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.