing news about new and valuable services, we will continue to honor your request. Market volatility, volume, and system availability may delay account access and trade execution. TD Ameritrade, Inc., member <a href=\"www.finra.org\">FINRA</a>/<a href=\"www.sipc.org\">SIPC</a>, a subsidiary of The Charles Schwab Corporation. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. %s %d Charles Schwab & Co., Inc. All rights reserved. Distributed by: TD Ameritrade, Inc., 200 South 108th Avenue, Omaha, NE 68154-2631 ATI 3722 EM 06/20 </div>"},"spsAccountKtp":{"subject":"TD Ameritrade Online Application","text":"Dear %s %s, You've taken the first step to pursuing your financial goals by beginning the Equity360 account application. To finish opening your account, you must: <ol> <li> Review your application and write any changes directly on it. If you have any questions, please contact the Participant Services team Monday through Friday from 8 a.m. to 8 p.m. ET at 800-598-2635. </li> <li> Sign the application and any additional forms. </li> <li> Send all pages to the address noted on the application. (To learn more about your relationship with TD Ameritrade, review our <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA101313.pdf\">Client Relationship Summary</a>.) Include your deposit and these supporting document(s): <ul> %s <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA100689.pdf\">Trusted Contact Authorization Form</a> (optional)</li> </ul> </li> </ol> We’ll process your account application as soon as we receive the documents. In the meantime, please review these documents: <ul> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA101313.pdf\">Client Relationship Summary</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD182.pdf\">Client Agreement</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA101269.pdf\">Equity360 Participant Account Addendum</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA196.pdf\">Equity360 Account Handbook</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA066.pdf\">Account Handbook</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD5491.pdf\">Business Continuity Plan Statement</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD800.pdf\">TD Ameritrade Privacy Statement</a> </li> </ul> If you have any questions, please contact Participant Services at 800-598-2635, Monday through Friday from 8 a.m. to 8 p.m. ET. Again, thank you for choosing TD Ameritrade. We look forward to serving your financial needs. <div style=\"font-size: 10px; margin-top: 15px;\">This is an automated email, and we won't receive your message if you reply. TD Ameritrade understands the importance of protecting your privacy. From time to time we need to send you notifications like this one to give you important information about your account. If you've opted out of receiving promotional marketing communications from us, containing news about new and valuable services, we will continue to honor your request. Market volatility, volume, and system availability may delay account access and trade execution. TD Ameritrade, Inc., member <a href=\"www.finra.org\">FINRA</a>/<a href=\"www.sipc.org\">SIPC</a>, a subsidiary of The Charles Schwab Corporation. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. %s %d Charles Schwab & Co., Inc. All rights reserved. Distributed by: TD Ameritrade, Inc., 200 South 108th Avenue, Omaha, NE 68154-2631 ATI 3722 EM 06/20 </div>"},"imsIraAccountKtp":{"iraCustodialAgreement":"<li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD6102.pdf\">Individual Retirement Custodial Account Agreement</a> </li>","subject":"TD Ameritrade Online Application","rothIraCustodialAgreement":"<li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD6100.pdf\">Roth Individual Retirement Custodial Account Agreement</a> </li>","simpleIraCustodialAgreement":"<li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD6101.pdf\">Simple Individual Retirement Custodial Account Agreement</a> </li>","text":"Dear %s %s, You've taken the first step to pursuing your financial goals by beginning the TD Ameritrade account application. To finish opening your account, you must: <ol> <li> Review your application and write any changes directly on it. If you don't have the printout of your application, call us Monday through Friday from 8:30 a.m. to 8 p.m. ET (excluding market holidays) at 800-665-1978. </li> <li> Sign the application and any additional forms. </li> <li> Send all pages to the address noted on the application. (To learn more about your relationship with TD Ameritrade, review our <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA101314.pdf\">Client Relationship Summary</a>.) Include your deposit and these supporting document(s): <ul> %s <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA100689.pdf\">Trusted Contact Authorization Form</a> (optional)</li> </ul> </li> </ol> We’ll process your account application as soon as we receive the documents. In the meantime, please review these documents: <ul> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA101314.pdf\">Client Relationship Summary</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD182.pdf\">Client Agreement</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA066.pdf\">Account Handbook</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD5491.pdf\">Business Continuity Plan Statement</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD800.pdf\">TD Ameritrade Privacy Statement</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA6189.pdf\">TD Ameritrade Investment Management, LLC, Service Agreement</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA4855.pdf\">Disclosure brochure (FORM ADV, PART 2A)</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA6184.pdf\">Your Relationship with TD Ameritrade</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA368.pdf\">Summary of Cash Balance Programs</a> </li> %s </ul> If you have any questions, please contact a portfolio specialist at 800-665-1978, Monday through Friday from 8:30 a.m. to 8 p.m. ET (excluding market holidays). Again, thank you for choosing TD Ameritrade. We look forward to serving your financial needs. <div style=\"font-size: 10px; margin-top: 15px;\">This is an automated email, and we won't receive your message if you reply. TD Ameritrade understands the importance of protecting your privacy. From time to time we need to send you notifications like this one to give you important information about your account. If you've opted out of receiving promotional marketing communications from us, containing news about new and valuable services, we will continue to honor your request. Market volatility, volume, and system availability may delay account access and trade execution. TD Ameritrade, Inc., member <a href=\"www.finra.org\">FINRA</a>/<a href=\"www.sipc.org\">SIPC</a>, a subsidiary of The Charles Schwab Corporation. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. %s %d Charles Schwab & Co., Inc. All rights reserved. Distributed by: TD Ameritrade, Inc., 200 South 108th Avenue, Omaha, NE 68154-2631 ATI 3722 EM 06/20 </div>"},"ktpEnhanced":{"subject":"TD Ameritrade Online Application","text":"Dear %s %s, You've taken the first step to pursuing your financial goals by beginning the TD Ameritrade account application. To learn more about your relationship with TD Ameritrade, review our <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA101313.pdf\">Client Relationship Summary</a>. To finish opening your account, you must send the attached New Account Cover Sheet and these supporting documents: (If you already uploaded these documents, you do not have to send them again.) <ol> %s </ol> We’ll process your account application as soon as we receive the documents. In the meanwhile, please review these documents: <ul> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA101313.pdf\">Client Relationship Summary</a></li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD182.pdf\">Client Agreement</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA066.pdf\">Account Handbook</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD5491.pdf\">Business Continuity Plan Statement</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD800.pdf\">TD Ameritrade Privacy Statement</a> </li> %s </ul> If you have any questions, please contact a New Client Consultant at 800-454-9272. We're available 24 hours a day, seven days a week. Again, thank you for choosing TD Ameritrade. We look forward to serving your financial needs. <div style=\"font-size: 10px; margin-top: 15px;\">This is an automated email, and we won't receive your message if you reply. TD Ameritrade understands the importance of protecting your privacy. From time to time we need to send you notifications like this one to give you important information about your account. If you've opted out of receiving promotional marketing communications from us, containing news about new and valuable services, we will continue to honor your request. Market volatility, volume, and system availability may delay account access and trade execution. TD Ameritrade, Inc., member <a href=\"www.finra.org\">FINRA</a>/<a href=\"www.sipc.org\">SIPC</a>, a subsidiary of The Charles Schwab Corporation. