Is it possible to manage my multiple accounts and my wife's multiple accounts as a single portfolio with TD Ameritrade's online tools? I would like to do easy asset allocation across all those accounts include a percentage breakdown of holdings and asset classes.
She has several IRAs and I have several IRAs and a brokerage account. The rep tells me yes, but I heard there may be some legal restrictions on this. A (blacked out) screenshot would be appreciated! Thanks, Chirag
TD Ameritrade has a feature called "Link Accounts" that lets you manage all of your accounts from a single login. It's been a while since I did it, but I believe you send a link request from your primary account to all of the other accounts you want to link, and then go into the other accounts to approve that. I've got my account, my wife's Roth IRA, and my kids' ESA accounts all linked this way. In the Balances and Positions section, you can view either an individual account, or all accounts combined. It's pretty handy, and not that hard to set up. I'm not sure if it will give you everything you're asking for, but it's at least part way down that road.
