十载投资,路在何方,扎根本土,放眼世界

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Wednesday, May 27, 2015

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。。。(: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。)
有意者请email给Ali电邮:  boonlee77@gmail.com,告诉我你的英文名字。


【十载投资,路在何方,扎根本土,放眼世界】

相关文章:
投资美国股票的经历分享

Ali用的海外证商经验分享- TD Ameritrade

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

如何提款和汇款回国TD Ameritrade Withdraw and Remittance back



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Distributed by: TD Ameritrade, Inc., 200 South 108th Avenue, Omaha, NE 68154

TDA 807 EM 04/15

22 comments:

  1. 当把美股卖了,要如何把钱提出来?如果要把钱汇回来会很麻烦吗?谢谢

    ReplyDelete
    Replies
    1. 向TD提出申请withdraw,收费$25。建议如果卖掉股票,可以资金存在TD cash account里,下次用来买别的股票,不然把钱汇来汇去,亏bank charge。你有兴趣开户头吗?

      Delete
    2. 刚刚向TDA提款,有了新体验,没有charge $25。参考如何提款和汇款回国

      Delete
  2. The money kept in the TD cash account will entitle for any interest or not? thanks for your article... very nice!

    ReplyDelete
  3. Does the cash kept in the TD account entitle for any interest? (like FD) Thanks for your article and sharing. It is very nice!

    ReplyDelete
    Replies
    1. Yes, Cash in TD account has earn interest, but it is very low 0.01% only. Interest rate in developed country is low.

      Delete
  4. I wish to open a TD Ameritrade FDIC Insured Deposit Account, please help on this. Already sent you an email.


    ReplyDelete
  5. I activated and start trading my TDA account. Let's say, from the capital gain, when we withdraw the fund back to Malaysia, will there be any taxes involve (other than the standard bank charge)?

    ReplyDelete
    Replies
    1. Hi, Doreamon,
      I like doreamon in my childhood.

      there is no capital gain tax for non US resident, and also no tax when remittance back to malaysia. (but remittance fee USD 25, plus local bank charge)

      Delete
    2. Thanks a lot for your sharing!

      Delete
    3. just share with you new experience about withdraw fund from TDA. there is no charge $25. for more detail TDA Withdraw and Remittance back

      Delete
  6. Hi,
    in form W-8BEN Part 1 no 5,6 and 7, what should i fill, part 2 no need to fill right?

    ReplyDelete
    Replies
    1. Hi Mak,
      你是我推荐的吗?
      Part-1(5,6,7)不用填
      Part-2(9)你住的国家有减税吗,有就填。你来自哪里?
      希望能帮助你

      Delete
    2. then Part 2 leave it blank

      Delete
    3. i see,okok~btw, i have tried to call the customer service to get my PIN number but don't know why can't connect to their line, is it have to wait the letter?

      Delete
  7. Hi Ali, 您好,我有兴趣开个TD Ameritrade 的户口。请问新用户现在还有什么优惠吗?个人觉得还是有必要开个海外交易户口,因为本地倦商的trading list不齐全,尤其是etf.

    希望Ali可以介绍下
    本人的email: phi5939@gmail.com

    ReplyDelete
  8. Hi Ali , 我有兴趣开户口可是想多了解一下关于Asia的和普通户口什么分别呢?
    我的Email:SUM001296102@hotmail.com

    ReplyDelete
  9. Hi.

    I m low.

    M interested to open a account.

    I have email u.

    Hope to get ur reply soon

    Tq

    ReplyDelete