Differences

This shows you the differences between two versions of the page.

--- td_ameritrade_notes [2023/05/24 17:03] – created raju
+++ td_ameritrade_notes [2023/05/26 15:20] (current) – raju
@@ Line 1: / Line 1: @@
-==== ach push ====
+==== 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 on date T, from my bank to deposit $C into TD Ameritrade brokerage account.
+  * 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.
-  * TD Ameritrade brokerage account received the deposit on T+1
+  * The brokerage account received the funds the next day.
   * <WRAP>
-In the TD Ameritrade account, I can see the transaction in
+TD Ameritrade brokerage account shows the transaction in
-My Account -> History & Statements -> Transactions
+My Account -> History & Statements -> Transactions \\
 -> Type = All Transaction types
 </WRAP>
+  * <WRAP>
+But it does not show it in
+My Account -> History & Statements -> Transactions \\
+-> Type = "Deposit & Withdrawls"
+</WRAP>
+  * <WRAP>
+It also does not show up in
+My Account -> Deposits & Transfers -> Activity \\
+-> Completed Transactions
+</WRAP>
+  * 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.