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How do I set up a TD Ameritrade account?

How do I set up a TD Ameritrade account?

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These days, most banks have started to offer users online banking services so that they can easily process transactions without having to go to the physical bank.

In case you are already having a banking account with PNC bank and wondering how to get started with the banking services on the digital platform, then you may follow the easy directions given in this post. Those users who want to know how do I set up a TD Ameritrade login account? can refer to this article and learn the complete procedure here.

Requirements to set up a TD Ameritrade account

In the following list you will see the most necessary things that are required to create an online account to use TD Ameritrade banking services:

  • Your Social Security Number also known as SSN
  • Taxpayer Identification Number (ITIN)
  • Your tax ID and passport details along with the Visa number (in case you are not a U.S. resident)
  • Employer’s details including name and address

Method to set up an account

Follow the steps given below to open a new account on the TD Ameritrade platform:

  1. Go to the TD Ameritrade platform from your browser
  2. On the account setup form, fill in details such as:
  • Name and last name
  • Your email address
  • Phone number
  1. Choose an option for your citizenship status
  2. Then, choose your account type- Individual, traditional, IRA, etc.
  3. Choose why you are opening this account for
  4. Choose if you are new to investing or not
  5. Enter the offer code and agree to the Privacy Statement
  6. Hit the “Continue” button to set up your account
  7. On the next page, provide some more information
  8. Review all the details on the following page and edit, if necessary
  9. Then, agree to the given terms
  10. Create your new TD Ameritrade login details to sign in


By reading this post, it will be quite clear to you how do I set up a TD Ameritrade account? Please make sure to carefully provide all the details and review them twice before submitting them. Once you set up your account, you will get your TD Ameritrade login details using which you can get access to your account. We hope that you were able to use TD Ameritrade financial services after going through this post.