TD Ameritrade Customer Service Issues

Archive 1

The following are issues that customers reported to GetHuman about TD Ameritrade customer service, archive #1. It includes a selection of 20 issue(s) reported September 17, 2018 onward. If you have a similar customer service issue, this page will help you find current, up-to-date answers and solutions too.
I have some suggestions for the technical programmers. I'm using the iPad app exclusively, so these suggestions are for that platform: 1. The "net change" at the top of the full screen should be the same size font as the current price to improve visibility, particularly when viewing from a distance. 2. The trade cursor on the extreme right of the chart is too small and can be difficult to see. Enlarging it and adjusting the placement of chart bars relative to the price column could enhance user experience. 3. A valuable feature would be a user-configurable vertical price bar similar to retracement and progression tools. This would eliminate the need for manual calculations and offer quick decision-making support for day trading. I would appreciate the opportunity to discuss this idea further. -Doug Lynch. [redacted]
Reported by GetHuman1155441 on Monday, September 17, 2018 4:36 PM
I opened an account with TD Ameritrade about a month ago. I experienced several unprofessional incidents that made me consider closing my account, but I decided to give them the benefit of the doubt. To my surprise, they abruptly closed my account, citing fraud. The only potential mistake I made was providing my account number to an insurance company to pay for my sister-in-law's premium. Ameritrade not only refused to pay the bill but also misrepresented the account status to the insurance company, making me look foolish. I realize now that I should have used their bill pay service. Despite trying multiple times to get an explanation for the account closure, I have received no satisfactory response. I have a balance of over $[redacted] and simply want my funds returned to me via check. I have faced numerous difficulties with this bank, including lost documents and unhelpful customer service. I am considering involving my attorney if they continue to ignore my requests. At 74 years old, I find this ordeal deeply frustrating and would appreciate prompt action to resolve the matter.
Reported by GetHuman1554528 on Tuesday, November 13, 2018 10:28 PM
Hello, I am interested in opening a joint account with my wife and would appreciate your assistance. I was born in Cuba in [redacted], and my family relocated to Europe when I was 3 years old. I subsequently obtained Belgian citizenship. My wife, on the other hand, was born in Belgium and holds both Belgian and Israeli nationalities. In [redacted], I also acquired Israeli citizenship and residency. We currently hold dual Israeli and Belgian citizenships and are residents of Israel. We previously had a joint account with TD Ameritrade, which was closed when you ceased working with Belgian citizens. Our former address in Belgium was Av. du Gui, [redacted] - [redacted] Brussels, where we still spend our summers. We are looking to open an account for investing in options with an initial amount of $50,[redacted]. Please advise on the required documents and the application process, as I have been unsuccessful in my attempts through your website. For contact, you can reach me at +[redacted] [redacted] [redacted] [redacted] or via email at [redacted] and [redacted] Thank you in advance for your help. Best regards, Simon Goldberg
Reported by GetHuman1645113 on Wednesday, November 28, 2018 2:48 PM
I wanted to purchase stock, but it required a specific price which was fluctuating between [redacted].2 and [redacted].5. I tried entering [redacted], but the buy did not go through, and I lost the opportunity. It would be helpful if there was an option to "buy at current price." I am disappointed with the company's service as I was on hold for an hour without any response. My order number is [redacted]65. I would like to cancel the order and receive guidance on avoiding this issue in the future, along with an explanation for the lack of phone support. Thank you, KC Kaltenborn.
Reported by GetHuman1851432 on Friday, December 28, 2018 8:06 PM
I am currently drafting a set of Governing Rules that I aim to propose as a bill to the House of Representatives to be added to the Constitution of the United States, following the Bill of Rights. I urge fellow citizens to support and encourage their representatives to vote in favor of this bill. GOVERNING RULES: 1. The deity of America is the one who bestowed upon us our inherent rights. 2. The Constitution of the United States embodies the collective will of the people. 3. American principles are encapsulated in the Preamble of the Constitution. 4. Speech must align with Constitutional principles. 5. All individuals must demonstrate equal respect without compromising American values. 6. Any illegal or prohibited exchanges fall under the purview of the law. 7. Thorough investigation of all plaintiffs in impeachment inquiries is mandatory prior to voting. 8. Congress shall provide definitions for any ambiguous terms during bill legislation. 9. Specific nomenclature such as “America” is the domain of the U.S. government. 10. The economic system of America shall uphold capitalism as a cornerstone.
Reported by GetHuman3728629 on Tuesday, October 8, 2019 9:37 PM
I would like to understand why we were charged with a margin call on our account without a clear explanation from our Pittsburgh agent. Our account number is [redacted]5, and the amount charged is $18.94. Today, I made a payment by check, but the agent did not provide details on the situation, only commenting, "that seems strange." I requested an explanation twice but did not receive one. Could you please clarify the situation or provide a breakdown of the charges for better understanding? Thank you.
