A more flexible and open platform. Designed for greater efficiency.
Our powerful account management and trading platform, Veo, is designed specifically for advisors and with feedback from advisors. For greater flexibility and control in running your business, Veo offers an open architecture and access to leading third-party solutions.
With the ability to automate and streamline labor-intensive tasks, Veo may help you reduce costs and increase productivity. The result is more time for you to help clients realize their goals and grow your business.
Veo is designed to help increase efficiency and allow you to:
- View client accounts through single and consolidated views
- View real-time account information such as balances, positions and history in third-party providers’ applications
- Access alerts and TD Ameritrade Institutional communications both in Veo and in third-party providers’ applications
- Access your integrated CRM, portfolio management, financial planning, document management and other office tools directly from Veo
- Customize different access levels in your office
- Process cash management requests online for client accounts
- Complete new account applications and paperwork electronically online
- Upload and process management fees online
- Leverage self-service functionality to manage client requests online
Market volatility, volume, and system availability may delay account access and trade executions.
Access to real-time market data is conditioned on acceptance of the exchange agreements.