Statements & Reports

When you work with TD AMERITRADE Institutional, your clients receive monthly statements detailing all of their security positions and transactions.

A duplicate monthly statement for each client's account is sent to you, along with a consolidated statement that combines all of your clients' accounts. You'll get a concise, quick overview of all positions held by all of your clients with TD AMERITRADE Institutional - a great tool for staying on top of a demanding business. Of course, to help you streamline your practice, all of your clients' statements are offered online as well. The choice is yours to make.

Tax reporting includes a detailed year-end summary statement with important information for completing tax returns.