开户步骤TD Ameritrade Open Account

这篇文章是写给Ali推荐开户的读者。相关文章《Ali推荐TD Ameritrade》。

有意想开户TD Ameritrade读者，你会收到类似以下的一封推荐email。

请click "Learn more"，然后click "Get started"。（图1）

（注：有人说直接按"Open an account"，可能有bug，拿不到推荐奖金。）

（图1）

然后开始填写你的资料。。。（注：需要准备Printer打印机，填写完毕后，打印申请表格）

★例如名字：LEE DA REN

First name = LEE, middle name = (blank), Last name = DA REN

★ U.S. visa, （如果没有visa不用填写）

★ Account type =选 "Individual"

★ 在ITIN/SSN是美国tax id，没有的话不用填写。

★ Cash Balance, 

(a) TD Ameritrade FDIC Insured Deposit Account

(b) TD Ameritrade Cash (Protected by SIPC)

两者利息一样，Ali选(a)。（开户后，这能更换）

填写完毕后，打印出来。

（还有下载W-8BEN Form）

打印出来的申请表格，大概是以下（图2）。请记下你的户头号码。

（图2）

有几项如下（图3），全部打勾 "Agree"。记得下载W-BEN Form。

（图3）

签名，准备以下文件

1、申请表格

2、W-8BEN

3、Bank statement **(a)

4、photostat passport  **(b)

注备：

(a) 如果没有bank statement，用Utilities bill (电单，水单，电话单）也可以。重要是你的名字和地址符合。

(b) Passport - 不要逾期。需要更新，或者，用其他身份证明书，如ic，结婚证书，法庭宣誓书。

准备好之后，（以下3个方法）

（方法1）寄到：

TD Ameritrade, Inc

200 South 108th Ave

Omaha, NE 68154-2631

USA

（寄平邮耗时两周，花费大慨RM4.80 + register track RM4.60 = RM11.40）

（寄快邮/DHL，大约3～4天，花费大慨RM80+以上）

（方法2）或者把全部文件传真Fax: 1-866-468-6268

如果你家里没有传真机，可以使用网络传真机（例如faxzero.com，或其他）。传真25页收费$1.99 per fax (PayPal)

（方法3）或者把全部文件scan成PDF，email到：

starting@tdameritrade.com

email题目为Open  New Account (Account Number = XXX XXX XXX)

大约2～3天，会收到回邮"Thank you for your response and for submitting the requested documentation. Your account is in process....."，那表示你的申请正在处理中。。。

（没有的话，请用Skype拨电询问。）

再过1～2天，会收到回邮"Welcome to TD Ameritrade"，大慨如下：

你会看到你的户头最后的四个号码。

（图4）Welcome 电邮

代表成功开户，但是还没有ID和password。TD Ameritrade会分开寄，一封小册子（图5和6），一封PIN（图7）。大约要等一个月才寄到。

（图5）小册子

（图6）户头号码

（图7）PIN/ Password

或者Skype拨电询问（免费电话）问TD服务员，取登入PIN。不用等实体信件寄来。

TD Ameritrade （英语）：+1800-454-9272

（粤语或华语）：+1877-888-1238

（图8）Skype

取到PIN后，没有username 和password。上到以下连线
https://invest.ameritrade.com/grid/p/login

第一次登入（图9），在UserID 里输入你的户头号码Account Number：
与Password：取到的PIN
然后系统会提示你建立一个用户UserID与密码。

（图9）第一次登入

下次登入用回所建立UserID/Password

60天免佣金交易

每位新用户都享有60天免佣金交易。换句话说，在60天内的买卖股票，你可以省下$9.99的佣金，低成本！！


如果有什么不清楚的地方，请留言/email Ali

★★★★★★★★★★★★★★★★

这些开户步骤，推荐信，是由 Ali 及推荐的读者提供。在这里特别感谢他们。

这些宝贵的经验，日后可以成为其他读者/申请者的参考。如果读者有疑问，欢迎留言。

【我推荐你开户，你我分50美元奖金】

Ali那么Hard sell莫非为了以下这个：$50奖金。让读者如果想要越洋投资，可以作为参考。比较下本地的证商，你的投资成本。相关文章《Ali推荐TD Ameritrade》。

如果你想要开TD Ameritrade户头，开始投资，又没有推荐人，Ali可以做你的推荐。Ali推荐的好处是Ali能做你的明灯，如有问题可以问Ali。

这是双赢的，Ali得到$50美元，会与你平分，你得$25。作为补偿你的"Start-up"户头的成本，像汇钱的费用。开户后必须在90天内，注资$3000美元以上（提醒：汇入$3030美元比较安全，因为有朋友汇入$3000元整数，不幸电汇被海外银行扣除手续费$25，结果只有$2975元实际汇入TD Ameritrade户头，不符合TD的规则要求，没有成功拿奖金Bonus。）
如果有兴趣开户和加入Ali whatsapp broadcast ,请填写google form
https://forms.gle/Cu9GgQzeBrQz5KUj6

【十载投资，路在何方，扎根本土，放眼世界】

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《如何电汇美国与收费 Telegraphic Transfer / Wire and Bank Charge》

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