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How do you open TDAmeritrade Asia / ThinkorSwim SG Account

Go to www.tdameritradeasia.com

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Click on Education Provider &


Choose Daniel Loh Investment to
enjoy 30% discounted commission!!

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Select Individual for Individual Account


or Joint Account for You and Your Spouse

Transaction code is for withdrawal


of funds which is a set of numbers
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that you by set
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yourself.
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Fill up accordingly
based on your own
current status

Put the Bank name that


you are going to use to
transfer the money when
you fund your account

The other columns you fill


up accordingly based on
your own financial info

Follow Exactly

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Follow
Exactly

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NYSE, OPRA and


CME
All put
Nonprofessional
and I Agree

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Copyright by Daniel Loh Investment

All put I agree, sign with your name & continue..

After finish, go to your email and activate account

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Copyright by Daniel Loh Investment

You can scan and email


your documents, dont
need to mail as it will
take a long time

Email and submit them the documents as shown below to their email
address at accounts@tdameritradeasia.com / help@tdameritradeasia.com
1. US Securities Account Signature Card signed and dated
2. W8-BEN form signed and dated
3. Customer Account Review signed and dated
4. Scan copy of your International Passport
5. Scan copy of MY KAD (front and back showing your residential address per your online
application)
6. Proof of Address showing your full name and your residential address (Must be in English)
a. Can use recent utility bill or bank statement
7. Employment Verification:
a. Employed or Self-Employed: Notice of Tax Assessment Or Recent Payslip Or Past 6
Months of EPF contribution or Bank Statement that show multiple months of salary
b. Unemployed/ Retired: Bank Statement reflecting Name, Address, Bank Account Number
and Bank Logo
8. Futures Trading Signature Card signed and dated
9. MAS Form 13 signed and dated

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Sample of US Securities Account Signature Card

You need to sign here


and write the date

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Sample of W-8BEN Form

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Sample of Customer Account Review Questionnaire

Write Your TDAmeritrade


Write Your Full Name Account Number
E.g. 220075231

6 6 6
Nil
Follow Exactly
Nil

Write Date Here


Sign Here DD- MM - YYY

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How to Apply For Futures Trading

Log into TDAmeritrade Asia website then follow the steps below

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Click and complete


the 2 forms

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Futures Questionnaire

Follow Exactly

Choose
Speculating

And Put All No

Write Your Full Name and


Click I Agree then press Save
& Continue

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Futures Disclosures

Write Your Full Name and


Click I Agree
then press Save & Continue
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Copyright by Daniel Loh Investment

Once done, you just need


to finish these 3 forms

For Futures Customer Agreement & Futures Addendum Form, you just need to
Write Your Full Name and Press I Agree

After that, click on Futures Signature Card and Print it out. Then fill up the
Futures Signature Card as shown below by signing on the form as shown in the
next page.

You also need to print the MAS Form 13 and fill it up as shown in the sample in
the next few pages.

After that, scan and email the form back to them. More steps in the following
pages.

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You need to sign here


and write the date

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Copyright by Daniel Loh Investment

Sample of MAS Form 13

Skip to
Page 5 and
fill up
accordingly

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Copyright by Daniel Loh Investment

Page 5 of MAS Form 13

Sign Here
Your Full Name

Leave Blank as You Are


Not a Corporation

Ask Any Friend To Sign Here


Any Friends Name
Date

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Copyright by Daniel Loh Investment

Now this is the last step which is to scan and send your documents
over for approval.

Email and submit them the documents as shown below to their email
address at accounts@tdameritradeasia.com / help@tdameritradeasia.com
1. US Securities Account Signature Card signed and dated
2. W8-BEN form signed and dated
3. Customer Account Review signed and dated
4. Scan copy of your International Passport
5. Scan copy of MY KAD (front and back showing your residential address per your online
application)
6. Proof of Address showing your full name and your residential address (Must be in
English)
a. Can use recent utility bill or bank statement
7. Employment Verification:
a. Employed or Self-Employed: Notice of Tax Assessment Or Recent Payslip Or Past
6 Months of EPF contribution or Bank Statement that show multiple months of
salary
b. Unemployed/ Retired: Bank Statement reflecting Name, Address, Bank Account
Number and Bank Logo
8. Futures Trading Signature Card signed and dated
9. MAS Form 13 signed and dated

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Copyright by Daniel Loh Investment

How To Fund Your Account After Approval

Go to your local bank, tell them you want to do a telegraphic or Wire Transfer and say you want to
transfer money to US to buy US Stocks.
Preferred USD 3500 is for trading US Futures/Index Option (Highly Recommended amount) for
good money management.
OR Minimum USD2000 (acceptable minimum amount by broker).

Remember to include your TDAmeritrade Account Number and Your Full Name in the Wire
Transfer Form

[ Wire Transfers Instructions from TDAmeritrade Website. ]

Please ensure that you include TD Ameritrade Clearing, Inc. as the Beneficiary and the name
on your account and account number as Final Beneficiary. Because we do not accept third party
wires, the name on the wire must match the name on the account.

Send International Wires to:


Wells Fargo Bank, NA
420 Montgomery Street
San Francisco, CA 94104
Swift Code: WFBIUS6SXXX

ABA transit routing #121000248


For credit to: TD Ameritrade Clearing, Inc.
200 South 108th Ave
Omaha, NE 68154-2631
Account #: 4123214561
On behalf of: Your name
995007389 followed by your 9 digit TD Ameritrade Asia account number (Use numbers only.
Ex: 123456789)
Your address
If you would like to visit their office, their address is shown below.

TD Ameritrade Asia Pte. Ltd.


1 Temasek Avenue
#15-02 Millenia Tower
Singapore 039192
Support Hours
9:00 am - 6:00 pm (Mon - Thurs)
Singapore Office
9:00 am - 5:00 pm (Mon - Fri)

(You may call them at +65 6823 2250 to ask for any enquiries regarding registration)
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