Reported by GetHuman-olganoll on Wednesday, October 9, 2019 10:46 PM
I am still waiting for a response to my earlier email. In your initial reply, you mentioned being busy and said you would respond shortly. It has been over a week now, and I understand everyone is busy. I just wanted to check if you plan on using the same positions chart again and if I can make some modifications to it.
Reported by GetHuman-gokeyden on Wednesday, May 13, 2020 7:35 PM
I am attempting to log in to my former Scottrade account for the first time. It is not accepting my Scottrade login information and is not recognizing my zip code. I emailed customer support and received a response advising me to contact Ted or access the Help Center by clicking Support on any page. None of these options are visible on the website or in the search field. The phone wait time is approximately an hour with a request for time-sensitive calls only. I visited a nearby branch listed online, but it was closed. The door indicates to call for an appointment, but the phone menu does not provide this option. This experience has not been the most pleasant way to begin our association. I would appreciate guidance on how to proceed, as I have already spent a significant portion of my morning on this matter.
Reported by GetHuman-jmedalis on Tuesday, June 2, 2020 3:59 PM
I am seeking assistance regarding obtaining copies of [redacted] forms for my deceased mother's TDAmeritrade and TrustQ accounts. I have been unsuccessful in retrieving this information through the automated phone support system and was directed to contact the [redacted] number after submitting a ticket. However, I have not been able to resolve this matter. It has been emotionally challenging dealing with this situation, so I kindly request direct assistance without being referred back to the automated system. Thank you.
Reported by GetHuman4969028 on Thursday, June 18, 2020 8:22 PM
I am unable to proceed with TD Ameritrade's application for overseas residents. The process stops abruptly after clicking "Download the application", which does not allow for the application to be initiated or signed digitally. Even though the Client Agreement mentions electronic signatures, the application window only has fields for a read-only signature and date. TD Ameritrade suggests sending required documents via fax or mail, which is outdated and inconvenient for many in European countries where digital methods are preferred. In light of the pandemic causing significant mail delays, relying on physical mail is impractical and slow. TD Ameritrade's non-digital process hinders European clients from opening an account. I urge TD Ameritrade to update their system to allow digital applications, document uploads, and signatures, as well as enable communication via email or a ticketing system. In the meantime, I recommend Interactive Brokers for their fully digital application process.
Reported by GetHuman5086242 on Tuesday, July 21, 2020 10:24 AM
Subject: Need More Information I have attempted to reach Ameritrade through multiple phone numbers, including an international one, but each time the automated system could not verify my account. It seems like I am unable to make contact via phone. Here are the details requested by the system: Account: [redacted]52 Last 4 of SSN: [redacted] Kindly transfer $2,[redacted] to my Bank of America account ending in [redacted] and confirm the transfer when it's completed. Thank you, Louis H. From: TD Ameritrade New Accounts Resolution Sent: Wednesday, August 5, [redacted] 6:32 AM To: [redacted] Subject: RE: We need additional information (KMM[redacted]39V30568L0KM) Dear Louis H., Thank you for choosing TD Ameritrade. To proceed with your request, please call us at [redacted]. Our services are available 24/7. For international calls, visit us online at [redacted]. We appreciate your cooperation in this matter. Regards, Lori E. Client Services TD Ameritrade *Tax advice is not provided. Please consult a tax professional for guidance. Market conditions may impact account access and trades. TDA [redacted] EM 02/18
Reported by GetHuman5134919 on Wednesday, August 5, 2020 7:19 PM
I sent a $[redacted].00 check to St. Anne's Credit Union in Providence, RI on 7/31/[redacted] from Swansea, MA. I personally dropped it off at the Swansea post office at 9:30 a.m. The check only had to travel 12 miles to its destination, but as of 8/6/[redacted], I have not seen the deposit in my account. I am eager to access the funds before the end of tomorrow. It has been 7 days since I mailed it, giving ample time for a brief distance. If the Providence office received it on Monday, three days after I sent it, I'm uncertain about the delay. Could you please investigate and let me know what is causing the holdup? Thank you. John B. account #[redacted]8 (old Scottrade account #)
Reported by GetHuman5137591 on Thursday, August 6, 2020 3:18 PM
I require assistance in acquiring my tax statements from the last three years as I haven't received them on my Ameritrade account. Due to being hard of hearing, an advisor from my local branch typically contacts your office to invest my remaining funds in buying more shares, but as I can't reach him, I need a contact number or email address to submit my requests or for purchasing additional stocks. Additionally, I don't own a cellphone to receive access codes.
