iPhone Screenshots

Description

TD Ameritrade’s AdvisorClient Mobile allows you to stay connected and keep up-to-date on your investments, when you’re on the move. Use it to gain access to account information, watch lists, and research wherever you are from your iPhone. Created with a focus on convenience, AdvisorClient Mobile offers quick and easy access to your account balances, positions, transaction history and more.

Features:
- Real-time account balances
- Real-time account positions
- Transaction history
- Create your own quote watch list
- Third-party research
- Mobile check deposit

What's New

Version 1.2.0

What’s new in version 1.2.0:

Statements and tax documents

•Go to Accounts, select your account, and scroll to the Docs tab
•Download and view up to 10 years of statements and up to 7 years of tax documents in PDF format

Touch ID log-in prompt
Be automatically prompted to log in when you launch the app if you have Touch ID enabled for log-in.

Note: When you enable Touch ID you disable auto log-in. To restore auto log-in, disable Touch ID for log-in and select Remember Me next to UserID and password.

“Forgot Password?” link
Tap “Forgot Password?” on the log-in screen to reset your password.

Customer Reviews

2.4 out of 5

18 Ratings

18 Ratings

People, the key word is “Institutional”

bristle89

Seems like most of these reviewers don’t understand this is for the “institutional” side of TDA, so you will only have a login if you have an advisor at TDA.

With that said this desperately needs updated to format to iPhone X screen, Face ID, and refresh with live quotes. Right now I have to force quit the app then open again.

Decent Overview; Not Great For Day-To-Day

Ryno1412

This app displays the main information you would see from the computer; however, some information does not display properly. Another issue is that when attempting to open the charts, the app crashes every time.

Bad Data!

Sporcus

Don't use data from this app to make any investment decisions. It incorrectly reports gains, especially when stock has split. TDA has been aware of this issue for some time but has failed to correct the problem. Issues with the retail side app as well. They just don't get "mobile."

Information

Seller
TD Ameritrade Mobile, LLC
Size
58.3 MB
Category
Finance
Compatibility
Requires iOS 9.0 or later. Compatible with iPhone, iPad, and iPod touch.
Languages
English
Age Rating
Rated 4+
Copyright
© 2015 TD Ameritrade IP Company, Inc.
Price
Free

Supports

  • Family Sharing

    With Family Sharing set up, up to six family members can use this app.

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