TD Ameritrade New Account Opening Integration
When it comes to opening new accounts, filling out the paperwork is often time consuming. You have to look up and enter the account owner's personal details—and it can be easy to make a typo when completing custodial forms. That's why we've added the Start New Forms feature.
With Start New Forms, opening new accounts has never been easier. Instead of manually entering client information, you can securely import Tamarac client and Household data directly into TD Ameritrade Institutional's Veo One® forms directly from the Clients/Client Portals page.
Client information sent from Tamarac Reporting to TD Ameritrade Institutional's Veo One® platform includes:
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Primary account owner informationFirst name, middle name, and last name from the client record.
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Personal informationDate of birth from the client record.
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Contact informationEmail address from the client record and street/mailing address from the associated Household.
Administrators automatically receive access to Start New Forms if your firm has TD Ameritrade Institutional's Veo One® integration enabled. Other users can be granted permission to access this feature under Roles, then Accounts | Clients/Client Portals.
> Enrollment
This feature must be turned on for your firm. If you're interested in having Start New Forms enabled, contact your Support Team.
Before you can take advantage of Start New Forms, you must have TD Ameritrade Institutional's Veo One® integration enabled. For more information about enrolling, see TD Ameritrade Veo Integration.
New Trade Files Available for Raymond James
We've added two new trade files, the Raymond James COE Equity and the Raymond James COE Mutual Fund trade files. We added these trade files to interact with the new Raymond James trading system, and these trade files give you additional options for trading equities and mutual funds.
You can enable this trade file on the Rebalancing System Settings page, under Trade File Settings. Once enabled, you can choose this new trade file in the account settings for each account.
New Tamarac University Online
We’re pleased to announce the next generation of Tamarac University Online! Over the years, thousands of advisors from around the country have attended in-person training through Tamarac University. Our product experts took the same material taught in our in-person courses and enhanced it for self-paced, online learning. These online lessons are a great way for new users to get complete product training or for experienced users to refresh their knowledge.
The new Tamarac University Online delivers:
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Over 16 hours of e-learning content for each product.
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White belt and green belt training certifications.
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User-driven, role-based training that allows learners to focus on what matters most.
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Training built around common workflows like quarter-end reporting and managing new accounts and securities.
To access the new content, click Tamarac University in the Support & Training Center.