HS TEST: New Straight-Through Processing With TD Ameritrade Will Vastly Improve Client Onboarding Experience (Clone)

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January 1, 1970

Agreement Express is an official technology solution on the TD Ameritrade Veo Open Access® platform, which provides advisors with a select list of leading third-party technology solutions that help streamline and automate workflows, including account opening. 

This critical integration will enable straight-through processing from Agreement Express to TD Ameritrade, further streamlining the digital onboarding experience for RIAs and wealth clients alike.

Integration Details

Specific functionality of the integration includes the following:

  • Single platform, single signing package: RIAs can provide a single signing package to clients for all account openings—including custodian and proprietary forms—reducing app abandonment and workflow inefficiencies, and creating a seamless client onboarding experience.
  • Single platform for multi-custodian transactions & maintenance forms: RIAs can use the Agreement Express platform to complete maintenance forms, and to launch new client transactions for all TD Ameritrade accounts, as well as other custodian accounts. 
  • Secure, reliable transactions and integrations: For advisor transitions and new account openings, wealth firms can count on Agreement Express enterprise-level APIs and integrations to connect securely to Veo One, other custodian platforms and proprietary platforms, as well as many other solutions in existing tech stacks. 

Bottom-Line Benefits

TD Ameritrade Institutional research has shown that top-performing human capital firms that invest in improvements to operational efficiencies experience 78% higher revenue and 54% higher assets under management. Yet, RIAs continue to suffer through laborious and inefficient processes and spend 40% of their time on admin tasks. This enhanced integration with TD allows RIAs to reduce those costly inefficiencies and focus on the client-facing, revenue-generating activities that matter.

This integration with TD Ameritrade is a continuation of our long-standing partnership and representative of our shared goals to support RIAs looking to grow, thrive and improve their clients’ lives. It is also reflective of Agreement Express’s deep commitment to providing RIAs a true multi-custodial digital client onboarding experience.

Want to learn more about Agreement Express digital client onboarding for wealth clients and our latest custodian integration? Contact us today!

Legal disclaimer

TD Ameritrade, Inc. and Agreement Express are separate, unaffiliated companies and they are not responsible for each other’s services and products. ‘Veo® Integrated’ is an indication of programming compatibility. It does not imply any TD Ameritrade, Inc. recommendation of, endorsement of, warranty of, or fitness for use of, Agreement Express’s products or services. TD Ameritrade is not responsible for information, opinions or services provided by Agreement Express Brokerage services provided exclusively by TD Ameritrade, Inc., member FINRA/SIPC/NFA. Veo is a trademark of TD Ameritrade, Inc. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. Used with permission. All rights reserved.