Interested in opening an account?

TD Ameritrade has been acquired by Charles Schwab. Now you’ll get access to thinkorswim® trading platforms and robust trading education at Schwab, along with great service, a commitment to low costs, and a wide range of wealth management and investing solutions.

Open an account at Schwab today. You can still open an account at TD Ameritrade and we’ll let you know when your account is ready to be moved.

Get in touch Call or visit a branch

Call us: 800-454-9272

175+ Branches Nationwide

Form Library

Find, download, and print important brokerage forms, agreements, PDF files, and disclosures from our form library. To view and print files properly, please be sure to install Adobe® Reader. Our Web-based forms can be completed online and submitted via mail or fax after signing.  Additional forms may be available by logging into your account.

Account Application

Agreements & Disclosures

IRS Forms and Tax Guides

Legal Entity Forms

Other Forms

Resources & References

Retirement Accounts

Updating Your Account

Get in touch Call or visit a branch

Call us: 800-454-9272

175+ Branches Nationwide

Check the background of TD Ameritrade on FINRA's BrokerCheck