Reported by GetHuman-skinoni on Thursday, January 28, 2021 11:27 PM
Hello, I was first contacted by Ryan M. when I transitioned from a financial advisor to self-managing my investments. Ryan was helpful in providing clear explanations about my investments and assisting me with navigating the website. After his transfer to a different department, he assured me a replacement would reach out. Despite two lengthy calls to TD Ameritrade, I have not received the promised contact. I am eager for a new representative to connect with me, replacing Ryan M., and I would like a direct phone number or email for more personalized assistance. I kindly request the representative to start with an email before setting up a phone call. Thank you in advance for your assistance. Best regards, Nan C.
Reported by GetHuman-nancaruh on Monday, February 1, 2021 4:45 PM
I'm having trouble accessing my account with what I believe is my 9-digit account number. I've tried using my Social Security number and date of birth, but it's not working. I need to make two trades and withdraw a required minimum deduction. I'm uncertain about the next steps to access my account. Unfortunately, I am unable to reach a representative for assistance. You can contact me via my cell phone number in Germany: [redacted]5 [redacted] or through email at [redacted] If you call me and leave a number for me to call back, we can communicate through a call back. Alternatively, we can try to resolve this via live chat through email.
Reported by GetHuman-slachs on Monday, February 1, 2021 6:22 PM
I experienced issues with my account being charged $[redacted] before it was fully set up. Upon trying to rectify this, I mistakenly made an additional deposit, resulting in more complications. Customer service instructed me to contact my bank, which charged me $36 twice. When I called back to follow up, I felt unheard as the call abruptly ended. I seek acknowledgment of the hang-up and urge for proper action to be taken. I expect reimbursement for the bank fees incurred due to efforts to prevent the transactions. Despite the bank stating the transfers were not completed when I reached out, I was still unable to cancel them through your services.
Reported by GetHuman5714807 on Tuesday, February 2, 2021 2:39 PM
Hello, I'm Melissa Jimenez Vivas from Colombia. I'm attempting to open an individual account with TD Ameritrade. However, I've encountered some obstacles due to my hearing impairment. I'm seeking assistance in Spanish via chat or email since my English fluency is limited. My application account number is [redacted]49. I have concerns regarding the address confirmation process and my bank account with Bancolombia, as I don't have a statement with my address and my utility receipts only show the owner's name. Can I proceed with a letter from the homeowner and a utilities receipt to confirm my address? I would appreciate any guidance. Thank you.
Reported by GetHuman5749076 on Saturday, February 13, 2021 2:01 AM
I recently received an email from TD Ameritrade regarding messages in the message center for accounts ending in [redacted] and [redacted]. Additionally, on February 3, I received mailings addressed to our daughters, Lauren Olson and Emily Olson, even though we closed all accounts three years ago. We faced significant difficulties closing the accounts initially, and now it appears they were never properly closed. Despite being assured by Melissa Cuney in [redacted] that the accounts would become dormant and automatically close after six months, we are still receiving correspondence for Lauren and Emily Olson's accounts. I have attempted to visit the office where I spoke with Melissa Cuney, only to find it closed. When trying to contact customer service, the wait times have been excessively long, and emails to [redacted] bounce back as undeliverable. I am reaching out for urgent assistance in closing these lingering accounts that should have been resolved years ago. Best regards, J. Olson [redacted]
Reported by GetHuman5766470 on Friday, February 19, 2021 7:37 PM
I am Michael I. Mitelman. I received a letter from PO Box [redacted], Omaha, NE 68[redacted], dated September 08, [redacted], from TD Ameritrade stating my email bounced back undeliverable. They mentioned my account ending in [redacted] and that I have a balance of $[redacted]. I called [redacted], and they confirmed the balance. I requested to close the account and receive a check. I provided my address: Michael Mitelman, 8 Oak Creek Drive, Hilton Head Island, SC [redacted], USA. TD Ameritrade requires info on the closed account - my birthdate is 10/23/[redacted], and the last four digits of my SS are [redacted]. As I'm preparing my [redacted] Tax Return, do I need to report the $[redacted]? This is my only query for assistance. Thank you for your advice.
Reported by GetHuman5777867 on Tuesday, February 23, 2021 8:33 PM
I am concerned about my account after falling for a work-from-home job scam on Facebook Marketplace. Trinity F. requested my ID for a job application, and now is using it to threaten me. She claimed there was money in an account with your organization, but after checking, you confirmed there isn't. Trinity is now threatening my life and saying I stole from her company, putting me at risk of jail time. She still has access to my Facebook account.
Reported by GetHuman5788495 on Friday, February 26, 2021 8:37 PM

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