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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】


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http://aliinvest.blogspot.com/2015/05/td-ameritrade-open-account.html
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