TD Ameritrade Corporate Services

There are several benefits of using TD Ameritrade Corporate Services for self-directed investing, including:

• Convenient, secure online trade confirmations and account statements.
• Access to stocks, bonds, and over 11,000 mutual funds.
• A selection of No Transaction Fee (NTF) funds you can buy commission-free.
• The ability to set-up multiple watch lists.

To open an account with TD Ameritrade Corporate Services, please do the following:

• Download and complete the PDF application located here. The PDF application contains a privacy statement and application you need to open an TD Ameritrade account.
• Fill out the application and fax it to HSA Bank at 1-920-803-4184.

Click here to view a copy of TD Ameritrade's fee schedule

Your TD Ameritrade Corporate Services Welcome Kit will arrive 5-7 business days after you fax in your application.

In order to allow for proper IRS reporting, you need to send all HSA funds through HSA Bank before investing your funds. Please DO NOT send any money directly to TD Ameritrade Corporate Services.

• Transferring Funds to Brokerage
  To invest your funds you will need to request a transfer of funds from HSA Bank to your account with TD Ameritrade Corporate Services. This can be done by calling HSA Bank's Client Assistance Center at 1-800-357-6246. You will need to provide the representative with the following: your bank account number, brokerage account number, and the amount of money you want to transfer. HSA Bank will then process the transfer. Please note, you will need to wait one business day for the transfer to clear.
• Contacting TD Ameritrade to Make a Trade
  After money has been transferred, you can place a trade. There are three ways to trade:
  
  Website
  Your brokerage account number is provided in the TD Ameritrade Welcome Kit. A separate mailing is sent with your PIN. The first time you go to http://www.ameritraderetirement.com, and login, you will use your brokerage account number and PIN. You will then be prompted to create a username and password. All trading can be done over the internet, at your convenience. This is a secure trading site.
  
  Telephone
  You can call 1-866-766-4015 to place a trade over the phone. TD Ameritrade's interactive telephone system will take you through the quote and order process, making telephone trades is easy. Instructions for the telephone system can be found in the welcome kit. You may also click here to download instructions on how to use this system.
  
  Placing Orders with Brokers
  You can call 1-866-766-4015 and select the options to speak with a broker. Brokers are available Monday through Friday, from 8 a.m. - 6:30 p.m., Eastern Time.

Note: If your HSA account balance falls below $3000 as a result of a transfer to an investment account, you may incur monthly maintenance fees.
 

To transfer funds from your TD Ameritrade Corporate Service account to your HSA Bank account, please do the following:

• Sell the amount of shares (including any applicable fees) equal to the funds you would like to transfer to your HSA Bank account.
• Call HSA Bank's Client Assistance Center at 1-800-357-6246. You will need to provide the representative with the following: your bank account number, brokerage account number, and the amount of money you want to transfer. HSA Bank will then process the transfer. Please note, your money will be available in your bank account within 2 business days.

You are solely responsible for managing your self-directed investment account. Please carefully weigh the advantages and disadvantages of investing your HSA funds versus keeping them in your HSA Bank account.

Please keep these factors in mind when considering your investment options.There are not guarantees that your investments will make money. It is possible you will lose money. Investments are NOT FDIC INSURED or bank guaranteed. Funds are not guaranteed by any federal government agency. You cannot make additional contributions to your HSA to replace any losses that occur from investing. Please keep these factors in mind when considering your investment options.