28 Integrations with TD Ameritrade
View a list of TD Ameritrade integrations and software that integrates with TD Ameritrade below. Compare the best TD Ameritrade integrations as well as features, ratings, user reviews, and pricing of software that integrates with TD Ameritrade. Here are the current TD Ameritrade integrations in 2025:
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1
StockHero
Novum Global Ventures
StockHero allows you to automate trades right from your computer and phones. No coding skills are needed. Our user interface is simple to use, offering beginners an easy way to experience the world of automated trading. - Cloud-based: No software to install. Just login anytime from anywhere to configure your strategies easily! Monitor all your positions wherever you are. - Technical Indicators with Presets: Enter a trade with one, exit with another, all without writing a line of code. StockHero offers presets for popular technical indicators, and allows multiple rules and triggers to work together. - Quick Backtest: Test bots with historical data before deploying. Get an indicative performance of your bot based on actual historical data. - Risk-free Paper Trade: Run your bots in real-time to test strategies without actual funds. - Bots Marketplace offers users access to proven bots offered by our experienced traders.Starting Price: $4.99 per month -
2
Medved Trader
Medved Trader
Track portfolios, show charts with technical indicators, monitor time & sales, all in real-time using any one (or several) of the supported data sources. Flexible and fully customizable charting, with all the various chart types, indicators, annotations and alerts that active traders require. See where your current orders and positions are, create a new order, drag pending orders with a mouse to a new price, see them execute, all from the chart. Detect multiple candle patterns in real-time on charts and incorporate chart pattern detection in real-time scans. A complete set of patterns with various tweaking parameters. A full-featured alert system that includes fully configurable alerts on single symbols, multi-symbol, portfolios, and news. Trendline alerts on charts are also available. Streaming and snapshot news from multiple sources show up on the portfolios. Trade and monitor your accounts from inside the program using any of the brokers to which Medved Trader connects.Starting Price: $19.99 per month -
3
UltraAlgo
UltraAlgo
Clear buy and short signals on any security listed across all major exchanges (NYSE, NASDAQ, CBOE, TSX, LSE), including forex. Available for TradeStation, Interactive Brokers, TD Ameritrade, Alpaca, IG and TradingView. Users are provided a time-saving market-tested (back-tested in live trading) algorithm, clearly indicating buy and short signals based on a combination of 15 unique metrics. Simplified trading strategies for users to easily navigate opportunities and out-perform the market consistently. We actively monitor the market for trading ideas and our team of analysts post hundreds of charts daily for your consideration.Looking for your next trade? Check out the UltraAlgo Facebook group with 17,000 members, where our team of analysts and community posts hundreds of trading ideas daily! Ultra signals translate the standard deviation into a customizable format which can be set and any multiplier. This allows traders to easily identify jumps in the stocks.Starting Price: $67 per month -
4
TradesViz
TradesViz
TradesViz is the most advanced online trading analytics and journaling platform. With over 500 charts and statistics, explore every single aspect of your trading journey and optimize your trading success. TradesViz supports import from 100+ brokers and 100% auto import from 30+ international platforms and brokers. All asset types can be imported into TradesViz. We support charting for US, CA, AU & IN exchanges in addition to global indices, forex, and cryptocurrency pairs. Interesting features that have been proven to provide deep actionable insights into your trading: * World's most advanced all-in-one Pivot grid analytics * Artificial intelligence Q&A analytics * Day/Trade plans for custom data analysis for mistake analysis etc., * 100% custom dashboard with over 400 widgets * Dedicated simulators for all asset types: stock, future, forex, and options * TradingView plotted charts for ALL trades and asset types Sign up and FIND your trading edgeStarting Price: $14.99 per month -
5
Claritus
Claritus
Claritus is a technology-driven private wealth service that allows you to track, understand, and take control of your wealth, all in one place! At Claritus, we believe that you should have a clear, and understandable view of your assets and investments, without requiring a Master’s degree in Finance! We know your privacy and security are of the utmost importance to you, which is why we are committed to the highest standards of data security and encryption. With Claritus, you know your data is for your eyes only. Claritus lets you access, track, and be in full control of your portfolio, all from ONE convenient interface. In a choppy sea of apps, services, and spreadsheets, Claritus is your beacon in the dark. With real time data from more than 17,000 global financial institutions, brokerages, and other financial organizations, it’s never been easier to automatically keep track of your portfolio. -
