Members / TD Ameritrade Brokerage Services

TD Ameritrade Brokerage Services

 

Interested in learning more about TD Ameritrade? You can view a demo about TD Ameritrade’s features and offerings, check out TD Ameritrade’s: Commissions and Service Fees or call TD Ameritrade with questions Monday through Friday, 7:00am – 6:00pm CT at (800) 665-0491.

  1  

Open a Self-Directed HSA Investment Account with TD Ameritrade*

Log into your account to enroll. A monthly investment fee may apply (Please refer to your Health Savings Account Fee and Interest Schedule).

  2  

Transfer Funds to Your HSA

To ensure accurate IRS reporting, send all HSA funds through HSA Bank before investing them. Funds may not be sent directly to TD Ameritrade.

Funds can be transferred through HSA Bank's Member Website or by contacting HSA Bank's Client Assistance Center at (800) 357-6246. Funds transferred before 2 p.m., Central Time, will be available within two business days.

  3  

Make a Trade Through TD Ameritrade

Access your TD Ameritrade account 24/7 online at the TD Ameritrade website or through TD Ameritrade's Interactive Voice Response system at (866) 766-4015. This number can also be used to reach TD Ameritrade representatives.

Website Trades - Your brokerage account number will be provided in your TD Ameritrade Welcome Kit. A separate mailing will be sent with your PIN. The first time you go to TD Ameritrade's secure trading website and log in, enter your brokerage account number and PIN. You will be prompted to create a username and password. All trading can be done via this site at your convenience.

Telephone Trades - Call TD Ameritrade at (866) 766-4015 to place a trade over the phone. TD Ameritrade's interactive telephone system will guide you through the quote and order process. Instructions for the telephone system can be found in your TD Ameritrade Welcome Kit. You may also download instructions for using this system at the TD Ameritrade website.

Broker Trades - Call TD Ameritrade at (866) 766-4015 and select the option to speak with a broker. Brokers are available Monday through Friday, from 8:00 a.m. to 5:30 p.m., Central Time.

  4  

Return Funds to Your HSA

Investment funds can be returned to your HSA as needed. To return your funds, sell the amount of shares equal to the amount of funds you would like to return to your HSA. When your trade has settled into the default cash sweep vehicle, log in to HSA Bank's Member Website or contact HSA Bank's Client Assistance Center to transfer the funds. Note: Funds will be available in your HSA within two business days.

TD Ameritrade Disclosures

Client Agreement
Business Continuity Statement

SECURITIES AND INVESTMENTS

Not Insured by FDIC or Any Other Government Agency

Not Bank Guaranteed

Not Bank Deposits or Obligations

May Lose Value


*You may be required to keep a minimum balance in your HSA cash account to invest funds.

HSA Bank does not provide brokerage/investment services. Brokerage services are provided by TD Ameritrade, Inc., member FINRA/SIPC, and a subsidiary of The Charles Schwab Corporation. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. HSA Bank and TD Ameritrade are separate, unaffiliated companies and are not responsible for each other’s services or policies. Self-directed investment options are the sole responsibility of the account owner. Your ability to replace losses in the investment account may be limited by the annual contribution limits of your HSA. HSA Bank does not offer investment advice.