step by step instructions to open a td ameritrade account...td ameritrade will require an income...

Step by Step Instructions To

Open a TD Ameritrade Account

To open a TD Ameritrade account, you will need to go to https://www.tdameritrade.com.sg/tdaa/index.html#!/openAccount?srcCode=SG_328

Since you do not have a US tax ID or SSN number, you will need the following documents: o 1 IRS form W-8BEN

( https://www.tdameritrade.com.sg/tdaa/data/SG/W-8B.pdf )

o 1 copy of your current passport

o 1 copy of a bank or financial statement showing your name

and address.

o Signed copy of your application

Please be aware that in order to open the account, your name and address must be identical on all four of the listed items above.

Step 1: Go to: https://www.tdameritrade.com.sg/tdaa/index.html#!/openAccount?srcCode=SG_328

Step 2: Fill up the Registration and Contact Information

Step 3: Fill up the Registration and Contact Information

Step 3a: Fill up the Registration and Contact Information

Step 4: Under “How did you hear about TD Ameritrade Asia?”

Step 4a: Select 'Education Partner', then select 'Mind Kinesis'.

Screenshot below

Step 5: Click “Submit”

Step 6: Fill in Personal Information

Step 6a: … continues to Fill in Personal Information

Step 6b: … continues to Fill in Personal Information

Step 6c: … continues to Fill in Personal Information

Step 6d: … continues to Fill in Personal Information

Step 7: Update your Employment Information.

Step 7a: … continues to Update your Employment Information.

Step 7b: … continues to Update your Employment Information.

Once Done, click “Submit”

Step 8: Fill in Financial Information. Please key in your own bank details

This is just an example, pls fill in your own bank details.

Step 8a: … continues to Fill in Financial Information.

- Please key in your - “Investment Objectives” – “Low’, “Medium” or “High”

- Please key in your amount of - “Income & Net Worth”

These are just examples, pls fill in your own preferred range

These are just examples, pls fill in your own salary range

Once Done, click “Submit”

Step 9: Click “Submit”

Step 10: Fill in Affiliations and Disclosures, according to your own status.

Screenshot below are just examples

Step 10a: …continue to Fill in Affiliations and Disclosures, according to your

own status. Screenshot below are just examples

Once Done, click “Submit”

Step 11: Fill in Trading Experience, according to your own experience. Screenshot below are just examples

Step 12: Fill in Notification Preference

Once Done, click “Submit”

Once Done, click “Submit”

Step 13: Fill in Account Security Information, key in your own preferred

Transaction Authorisation Code

Step 14: Do you want to enable 2FA for your account?

You can select “Yes” or “No”, depending on your own preference.

Once Done, click “Submit”

Step 14a: … continues to: Do you want to enable 2FA for your account?

You can select “Yes” or “No”, depending on your own preference.

Step 15:

Please check the "I Agree" box and type your name in the "Signature" box below. By clicking "Submit" you

acknowledge all the information entered is accurate and that you have read, understand, and agree to all of the

material presented above.

Once Done, click “Submit”

Step 16: To Read the “Day Trading Disclosure Statement”

Step 16(a): …continues to: To Read the “Day Trading Disclosure Statement”

Step 16(b): To Read the “Disclosure Statement Regarding Electronic Order

Routing and Trading Systems”

Step 16 ( c ): To Read the “Extended Trading Hours Disclosure Statement” &

“RISKS OF TRADING DURING EXTENDED HOURS”.

Step 16(d): … continues to: To Read the “Extended Trading Hours Disclosure

Statement” & “RISKS OF TRADING DURING EXTENDED HOURS”.

Step 16(e): To Read the “Details of Trading During Extended-Hours Sessions”.

Step 16(f): To Read the “Margin Disclosure Statement”.

Step 16(g): …continues to: To Read the “Margin Disclosure Statement”.

Step 16(h): To Read the “Business Continuity Plan”.

Step 17: Read and accept form

Once Done, click “Submit”

Step 18: To Read the “Exchange Agreements”.

Step 18(a) : …continues to: To Read the “Exchange Agreements”.

Step 18(b) : …continues to: To Read the “Exchange Agreements”.

Step 18(c) : …continues to: To Read the “Exchange Agreements”.

Step 19: Please read each of the forms below and provide all of the information requested. Once you have read them all, scroll down, complete the Form Acceptance section, and press "Submit". If this is a joint account, please answer on behalf of both account owners.

Do you use Market Data solely for your personal, non-business use?

This is just example, pls fill in your own answer

Step 20: Agree to all forms unless you are a professional

Step 21: For your convenience and information, we have provided the forms

and agreements pertaining to your account(s). All applicants must submit the required items listed below for the account to be opened. If you need a copy of the agreements or assistance with the account opening documents, please contact an Account Representative at +65 6823 2250 or email accounts@tdameritrade.com.sg.

(6) Income Verification Document

TD Ameritrade will require an income verification documentation based on your current employment status. This is required so as to complete our due diligence and know your client requirements.

· Employed – Income Tax Statement, CPF Contribution statement or pay advice/slip. · Self-Employed or Freelance Employment - Income Tax Statement OR Bank statement, an ACRA Business File OR any other official business verification document. · Retiree, Unemployed or Students – Bank statement to verify the legitimacy of your funds. The bank statement will need to reflect your full name as per your NRIC, Singapore mailing address, bank account number and bank balances. Do take note that Internet screenshots or print screens are not accepted.

(7) In order for you enjoy the Mind Kinesis preferential commission rate, you will need to inform TD Ameritrade that you are a Mind Kinesis student when you mail their account opening paperwork or when your account is open or funded.

W-8BEN FORM

· Please fill in Part I and sign under Part III. Part II is not required. · Part I Item 1 – please fill in your name as per NRIC/FIN · Part I Item 2 – please indicate your country of citizenship · Part I Item 3 Line 1 – please write your Singapore mailing address without postal code · Part I Item 3 Line 2 – please write your Singapore postal code. Under country, please write SINGAPORE. · Part I Item 6 – please indicate your NRIC or FIN number · Part I Item 8 – please indicate your date of birth in the format of MM/DD/YYYY