Get Trading Authorization Agreement - Td Ameritrade

Filling out the Trading Authorization Agreement is a crucial step for users looking to grant trading authority to an agent. This guide provides a clear, step-by-step process to assist you in completing the form correctly and efficiently.

Follow the steps to complete your Trading Authorization Agreement.

1. Press the ‘Get Form’ button to access the Trading Authorization Agreement form and open it for editing.
2. Enter your account number in the designated field to identify the account associated with this authorization.
3. Input the account name or title in the relevant section, ensuring it matches your account details.
4. In the section for Authorized Agents, list the individuals you wish to authorize. Ensure each agent's full legal name, date of birth, and Social Security Number are accurately filled in.
5. Select the level of authorization for each agent: Full Trading Authorization or Limited Trading Authorization. Remember, if neither is marked, it defaults to Limited.
6. Provide the home address, primary phone number, source of income, and employer details for each Authorized Agent listed.
7. Review the sections regarding affiliations and check any applicable boxes, specifying details where necessary.
8. Ensure all required signatures are completed by the account owners and authorized agents, along with the appropriate dates.
9. After verifying all fields are filled out correctly, save the changes. You may also choose to download, print, or share the completed form as needed.

Complete your Trading Authorization Agreement online today and take control of your trading needs.