by Carolyn Rothwell on February 27, 2014

TOTAL Online for Veo® Training Guide


TOTALOnlineforVeoGuide

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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:

  • Account information
  • Balances
  • Positions

Streamline Your Planning Process Today with TOTAL Online for Veo®

 

 

Try TOTAL Online for 30-days!

 

TD Ameritrade, Inc. and Money Tree Software are separate, unaffiliated companies and they are not responsible for each other’s services and products. Veo Integrated is an indication of programming compatibility. It does not imply any TD Ameritrade, Inc. recommendation of, endorsement of, warranty of, or fitness for use of Money Tree Software’s products or services. TD Ameritrade is not responsible for information, opinions or services provided by Money Tree Software. Brokerage services provided exclusively by TD Ameritrade, Inc., member FINRA/SIPC/NFA. Veo is a trademark of TD Ameritrade, Inc. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. Used with permission. All rights reserved.

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Carolyn Rothwell

Carolyn enjoys spending her time building Money Tree Software's brand and products. Her experience creating and delivering financial plans for a full-service financial planning firm and supporting advisors working to provide the best planning to their clients as a Money Tree support member has provided an excellent understanding of the importance of financial planning.