Veo® Mobile - TD Ameritrade Institutional
- Category: Finance
- Released date: 03/31/2011
- Current Version: 18.104.22.168
- Seller: thinkorswim, Inc.
- Recommended Age: 4+
- Download Size: 3546750
- Last Update: 07/22/2011
- Requirements: iPadWifi, iPad23G, iPad3G, iPad2Wifi
For Registered Investment Advisors (RIAs) with access to the Veo® platform from TD Ameritrade Institutional.
Whether you are meeting with a client, in transit or out of town, take the powerfully efficient and intuitive Veo Mobile with you. With access to alerts, watch lists, account information and research, you can stay connected, be more efficient and keep current.
And that’s just the beginning. Future enhancements will enable you to place orders, and submit management fees and self-service requests for your clients.
This initial release will allow you to take advantage of the following view-only capabilities:
• Check alerts, announcements and market information on your dashboard.
• Access your client’s real-time balances, holdings and activity.
• Review balances and holdings information for multiple clients and accounts at once.
• Tap into real-time quotes, your watch lists and research information.
Trading capabilities are coming soon. Stay tuned.
FOR AUTHORIZED USERS ONLY
This application can only be accessed by RIAs that custody with TD Ameritrade Institutional and have a valid Veo User ID and Password.
The images below are for illustrative purposes only.
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.
Research provided by unaffiliated third-party sources is deemed reliable by TD Ameritrade Institutional. However, TD Ameritrade Institutional does not guarantee accuracy and completeness, and makes no warranties with respect to results to be obtained from use. Past performance does not guarantee future results