FinFolio + TD Ameritrade Institutional

Import daily transactions, prices, account and security information from TD Ameritrade Institutional into FinFolio.

td_ameritrade_institutional_logoTD Ameritrade Institutional provides comprehensive brokerage and custody services to more than 6,000 fee-based, independent registered investment advisors (RIAs). Their advanced technology platform, coupled with personal support from our dedicated service teams, designed to help investment advisors to grow and manage their practices more efficiently and effectively, while optimizing time with clients. They provide a robust offering of products, programs, and services designed to help advisors build their businesses and do the best possible job they can to help their clients with their financial goals.

The FinFolio integration imports downloaded TD Ameritrade Instiutional files and imports them into FinFolio. These files include transaction, account, security, price, tax lot and balance information.

TD Ameritrade, Inc. is one of the firms that we use to custody our client assets. TD Ameritrade, FinFolio, and the other entities named are separate and unaffiliated firms, and are not responsible for each other’s services or policies. TD Ameritrade does not endorse or recommend any advisor and the use of the TD Ameritrade logo does not represent the endorsement or recommendation of any advisor. Brokerage services provided by TD Ameritrade Institutional, Division of TD Ameritrade, Inc., member FINRA/SIPC. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. Used with permission.

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About FinFolio

FinFolio is the best portfolio management software and trading software on the market for investment advisors and professional wealth managers. Report, rebalance, trade, bill and host mobile-ready client portals, all with a single portfolio management software platform.

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About TD Ameritrade Institutional

TD Ameritrade Institutional provides comprehensive brokerage and custody services to more than 6,000 fee-based, independent registered investment advisors (RIAs).

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Features

Top features:

  • No more import/export of your contacts
  • Share contacts with almost any CRM and contact management system
  • Sync FinFolio custom fields, including calculations
  • Save time spent on data entry
  • Avoid manual errors
  • Set it and forget it