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You can access your account data on TD Ameritrade's secure online platform by following these instructions:

1. Go to www.advisorclient.com.

2. If you have a Fiserv User name and Password, enter them here and click Login.

3. If you need a new User name and Pasword, please call TD Ameritrade Technology Services at 866-381-7360, ext. 3. You will need your account number and social security number.

4. You will be issued a temporary passowrd. After you log in with your User name and temporary Password, you will be prompted to select a new Password.

5. Once you have logged in, click on the Accounts tab and then the Account Center page.

 

 


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