There are two parts to the Advisor Pro site:
In part one, the user creates their investment profile, adds their current accounts and compares their current portfolio to the mapped target portfolio. Here the user can add multiple accounts at multiple financial institutions in their profile using our aggregation tool.
In part two, the user starts the Enrollment process where they will open new accounts at TD Ameritrade. TD Ameritrade will open one account per type and owner. When the user owns a brokerage account and an IRA, TD Ameritrade will open a new brokerage and a new IRA. When the user owns two separate brokerage accounts, TD Ameritrade will create one brokerage account and consolidate the brokerage account assets into the one, new brokerage account. When the user owns a brokerage account (single owner) and a second, joint brokerage account, TD Ameritrade will open two brokerage accounts. One single owner brokerage account and another multiple owner brokerage account.