Junxure with the Veo® platform's open access capabilities:

Real-time access to client account data

Together with the Veo® platform, Junxure centralizes TD Ameritrade Institutional client data. One interface, one seamless workflow experience.

TD Ameritrade Institutional

With Junxure and Veo integration:

  • Access critical client data securely, including account overviews, holdings, transactions and alerts
  • Create workflows in Junxure from Veo alerts - one interface in one central location
  • Filter and sort data quickly for a customized experience
  • Setup easily with no need to download extra applications

 

 

TD Ameritrade and Junxure are separate, unaffiliated companies and are not responsible for each other's policies and services. Access to the Veo platform's open access capabilities is provided as a service to financial advisors using the brokerage, execution and custody services of TD Ameritrade Institutional. TD Ameritrade is not responsible for information, opinions or services provided by a third party. In no instance should the listing of a third party be construed as a recommendation or endorsement by TD Ameritrade. Since we must ensure that all vendors meet our stringent security requirements, integration with new vendors is not immediate and cannot be guaranteed. Brokerage services provided by TD Ameritrade Institutional, Division of TD Ameritrade, Inc., member FINRA/SIPC/NFA. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. Used with permission.