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. %s %d Charles Schwab & Co., Inc. All rights reserved. Distributed by: TD Ameritrade, Inc., 200 South 108th Avenue, Omaha, NE 68154-2631 ATI 3722 EM 04/21 </div>"},"dbAccountKtpEnhanced":{"subject":"TD Ameritrade Online Application","text":"Dear %s %s, You've taken the first step to pursuing your financial goals by beginning the TD Ameritrade account application. To learn more about your relationship with TD Ameritrade, review our <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA101313.pdf\">Client Relationship Summary</a>. To finish opening your account, you must send the attached New Account Cover Sheet and these supporting document(s): <ol> %s </ol> We’ll process your account application as soon as we receive the documents. In the meanwhile, please review these documents: <ul> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA101313.pdf\">Client Relationship Summary</a></li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD182.pdf\">Client Agreement</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA066.pdf\">Account Handbook</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD5491.pdf\">Business Continuity Plan Statement</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD800.pdf\">TD Ameritrade Privacy Statement</a> </li> %s </ul> If you have any questions, please contact a New Client Consultant at 800-454-9272. We're available 24 hours a day, seven days a week. Again, thank you for choosing TD Ameritrade. We look forward to serving your financial needs. <div style=\"font-size: 10px; margin-top: 15px;\">This is an automated email, and we won't receive your message if you reply. TD Ameritrade understands the importance of protecting your privacy. From time to time we need to send you notifications like this one to give you important information about your account. If you've opted out of receiving promotional marketing communications from us, containing news about new and valuable services, we will continue to honor your request. Market volatility, volume, and system availability may delay account access and trade execution. TD Ameritrade, Inc., member <a href=\"www.finra.org\">FINRA</a>/<a href=\"www.sipc.org\">SIPC</a>, a subsidiary of The Charles Schwab Corporation. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. %s %d Charles Schwab & Co., Inc. All rights reserved. Distributed by: TD Ameritrade, Inc., 200 South 108th Avenue, Omaha, NE 68154-2631 ATI 3722 EM 10/20 </div>"},"ktpReasons":{"minorBelowAgeOfTermination":"utmaUgmaTransferStatement","visaItin":"ssn_card,government_id","w8":"<a href=\"https://www.irs.gov/pub/irs-pdf/fw8ben.pdf\">IRS Form W-8BEN</a>","bank_statement_and_residence_proof":"One of the following: <ul><li>A copy of your bank (or financial institution) statement, written in English characters. (Make sure the name and address on your statement match the name and address on your new TD Ameritrade account.)</li><li>A copy of your proof of residence: a gas, water, or electricity bill, or a household register, written in English characters or a certified English translation. (Spanish is also acceptable.) We cannot accept a credit card statement, or a phone, TV, or satellite provider bill as proof of residence.</li></ul>","w9":"w9Form","utmaUgmaTransferStatement":"Account statement for the UTMA/UGMA account being transferred","lossOfNationality":"certificate_loss_nationality","passport_gov_id":"A copy of your current passport. If you do not have a passport, send a copy of a current, government-issued photo ID, along with a letter stating that you do not have a passport.","w8_w9":"Either IRS Form W-8BEN or IRS Form W-9","current_visa":"A copy of your current visa if you have one","gov_issued_id":"A copy of a current government-issued ID, such as your passport","government_id":"A copy of a government-issued ID, such as your current driver's license, passport, or visa","mailing_address_letter":"<a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD835.pdf\">Letter of Explanation for U.S. Mailing Address</a>","foreign":"passport_gov_id,bank_statement_and_residence_proof,w8","tuReject":"w9Form,ssn_card,government_id","w9Form":"<a href=\"https://www.irs.gov/pub/irs-pdf/fw9.pdf\">IRS Form W-9</a> (if you did not enter the Social Security Numbers correctly for all applicants)","ssn_card":"A copy of your Social Security card or Individual Taxpayer Identification Number (ITIN) card","foreignUsAddress":"passport_gov_id,bank_statement_and_residence_proof,w8,mailing_address_letter,current_visa","certificate_loss_nationality":"A copy of your Certificate of Loss of Nationality of the United States","tmx":"w9Form, ssn_card, government_id"},"imsSelectiveAccountFullyPromoted":{"subject":"Welcome to TD Ameritrade","text":"Dear %s %s, Congratulations on opening your new TD Ameritrade Investing Account. The portfolio that you selected is tailored to help you pursue your financial goal. TD Ameritrade Investment Management, LLC will invest your initial deposit during the next trading day. Then you'll be able to log in to <a href=\"https://www.tdameritrade.com\">tdameritrade.com</a> to track the progress of your portfolio and monitor its performance and holdings. You'll also be able to update your goal, financial information, and portfolio selection. For additional information about your new account, please view the following documents: <ul> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA101314.pdf\">Client Relationship Summary</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD182.pdf\">Client Agreement</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA066.pdf\">Account Handbook</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD5491.pdf\">Business Continuity Plan Statement</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD800.pdf\">TD Ameritrade Privacy Statement</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA6189.pdf\">TD Ameritrade Investment Management, LLC, Service Agreement</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA4855.pdf\">Disclosure brochure (FORM ADV, PART 2A)</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA6184.pdf\">Your Relationship with TD Ameritrade</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA368.pdf\">Summary of Cash Balance Programs</a> </li> </ul> Once again, congratulations on taking the next step toward planning your financial future. We're glad to be a part of it. If you have any questions, portfolios specialists are ready to help. You can contact them at 888-310-7921, Monday through Friday from 8:30 a.m. to 8 p.m. ET (excluding market holidays). <div style=\"font-size: 10px; margin-top: 15px;\">This is an automated email, and we won't receive your message if you reply. To contact us, please log in to your account and go to Message Center. TD Ameritrade understands the importance of protecting your privacy. From time to time we need to send you notifications like this one to give you important information about your account. If you've opted out of receiving promotional marketing communications from us, containing news about new and valuable services, we will continue to honor your request. All investments involve risk, including loss of principal. Past performance does not guarantee future results. There is no assurance that the investment process will consistently lead to successful investing. Asset allocation and diversification do not eliminate the risk of experiencing investment losses. Advisory services provided by TD Ameritrade Investment Management, LLC (\"TD Ameritrade Investment Management\"), a registered investment advisor. Brokerage services provided by TD Ameritrade, Inc., member <a href=\"www.finra.org\">FINRA</a>/<a href=\"www.sipc.org\">SIPC</a>. TD Ameritrade Investment Management provides discretionary advisory services for a fee. Risks applicable to any portfolio are those associated with its underlying securities. For more information, please see the Disclosure Brochure <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA4855.pdf\">(Form ADV Part 2A)</a>. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. %s %d TD Ameritrade Distributed by: TD Ameritrade, Inc., 200 South 108th Avenue, Omaha, NE 68154-2631 TDA 3729 EM 06/20</div>"},"dbAccountFullyPromoted":{"subject":"Welcome to TD Ameritrade","text":"Dear %s %s, Thank you for opening your TD Ameritrade account. You can start putting your trading or investing strategy into motion today. Look for other communications in the near future, including important information on all the products, tools, and services available to you through your account. In the meanwhile, please review this important information about your account: <ul> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA101313.pdf\">Client Relationship Summary</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD182.pdf\">Client Agreement</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA066.pdf\">Account Handbook</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD5491.pdf\">Business Continuity Plan Statement</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA6184.pdf\">Your Relationship with TD Ameritrade</a> </li><li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD800.pdf\">TD Ameritrade Privacy Statement</a> </li> %s </ul> If you have any questions, please contact a New Client Consultant at 800-454-9272. We're here to help 24 hours a day, seven days a week. Again, thank you for choosing TD Ameritrade. We look forward to serving your trading and investing needs. <div style=\"font-size: 10px; margin-top: 15px;\">This is an automated email, and we won't receive your message if you reply. TD Ameritrade understands the importance of protecting your privacy. From time to time we need to send you notifications like this one to give you important information about your account. If you've opted out of receiving promotional marketing communications from us, containing news about new and valuable services, we will continue to honor your request. Market volatility, volume, and system availability may delay account access and trade execution. TD Ameritrade, Inc., member <a href=\"www.finra.org\">FINRA</a>/<a href=\"www.sipc.org\">SIPC</a>, a subsidiary of The Charles Schwab Corporation. