As a value added service, Nelson Securities, Inc. provides our clients with online access to their investment accounts including Managed Accounts at TD Ameritrade Institutional, Curian Capital, Direct Mutual Funds and Variable Annuities.
For your protection, each company requires a User ID/Login Name and Password or PIN (Personal Identification Number) to access your account(s), which must be established prior to your first use. Instructions on how to establish a User ID/Login Name and Password/PIN are found on each company’s login page that is reached by clicking on each company’s name listed below.
TD Ameritrade Institutional
For Online Account Access, you can set up access directly at TD Ameritrade Institutional's Secure Advisor Client website. Click on the "Get Started" link and follow the instructions. You will need your TD Ameritrade Institutional Account number and your Zip Code. Once you have logged in, you will be asked to set up Security Questions and reset your UserID and Password. Online Account Access at TD Ameritrade Institutional is for viewing account information only.
TDA's Technical Services are available at 800-431-3500 Option 3 or call your Nelson Advisor for help at 800-345-7593.
Direct Mutual Funds
529 College Savings Plans