How To Access Your Account Information

ACCESSING YOUR ACCOUNT

Step by Step

Lost with the login for your financial plan account through TD Ameritrade? No worries, we’ve made a step-by-step guide for you to follow. Still have more questions? Don’t be afraid to contact one of the Blue Jay Financial Group employees and we will help you out!

STEP 1

Click “Set up my profile” in the top right hand corner

STEP 2

Click “Get started” in the middle of the page

STEP 3

Enter your account number in the white box in the middle of the page. Entering any of your account numbers will do the trick.

STEP 4

Click on the green “Call me now” OR “Text me now” buttons. You will get a call or text that allows you to verify your identity.

STEP 5

Enter the 6-digit code that was sent to your phone number in the white box in the middle of the page.

STEP 6

Create a user ID and password. Write these down somewhere so you don’t forget them!

STEP 7

Once you submit, it will ask you to go paperless. This means you will receive all of your statements via email. It is up to you what you pick.

STEP 8| You’re in! If you have any questions along the way, feel free to reach out! 

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We offer free consultation meetings before you get invested in our company. We would love for you to come in to meet us and hear more about what we do day-to-day and how we can take care of you and your finances.