Brokerage Account Management Overview

Your account, the way you want it

At TD AMERITRADE, brokerage account management is simple, convenient and highly customizable, whether you're managing one or multiple accounts.
24/7 Client Services | TD AMERITRADE24/7 Client Services | TD AMERITRADE

Online. On the phone. At the branch. No matter where you are or what level of support you need, you can get it with us.

 
 
 
 
See Also...

  • Apex

    Become an Apex client for exclusive benefits and services.

Balance & Positions

Check Balance & Positions | TD AMERITRADEGet a combined view of account balances and positions — and the ability to customize how you see it. More about portfolio balances and positions.

Portfolio Planner

Use this asset allocation and trading tool to create a diversified portfolio. More about portfolio planner.

Gain/Loss

GainsKeeper gain/loss tracking tool | TD AMERITRADETrack all your capital gains and losses throughout the year with tax lot accounting powered by GainsKeeper®. More about gain/loss tracking.

Watch Lists

Track the securities and indices that you're interested in with display and data points you can tailor to fit your style and strategy. More about watch lists.

History & Statements

Access your account history online with one click. You'll also get quick access to commonly used tax forms. More about account history and statements.

Cash Management

Cash Management | TD AMERITRADEMoving money is efficient with easy funding methods to make deposits or withdrawals from your account. More about cash management.

Profile

Customize your experience with TD AMERITRADE by using our many customization features, so you see the information that's most important to you, in the way you want to see it. More about profile and preferences.