TD Ameritrade Institutional

TD Ameritrade Institutional empowers more than 7,000 independent registered investment advisors to transform the lives of their clients. It provides powerful technology and resources that help simplify running a business and let advisors spend more time doing what matters most — serving their clients.


Data into Capitect
  • Accounts
  • Daily balances
  • Daily positions
  • Daily transactions
  • Monthly statements
  • All tax documents
  • Data from Capitect
  • Management fee file
  • Rebalancing trade file
  • Membership Benefits