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| We're excited to help you pursue your financial goals while giving you more time to focus on what really matters | | |
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Your new account:
What you need to know | | You have trails to blaze and goals to accomplish—and TD Ameritrade is honored to have the chance to support you along the way. We're also committed to making your account transition as seamless as possible. To start, we want you to know what has moved over from Scottrade and what account features have changed. | | See what moved: | | • | Balances | | • | Positions | | • | Watch lists | | • | Open orders
(excluding advanced orders or conditional orders) | | • | ACH connections in your brokerage account(s)
(however, you can now transfer money both into and out of your account) | | | You will receive two February statements: | | Your final Scottrade statement showing a zero balance and your first TD Ameritrade statement with your account balance for the February statement period. You may also receive two statements in April, May, and beyond if there is any residual activity in your Scottrade account. | | | See what has changed: | | • | Alerts
(unless previously set up on the Elite platform) | | • | Dividend reinvestment | | • | Bill pay
(available on most TD Ameritrade accounts) | | | To learn more about setting up these services with TD Ameritrade, simply log in to your account. | | | |
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| Continued support in Chinese | | We're committed to providing you with the platforms you need to continue trading and monitoring your account in Chinese. The thinkorswim® platform and TD Ameritrade Mobile Trader app have been translated into Chinese, while TDAmeritrade.com is partially translated with additional translation underway. | | |
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 | Check out the
Welcome Center | | We understand that familiarizing yourself with new account services and trading platforms could take some time. To help shorten your learning curve, we created a Welcome Center, available in Chinese and English, exclusively for former Scottrade clients. Think of it as your go‑to source for: | | • | Information about any changes that may require your attention | | • | Information about what has—and hasn't—moved over | | • | Exclusive live and on‑demand instructional webcasts | | • | Access to live and on‑demand webcasts to help you get acquainted with our platforms, products, and award‑winning education | | • | Contact information for support in both Mandarin and Cantonese | | • | Comprehensive FAQs | | | | | |
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| Getting started is easy | | 1. | Log in to your account using your Scottrade account number in the user ID field | | 2. | Use your Scottrade password | | 3. | Start exploring the Welcome Center | | | | | |
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| Exceptional support without exception | | Our goal is to make this a seamless transition. Should you need anything, we have experienced and knowledgeable support standing by. Call us at 800‑669‑3900 or send us an email. It's a refreshingly easy way to get the help you need, when you need it. | | To speak with a representative in Mandarin or Cantonese, please contact our Asia‑Pacific Investor Services team at 877‑888‑1238. | | | | |
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