TD Ameritrade Self-Directed Account Access

Key Takeaway

The following are instructions for accessing your TD Ameritrade self-directed brokerage account (SDBA).

Login Instructions

  1. 1

    Log into My Alerus.

    First-time users:
    The first time you log in, you will need to set up online account access. You will need your Social Security number, date of birth, and hire month and year. You will be presented with an electronic consent form and terms and conditions. Click Accept to continue.

  2. 2

    Next, select a phone number and your preferred method of authentication (text or call). Ensure the information is correct and click Submit. Enter the six-digit code sent via text or call and click Submit. Note: To reach your retirement account from the My Alerus dashboard, select your plan under Retirement and click Plan Summary from the right side menu.

  3. 3

    To log into your TD Ameritrade account, select Change My Investments from the left side menu. Click on Transfer Specific Amounts, then click My SDA Brokerage from the Resources on the side menu. A window will open with a summary of your SDBA account; click the Login button to continue to your TD Ameritrade account. Enter your TD Ameritrade User ID and Password, then click Log In.

Website Highlights

  • Home. Summary of important information on your account.
  • Portfolios and Accounts. Create watch lists, track gains/losses, review transactions and statements, and transfer dollars back to core funds.
  • Trade. Purchase or sell individual stocks or mutual funds.
  • Research and Ideas. Access financial information and research individual stocks or mutual funds.
  • Trading Tools. Software available to help you manage your account.
  • Client Services. Print forms and access contact and pricing information.

CASH TRANSFERS

To: Employer's Core Investment Election
From: TD Ameritrade

  1. 1

    Sign into your TD Ameritrade account.

  2. 2

    In Portfolios & Accounts, select Withdrawals.

  3. 3

    Enter the amount you wish to transfer to the plan’s default investment fund. You must have cash available for the transfer to be processed.

  4. 4

    Submit and review your request.

The cash will be invested in the plan’s default investment option. To move the cash, initiate a transfer on the Alerus participant website under Change My Investments > Transfer Specific Amounts.

From: TD Ameritrade
To: Employer's Core Investment Election

  1. 1

    Sign into your Alerus account.

  2. 2

    Select Change My Investments from the side menu, then click Transfer Specific Amounts.

  3. 3

    Check Maximum Amount available for transfer by clicking on My SDA Brokerage.

  4. 4

    Enter percentages from funds that will equal an amount less than the Maximum Amount.

  5. 5

    Select Next and then Finish.

Questions?

Contact TD Ameritrade Monday through Friday, 7 a.m. to 5:30 p.m., Central time at 866.766.4015