Birch Investments + TD Ameritrade
Your Account Is Open At TD Ameritrade.
As a reminder, Birch Investments does not take custody of client assets. We manage your accounts using a separate independent custodian to hold your assets and handle money movement. TD Ameritrade functions like a bank for your investment accounts.
How Do I Set Up Online Access?
You can access your account by going to Advisor Client - Get Started
- You'll enter your account number provided via email or mail from TDA
- TDA will call or text the number you provided us to verify your identity
- You'll be prompted to create a username and password
This login enables you to view your holdings, fund the account, and more.
After the initial setup you can always go to the clients section of our website to find the link to login to TD Ameritrade.
I Have So Many Logins. Is This Necessary?
Birch Investments has created a Client Portal and Mobile App. This custom portal has access to the same information provided by TD Ameritrade including monthly statements and annual tax reporting. The portal is where we will deliver our investment reports to you. For simplicity, some of our clients choose to only use our portal. Instructions to gain access to this portal will be sent separately.
What Comes Next?
Now that your account is open we will get to work on funding the account. Once the account is funded we will begin your investment plan and report back to you.
Commission Free Trading
Do You Have Any Resources On Working with TD Ameritrade Institutional?
Sure. Download the TD Ameritrade Client Resources Guide.