Introduction: This guide provides information about customizing SMS authentication for TD Ameritrade.
Table of Contents
Change Log:
Date | Changes |
|---|---|
December 2020 | Comprehensive documentation about TD SMS Authentication. |
Audience: Broker-dealers, Docupace Admins, and Financial Professionals.
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 field and, specifically, one of the larger registered Financial Professional custodians.
When you create a new account for TD Ameritrade in Docupace, you can modify the authentication process for TD Ameritrade users.
Tip: TD Ameritrade requires a knowledge-based authentication via SMS.
New Account Opening eSign Workflow
Setting SMS Authentication for TD Ameritrade
To set an SMS authentication for TD Ameritrade: