TD Ameritrade AdvisorClient®

TD Ameritrade AdvisorClient®

by TD Ameritrade Mobile, LLC

670 ratings
50 reviews

Archived App

This is an archived listing of the app previously available on the App Store.

Although the app is no longer distributed by Apple, you can still view its description, screenshots, version history, ratings, and metadata for reference.

Details

  • Released
  • Updated
  • January 21, 2015
  • July 27, 2023
TD Ameritrade AdvisorClient® screenshot #1 for iPhone
TD Ameritrade AdvisorClient® screenshot #2 for iPhone
TD Ameritrade AdvisorClient® screenshot #3 for iPhone
TD Ameritrade AdvisorClient® screenshot #4 for iPhone
TD Ameritrade AdvisorClient® screenshot #5 for iPhone
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About

Access your investment account information, watch lists, and research on the go. This app provides real-time balances, positions, and transaction history, along with tools for creating custom watch lists and accessing third-party research. It also offers mobile check deposit for added convenience.

Real-time account balances
Real-time account positions
Transaction history
Custom quote watch lists
Third-party research access
Mobile check deposit
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What users say

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What's New in TD Ameritrade AdvisorClient®

2.0.21

July 27, 2023

Performance enhancements and bug fixes.

User reviews

Run by IT dropouts

If there is a financial app out there that is worse than this , god forbid.
Don’t install this app unless you A)have lots of patience on signing in ( touch and face ID work about 50% or less or B just want to use it for a short period of time until you get rid of your TDA account and / or your advisor.
I’m taking option b at the start of next year.
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Worst Financial Services App I’ve Ever Used

Simply embarrassing how bad this app is. What’s the one thing you want to see when you log into an app with your investments? How each of those investments is doing over a specified period of time and how the investments are doing compared to one another. Can’t do that on this app. I could go on and on about the dismal user interface, graphics that look like the product of someone’s first attempt at app development etc., but this app is worthless. Seriously considering changing financial advisors simply because they insist on using TD Ameritrade; makes me wonder what they see on their end.
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I dare you to update!

Are you an optimist?! Could the new 2022 update be better? Has TD read the reviews and decided to improve the app? I just can’t do it. It’s hard to believe the update could be worse. But if you do update and it’s worse, could you live with yourself wishing you could go back to the horrors of the current version?
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Disincentivizing the Use of TD Advisors

This app is so poor that it makes me wonder if I should seek another advisor with a different tech stack. There is virtually no historical information which forces the user to focus on daily movements only (not correct investor behavior) and the level of analysis and visualization is embarrassing. Unfortunately the advisor credentials won’t allow you to sync your account with any other financial apps so you can’t even move away from this awful tech.

Why should clients of TD Advisors (typically higher net worth) be sent back to the Stone Age on this mobile app? It’s time to put some investment here.
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Utterly Broken

I can’t even log in. It keeps asking for the first name of my best friend. Where did they get that? Some security log in from years ago?
Nothing was accepted. What is inexcusable is there is no option anywhere to change the stupid security question.
So I can’t even use the app, have to always go to my laptop.
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Developer apps

User experience

🐞

Reported Bugs

3 issues

App fails to load or crashes on launch

Bug

Fingerprint/Face ID recognition issues

Bug

Inconsistent account balance display

Bug

Requested Features

3 requests

Improved data visualization and reporting

Feature

Seamless biometric login

Feature

Ability to easily view and track portfolio performance

Feature

FAQ

What can I do with the AdvisorClient Mobile app?

The app allows you to stay connected and up-to-date on your investments while on the move. You can gain access to account information, watch lists, and research. It offers quick and easy access to your account balances, positions, transaction history, and more.

What are the key features of this app?

Key features include real-time account balances and positions, transaction history, the ability to create your own quote watch list, access to third-party research, and mobile check deposit functionality.

Is this app free to use?

Based on the provided information, the app is available for free. There are no mentions of subscription fees or in-app purchases.

What devices is AdvisorClient Mobile compatible with?

The app is designed for use on iPhones, providing mobile access to your investment accounts and related information.

How does this app help with managing investments?

This app facilitates investment management by providing real-time access to crucial account data like balances and positions. It also allows for tracking market movements through watch lists and accessing external research, all from a mobile device.