Refer A Friend Help
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Introduction
How Do I. . .
Fill out the Refer a Friend Form?
Please Note. . .
Restrictions

Introduction:

The Refer a Friend form allows you to submit, via an electronic form, the name and mailing information of each friend you would like to refer. Once received, TD AMERITRADE will automatically send them an invitation packet with a note explaining to them who referred them. If they open and fund an account, you will earn 5 commission-free Internet equity trades just for sharing TD AMERITRADE with your friends!


How Do I. . .

    Fill out the Refer a Friend Form?

    1. Enter your friend's First Name, Last Name, Mailing Address, City, State, and Zip Code. If possible, please include your friend's Day or Evening Phone Number.
    2. Enter Your E-mail Address.
    3. Enter Your Full Name.
    4. After reviewing information, click on the Refer Friend Button to submit your request.

      This completes the process of Referring a Friend. «

    After completing these steps, your friend will be mailed their invitation packet, and you will be on your way to receiving your commission-free trades.


Please Note:
    Restrictions:
  • You must be a current TD AMERITRADE® account owner.
  • Your commission-free equity Internet trades may only be credited to non-Individual Retirement Accounts.
  • You may not refer yourself.
  • Each person referred must be of legal age in his or her state of residence.
  • The referred prospect must open and fund an account with TD AMERITRADE within 90 days of our receipt of the referral.
  • Commission-free trades must be used within 90 days of issuance.
  • You may only receive free trades once for each person referred. «


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