TD Ameritrade set out to improve the way they engage with early-stage customers. The start of new client relationships is critical to drive a positive brand impression and long-term value. As part of a comprehensive 90-day onboarding program, TDA incorporated their first Onboarding SmartVideo to educate new investors on funding options, ACH setup, trading platforms and education resources to better manage their investments.
New brokerage, IRA, or rollover investment trading account holders
Seventh day after a new account is opened
Welcome & Onboarding