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Click ‘Get Form’ to open the Change of Address Apex - TD Ameritrade in the editor.
In Section 1, 'ACCOUNT(S) TO UPDATE', enter your account numbers in the provided fields. Ensure you list all accounts that require an address change.
Proceed to Section 2, 'OLD ADDRESS INFORMATION'. Fill in your previous street address, city, state, and ZIP code. If you have a different mailing address, complete that section as well.
Next, move to Section 3, 'NEW ADDRESS INFORMATION'. Input your new street address and other relevant details. Again, if there’s a different mailing address, provide that information too.
In this section, also include any new primary or secondary phone numbers and email addresses if applicable.
Finally, navigate to Section 4 for 'AUTHORIZATION'. All account owners must sign and date the form. Make sure each signature is clear and legible.
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Standard: Mailed within 2-3 business days of the transaction request. Exchanges, allocation changes, and deferral changes. $2,500 per calendar year. 3Q: MailedRead more
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