In the very rare situation in which your issue can not be diagnosed via description, error messages and screenshots and we need to see the issues on your system in real-time, we may suggest a remote connection to your computer. We use one of the following two technologies: Screenconnect or TeamViewer. For TeamViewer, we will simply ask for the 9 digit ID and 4 digit password from your session to connect. If you don’t have TeamViewer, we will invite you to connect to our Live-chat session via ScreenConnect.
The ScreenConnect remote tool is often blocked by Java, to allow us to remote in, please first click the Start button>Control Panel>Programs Features>Java (list)>Uninstall. You may need to restart the browser after the uninstall.
Thank you for your interest in the DAS/TD Ameritrade integration! The beta testing of this integration began in July of 2020. Once beta testing is complete, the on-boarding and ‘go-live’ process will begin end of September 2020.
If you are interested in learning more about the DAS/TD Ameritrade integration once it is ready for the public, please fill out the form below. We will send an email when the integration is live.
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