As you may be aware if you use TD Ameritrade as your online broker, they have
recently instituted some new security measures in the form of four additional
questions that users have to select and provide answers for on TD Ameritrade’s site.
If you are setting up an account on Covestor, or have an existing account with Covestor using TD Ameritrade for automatic import, you will therefore also have to share your answers to these questions on registration (or enter them in the ‘broker settings’ in your account if already registered). Once entered your
broker-link connection will be established/re-established shortly
thereafter.
Apologies for the inconvenience. Please contact us if you have any questions about this change.
