You can integrate with TD Ameritrade by following these steps:
Go to the three dots in the upper right corner of Wealthbox
Navigate to “Applications”
Click on “Settings” next to “Veo |TD Ameritrade”
Click on “Enable” then “Save” in “step 1”.
Click on the “Request TD Ameritrade” button in “step 2”. This will open an email window addressed to TD Support requesting to get started
TD will reply to you with an ROI form to complete and return
Advisor will need to send the completed ROI form back to TD Ameritrade
TD will notify Wealthbox by sending your Rep Code(s) to our support team who will enable the integration. Within 1-2 days, data will start appearing in Wealthbox and update nightly.