TD Ameritrade Insitutional: Veo Integration

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Attention New and Existing TD Advisors:

IAS Integration with the Veo® Platform

Interactive Advisory Software is integrated with TD Ameritrade Institutional’s Veo® platform to continue to promote the Elite Advisor Wealth Management platform that goes beyond the basic data most systems offer. Enhanced workflow automation, web-based advisor and client portals, and reconciliation/back-office services mean there has never been a better time to become an Elite Advisor. We manage your technology so that you can spend more time managing your clients.

Veo® Widgets

  • Live Veo® data presented within IAS Dashboard Widgets
  • Real-time Quotes
  • Veo® Account Alerts/Veo® Announcements
  • Account Balance, Position, and Transaction Views
  • Veo® Watch List


Veo® Straight Through Processing (STP)

  • IAS Trading integration with the Veo® Platform allows for trades to be sent directly to TD Ameritrade from the IAS Platform

Veo STP Screenshot

Access to real-time market data is conditioned on acceptance of the exchange agreements. TD Ameritrade and Interactive Advisory Software LLC are separate, unaffiliated companies and are not responsible for each other’s policies and services. Access to Veo® and the services presented is provided solely as a service to financial advisors using the brokerage, execution and custody services of TD Ameritrade Institutional. TD Ameritrade is not responsible for third-party information or services, including market data provided by the exchanges. TD Ameritrade does not make recommendations or determine the suitability of any security or strategy. Past performance of a security or strategy does not guarantee future results. Third-party research and tools are obtained from companies not affiliated with TD Ameritrade, and are provided for informational purposes only. While the information is deemed reliable, TD Ameritrade does not guarantee its accuracy, completeness, or suitability for any purpose, and makes no warranties with respect to the results to be obtained from its use. Brokerage services provided by TD Ameritrade Institutional, Division of TD Ameritrade, Inc., member FINRA/SIPC/NFA.