Deposits & Transfers from AdvisorClient

The TD Ameritrade Institutional (TDAI) AdvisorClient website can be set up so that you can create a bank link and control deposits and withdraws from it. Below are instructions.

If you don’t see a Deposits and Transfers section on the AdvisorClient section, email Stephen Hetrick to add it.

Create a Bank Link

Select Deposits & Transfers

If you don’t have a bank connection already, you will need to select “Add new connection”. If you do, skip down to the Add Withdrawals or Deposits sections.

Re-enter your AdvisorClient Password for security purposes.

You should be selecting “Yes” to connect to an account you are an owner or joint owner on.

Select ACH for the connection type, complete the other fields, and press “Next”.

With some banks, you will be required to verify the bank link. If this is necessary, TDAI will make two deposits of under $1 into your bank account. You will need to look those up and then enter them into this section. Just follow the instructions for verification and let us know if you have problems.

Set up Withdrawals from your TDAI Account to your Bank Account

From the Deposits & Transfers tab, you should be able to see the connected bank(s).

Select Withdrawals

Select “New withdrawal”

Re-enter your AdvisorClient Password for security purposes.

Select the correct account from the drop down menu.

You have a lot of flexibility to set up one-time or recurring withdrawals. Enter the information and select “Continue”. Follow the steps to finish the process.

Generally, we like scheduling withdrawals and deposits at least two days in advance so that if we want to make changes, we have at least a day to alter the instructions.

Once completed, you can check scheduled deposits and withdrawals under the “Activity” tab.

Set up a Deposit to your TDAI Account(s) from your Bank Account

From the Deposits and Transfers tab, select “Deposits” then select “New Deposits”.

If you would like to change an existing deposit, you can delete it and re-enter new instructions.

Re-enter your AdvisorClient Password for security purposes.

Similar to the withdrawal instructions, select your bank account and investment account, choose the amount, the frequency and transaction date. Once done, select “Continue” and follow the instructions to complete the process.

Generally, we like scheduling withdrawals and deposits at least two days in advance so that if we want to make changes, we have at least a day to alter the instructions.

Once completed, you can check scheduled deposits and withdrawals under the “Activity” tab.

If you have questions or problems, please Contact US.