For Registered Investment Advisors (RIAs) with access to the Veo® platform from TD Ameritrade Institutional.
Before downloading the latest version of Veo Mobile, please delete any prior versions installed on your iPad.
Whether you are meeting with a client, in transit or out of town, take the powerfully efficient and intuitive Veo Mobile with you. Stay connected, be more efficient, and keep current - leverage trading capabilities and access to alerts, watch lists, account information, research and live CNBC broadcast.
You can now take advantage of the following capabilities:
- Check alerts, announcements and market information on your dashboard.
- Access your client's real-time balances, holdings and activity.
- Review balances and holdings information for multiple clients and accounts at once.
- Watch live CNBC broadcast.
- Tap into real-time quotes, your watch lists and research information.
- Place equity, ETF and mutual fund orders and monitor order status.
And that's just the beginning. Future enhancements will enable you to submit account updates and cash management requests.
FOR AUTHORIZED USERS ONLY
This application can only be accessed by RIAs that custody with TD Ameritrade Institutional and have a valid Veo User ID and Password.
The images below are for illustrative purposes only.
Market volatility, volume, and system availability may delay account access and trade executions.
Access to real-time market data is conditioned on acceptance of the exchange agreements.
Research provided by unaffiliated third-party sources is deemed reliable by TD Ameritrade Institutional. However, TD Ameritrade Institutional does not guarantee accuracy and completeness, and makes no warranties with respect to results to be obtained from use. Past performance does not guarantee future results.
