Distributed by: TD Ameritrade, Inc., 200 South 108th Avenue, Omaha, NE 68154-2631
ATI 3722 EM 10/20 ","subject":"TD Ameritrade Online Application"},"imsSelectiveAccountKtpEnhanced":{"text":"Dear %s %s,
You've taken the first step to pursuing your financial goals by beginning the TD Ameritrade account application.
TD Ameritrade and Citi are separate and unaffiliated firms and are not responsible for each other's services or policies. From time to time we need to send you notifications like this one to give you important information about your account. ","residentAlienLabel":"Resident alien","callUsNumber_imsSelective":"888-310-7921.","callUsNumber":"800-454-9272. Due to current market conditions, however, we are experiencing higher than normal volume. To learn more about your relationship with TD Ameritrade, review our Client Relationship Summary.
If you have any questions, please contact a New Client Consultant at 800-454-9272. ","jointCpNonUsResidentError":"Only U.S. citizens and U.S. persons can open joint community property accounts. ","isIRA":true,"name":"Minor Roth IRA","features":"-- Contributions are made with after-tax dollars; earnings grow tax-free and are not taxed when withdrawn in retirement \n-- The minor must earn income in order to make contributions \n-- Minor's earned income cannot include gifts or inheritances \n-- Parents and grandparents can contribute \n-- Contribution limits are capped at the minor's earned income for a particular year or at the IRA contribution limit for that year, whichever is less","buttonLabel":"Open a minor Roth IRA","altDeliveryHeader":"open a minor Roth IRA","altDeliveryPrintAndSign":"minorIraApplication, iraDepositSlip, transferForm","shortName":"","altDeliveryDownload":"iraRothCustodialAgreement, commissionsAndFees, privacyStatement, clientAgreement, cashBalanceProgramSummary","altDeliveryConfirmHeader":"open your minor Roth IRA. (To learn more about your relationship with TD Ameritrade, review our Client Relationship Summary.) If you've opted out of receiving promotional marketing communications from us, containing news about new and valuable services, we will continue to honor your request. ","sourceOfFundingOtherRequired":"Enter a source of funds. ","printYourApplicationLabelSuffix":"for your records. ","ongoingDeposit":"Source of funds for ongoing deposits","additionalInfo":"Additional information","affiliationCorporate_utmaUgma":"Affiliations\n\nIs the minor, or the minor’s spouse, or any member of the minor’s immediate family a member of the board of directors, a 10% shareholder, or a policy-making officer of a publicly traded company? ","essentialHeaderSuffix":"","selectiveHeaderSuffix":"","jointHeaderPrefix":"Almost finished, ","jointHeaderSuffix":". From time to time we need to send you notifications like this one to give you important information about your account. For help linking these accounts, call us at","errorMessagePrefixForER331":"We’re sorry. We rated #1 in several categories, including \"Customer Service\" (4 years in a row), \"Platforms & Tools\" (9 years in a row), \"Education\" (8 years in a row), and \"Beginners\" (8 years in a row). (To learn more about your relationship with TD Ameritrade, review our Client Relationship Summary.) ","companyNameLabel":"Company name/stock symbol","individualBrokerageLabel":"Individual brokerage","companyAddressLabel":"Company address","coverSheetNotice":"You must return this sheet before we can open your account. ","selectMyOwnInvestment":"I'll select my own investments. You can also mail or fax your documents. To contact us, please log in to your account and go to Message Center. ","employmentStatusRequiredTooltip":"We ask for your employment status to determine if an investment type (options, margins, futures, and other products, features, and services) is suitable for you, and to conform to regulatory requirements of the Department of the Treasury, the Financial Industry Regulatory Authority (FINRA), and the Municipal Securities Rule making Board (MSRB).
TD Ameritrade understands the importance of protecting your privacy. ","buttonLabel":"Open a SEP IRA","altDeliveryHeader":"open a SEP IRA","altDeliveryPrintAndSign":"iraApplication, iraDepositSlip, transferForm","shortName":"","altDeliveryDownload":"iraCustodialAgreement, commissionsAndFees, privacyStatement, clientAgreement, cashBalanceProgramSummary","altDeliveryConfirmHeader":"open your SEP IRA. If you've opted out of receiving promotional marketing communications from us, containing news about new and valuable services, we will continue to honor your request. Include your deposit and these supporting document(s):
We’ll process your account application as soon as we receive the documents. Again, thank you for choosing TD Ameritrade. ","immediateFamilyDefLinkText":"immediate family","goBackAndEditAddress":"Go back and edit address","usVisaHolder_utmaUgma":"Does the minor have a U.S. %s %d TD Ameritrade. Offer is not transferable and not valid with internal transfers, TD Ameritrade Institutional accounts, accounts managed by TD Ameritrade Investment Management, LLC, current TD Ameritrade accounts, or with other offers. (Spanish is also acceptable.) ","SSNorITINRequired":"Enter your Social Security Number or Individual Taxpayer Identification Number (ITIN). ","secondaryForeignPhoneNumber":"This is a non-U.S. phone number. ","industryOfOccupationOtherRequired":"Enter your industry of occupation. You'll also be able to update your goal, financial information, and portfolio selection.
For additional information about your new account, please view the following documents:
Once again, congratulations on taking the next step toward planning your financial future. Which should we use for your mailing address? ","citizenship":"Citizenship","liquidNetWorth":"Liquid net worth","primaryForeignPhoneNumber_utmaUgma":"The minor has a non-U.S. phone number. ","annualIncomeLabel":"Annual income","personIdentified":"I am the person identified in this account","affiliationCorporateLabel":"Are you, or is your spouse, or is any member of your immediate family a member of the board of directors, a 10% shareholder, or a policy-making officer of a publicly traded company? From time to time we need to send you notifications like this one to give you important information about your account. We're available 24 hours a day, seven days a week. If you've opted out of receiving promotional marketing communications from us, containing news about new and valuable services, we will continue to honor your request.
Distributed by: TD Ameritrade, Inc., 200 South 108th Avenue, Omaha, NE 68154-2631