As announced on our February newsletter and this week's blog post, TOTAL Online is Integrated with the Veo® Platform from TD Ameritrade Institutional.
If you are a advisor with access to Veo®, TD Ameritrade Institutional’s powerful account management and trading platform, view the TOTAL Online for Veo® guide to walk through the steps of accessing real-time asset information using Money Tree's TOTAL Online for Veo.
With TOTAL Online for Veo®, advisors can quickly and easily access real-time asset information to jump-start data entry for creating or updating financial plans. Advisors can now seamlessly access Veo data, including:
Streamline Your Planning Process Today with TOTAL Online for Veo®