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. %s %d Charles Schwab & Co., Inc. All rights reserved. Distributed by: TD Ameritrade, Inc., 200 South 108th Avenue, Omaha, NE 68154-2631 ATI 3720 EM 06/20 </div>"},"promotionFailureAndOfacKtp":{"subject":"TD Ameritrade Online Application","text":"Dear %s %s, You've taken the first step to pursuing your financial goals by beginning the TD Ameritrade account application. While we’ve received your application, we must review it further before we can open your account. To learn more about your relationship with TD Ameritrade, review our <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA101313.pdf\">Client Relationship Summary</a>. Please review these documents: <ul> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA101313.pdf\">Client Relationship Summary</a></li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD182.pdf\">Client Agreement</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA066.pdf\">Account Handbook</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD5491.pdf\">Business Continuity Plan Statement</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD800.pdf\">TD Ameritrade Privacy Statement</a> </li> %s </ul> If you have any questions, please contact a New Client Consultant at 800-454-9272. We're available 24 hours a day, seven days a week. Again, thank you for choosing TD Ameritrade. We look forward to serving your financial needs. <div style=\"font-size: 10px; margin-top: 15px;\">This is an automated email, and we won't receive your message if you reply. TD Ameritrade understands the importance of protecting your privacy. From time to time we need to send you notifications like this one to give you important information about your account. If you've opted out of receiving promotional marketing communications from us, containing news about new and valuable services, we will continue to honor your request. Market volatility, volume, and system availability may delay account access and trade execution. TD Ameritrade, Inc., member <a href=\"www.finra.org\">FINRA</a>/<a href=\"www.sipc.org\">SIPC</a>, a subsidiary of The Charles Schwab Corporation. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. %s %d Charles Schwab & Co., Inc. All rights reserved. Distributed by: TD Ameritrade, Inc., 200 South 108th Avenue, Omaha, NE 68154-2631 ATI 3722 EM 06/20 </div>"},"imsSelectiveAccountKtpEnhanced":{"subject":"TD Ameritrade Online Application","text":"Dear %s %s, You've taken the first step to pursuing your financial goals by beginning the TD Ameritrade account application. To learn more about your relationship with TD Ameritrade, review our <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA101313.pdf\">Client Relationship Summary</a>. To finish opening your account, you must send the attached New Account Cover Sheet and these supporting document(s): <ol> Include your deposit and these supporting document(s): <ul> %s </ol> We’ll process your account application as soon as we receive the documents. In the meanwhile, please review these documents: <ul> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA101314.pdf\">Client Relationship Summary</a></li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD182.pdf\">Client Agreement</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA066.pdf\">Account Handbook</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD5491.pdf\">Business Continuity Plan Statement</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD800.pdf\">TD Ameritrade Privacy Statement</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA6189.pdf\">TD Ameritrade Investment Management, LLC, Service Agreement</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA4855.pdf\">Disclosure brochure (FORM ADV, PART 2A)</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA6184.pdf\">Your Relationship with TD Ameritrade</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA368.pdf\">Summary of Cash Balance Programs</a> </li> </ul> If you have any questions, please contact a portfolios specialist at 888-310-7921, Monday through Friday from 8:30 a.m. to 8 p.m. ET (excluding market holidays). Again, thank you for choosing TD Ameritrade. We look forward to serving your financial needs. <div style=\"font-size: 10px; margin-top: 15px;\">This is an automated email, and we won't receive your message if you reply. TD Ameritrade understands the importance of protecting your privacy. From time to time we need to send you notifications like this one to give you important information about your account. If you've opted out of receiving promotional marketing communications from us, containing news about new and valuable services, we will continue to honor your request. Market volatility, volume, and system availability may delay account access and trade execution. TD Ameritrade, Inc., member <a href=\"www.finra.org\">FINRA</a>/<a href=\"www.sipc.org\">SIPC</a>, a subsidiary of The Charles Schwab Corporation. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. %s %d Charles Schwab & Co., Inc. All rights reserved. Distributed by: TD Ameritrade, Inc., 200 South 108th Avenue, Omaha, NE 68154-2631 ATI 3722 EM 10/20 </div>"},"spsAccountFullyPromoted":{"subject":"Welcome to TD Ameritrade","text":"Dear %s %s, Thank you for opening your TD Ameritrade account. We're committed to helping you get the most out of your Equity360 account. Look for other communications in the near future, including important information on all the products, tools, and services available to you through TD Ameritrade. In the meanwhile, please review this important information about your account: <ul> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA101313.pdf\">Client Relationship Summary</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD182.pdf\">Client Agreement</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA101269.pdf\">Equity360 Participant Account Addendum</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA196.pdf\">Equity360 Account Handbook</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA066.pdf\">Account Handbook</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD5491.pdf\">Business Continuity Plan Statement</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD800.pdf\">TD Ameritrade Privacy Statement</a> </li> </ul> If you have any questions, please contact Participant Services at 800-598-2635, Monday through Friday from 8 a.m. to 8 p.m. ET. Again, thank you for choosing TD Ameritrade. We look forward to serving your trading and investing needs. <div style=\"font-size: 10px; margin-top: 15px;\">This is an automated email, and we won't receive your message if you reply. TD Ameritrade understands the importance of protecting your privacy. From time to time we need to send you notifications like this one to give you important information about your account. If you've opted out of receiving promotional marketing communications from us, containing news about new and valuable services, we will continue to honor your request. Market volatility, volume, and system availability may delay account access and trade execution. TD Ameritrade, Inc., member <a href=\"www.finra.org\">FINRA</a>/<a href=\"www.sipc.org\">SIPC</a>, a subsidiary of The Charles Schwab Corporation. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. %s %d Charles Schwab & Co., Inc. All rights reserved. Distributed by: TD Ameritrade, Inc., 200 South 108th Avenue, Omaha, NE 68154-2631 ATI 3720 EM 06/20 </div>"},"imsAccountKtp":{"subject":"TD Ameritrade Online Application","text":"Dear %s %s, You've taken the first step to pursuing your financial goals by beginning the TD Ameritrade account application. To finish opening your account, you must: <ol> <li> Review your application and write any changes directly on it. If you don't have the printout of your application, call us Monday through Friday from 8:30 a.m. to 8 p.m. ET (excluding market holidays) at 800-665-1978. </li> <li> Sign the application and any additional forms. </li> <li> Send all pages to the address noted on the application. (To learn more about your relationship with TD Ameritrade, review our <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA101314.pdf\">Client Relationship Summary</a>.) Include your deposit and these supporting document(s): <ul> %s <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA100689.pdf\">Trusted Contact Authorization Form</a> (optional)</li> </ul> </li> </ol> We’ll process your account application as soon as we receive the documents. In the meantime, please review these documents: <ul> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA101314.pdf\">Client Relationship Summary</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD182.pdf\">Client Agreement</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA066.pdf\">Account Handbook</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD5491.pdf\">Business Continuity Plan