6
Trademetria
Trademetria
Don't you hate logging in to 4 different brokers to track your pnl? Our system consolidates all your portfolio positions in a single screen. Follow your favorite assets using watchlists. Forget your cumbersome trading spreadsheet. Full WYSIWYG HTML editor to log your trading events, emotions, and behaviors. Set account goals, add your own commissions, custom fees, and adjustments, and have full control of your trading business. Research financial information, earning dates, charts and company profile from 20+ world exchanges. Tag your trades with your strategies and discover what strategies are most/least profitable. Go further and see metrics for any strategy or trading account. Trading intelligence that can help you become better and consistent. View your trading results in a stunningly beautiful way and get the confidence you need to size up or the evidence to slow down.Starting Price: $29.95 per month -
7
thinkorswim
thinkorswim
thinkorswim® isn’t just a suite of platforms made for the trading-obsessed – it’s made by them. Our cutting-edge Desktop, Web and Mobile experiences are continuously improved, based on real feedback from real traders. So that no matter how you prefer to trade, you always have access to the innovative features traders ask for the most. Developed specifically with feedback from traders like you, the latest addition to the thinkorswim suite is a web-based software that features a streamlined trading experience. It's perfect for those who want to trade equities and derivatives while accessing essential tools from their everyday browser. The platform that started it all. Our fully customizable software provides access to elite trading tools that give you the power to test your strategies, develop new ideas and execute even the most complex trades. Your one-stop trading app that packs the features and power of thinkorswim desktop into the palm of your hand. -
8
ProTracker Advantage
ProTracker Software
ProTracker Advantage Desktop provides the full-featured, easy-to-use Client Relationship Management solution that you have been seeking. It is the relationship and practice management solution for busy professionals. ProTracker Advantage is a client-centered contact and practice management system specifically designed by and for financial planning and investment management professionals. Why use ProTracker Advantage for the Desktop? Manage your Clients: Record every useful detail. Track every event in the history of your relationship--every email, letter, task, meeting, and recommendation. Create printed or electronic files of the stored information. Be confident! Manage your Practice: Set up marketing campaigns and check progress. Compute Required Minimum Distribution (RMD) calculations and track withdrawals. Modify standard workflow processes to suit your business. Monitor task completion by self and staff. Produce reports needed for regulatory compliance.Starting Price: $895/user/year/1,000 RMDs -
9
Passiv
Passiv
Passiv turns your brokerage account into a modern portfolio management tool. Build your own personalized index, invest and rebalance with the click of a button, and seamlessly manage multiple accounts. Connect your accounts from any of these partner platforms. If your platform isn't listed below, you can join the mailing list to be notified when it's available. Build your portfolio and maintain your target allocation. Use Passiv's "buy-only" setting to identify the underweight assets in your portfolio. Save time by letting Passiv calculate & execute the trades needed to keep your portfolio balanced. Get notified whenever new cash & dividend payments come in or whenever your portfolio drifts out of alignment.We work with brokerages directly and use their APIs in order to keep your information safe and secure. This ensures that you are not breaching their terms & conditions.Starting Price: $99 per year -
10
Scanz
Scanz
Built from the ground up to make you successful at what you do. We specifically designed Scanz for those of who want to be the best. Scanz is gorgeous. Blazingly fast. And comes with market scanning features that make you feel superhuman. From the simplest single rule scans to complex multi-rule and variable scans, Pro Scanner lets you do it all. Take it as far as your imagination will allows you to. Don’t waste your time on snooze-worthy trades. Use the auto-sorting function to see which stocks have the highest volatility and liquidity. All data columns that are setup and saved on a particular scan will be remembered for that scan. This makes your scans extremely relevant with data columns that represent each individual scan. Get access to the data that helps you make smarter decisions. Scan results can include valuable data on company fundamentals, technicals, price, and liquidity.Starting Price: $79 per month -
11
Utluna
Utluna
