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TD Ameritrade Deposit Methods

Make deposits to TD Ameritrade Accounts in any of the following ways:

Use the TD Ameritrade “Advisor Client” mobile app and deposit a check from your phone! The app is free from the or the Google Play Store or the Apple App Store. (Note that deposits are limited to $10,000 per check per day.)

Use your Advisor Client website login to access your account(s) in the app. If you need that login information, Contact us today!


GET THE MOBILE APP ON YOUR FAVORITE DEVICES

 

Establish a “MoveMoney” authorization for on-demand or regularly-scheduled ACH deposits.

Contact us for the form and secure completion instructions. Be sure to let us know if you want to establish for a general brokerage or an IRA (including Roth IRA) account.


Use the online bill pay feature of your checking account to send a payment to TD Ameritrade. Include your account number in the “account number” field. Send payment to:

TD Ameritrade Institutional
PO BOX 650567
Dallas, TX 75265-0567

  

Send a check payable to TD Ameritrade with your account number in the memo line to:

USPS Regular Mail

Any Overnight Delivery

TD Ameritrade Institutional
PO BOX 650567
Dallas, TX 75265-0567

TD Ameritrade Institutional 
7801 Mesquite Bend Drive, Suite 112
Irving, TX 75063-6043


Mail or bring a check to our office

Wheat-Givens Financial, LLC
6401 S. Custer Rd. Ste 2000
McKinney, TX 75070

 

NOTE: Deposits to IRA accounts should have a notation indicating the year to which the deposit applies.

 
 

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