We're excited to help you get the most out of your company's equity compensation plan.


Opening your TD Ameritrade brokerage account is easy.

With just a few simple steps, you'll be that much closer to taking control of your financial future. Confirm you have the following pieces of information handy:

  • Your employer's ticker symbol
  • Your ZIP code
  • Your participant ID
    (contact your HR department if you don't know it)
  • Your Social Security number (SSN)
  • Your last name
  • Your date of birth

Also, when opening your TD Ameritrade brokerage account, you will be asked to provide your approximate annual income—this information is required by the SEC and FINRA.

Let's get started

Step 1

Confirm you are a U.S. citizen.


You are now leaving the TD Ameritrade website to go to your stock plan record‑keeper's website, an unaffiliated third‑party site, which will allow you to access your equity compensation awards.

The record‑keeper site will open in a separate window. Do you want to continue?

TD Ameritrade and Solium ShareWorks are separate and unaffiliated companies and are not responsible for one another's policies, services, or opinions.

Step 2

Validate your identity:*

Enter the information below. (All fields are required.)

Please provide the following information:

*Your information will be validated against information we receive from your record‑keeper.

All investments involve risks, including the loss of principal invested.

Brokerage services provided by TD Ameritrade, Inc. This is not an offer or solicitation for brokerage services or other products or services in any jurisdiction where we are not authorized to do business or where such an offer or solicitation would be contrary to the securities laws or other local laws and regulations of that jurisdiction.

TD Ameritrade, Inc., member FINRA/SIPC. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. © 2017 TD Ameritrade.