Utluna delivers valuable insights into your portfolio and performance and helps you mitigate behavioral biases. Join anonymously and sync your accounts held at different financial institutions in less than 5 minutes. Too good to be true? Play around with our demo account (view only, no setup required) or sign up for a free 30-day trial (no email, no credit card required). Effortlessly monitor all your financial assets, independently of where they are held and how (il)liquid they are. Any asset class, incl. equity, debt, currencies, commodities, real assets, digital assets, collectibles, etc. Any security type, incl. direct holdings, funds, derivatives, CFDs, etc. Any currency, G10, and beyond. Listed and non-listed, bankable and non-bankable assets. Understand what drives your portfolio thanks to intuitive composition, performance, and risk visualizations. Slice and dice your analysis according to your own view of the world thanks to customizable tags.Starting Price: $25 per month -
12
TradingDiary Pro
TradingDiary Pro
Keeping a trading journal prevents you from trading randomly and impulsively, and losing a huge amount of money. In turn, it makes you a much more successful trader. Forget the trading journal templates, sheets, and trade logs you spent weeks building and then need to fill in on a daily basis. TradingDiary Pro is a user-friendly trading performance recorder with one-click import support, a wide range of configurations, useful statistics, and practical reports. The clear visual charts will help you to understand the true human nature of trading, avoid repeatedly making the same mistake, and control your behavior. Give yourself the chance to improve your performance, and become as good as you have always dreamt you would be. Risk handling is vital for successful trading, especially in leveraged trading. It helps cut down losses and it helps also to protect a trader’s account from losing all of his or her money.Starting Price: $149 one-time payment -
13
Kinfo
Kinfo
Kinfo tracks your trading performance and lets you view top traders' portfolios. Track your trading performance. Kinfo calculates relevant trading metrics and will show you how you perform. View successful traders' portfolios, and view trades, metrics, and charts from traders with proven success. Analyze individual trades in detail, and see every detail about every trade for better insight. Receive alerts when someone trades. Follow your favorites and receive an alert when they make a trade. The journal tracks monthly progress. See how you perform monthly, and analyze your success or failures. Learn about what works by analyzing your own trades. Kinfo works by integrating directly with your broker. Linking only takes a few seconds, it´s secure and it´s optional to share your trading performance. Download the app or signup on to the web. It only takes a minute, its free and we don´t send spam. View your trading performance such as winning trades.Starting Price: Free -
14
Dividend.watch
Dividend.watch
Forget spreadsheets or complex data entry. Easily track over 83,100 stocks & ETFs within your very own dashboard. A convenient way to track a portfolio of any size, estimate future income, calculate diversification, and stay on top of all updates. Advanced dividend calculator on the web packed with great features. Calculate any stock in any scenario in a few clicks! Every investor needs to know what is his dividend income. Smart investors look for other useful metrics that help them to make the right decisions. All useful information about your monthly dividend income is in one place together with useful metrics which are recalculated every 24 hours automatically. Buy and sell popular dividend stocks and build up your portfolio. Track all important metrics like dividend yield, the yield on cost, dividend income, P/E ratio, and much more. Calculate dividend income and other metrics. Estimate your monthly dividend income. Diversification and keeping track of your dividend portfolio.Starting Price: $5.3 per month -
15
RightCapital
RightCapital
RightCapital's platform transforms complexity into clarity with ease, precision, and dynamism. Clearly illustrate multiple scenarios, stress tests, and more. Your clients will thank you for helping them make their golf-in-the-morning, beach-all-day dreams a reality. Easily show your clients how they'll save money with an optimal tax-efficient distribution strategy, explaining withdrawal schedules and Roth conversions in a way they'll truly understand. Help protect your clients in the event of situations such as disability or death. Evaluate their needs in different situations and identify ways to ensure their success. Use our unique student loan module to illustrate different payment programs so clients can reduce payments. Help ease the burden of student debt for your clients or their children. Breathe easy knowing RightCapital will provide the clarity, flexibility, and support you need to confidently build financial plans.Starting Price: $139.95 per month -
16
PortfolioPilot
PortfolioPilot
