Introduction: This guide provides information about customizing SMS authentication for TD Ameritrade.
Table of Contents
Change Log:
Date | Changes |
|---|---|
December 2020 | Provided comprehensive documentation about TD SMS Authentication. |
Audience: Broker-dealers, Docupace Admins, and Investment Advisors.
Functionality: SMS authentication allows Broker-dealers to launch TD Ameritrade for sending documentation to the TD's Back-office processing team.
Overview of SMS Authentication for TD Ameritrade
TD Ameritrade is one of the larger clearing firms and custodians in the financial services space and, specifically, one of the larger registered Investment Advisor custodians.
When you create a new Account for TD Ameritrade in Docupace, you can modify the authentication process.
Tip: TD Ameritrade requires a knowledge-based authentication via SMS.
eSign on New Account Opening
Setting SMS Authentication for TD Ameritrade
To set an SMS authentication for TD Ameritrade: