September 08

TD Ameritrade Institutional Operations and Technology Workshop

Sunday, September 8 | St. Louis



8:00am – 8:30am

Registration and breakfast

8:30am – 8:45am

Welcome and opening remarks

8:45am – 9:45am

Working efficiently with your Service Team

9:45am – 10:00am

Refreshment break

10:00am – 11:00am

Account opening and the account wizard

11:00am – 11:45am

Cash management functions

11:45am – 12:30pm


12:30pm - 1:30pm

Complex NIGOs and escalated items

1:30pm - 2:30pm

Service Team tools

2:30pm - 3:00pm

Final remarks and Q&A

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For any changes to your registration or questions, please contact Amanda Stankiewicz at