TD managed account setup

TD managed account setup

Existing TD Accounts

1. Complete the LPOA(click here for a sample) and Prime Brokerage Amendment(click here for a sample)
2. Send the completed forms to TD per your standard process

New TD Accounts

1. Prepare the new account paperwork as you normally would
2. Complete the LPOA(click here for a sample) and Prime Brokerage Amendment(click here for a sample)
3. Send the completed forms to TD per your standard process