The TD Ameritrade Institutional Custodial Templates require the DocuSign integration. Click here to learn how to enable DocuSign in your PreciseFP Account.
When logged in navigate to Templates on the left side navigation then click on Library.
Scroll to the bottom of the library where you should now see the TD Ameritrade Template Package.
Click on the TD Ameritrade box and then click on Install Template Package button. You can click on the Preview button to the right of any of the templates to preview them.
You'll now see a Custodial Templates subsection in your library. When you click on this you'll then see all of the available custodial templates.
You can also preview any of the templates by clicking on them then clicking on the preview button.
The templates are now available for your to engage your clients and prospects with.
Please note that these templates are not customizable.