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Reset FormASSETBASED FEE PROGRAM ADDENDUM TO TDAMERITRADE INSTITUTIONAL CLIENT ACCOUNT APPLICATION AND AGREEMENT Account #: Advisor Code: Case #: This is an addendum (Addendum) to the TDAmeritrade

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How to fill out institutional client account

01

Step 1: Gather all the necessary documents and information required to open an institutional client account.

02

Step 2: Contact the financial institution or broker-dealer where you wish to open the account and inquire about their specific requirements.

03

Step 3: Complete the account application form provided by the institution or broker-dealer. Make sure to provide accurate and detailed information.

04

Step 4: Submit the completed application form along with the required documents, which may include proof of identity, proof of legal entity, financial statements, and any specific certifications or licenses.

05

Step 5: Await the institution's review and approval of your application. This process may take some time, and additional documentation or information may be requested.

06

Step 6: Once your application is approved, you will be provided with the necessary account details and instructions to fund the account.

07

Step 7: Follow the institution's instructions to deposit funds into the account.

08

Step 8: Familiarize yourself with the institution's account management tools and features to effectively manage your institutional client account.

Who needs institutional client account?

01

Institutional investors such as banks, insurance companies, pension funds, and hedge funds require institutional client accounts to manage large sums of money.

02

Corporations or businesses that need to invest excess cash or manage their working capital may also benefit from institutional client accounts.

03

Government entities, educational institutions, and not-for-profit organizations may opt for institutional client accounts to oversee their financial assets.

04

High net worth individuals who need special services and personalized investment strategies can also consider opening institutional client accounts.

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What is institutional client account?

An institutional client account is a financial account managed for an organization or entity as opposed to an individual.

Who is required to file institutional client account?

Institutional clients such as corporations, pension funds, hedge funds, and other large organizations are required to file institutional client account.

How to fill out institutional client account?

Institutional client accounts can be filled out by providing information about the organization or entity, including financial statements, ownership structure, and any other relevant details.

What is the purpose of institutional client account?

The purpose of institutional client account is to track and manage the financial assets of large organizations and entities.

What information must be reported on institutional client account?

Information such as financial statements, ownership structure, and other relevant details must be reported on institutional client account.

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