Settings & Assumptions
How do I link my TD account?
Setting up the Advizr-TD integrationNote: This is not available if you are an Orion customer. Orion customers need to link TD to Orion and then Orion to Advizr. The below steps should only be followed by non Orion customers.
- Fill out the form attached below
- Email the completed form to: firstname.lastname@example.org
- As soon as the link with TD is ready, we will let you know when the integration is complete. It usually takes 5-7 business days.
roi-advizr.pdf (100 KB)