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set phone pin

Q. How to set the phone pin for the TD Ameritrade brokerage account?

A. Login → My Profile → Personal Information → Account PIN

passive ACH

today | 202305-24

  • I did an ACH push from the checking account at a bank to the brokerage account at TD Ameritrade to deposit funds into the brokerage account.
  • The brokerage account received the funds the next day.
  • TD Ameritrade brokerage account shows the transaction in My Account → History & Statements → Transactions
    → Type = All Transaction types

  • But it does not show it in My Account → History & Statements → Transactions
    → Type = “Deposit & Withdrawls”

  • It also does not show up in My Account → Deposits & Transfers → Activity
    → Completed Transactions

  • The customer service representative told me that since the ACH transfer originated from the bank (as opposed to TD Ameritrade) it is considered a passive ACH and so will not show up in the above screens.

td_ameritrade_notes.txt · Last modified: 2023/05/26 15:20 by raju