TD Ameritrade application

This is a secure application

It's easy.

Open an account in five simple steps and take control of your financial future.

This is a secure application

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Download application forms

TD Ameritrade's online application uses the maximum level of encryption supported by your browser. To ensure the maximum level is being used, always use the latest version of your browser. Strong encryption helps protect your information as it travels over the Internet.

Submit Additional Account Information

Thank you for choosing TD Ameritrade. Based on the information you provided, we will need some additional information before opening your account.

Here are the next steps:

Print a hard copy of your application.
Review the data you submitted and make any necessary changes.
Sign the application.
Submit any supporting documents, if applicable. See below for details.
Return all the required paperwork via mail or fax

If you have any questions or would like to speak to a New Client consultant, please use the Chat Now feature (when available) or call us at 800-454-9272.

Print Application

A copy of your Social Security card or Individual Taxpayer Identification Number (ITIN)
A copy of a government-issued ID, such as a current passport, Visa or driver's license.

Fax:

1-866-468-6268

Regular:

TD Ameritrade, Inc
box 2760
Omaha, NE 68103-2760

Overnight:

TD Ameritrade, Inc
200 South 108th Ave
Omaha, NE 68154-2631

Continue Print Application

TD Ameritrade does not charge maintenance or inactivity fees. Commissions, service fees and exception fees still apply. Please review our commission schedule and rates and fees schedule for details.

You will be asked a series of questions to help us verify your identity as required by the Federal government. There are some instances where identity cannot be verified or certain account type choices do not allow electronic signature. Although you will be able to complete the application, you may be required to send in your application by fax or mail. Please ensure that you carefully review your data for accuracy.

Important information about procedures for opening a new account: To help the government fight the funding of terrorism and money laundering activities, Federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account.

What this means for you: When you open an account, we will ask for your name, address, date of birth, and other information that will allow us to identify you. We may also utilize a third-party information provider for verification purposes and/or ask for a copy of your driver's license or other identifying documents.

*TD Ameritrade does not provide tax advice. Please consult a tax professional to determine the appropriate retirement account for your situation.

This application is not intended for residents of Canada, Singapore, or the UK.

TD Ameritrade, Inc., member of FINRA / SIPC / NFA.

TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank.

TD Ameritrade application

Submit Additional Account Information

STEP 1: To get started, please print, sign, and mail back the following forms:

STEP 2: Submit the following supporting documents:

STEP 3: Mail all the required paperwork to: