The advisory firm is responsible for all trade execution (including re-balancing). The investor signs the various enrollment documents (sent to their email address using DocuSign). TD Ameritrade starts the account opening process. TD Ameritrade performs a "Transfer in Kind" from the investor's funding account(s) to the investor's new TD Ameritrade account(s). You (the advisor) are required to log into TD Ameritrade’s VEO (https://www.tdainstitutional.com/veo) to view the newly funded account(s). The assets are now ready to trade according to the investor’s target model portfolio. The investor’s “mapped target model” is shared through Salesforce and/ your Orion integration, if applicable.