PortfolioPilot is an AI-powered financial advisor designed for self-directed investors seeking comprehensive, unbiased, and cost-effective financial guidance. It offers features such as portfolio tracking, investment advice, tax optimization, estate planning, and scenario modeling. Users can aggregate their net worth across various assets, including brokerage accounts, retirement funds, cryptocurrencies, real estate, and more, providing a holistic view of their financial health. PortfolioPilot's proprietary Recommendation Engine delivers personalized investment advice by analyzing tens of thousands of data streams and economic models, aiming to improve returns, decrease risk, and diversify investments. PortfolioPilot also provides continuous tax optimization strategies, such as tax-loss harvesting, to enhance after-tax returns. Its scenario modeling tools allow users to simulate potential financial outcomes based on different investment strategies and market conditions.Starting Price: $20 per month -
17
Investfly
Investfly
Investfly is a platform built to automate your trading insights. Bill likes Google's long term prospects and wants to opportunistically buy more of the stock. Investfly allows Bill to easily create an automated trading strategy that purchases stock every time the S&P is down 1%. Stumped about the market? Investfly provides a library of popular algorithmic trading strategies that can be viewed, tested and cloned to your own portfolio! Follow other traders to share ideas (if they are willing to share!). Never miss a trade. If your favorite stocks hits a 52-week high, find out immediately with an automatic SMS stock alert. With Investfly's powerful set of tools gain insights into the market and your portfolio. Always stay connected with our automated screens and alerts. Found the perfect strategy? Test and refine it on our virtual stock exchange before trading it live on your brokerage account. We currently support connections to Tradier, & TD Ameritrade with more to come!Starting Price: $19.99/month/user -
18
Riskalyze
Riskalyze
When financial advisors aren't afraid to talk about risk, investors aren’t afraid to make the right decisions. Gone are the days of stereotyping investors with subjective semantics based on their age. It's time to act in the best interests of investors and prove it quantitatively. Gone are the days of stereotyping investors with subjective semantics based on their age. It's time to act in the best interests of investors and prove it quantitatively. Risk Assessments pinpoint exactly how much risk an investor wants — eliminating the stereotypes that have made risk tolerance all but useless. Use the leading scientific framework to objectively pinpoint an investor’s Risk Number®, whether you’re across the room or across the world. Portfolio analysis empowers you to assess how much risk an investor currently has.Starting Price: $250 per month -
19
Wealth-Lab
Quantacula
Wealth-Lab is like you've never seen it before, but with all the features that you've come to expect. Create powerful strategies with C# or the new and colourful Strategy Building Blocks. Indicator Sets for charts and change chart themes with one click. Simultaneous connections for multiple brokerages. Automated trading with major brokers (Interactive Brokers, TD Ameritrade, Alpaca), KuCoin, Kraken and Binance for trading Crypto currencies. Several real-time data providers, and many EOD data providers. Wealth-Data for testing survivorship free, apply Walk Forward Optimization and many other variations - all even on portfolio level executed for each symbol in synch, on a bar-by-bar basis. Meta Strategies, Rotation Strategies, Money Management even on Portfolio Level, Price Grid (think of it as Face Recognition for chart pattern), CandleStick Evolver, NeuroLab. Countless things more.Starting Price: $39 -
20
CircleBlack
CircleBlack
The all-in-one platform for the relationship-focused financial advisor. Modern and intuitive UI that puts all your client information at your fingertips. Beautiful, easy-to-use client experience available as white label mobile app & portal. Includes performance reporting, trading & rebalancing, billing, and document vault. Connect with 25 of the leading wealth-tech vendors in CRM, planning, and risk. Direct connections to 14 custodians and thousands of financial institutions. Whether you’re a smaller firm that’s outgrown custodian tools, or a larger firm that’s dissatisfied with your current all-in-one vendor, CircleBlack can help you save time, delight clients, and win more business. CircleBlack is the one-stop destination for advisors leaving the wirehouse and IBD channels that are looking for a modern technology solution for their new RIA. We offer white glove support that simplifies the transition, minimizes client leakage, and projects professionalism.Starting Price: $500 per month -
21
Morningstar Advisor Workstation
Morningstar
Aggregate your client accounts with custom integrations to create compelling reports and show your clients what you bring to the table. Demonstrate how your recommendations would have affected a prospect’s wealth to secure new business with hypothetical sales illustrations that can include details such as investments, withdrawals, reinvestment of dividends, taxes, and more. Match your client’s goals with firmwide strategies that drive towards their financial objectives using investment models, lists, and strategies. You can also run Monte Carlo projections to illustrate how different strategies might succeed. Morningstar Goal Bridge enables you to have goals-based conversations with clients, then quickly connect those goals to a straightforward investment plan in a simple, but powerful workflow. -
22
ProTracker RMD
ProTracker Software, Inc.