Statement</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD800.pdf\">TD Ameritrade Privacy Statement</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA6189.pdf\">TD Ameritrade Investment Management, LLC, Service Agreement</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA4855.pdf\">Disclosure brochure (FORM ADV, PART 2A)</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA6184.pdf\">Your Relationship with TD Ameritrade</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA368.pdf\">Summary of Cash Balance Programs</a> </li> </ul> If you have any questions, please contact a portfolio specialist at 800-665-1978, Monday through Friday from 8:30 a.m. to 8 p.m. ET (excluding market holidays). Again, thank you for choosing TD Ameritrade. We look forward to serving your financial needs. <div style=\"font-size: 10px; margin-top: 15px;\">This is an automated email, and we won't receive your message if you reply. TD Ameritrade understands the importance of protecting your privacy. From time to time we need to send you notifications like this one to give you important information about your account. If you've opted out of receiving promotional marketing communications from us, containing news about new and valuable services, we will continue to honor your request. Market volatility, volume, and system availability may delay account access and trade execution. TD Ameritrade, Inc., member <a href=\"www.finra.org\">FINRA</a>/<a href=\"www.sipc.org\">SIPC</a>, a subsidiary of The Charles Schwab Corporation. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. %s %d Charles Schwab & Co., Inc. All rights reserved. Distributed by: TD Ameritrade, Inc., 200 South 108th Avenue, Omaha, NE 68154-2631 ATI 3722 EM 06/20 </div>"},"imsIraAccountKtpEnhanced":{"iraCustodialAgreement":"<li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD6102.pdf\">Individual Retirement Custodial Account Agreement</a> </li>","subject":"TD Ameritrade Online Application","rothIraCustodialAgreement":"<li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD6100.pdf\">Roth Individual Retirement Custodial Account Agreement</a> </li>","simpleIraCustodialAgreement":"<li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD6101.pdf\">Simple Individual Retirement Custodial Account Agreement</a> </li>","text":"Dear %s %s, You've taken the first step to pursuing your financial goals by beginning the TD Ameritrade account application. To learn more about your relationship with TD Ameritrade, review our <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA101313.pdf\">Client Relationship Summary</a>. To finish opening your account, you must send the attached New Account Cover Sheet and these supporting document(s): <ol> %s </ol> We’ll process your account application as soon as we receive the documents. In the meanwhile, please review these documents: <ul> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA101314.pdf\">Client Relationship Summary</a></li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD182.pdf\">Client Agreement</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA066.pdf\">Account Handbook</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD5491.pdf\">Business Continuity Plan Statement</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD800.pdf\">TD Ameritrade Privacy Statement</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA6189.pdf\">TD Ameritrade Investment Management, LLC, Service Agreement</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA4855.pdf\">Disclosure brochure (FORM ADV, PART 2A)</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA6184.pdf\">Your Relationship with TD Ameritrade</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA368.pdf\">Summary of Cash Balance Programs</a> </li> %s </ul> If you have any questions, please contact a portfolio specialist at 800-665-1978, Monday through Friday from 8:30 a.m. to 8 p.m. ET (excluding market holidays). Again, thank you for choosing TD Ameritrade. We look forward to serving your financial needs. <div style=\"font-size: 10px; margin-top: 15px;\">This is an automated email, and we won't receive your message if you reply. TD Ameritrade understands the importance of protecting your privacy. From time to time we need to send you notifications like this one to give you important information about your account. If you've opted out of receiving promotional marketing communications from us, containing news about new and valuable services, we will continue to honor your request. Market volatility, volume, and system availability may delay account access and trade execution. TD Ameritrade, Inc., member <a href=\"www.finra.org\">FINRA</a>/<a href=\"www.sipc.org\">SIPC</a>, a subsidiary of The Charles Schwab Corporation. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. %s %d Charles Schwab & Co., Inc. All rights reserved. Distributed by: TD Ameritrade, Inc., 200 South 108th Avenue, Omaha, NE 68154-2631 ATI 3722 EM 10/20 </div>"},"ktp":{"subject":"TD Ameritrade Online Application","text":"Dear %s %s, You've taken the first step to pursuing your financial goals by beginning the TD Ameritrade account application. To finish opening your account, you must: <ol> <li> Review your application and write any changes directly on it. If you don't have the printout of your application, call us 24/7 at 800-454-9272 for a copy. </li> <li> Sign the application and any additional forms. </li> <li> Send all pages to the address noted on the application. (To learn more about your relationship with TD Ameritrade, review our <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA101313.pdf\">Client Relationship Summary</a>.) Include your deposit and these supporting document(s): <ul> %s <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA100689.pdf\">Trusted Contact Authorization Form</a> (optional)</li> </ul> </li> </ol> We’ll process your account application as soon as we receive the documents. In the meantime, please review these documents: <ul> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA101313.pdf\">Client Relationship Summary</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD182.pdf\">Client Agreement</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA066.pdf\">Account Handbook</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD5491.pdf\">Business Continuity Plan Statement</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD800.pdf\">TD Ameritrade Privacy Statement</a> </li> %s </ul> If you have any questions, please contact a New Client Consultant at 800-454-9272. We're available 24 hours a day, seven days a week. Again, thank you for choosing TD Ameritrade. We look forward to serving your financial needs. <div style=\"font-size: 10px; margin-top: 15px;\">This is an automated email, and we won't receive your message if you reply. TD Ameritrade understands the importance of protecting your privacy. From time to time we need to send you notifications like this one to give you important information about your account. If you've opted out of receiving promotional marketing communications from us, containing news about new and valuable services, we will continue to honor your request. Market volatility, volume, and system availability may delay account access and trade execution. TD Ameritrade, Inc., member <a href=\"www.finra.org\">FINRA</a>/<a href=\"www.sipc.org\">SIPC</a>, a subsidiary of The Charles Schwab Corporation. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. %s %d Charles Schwab & Co., Inc. All rights reserved. Distributed by: TD Ameritrade, Inc., 200 South 108th Avenue, Omaha, NE 68154-2631 ATI 3722 EM 06/20 </div>"},"imsIraAccountFullyPromoted":{"iraCustodialAgreement":"<li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD6102.pdf\">Individual Retirement Custodial Account Agreement</a> </li>","subject":"Welcome to TD Ameritrade","rothIraCustodialAgreement":"<li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD6100.pdf\">Roth Individual Retirement Custodial Account Agreement</a> </li>","simpleIraCustodialAgreement":"<li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD6101.pdf\">Simple Individual Retirement Custodial Account Agreement</a> </li>","text":"Dear %s %s, Congratulations on opening your new TD Ameritrade Investing Account. TD Ameritrade Investment Management, LLC will invest your initial deposit during the next trading day. Then you'll be able to log in to <a href=\"https://www.tdameritrade.com\">tdameritrade.com</a> to track the progress of your portfolio and monitor its performance and holdings. You'll also be able to update your goal, financial information, and portfolio selection. For additional information about your new account, please view the following documents: <ul> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA101314.pdf\">Client Relationship Summary</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD182.pdf\">Client Agreement</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA066.pdf\">Account Handbook</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD5491.pdf\">Business Continuity Plan Statement</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD800.pdf\">TD Ameritrade Privacy Statement</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA6189.pdf\">TD Ameritrade Investment Management, LLC, Service Agreement</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA4855.pdf\">Disclosure brochure (FORM ADV, PART 2A)</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA6184.pdf\">Your Relationship with TD