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Kennewick School District

TD Ameritrade

This Vendor Page has not been approved by TD Ameritrade,
but the information provided should be useful to you.

General Status

Loans are not allowed from TD Ameritrade. This vendor's 403(b) Custodial Account Agreement specifically states it does not have the duty to determine if a loan meets the requirements of the Code nor do they make determination if a loan is in default, under these circumstances loans cannot be permitted.

Landing Pages

Product and Fee Information

Click the link(s) below for information on TD Ameritrade products:

Marketing Information

Investment products of TD Ameritrade are marketed using the following approaches:

Helpful Employee Resources

If available, CCC has linked the vendor's educational resources below:


Kennewick Plan Number

When contacting TD Ameritrade to open an account, please reference Plan Number: E1B49341-AC9B-45AC-956B-1FEB84E45CC9 and 91-6001557

Kennewick Local Contacts

The list below includes the most recent information available about the company's main avenue of contact as well as any local contacts, when available.

Investment Options

TD Ameritrade offers the following type(s) of investment option:

Roth 403(b) Contribution Policy

TD Ameritrade accepts Roth 403(b) contributions as of January 1, 2006. However, in rare cases some vendors (e.g., Fidelity Investments) require electronic funds transfer (EFT) to accept Roth contributions, so some employers that allow Roth 403(b) Contributions will not remit Roth contributions to such vendors.

Vendor Forms and Online Submissions Links

When possible, CCC lists links to vendor forms links below. In the event the form you require is not linked below, please contact TD Ameritrade to request your form.