Get Standard Retail Pricing: Commissions, Rates, And Fees - Td Ameritrade

Filling out the Standard Retail Pricing: Commissions, Rates, and Fees form for TD Ameritrade is essential for understanding the costs associated with your investment activities. This guide offers clear, step-by-step instructions for completing the form accurately and efficiently, ensuring you have the right information at your fingertips.

Follow the steps to fill out the form successfully.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Begin by entering your account number in the specified field. This is crucial for linking the form to the correct account.
3. Provide the full legal name or account title as it appears on your TD Ameritrade account. This information ensures proper identification.
4. Fill out the Trusted Contact section. For each Trusted Contact, include their first name, middle initial, last name, relationship to you, primary telephone number, mailing address, city, state, and ZIP code.
5. If applicable, check the box indicating whether the new Trusted Contact Authorization supersedes a previous authorization.
6. Read through the listed reasons why TD Ameritrade may contact the Trusted Contacts. Acknowledging this section is essential for understanding the authorization.
7. Sign and date the form in the designated areas, ensuring that both account owners, if any, have signed to validate the authorization.
8. Once completed, save your changes, and you may choose to download, print, or share the form as necessary.

Complete your documents online and ensure your accounts are properly managed.