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How to use or fill out By enrolling in TD Ameritrade Move Money, you are establishing a standing authorization to request c with our platform
- Click ‘Get Form’ to open it in the editor.
- Begin by entering your Account Number, Advisor Number, and Case Number in the designated fields.
- In the Investment Advisor Authority section, provide the name of the advisory firm you wish to authorize.
- Select the type of request: New instructions, Replace existing instructions, or Remove ALL authorizations.
- Fill out your personal information including your name, primary and secondary telephone numbers, and Social Security Number.
- Choose your authorized methods of payment by selecting all applicable options for disbursing funds.
- If applicable, enter details for internal transfers and ACH authorizations for other accounts as required.
- Complete the Delivery Details section with necessary wire information if you are requesting a wire transfer.
- Review and sign the Account Owner Authorization section to grant authority to your Investment Advisor.
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