New Straight-Through Processing With TD Ameritrade Will Vastly Improve Client Onboarding Experience


December 2, 2019

Agreement Express is an official technology solution on the Veo Open Access® platform from TD Ameritrade Institutional.

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

The expectation is that advisors spend the majority of their time meeting with clients, providing advice, opening new accounts and maintaining existing accounts. However, studies suggest that advisors are really only spending half of their time on these types of revenue-generating activities – with a significant percentage of time being spent on back office/admin-related tasks. The enhanced integration between Agreement Express and TD Ameritrade’s platform allows RIAs to reduce costly inefficiencies and focus on the client-facing, revenue-generating activities that matter.

Our integration with TD Ameritrade’s platform is representative of our common 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. Agreement Express’s technology solution integration  does not imply any TD Ameritrade 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. 

TD Ameritrade Institutional is a division of TD Ameritrade, Inc., member FINRA/SIPC. 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.