How to send a fax to TD Ameritrade

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TD Ameritrade is a financial services company that provides investing and trading services for millions of clients across the United States. Their services include investment guidance, retirement planning, managed accounts, tools and more. If you’re a TD Ameritrade customer or are looking at transferring your account over to TD Ameritrade, you may be required to contact them in order to send information including forms, documents, statements, agreements and more. You can access their form library for forms including:

  • Amerivest Portfolios Service Agreement
  • Checking/Debit Card Agreement
  • Individual Retirement Custodial Account Agreement
  • TD Ameritrade Business Continuity Statement
  • BSA/AML and OFAC Certification
  • ID Theft Prevention Program Letter 
  • And more 


There are multiple ways to contact TD Ameritrade and send them your documents, however, the most secure and reliable way to send any type of personal information is via fax. You could try and find a local fax service near you, however the easiest way to send your documents to Ameritrade is through an online fax service. Faxaroo makes sending a one-time fax to TD Ameritrade easy. Through it’s simple self-service portal, you can have your forms sent through in minutes.  Learn more about the benefits of Faxaroo and how to send a fax to TD Ameritrade below. 

 

 

The benefits of using Faxaroo to fax your documents to TD Ameritrade

Availability – easily send a fax to TD Ameritrade anytime, anywhere, on any device with an internet connection.

Verification – receive verification of successful fax delivery. Print or save your confirmation for future reference.

Security – faxes are encrypted and processed via TLS encryption for ultimate security, so you gain peace of mind when sending any personal information to TD Ameritrade. Faxes are also automatically deleted from Faxaroo’s system once they’ve been sent.

Compatibility – Faxaroo supports multiple file formats including PDF, PNG, GIF, JPEG. You don’t need a computer to send a fax to TD Ameritrade – simply take a photo of your documents and upload them to Faxaroo’s self-service portal.

Environmental friendliness – support the environment and reduce your carbon footprint by using a paperless faxing solution to send your faxes with no paper, ink, toner or greenhouse gas emissions.

Portability – whether you’re at home, at the office or on-the-go, you can send a fax to TD Ameritrade’s fax number no matter where you are through the browser-based secure online portal.

Speed – a simple 3-step process means you can have your documents uploaded, payment processed and fax sent to TD Ameritrade within minutes

Reliability – no busy signals for superior reliability for every time you send a fax with Faxaroo.

Reach – send a fax to TD Ameritrade via Faxaroo no matter where you’re located around the world, including within the United States, Canada, Germany, Japan and Australia.

Cost – Faxaroo’s competitive pricing means it’s the cheapest way to fax your documents. Sending a fax to TD Ameritrade costs only USD $2 for the first page and USD $1.50 for each additional page. 

 

How to fax your documents via Faxaroo in 3 easy steps

Sending a fax has never been easier with Faxaroo.

1. Upload your fax document to Faxaroo’s self-service portal by selecting the document from your device or using our easy drop and drag feature. Faxaroo supports multiple file formats including PDF, PNG, GIF and JPEG, so you can simply save your documents and send a fax to TD Ameritrade without worrying about incompatibility issues. 

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2. From the drop-down menu, select the USA and enter TD Ameritrade’s fax number. TD Ameritrade’s fax number is 866-468-6268. 

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3.Select your payment method. Once you’ve entered the TD Ameritrade’s fax number, the final step is to confirm payment. Faxaroo accepts payment via Visa or Mastercard. You’ll only be charged per page sent.

 

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Once you’ve entered your payment details and reviews your fax, hit send and we’ll take care of the rest. You’ll receive an automated email confirmation once your fax has been sent successfully. 

 

Fax your documents to TD Ameritrade today

Ready to send your documents to TD Ameritrade? Simply jump on Faxaroo’s website and send a fax now.

 

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