Ameritrade</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA368.pdf\">Summary of Cash Balance Programs</a> </li> %s </ul> Once again, congratulations on taking the next step toward planning your financial future. We're glad to be a part of it. If you have any questions, portfolios specialists are ready to help. You can contact them at 800-665-1978, Monday through Friday from 8:30 a.m. to 8 p.m. ET (excluding market holidays). <div style=\"font-size: 10px; margin-top: 15px;\">This is an automated email, and we won't receive your message if you reply. To contact us, please log in to your account and go to Message Center. TD Ameritrade understands the importance of protecting your privacy. From time to time we need to send you notifications like this one to give you important information about your account. If you've opted out of receiving promotional marketing communications from us, containing news about new and valuable services, we will continue to honor your request. All investments involve risk, including loss of principal. Past performance does not guarantee future results. There is no assurance that the investment process will consistently lead to successful investing. Asset allocation and diversification do not eliminate the risk of experiencing investment losses. Advisory services provided by TD Ameritrade Investment Management, LLC (\"TD Ameritrade Investment Management\"), a registered investment advisor. Brokerage services provided by TD Ameritrade, Inc., member <a href=\"www.finra.org\">FINRA</a>/<a href=\"www.sipc.org\">SIPC</a>. TD Ameritrade Investment Management provides discretionary advisory services for a fee. Risks applicable to any portfolio are those associated with its underlying securities. For more information, please see the Disclosure Brochure <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA4855.pdf\">(Form ADV Part 2A)</a>. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. %s %d TD Ameritrade Distributed by: TD Ameritrade, Inc., 200 South 108th Avenue, Omaha, NE 68154-2631 TDA 3729 EM 06/20</div>"},"spsCompanionAccountFailure":{"subject":"Failure to create companion account for sps account number %s","text":"Due to a system error, the companion account for sps account number %s was not properly created."},"accountFullyPromoted":{"subject":"Welcome to TD Ameritrade","text":"Dear %s %s, Thank you for opening your TD Ameritrade account. You can start putting your trading or investing strategy into motion today. Look for other communications in the near future, including important information on all the products, tools, and services available to you through your account. In the meanwhile, please review this important information about your account: <ul> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA101313.pdf\">Client Relationship Summary</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD182.pdf\">Client Agreement</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA066.pdf\">Account Handbook</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD5491.pdf\">Business Continuity Plan Statement</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA6184.pdf\">Your Relationship with TD Ameritrade</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD800.pdf\">TD Ameritrade Privacy Statement</a> </li> %s </ul> If you have any questions, please contact a New Client Consultant at 800-454-9272. We're here to help 24 hours a day, seven days a week. Again, thank you for choosing TD Ameritrade. We look forward to serving your trading and investing needs. <div style=\"font-size: 10px; margin-top: 15px;\">This is an automated email, and we won't receive your message if you reply. TD Ameritrade understands the importance of protecting your privacy. From time to time we need to send you notifications like this one to give you important information about your account. If you've opted out of receiving promotional marketing communications from us, containing news about new and valuable services, we will continue to honor your request. Market volatility, volume, and system availability may delay account access and trade execution. TD Ameritrade, Inc., member <a href=\"www.finra.org\">FINRA</a>/<a href=\"www.sipc.org\">SIPC</a>, a subsidiary of The Charles Schwab Corporation. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. %s %d Charles Schwab & Co., Inc. All rights reserved. Distributed by: TD Ameritrade, Inc., 200 South 108th Avenue, Omaha, NE 68154-2631 ATI 3720 EM 06/20 </div>"},"citiIraAccountKtp":{"iraCustodialAgreement":"<li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD6102.pdf\">Individual Retirement Custodial Account Agreement</a> </li>","subject":"TD Ameritrade Online Application","rothIraCustodialAgreement":"<li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD6100.pdf\">Roth Individual Retirement Custodial Account Agreement</a> </li>","simpleIraCustodialAgreement":"<li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD6101.pdf\">Simple Individual Retirement Custodial Account Agreement</a> </li>","text":"Dear %s %s, You've taken the first step to pursuing your financial goals by beginning the TD Ameritrade account application. To finish opening your account, you must: <ol> <li> Review your application and write any changes directly on it. If you don't have the printout of your application, call us 24/7 at 800-454-9272 for a copy. </li> <li> Sign the application and any additional forms. </li> <li> Send all pages to the address noted on the application. (To learn more about your relationship with TD Ameritrade, review our <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA101313.pdf\">Client Relationship Summary</a>.) Include your deposit and these supporting document(s): <ul> %s <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA100689.pdf\">Trusted Contact Authorization Form</a> (optional)</li> </ul> </li> </ol> We’ll process your account application as soon as we receive the documents. In the meantime, please review these documents: <ul> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA101313.pdf\">Client Relationship Summary</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD182.pdf\">Client Agreement</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA066.pdf\">Account Handbook</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD5491.pdf\">Business Continuity Plan Statement</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA6184.pdf\">Your Relationship with TD Ameritrade</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD800.pdf\">TD Ameritrade Privacy Statement</a> </li> %s %s </ul> If you have any questions, please contact a New Client Consultant at 800-454-9272. We're available 24 hours a day, seven days a week. Again, thank you for choosing TD Ameritrade. We look forward to serving your financial needs. <div style=\"font-size: 10px; margin-top: 15px;\">This is an automated email, and we won't receive your message if you reply. TD Ameritrade understands the importance of protecting your privacy. From time to time we need to send you notifications like this one to give you important information about your account. If you've opted out of receiving promotional marketing communications from us, containing news about new and valuable services, we will continue to honor your request. Market volatility, volume, and system availability may delay account access and trade execution. TD Ameritrade, Inc., member <a href=\"www.finra.org\">FINRA</a>/<a href=\"www.sipc.org\">SIPC</a>, a subsidiary of The Charles Schwab Corporation. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. %s %d Charles Schwab & Co., Inc. All rights reserved. Distributed by: TD Ameritrade, Inc., 200 South 108th Avenue, Omaha, NE 68154-2631 ATI 3722 EM 06/20 </div>"},"spsAccountKtpEnhanced":{"subject":"TD Ameritrade Online Application","text":"Dear %s %s, You've taken the first step to pursuing your financial goals by beginning the Equity360 account application. To learn more about your relationship with TD Ameritrade, review our <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA101313.pdf\">Client Relationship Summary</a>. To finish opening your account, you must send the attached New Account Cover Sheet and these supporting document(s): <ol> %s </ol> We’ll process your account application as soon as we receive the documents. In the meanwhile, please review these documents: <ul> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA101313.pdf\">Client Relationship Summary</a></li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD182.pdf\">Client Agreement</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA101269.pdf\">Equity360 Participant Account Addendum</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA196.pdf\">Equity360 Account Handbook</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA066.pdf\">Account Handbook</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD5491.pdf\">Business Continuity Plan Statement</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD800.pdf\">Privacy Statement</a> </li> </ul> If you have any questions, please contact Participant Services at 800-598-2635, Monday through Friday from 8 a.m. to 8 p.m. ET. Again, thank you for choosing TD Ameritrade. We look forward to serving your financial needs. <div style=\"font-size: 10px; margin-top: 15px;\">This is an automated email, and we won't receive your message if you reply. TD Ameritrade understands the importance of protecting your privacy. From time to time we need to send you notifications like this one to give you important information about your account. If you've opted out of receiving promotional marketing communications from us, containing news about new and valuable services, we will continue to honor your request. Market volatility, volume, and system availability may delay account access and trade execution. TD Ameritrade, Inc., member <a href=\"www.finra.org\">FINRA</a>/<a href=\"www.sipc.org\">SIPC</a>, a subsidiary of The Charles Schwab Corporation. