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Enable Veo® / Veo One® Account Creation | TD Ameritrade Institutional Integration
Enable Veo® / Veo One® Account Creation | TD Ameritrade Institutional Integration

How to enable super fast account openings for Advisors who custody assets with TD Ameritrade Institutional

Wealthbox Team avatar
Written by Wealthbox Team
Updated over a week ago

Enabling the integration

From the three-dot menu in the top right corner of Wealthbox click on "Applications", then click the "Settings" button for the Account Creation application as shown in the below screenshot.

On the Veo / Veo One integration application page, select the system you'd like to integrate with (either Veo or Veo One), enter your username and password for that system, then click the "Connect" button.

Unsuccessful?

If your authorization attempt is unsuccessful, double-check your username and password and try again. Once you have verified they are correct, click the "Request TD Integration" button. This will open an email to TD where you can request that they grant you permission to access the New Account Opening Feature from Wealthbox.

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