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Account Handbook-TDA 0921 - TD Ameritrade

Account Handbook Keep this information handy. It's your resource for details on investing and contacting TD Ameritrade when you need questions answered. Read on to learn more about the tools we offer to help you manage your investments. Page 1 of 14. Table of Contents Contact 3 Account History 8. Account Management 3 Courtesy Fill Notifications (CFNs) 8. Trading 3 Trade Confirmations 8. Stocks 3 Account Statements 8. National Securities Exchanges 3 Tax Documents 8. OTC and Bulletin Board Stocks 3 Tax-Related Platform Displays 8. Mutual Funds 3 Account Services 9. Exchange-Traded Funds 3 Dividends 9. Options 4 Dividend Reinvestment Program (DRIP) 9. Futures/Forex Trading 4 Symbol Changes, Splits, etc. 9. Bonds & CDs 4 Account Protection 9. Placing Trades 4 Cash Sweep Vehicle Choices 10. Placing Orders on Our Platforms 4 Custodial Services 10.

Adding or Removing an Account Co-owner 12 Adding Margin or Options Privileges to Your Account 12 Using the Website 12 System Requirements 12 Display Settings 13 Pop-up Windows 13 Home Page 13 SnapTicket ® 13 Interactive Voice Response (IVR) Phone System Instructions 13 Trading Tools and Real-Time Quote Subscription Prices 13 Table of Contents

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  Adding, Removing, Td ameritrade, Ameritrade

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