这篇文章是写给Ali推荐开户的读者。相关文章《TD
Ameritrade》。
有意想开户TD
Ameritrade读者,你会收到类似以下的一封推荐email。
请click "Learn more",然后click "Get
started"。(图1)
(注:有人说直接按"Open an
account",可能有bug,拿不到推荐奖金。不过这是很久前的事,这点Ali与一名读者正在求证中,过后才告诉大家)
(图1) |
然后开始填写你的资料。。。
★ 在ITIN/SSN是美国tax id,没有的话不用填写。
★ Cash Balance,
(a) TD Ameritrade FDIC Insured Deposit
Account
(b) TD Ameritrade Cash (Protected by
SIPC)
两者利息一样,Ali选(a)。(开户后,这能更换)
填写完毕后,打印出来。
(还有下载W-8BEN Form)
打印出来的申请表格,大概是以下(图2)。请记下你的户头号码。
(图2) |
有几项如下(图3),全部打勾 "Agree"
(图3) |
签名,准备以下文件
1、申请表格
2、W-8BEN
3、Bank statement
4、photostat passport
准备好之后,(以下两个方法,Ali 建议你双管齐下)
(方法1)寄到:
TD Ameritrade, Inc
200 South 108th Ave
Omaha, NE 68154-2631
USA
(寄平邮耗时两周,花费大慨RM4.80 + register track
RM4.60 = RM11.40)
(寄快邮/DHL,大约3~4天,花费大慨RM80+以上)
(方法2)或者把全部文件scan成PDF,email到:
starting@tdameritrade.com
email题目为Open New Account (Account
Number = XXX XXX XXX)
大约2~3天,会收到回邮"Thank you for your
response and for submitting the requested documentation. Your account is in
process.....",那表示你的申请正在处理中。。。
(没有的话,请用Skype拨电询问。)
再过1~2天,会收到回邮"Welcome to TD
Ameritrade"
成功开户后,但是还没有ID和password。TD
Ameritrade会分开寄,一封小册子(图4和5),一封PIN(图6)。大约要等一个月才寄到。
(图4)小册子 |
(图5)户头号码 |
(图6)PIN/ Password |
或者Skype拨电询问(免费电话)问TD服务员,取登入PIN。不用等实体信件寄来。
★★★★★★★★★★★★★★★★
这些开户步骤,推荐信,是由 Ali
及推荐的读者提供。在这里特别感谢他们。
这些宝贵的经验,日后可以成为其他读者/申请者的参考。如果读者有疑问,欢迎留言。
【十载投资,路在何方,扎根本土,放眼世界】
*Offer
valid for one new individual, joint, or IRA TD Ameritrade account opened
by 12/31/15 and funded within 60 days of account opening
with $3,000 or more. To receive $100 bonus, account must be funded
with $25,000 or more within 60 days of account opening. To receive $300 bonus,
account must be funded with $100,000 or more within 60 days of account opening.
To receive $600 bonus, account must be funded with $250,000 or more within 60
days of account opening. Offer is not transferable and not valid with
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of account funding. Contract, exercise, and assignment fees still
apply. Limit one offer per client. Account value of the qualifying account
must remain equal to, or greater than, the value after the net deposit was made
(minus any losses due to trading or market volatility or margin debit balances)
for 12 months, or TD Ameritrade may charge the account for the cost of the offer
at its sole discretion. TD Ameritrade reserves the right to restrict or revoke
this offer at any time. This is not an offer or solicitation in any jurisdiction
where we are not authorized to do business. Please allow 3-5 business days for
any cash deposits to post to account. Taxes related to TD Ameritrade offers are
your responsibility. Retail values totaling $600 or more during the calendar
year will be included in your consolidated Form 1099. Please consult a legal or
tax advisor for the most recent changes to the U.S. tax code and for rollover
eligibility rules. Third-party research and tools are obtained from companies not affiliated with TD Ameritrade, and are provided for informational purposes only. While the information is deemed reliable, TD Ameritrade does not guarantee its accuracy, completeness, or suitability for any purpose, and makes no warranties with respect to the results to be obtained from its use. Please consult other sources of information and consider your individual financial position and goals before making an independent investment decision. Past performance does not guarantee future results. TD Ameritrade, Inc., member FINRA/SIPC. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. © 2014 TD Ameritrade IP Company, Inc. All rights reserved. Used with permission. Distributed by: TD Ameritrade, Inc., 200 South 108th Avenue, Omaha, NE 68154 TDA 807 EM 04/15 |