Data Feeds
TD Ameritrade
TD Ameritrade is a legacy brokerage name: Schwab reports completion of the final client account conversions in May 2024.
All brokers
Legacy service — confirm the current provider
For converted accounts, use current Schwab information. Do not assume that a historical TD Ameritrade feed or authorization remains active.
Typical setup
- Confirm the employee accounts in scope, the applicable consent requirements and who may act for your firm.
- Ask the broker about its monitoring enrollment and delivery options for your chosen compliance platform.
- Complete the broker’s required authorization and establish appropriate employer portal access.
- Link the authorized accounts and agree how account identifiers will be matched to employees in your platform.
- Reconcile the first usable delivery against the expected accounts and data coverage; investigate missing or unmatched records.
- Assign ongoing ownership for account additions, departures, failed deliveries and periodic reconciliation.
Community tips & common issues
Reviewed member experiences, not broker instructions or guaranteed service times.
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