Are You Tired of: Reading about the new SECURE Act changes? Calculating RMDs on spreadsheets? Are you trying to track client RMD withdrawals to see if clients have taken them? Monitoring custodians who calculate some RMDs but not inherited accounts? Pondering which clients are Eligible Designated Beneficiaries (EDBs)? Wondering how to manage the new 10-Year Rule accounts? ProTracker RMD Allows You to Calculate: Successor Beneficiary options to facilitate the 10-Year Rule and continue the 10-Year Rule payout period for subsequent beneficiaries. A clear delineation of Eligible Designated Beneficiaries (EDBs), with special screens to track the 10-Year Rule Exceptions for spouses, chronically ill or disabled persons, children in school, and family beneficiaries within ten years of age of the decedent. A separate panel to track the expirations of 10-Year Rule accounts. A global 10-Year Rule Account screen to monitor all client accounts for expiration.Starting Price: $895/user/year/1,000 RMDs -
23
Chartlog
Chartlog
Compare performance of different strategies to find your top performer. Use sample sets to test profitability of strategies before using them in live trades. We are providing market data from all 16 US exchanges. Get access to 15+ years of historical data. Easily connect Chartlog to your trading platform and upload all of your trades automatically, in real time.Starting Price: $14.99 per month -
24
MoneyGuidePro
MoneyGuide
Envestnet MoneyGuide is dedicated to making goal-based financial planning efficient and approachable. We provide easy-to-use financial planning tools that help advisors of all sizes customize their planning services to meet the unique needs of their clients. Designed for advisors with the client in mind, MoneyGuidePro® provides sophisticated solutions and smart assumptions to help advisors navigate the complex financial elements of their client's lives. MoneyGuideElite℠ is an interactive planning solution that enables advisors to visually illustrate income distribution, tax planning, lifetime protection strategies, and the benefits and tradeoffs of annuities. We offer several types of questionnaires, brochures, videos, and more to help you communicate effectively with your clients and gather the necessary information to create a plan. Customize print documents with your contact information and logo through our marketing store front. -
25
Asset Class
Asset Class
Zero upfront implementation fees while transforming your client experience. We spread our implementation costs over the term of your contract, so you can deliver the kind of experience your clients deserve today. Rapid deployment is crucial to ensure our clients get value fast. Our in-house project and customer success team ensure that your platform is up and running in weeks, not months. For clients who need a highly custom deployment, we provide consulting and professional services to give you exactly what you need. From custom workflow design to software development, we've got you covered. Easy client onboarding, online data rooms for your funds, streamlined document management, and eSignature, and a feature-rich Investor portal. Move your capital raising online and see your time to raise reduced, your costs reduced and your clients enjoying a world-class experience. Make it easy for your clients to view your offerings and educate themselves with integrated data rooms. -
26
RNDpoint
RNDpoint
Neobank software by RNDpoint offers exceptional features and advantages, including a fully customizable mobile UI, a wide range of integrations, and a unique customizable backend core. Regional banks, credit unions, FinTech startups and challenger banks can leverage this software to accelerate time-to-market, reduce development cost, and deliver a superior customer experience. -
27
Taiki
Taiki
Taiki offers a universal API designed to automate the extraction of tax documents and data from various payroll and financial providers. This solution enables users to bypass manual document uploads by securely connecting to multiple financial platforms, facilitating the retrieval of tax information. The API supports a wide range of documents, including 1040s, W-2s, 1099s, and bank statements, among others. By leveraging built-in document processing, users can specify and obtain only the necessary data fields, streamlining the data retrieval process. Taiki's integration capabilities encompass numerous financial institutions and services, such as ADP, Bank of America, PayPal, and TurboTax, ensuring comprehensive coverage for diverse user needs. The platform offers flexible pricing models, including pay-as-you-go and per-user annual subscriptions, catering to both individual and enterprise requirements. Implementation is designed to be swift. -
28
SmartOffice
Zinnia
SmartOffice is a cloud-based CRM & AMS tailored for financial professionals, advisors, agents, BGAs, RIAs, and broker-dealers, offering comprehensive tools to manage client relationships, workflows, data, and compliance. It includes contact management, investment & policy tracking, and time & calendar management, along with opportunity tracking and dynamic reporting. SmartOffice emphasizes cybersecurity and compliance to protect client data and integrate smoothly with Office 365 (Outlook, Excel, Word) and other sales, financial-planning, insurance, and marketing platforms. It supports key features such as centralized client history, sharing among staff, secure data access from anywhere, and structured administration of membership or agency operations through its agency management system. The platform is designed for established practices seeking to consolidate tools and visibility into opportunity pipelines, reporting, and workflow efficiency.
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