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. %s %d Charles Schwab & Co., Inc. All rights reserved. Distributed by: TD Ameritrade, Inc., 200 South 108th Avenue, Omaha, NE 68154-2631 ATI 3722 EM 10/20 </div>"},"dbIraAccountKtpEnhanced":{"iraCustodialAgreement":"<li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD6102.pdf\">Individual Retirement Custodial Account Agreement</a> </li>","subject":"TD Ameritrade Online Application","rothIraCustodialAgreement":"<li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD6100.pdf\">Roth Individual Retirement Custodial Account Agreement</a> </li>","simpleIraCustodialAgreement":"<li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD6101.pdf\">Simple Individual Retirement Custodial Account Agreement</a> </li>","text":"Dear %s %s, You've taken the first step to pursuing your financial goals by beginning the TD Ameritrade account application. To learn more about your relationship with TD Ameritrade, review our <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA101313.pdf\">Client Relationship Summary</a>. To finish opening your account, you must send the attached New Account Cover Sheet and these supporting document(s): <ol> %s </ol> We’ll process your account application as soon as we receive the documents. In the meanwhile, please review these documents: <ul> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA101313.pdf\">Client Relationship Summary</a></li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD182.pdf\">Client Agreement</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA066.pdf\">Account Handbook</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD5491.pdf\">Business Continuity Plan Statement</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD800.pdf\">TD Ameritrade Privacy Statement</a> </li> %s %s </ul> If you have any questions, please contact a New Client Consultant at 800-454-9272. We're available 24 hours a day, seven days a week. Again, thank you for choosing TD Ameritrade. We look forward to serving your financial needs. <div style=\"font-size: 10px; margin-top: 15px;\">This is an automated email, and we won't receive your message if you reply. TD Ameritrade understands the importance of protecting your privacy. From time to time we need to send you notifications like this one to give you important information about your account. If you've opted out of receiving promotional marketing communications from us, containing news about new and valuable services, we will continue to honor your request. Market volatility, volume, and system availability may delay account access and trade execution. TD Ameritrade, Inc., member <a href=\"www.finra.org\">FINRA</a>/<a href=\"www.sipc.org\">SIPC</a>, a subsidiary of The Charles Schwab Corporation. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. %s %d Charles Schwab & Co., Inc. All rights reserved. Distributed by: TD Ameritrade, Inc., 200 South 108th Avenue, Omaha, NE 68154-2631 ATI 3722 EM 10/20 </div>"},"imsSelectiveAccountKtp":{"subject":"TD Ameritrade Online Application","text":"Dear %s %s, You've taken the first step to pursuing your financial goals by beginning the TD Ameritrade account application. To finish opening your account, you must: <ol> <li> Review your application and write any changes directly on it. If you don't have the printout of your application, call us Monday through Friday from 8:30 a.m. to 8 p.m. ET (excluding market holidays) at 888-310-7921. </li> <li> Sign the application and any additional forms. </li> <li> Send all pages to the address noted on the application. (To learn more about your relationship with TD Ameritrade, review our <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA101314.pdf\">Client Relationship Summary</a>.) Include your deposit and these supporting document(s): <ul> %s <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA100689.pdf\">Trusted Contact Authorization Form</a> (optional)</li> </ul> </li> </ol> We’ll process your account application as soon as we receive the documents. In the meantime, please review these documents: <ul> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA101314.pdf\">Client Relationship Summary</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD182.pdf\">Client Agreement</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA066.pdf\">Account Handbook</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD5491.pdf\">Business Continuity Plan Statement</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD800.pdf\">TD Ameritrade Privacy Statement</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA6189.pdf\">TD Ameritrade Investment Management, LLC, Service Agreement</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA4855.pdf\">Disclosure brochure (FORM ADV, PART 2A)</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA6184.pdf\">Your Relationship with TD Ameritrade</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA368.pdf\">Summary of Cash Balance Programs</a> </li> </ul> If you have any questions, please contact a portfolios specialist at 888-310-7921, Monday through Friday from 8:30 a.m. to 8 p.m. ET (excluding market holidays). Again, thank you for choosing TD Ameritrade. We look forward to serving your financial needs. <div style=\"font-size: 10px; margin-top: 15px;\">This is an automated email, and we won't receive your message if you reply. TD Ameritrade understands the importance of protecting your privacy. From time to time we need to send you notifications like this one to give you important information about your account. If you've opted out of receiving promotional marketing communications from us, containing news about new and valuable services, we will continue to honor your request. Market volatility, volume, and system availability may delay account access and trade execution. TD Ameritrade, Inc., member <a href=\"www.finra.org\">FINRA</a>/<a href=\"www.sipc.org\">SIPC</a>, a subsidiary of The Charles Schwab Corporation. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. %s %d Charles Schwab & Co., Inc. All rights reserved. Distributed by: TD Ameritrade, Inc., 200 South 108th Avenue, Omaha, NE 68154-2631 ATI 3722 EM 06/20 </div>"},"simpleIraAccountFullyPromoted":{"subject":"Welcome to TD Ameritrade","text":"Dear %s %s, Thank you for opening your TD Ameritrade account. You can start putting your trading or investing strategy into motion today. Look for other communications in the near future, including important information on all the products, tools, and services available to you through your account. In the meanwhile, please review this important information about your account: <ul> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA101313.pdf\">Client Relationship Summary</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD182.pdf\">Client Agreement</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA066.pdf\">Account Handbook</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD5491.pdf\">Business Continuity Plan Statement</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA6184.pdf\">Your Relationship with TD Ameritrade</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD800.pdf\">TD Ameritrade Privacy Statement</a> </li><li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD6101.pdf\">Simple Individual Retirement Custodial Account Agreement</a> </li> %s </ul> If you have any questions, please contact a New Client Consultant at 800-454-9272. We're here to help 24 hours a day, seven days a week. Again, thank you for choosing TD Ameritrade. We look forward to serving your trading and investing needs. <div style=\"font-size: 10px; margin-top: 15px;\">This is an automated email, and we won't receive your message if you reply. TD Ameritrade understands the importance of protecting your privacy. From time to time we need to send you notifications like this one to give you important information about your account. If you've opted out of receiving promotional marketing communications from us, containing news about new and valuable services, we will continue to honor your request. Market volatility, volume, and system availability may delay account access and trade execution. TD Ameritrade, Inc., member <a href=\"www.finra.org\">FINRA</a>/<a href=\"www.sipc.org\">SIPC</a>, a subsidiary of The Charles Schwab Corporation. