Resource Center

How do I link my TD VEO account?

Setting up the Advizr-TD integration

  1. Fill out the form attached below
  2. Email the completed form to: zinstapipmsupport@tdameritrade.com
  3. As soon as the link with TD is ready, we will let you know when the integration is complete. It usually takes 5-7 business days.

roi-advizr.pdf (100 KB)