TD Ameritrade Institutional
Custodian | https://www.tdainstitutional.com/
TD Ameritrade Institutional empowers more than 7,000 independent registered investment advisors to transform the lives of their clients. It provides powerful technology and resources that help simplify running a business and let advisors spend more time doing what matters most — serving their clients.
Data into Capitect
- Accounts
- Daily balances
- Daily positions
- Daily transactions
- Monthly statements
- All tax documents
Data from Capitect
- Management fee file
- Rebalancing trade file
Instructions
Please provide us with your old TDA files.