Account Applications

Institutional Investors

Institutional & Commercial Account Application

> Personal Client Application 


Individual Investors  

Clients of TD Ameritrade, Inc. may be eligible to purchase shares of the following Portfolios:  Money Market Portfolio, U.S. Government Portfolio, Municipal Portfolio, California Municipal Money Market Portfolio and New York Municipal Money Market Portfolio. If you would like to purchase shares of a Portfolio through TD Ameritrade and you are not already a client, you need to open a TD Ameritrade brokerage account by completing and signing a TD Ameritrade New Account Application.  To open a new account or request an application, please visit TD Ameritrade online at or call (800) 669-3900.  Mail the completed application, together with your check, to TD Ameritrade,  Inc., P.O. Box 2209, Omaha, NE 68103-2209. If you want to change your investment once your account is open, please call (800) 669-3900.

Securities and other investment products are: not FDIC insured; not insured by any federal government agency; not guaranteed by TD Ameritrade or any of its affiliates; and, may be subject to investment risk, including possible loss of value.  Securities products and brokerage services are offered through TD Ameritrade, Inc., member FINRA/SIPC/NFA.  TD Ameritrade, Inc. and TD Asset Management USA Funds are affiliated through their parent firms. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank.


    February 21, 2019