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. %s %d Charles Schwab & Co., Inc. All rights reserved. Distributed by: TD Ameritrade, Inc., 200 South 108th Avenue, Omaha, NE 68154-2631 ATI 3720 EM 06/20 </div>"},"iraAccountFullyPromoted":{"subject":"Welcome to TD Ameritrade","text":"Dear %s %s, Thank you for opening your TD Ameritrade account. You can start putting your trading or investing strategy into motion today. Look for other communications in the near future, including important information on all the products, tools, and services available to you through your account. In the meanwhile, please review this important information about your account: <ul> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA101313.pdf\">Client Relationship Summary</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD182.pdf\">Client Agreement</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA066.pdf\">Account Handbook</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD5491.pdf\">Business Continuity Plan Statement</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA6184.pdf\">Your Relationship with TD Ameritrade</a> </li><li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD800.pdf\">TD Ameritrade Privacy Statement</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD6102.pdf\">Individual Retirement Custodial Account Agreement</a> </li> %s </ul> If you have any questions, please contact a New Client Consultant at 800-454-9272. We're here to help 24 hours a day, seven days a week. Again, thank you for choosing TD Ameritrade. We look forward to serving your trading and investing needs. <div style=\"font-size: 10px; margin-top: 15px;\">This is an automated email, and we won't receive your message if you reply. TD Ameritrade understands the importance of protecting your privacy. From time to time we need to send you notifications like this one to give you important information about your account. If you've opted out of receiving promotional marketing communications from us, containing news about new and valuable services, we will continue to honor your request. Market volatility, volume, and system availability may delay account access and trade execution. TD Ameritrade, Inc., member <a href=\"www.finra.org\">FINRA</a>/<a href=\"www.sipc.org\">SIPC</a>, a subsidiary of The Charles Schwab Corporation. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. %s %d Charles Schwab & Co., Inc. All rights reserved. Distributed by: TD Ameritrade, Inc., 200 South 108th Avenue, Omaha, NE 68154-2631 ATI 3720 EM 06/20 </div>"},"dbAccountKtp":{"subject":"TD Ameritrade Online Application","text":"Dear %s %s, You've taken the first step to pursuing your financial goals by beginning the TD Ameritrade account application. To finish opening your account, you must: <ol> <li> Review your application and write any changes directly on it. If you don't have the printout of your application, call us 24/7 at 800-454-9272 for a copy. </li> <li> Sign the application and any additional forms. </li> <li> Send all pages to the address noted on the application. (To learn more about your relationship with TD Ameritrade, review our <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA101313.pdf\">Client Relationship Summary</a>.) Include your deposit and these supporting document(s): <ul> %s <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA100689.pdf\">Trusted Contact Authorization Form</a> (optional)</li> </ul> </li> </ol> We’ll process your account application as soon as we receive the documents. In the meantime, please review these documents: <ul> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA101313.pdf\">Client Relationship Summary</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD182.pdf\">Client Agreement</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA066.pdf\">Account Handbook</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD5491.pdf\">Business Continuity Plan Statement</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD800.pdf\">TD Ameritrade Privacy Statement</a> </li> %s </ul> If you have any questions, please contact a New Client Consultant at 800-454-9272. We're available 24 hours a day, seven days a week. Again, thank you for choosing TD Ameritrade. We look forward to serving your financial needs. <div style=\"font-size: 10px; margin-top: 15px;\">This is an automated email, and we won't receive your message if you reply. TD Ameritrade understands the importance of protecting your privacy. From time to time we need to send you notifications like this one to give you important information about your account. If you've opted out of receiving promotional marketing communications from us, containing news about new and valuable services, we will continue to honor your request. Market volatility, volume, and system availability may delay account access and trade execution. TD Ameritrade, Inc., member <a href=\"www.finra.org\">FINRA</a>/<a href=\"www.sipc.org\">SIPC</a>, a subsidiary of The Charles Schwab Corporation. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. %s %d Charles Schwab & Co., Inc. All rights reserved. Distributed by: TD Ameritrade, Inc., 200 South 108th Avenue, Omaha, NE 68154-2631 ATI 3722 EM 06/20 </div>"},"dbIraAccountKtp":{"iraCustodialAgreement":"<li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD6102.pdf\">Individual Retirement Custodial Account Agreement</a> </li>","subject":"TD Ameritrade Online Application","rothIraCustodialAgreement":"<li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD6100.pdf\">Roth Individual Retirement Custodial Account Agreement</a> </li>","simpleIraCustodialAgreement":"<li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD6101.pdf\">Simple Individual Retirement Custodial Account Agreement</a> </li>","text":"Dear %s %s, You've taken the first step to pursuing your financial goals by beginning the TD Ameritrade account application. To finish opening your account, you must: <ol> <li> Review your application and write any changes directly on it. If you don't have the printout of your application, call us 24/7 at 800-454-9272 for a copy. </li> <li> Sign the application and any additional forms. </li> <li> Send all pages to the address noted on the application. (To learn more about your relationship with TD Ameritrade, review our <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA101313.pdf\">Client Relationship Summary</a>.) Include your deposit and these supporting document(s): <ul> %s <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA100689.pdf\">Trusted Contact Authorization Form</a> (optional)</li> </ul> </li> </ol> We’ll process your account application as soon as we receive the documents. In the meantime, please review these documents: <ul> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA101313.pdf\">Client Relationship Summary</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD182.pdf\">Client Agreement</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA066.pdf\">Account Handbook</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD5491.pdf\">Business Continuity Plan Statement</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD800.pdf\">TD Ameritrade Privacy Statement</a> </li> %s %s </ul> If you have any questions, please contact a New Client Consultant at 800-454-9272. We're available 24 hours a day, seven days a week. Again, thank you for choosing TD Ameritrade. We look forward to serving your financial needs. <div style=\"font-size: 10px; margin-top: 15px;\">This is an automated email, and we won't receive your message if you reply. TD Ameritrade understands the importance of protecting your privacy. From time to time we need to send you notifications like this one to give you important information about your account. If you've opted out of receiving promotional marketing communications from us, containing news about new and valuable services, we will continue to honor your request. Market volatility, volume, and system availability may delay account access and trade execution. TD Ameritrade, Inc., member <a href=\"www.finra.org\">FINRA</a>/<a href=\"www.sipc.org\">SIPC</a>, a subsidiary of The Charles Schwab Corporation. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. %s %d Charles Schwab & Co., Inc. All rights reserved. Distributed by: TD Ameritrade, Inc., 200 South 108th Avenue, Omaha, NE 68154-2631 ATI 3722 EM 06/20 </div>"},"imsSelectiveIraAccountKtp":{"iraCustodialAgreement":"<li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD6102.pdf\">Individual Retirement Custodial Account Agreement</a> </li>","subject":"TD Ameritrade Online Application","rothIraCustodialAgreement":"<li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD6100.pdf\">Roth Individual Retirement Custodial Account Agreement</a> </li>","simpleIraCustodialAgreement":"<li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD6101.pdf\">Simple Individual Retirement Custodial Account Agreement</a> </li>","text":"Dear %s %s, You've taken the first step to pursuing your financial goals by beginning the TD Ameritrade account application. To finish opening your account, you must: <ol> <li> Review your application and write any changes directly on it. If you don't have the printout of your application, call us Monday through Friday from 8:30 a.m. to 8 p.m. ET (excluding market holidays) at 888-310-7921. </li> <li> Sign the application and any additional forms. </li> <li> Send all pages to the address noted on the application. (To learn more about your relationship with TD Ameritrade, review our <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA101314.pdf\">Client Relationship Summary</a>.) Include your deposit and these supporting document(s): <ul> %s <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA100689.pdf\">Trusted Contact Authorization Form</a> (optional)</li> </ul> </li> </ol> We’ll process your account application as soon as we receive the documents. In the meantime, please review these documents: <ul> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA101314.pdf\">Client Relationship Summary</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD182.pdf\">Client