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What is TD Ameritrade?

If the world of investing captivates you, you've come to the right place. We provide a range of services that includes experienced professionals and innovative educational tools and technology to sharpen your investment skills. Grasping the concept of value goes beyond just looking at prices. At TD Ameritrade, you can engage in online trading without incurring commissions, enjoying access to our complete array of platforms and products without any deposit or trading minimums and free from unexpected fees. Whether your focus is on active trading or long-term investments, our platforms come equipped with sophisticated tools and features to help you make informed investment decisions. No matter which platform you choose, you'll be able to research stocks, execute trades, and manage your portfolio with insights backed by live CNBC streams, real-time quotes, and seasoned experts in the industry. This all-encompassing approach guarantees that you have every resource necessary to thrive in your investment endeavors, enabling you to navigate the market with confidence and clarity. Your journey towards financial success starts with the right tools and support, and we are here to provide just that.

What is ProTracker RMD?

Are you currently: Keeping up with the evolving regulations of the SECURE Act? Manually computing RMDs using spreadsheets? Monitoring client withdrawals for RMDs to ensure compliance? Irritated with custodians who handle some RMD calculations but neglect inherited accounts? Struggling to identify clients who qualify as eligible designated beneficiaries (EDBs)? Attempting to navigate the complexities of managing accounts under the 10-Year Rule? ProTracker RMD offers: Solutions for Successor Beneficiaries that ease the transition under the new 10-Year Rule, allowing for the continued payout period for future beneficiaries. Specialized screens for Eligible Designated Beneficiaries (EDBs) that help in tracking exceptions to the 10-Year Rule, including spouses, individuals who are chronically ill or disabled, minor children, and family members who are not more than ten years younger. A distinct panel dedicated to monitoring the expiration timelines of accounts governed by the 10-Year Rule. A comprehensive Global 10-Year Rule Account Screen designed to oversee all client accounts for potential expirations, ensuring thorough management. This functionality helps advisors maintain compliance and avoid pitfalls associated with the new regulations.

Media

Media

Integrations Supported

ProTracker Advantage
Asset Class
Chartlog
Claritus
Dividend.watch
Kinfo
Medved Trader
MoneyGuide
Passiv
PortfolioPilot
RightCapital
Riskalyze
StockHero
Taiki
TradesViz
TradingDiary Pro
UltraAlgo

Integrations Supported

ProTracker Advantage
Charles Schwab
SunVox
TD Ameritrade

API Availability

API Availability

Pricing Information

Pricing not provided

Pricing Information

$895/user/year/1,000 RMDs

Supported Platforms

SaaS

Supported Platforms

Windows

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Online Training

Training Options

Documentation Hub
Online Training

Company Facts

Organization Name

TD Ameritrade

Date Founded

1975

Company Location

Nebraska

Company Website

www.tdameritrade.com/why-td-ameritrade.html

Company Facts

Organization Name

ProTracker Software, Inc.

Date Founded

1997

Company Location

United States

Company Website

www.protrackerrmd.com

Categories and Features

Categories and Features

Financial CRM

Account Alerts
Household Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments

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