Agreement</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA066.pdf\">Account Handbook</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD5491.pdf\">Business Continuity Plan Statement</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD800.pdf\">TD Ameritrade Privacy Statement</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA6189.pdf\">TD Ameritrade Investment Management, LLC, Service Agreement</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA4855.pdf\">Disclosure brochure (FORM ADV, PART 2A)</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA6184.pdf\">Your Relationship with TD Ameritrade</a> </li> <li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA368.pdf\">Summary of Cash Balance Programs</a> </li> %s </ul> If you have any questions, please contact a portfolios specialist at 888-310-7921, Monday through Friday from 8:30 a.m. to 8 p.m. ET (excluding market holidays). Again, thank you for choosing TD Ameritrade. We look forward to serving your financial needs. <div style=\"font-size: 10px; margin-top: 15px;\">This is an automated email, and we won't receive your message if you reply. TD Ameritrade understands the importance of protecting your privacy. From time to time we need to send you notifications like this one to give you important information about your account. If you've opted out of receiving promotional marketing communications from us, containing news about new and valuable services, we will continue to honor your request. Market volatility, volume, and system availability may delay account access and trade execution. TD Ameritrade, Inc., member <a href=\"www.finra.org\">FINRA</a>/<a href=\"www.sipc.org\">SIPC</a>, a subsidiary of The Charles Schwab Corporation. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. %s %d Charles Schwab & Co., Inc. All rights reserved. Distributed by: TD Ameritrade, Inc., 200 South 108th Avenue, Omaha, NE 68154-2631 ATI 3722 EM 06/20 </div>"},"iraKtpEnhanced":{"iraCustodialAgreement":"<li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD6102.pdf\">Individual Retirement Custodial Account Agreement</a> </li>","subject":"TD Ameritrade Online Application","rothIraCustodialAgreement":"<li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD6100.pdf\">Roth Individual Retirement Custodial Account Agreement</a> </li>","simpleIraCustodialAgreement":"<li> <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD6101.pdf\">Simple Individual Retirement Custodial Account Agreement</a> </li>","text":"Dear %s %s, You've taken the first step to pursuing your financial goals by beginning the TD Ameritrade account application. To learn more about your relationship with TD Ameritrade, review our <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA101313.pdf\">Client Relationship Summary</a>. To finish opening your account, you must send the attached New Account Cover Sheet and these supporting documents: (If you already uploaded these documents, you do not have to send them again.) <ol> %s </ol> We’ll process your account application as soon as we receive the documents. In the meanwhile, please review these documents: <ul> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA101313.pdf\">Client Relationship Summary</a></li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD182.pdf\">Client Agreement</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA066.pdf\">Account Handbook</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD5491.pdf\">Business Continuity Plan Statement</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD800.pdf\">TD Ameritrade Privacy Statement</a> </li> %s %s </ul> If you have any questions, please contact a New Client Consultant at 800-454-9272. We're available 24 hours a day, seven days a week. Again, thank you for choosing TD Ameritrade. We look forward to serving your financial needs. <div style=\"font-size: 10px; margin-top: 15px;\">This is an automated email, and we won't receive your message if you reply. TD Ameritrade understands the importance of protecting your privacy. From time to time we need to send you notifications like this one to give you important information about your account. If you've opted out of receiving promotional marketing communications from us, containing news about new and valuable services, we will continue to honor your request. Market volatility, volume, and system availability may delay account access and trade execution. TD Ameritrade, Inc., member <a href=\"www.finra.org\">FINRA</a>/<a href=\"www.sipc.org\">SIPC</a>, a subsidiary of The Charles Schwab Corporation. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. %s %d Charles Schwab & Co., Inc. All rights reserved. Distributed by: TD Ameritrade, Inc., 200 South 108th Avenue, Omaha, NE 68154-2631 ATI 3722 EM 04/21 </div>"},"rothIraAccountFullyPromoted":{"subject":"Welcome to TD Ameritrade","text":"Dear %s %s, Thank you for opening your TD Ameritrade account. You can start putting your trading or investing strategy into motion today. Look for other communications in the near future, including important information on all the products, tools, and services available to you through your account. In the meanwhile, please review this important information about your account: <ul> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA101313.pdf\">Client Relationship Summary</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD182.pdf\">Client Agreement</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA066.pdf\">Account Handbook</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD5491.pdf\">Business Continuity Plan Statement</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA6184.pdf\">Your Relationship with TD Ameritrade</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD800.pdf\">TD Ameritrade Privacy Statement</a> </li><li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD6100.pdf\">Roth Individual Retirement Custodial Account Agreement</a> </li> %s </ul> If you have any questions, please contact a New Client Consultant at 800-454-9272. We're here to help 24 hours a day, seven days a week. Again, thank you for choosing TD Ameritrade. We look forward to serving your trading and investing needs. <div style=\"font-size: 10px; margin-top: 15px;\">This is an automated email, and we won't receive your message if you reply. TD Ameritrade understands the importance of protecting your privacy. From time to time we need to send you notifications like this one to give you important information about your account. If you've opted out of receiving promotional marketing communications from us, containing news about new and valuable services, we will continue to honor your request. Market volatility, volume, and system availability may delay account access and trade execution. TD Ameritrade, Inc., member <a href=\"www.finra.org\">FINRA</a>/<a href=\"www.sipc.org\">SIPC</a>, a subsidiary of The Charles Schwab Corporation. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. %s %d Charles Schwab & Co., Inc. All rights reserved. Distributed by: TD Ameritrade, Inc., 200 South 108th Avenue, Omaha, NE 68154-2631 ATI 3720 EM 06/20 </div>"},"citiAccountKtpEnhanced":{"subject":"TD Ameritrade Online Application","text":"Dear %s %s, You've taken the first step to pursuing your financial goals by beginning the TD Ameritrade account application. To learn more about your relationship with TD Ameritrade, review our <a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA101313.pdf\">Client Relationship Summary</a>. To finish opening your account, you must send the attached New Account Cover Sheet and these supporting document(s): <ol> %s </ol> We’ll process your account application as soon as we receive the documents. In the meanwhile, please review these documents: <ul> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA101313.pdf\">Client Relationship Summary</a></li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD182.pdf\">Client Agreement</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA066.pdf\">Account Handbook</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD5491.pdf\">Business Continuity Plan Statement</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA6184.pdf\">Your Relationship with TD Ameritrade</a> </li> <li><a href=\"https://www.tdameritrade.com/retail-en_us/resources/pdf/AMTD800.pdf\">TD Ameritrade Privacy Statement</a> </li> %s </ul> If you have any questions, please contact a New Client Consultant at 800-454-9272. We're available 24 hours a day, seven days a week. Again, thank you for choosing TD Ameritrade. We look forward to serving your financial needs. <div style=\"font-size: 10px; margin-top: 15px;\">This is an automated email, and we won't receive your message if you reply. TD Ameritrade understands the importance of protecting your privacy. From time to time we need to send you notifications like this one to give you important information about your account. If you've opted out of receiving promotional marketing communications from us, containing news about new and valuable services, we will continue to honor your request. Market volatility, volume, and system availability may delay account access and trade execution. TD Ameritrade, Inc., member <a href=\"www.finra.org\">FINRA</a>/<a href=\"www.sipc.org\">SIPC</a>, a subsidiary of The Charles Schwab Corporation. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. %s %d Charles Schwab & Co., Inc. All rights reserved. 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