Checklist Investor and TD Ameritrade team up!

If you have a TD Ameritrade account, you can now keep ALL your investment data in Checklist Investor, including actual stock trade information, full order creation details, account balances, and account position details.

View and Save your Account Balance and Position Details

With 1 click, view your TD Ameritrade account balance and position details. The great advantage of using Checklist Investor to do this, is that you are able to keep a snapshot view of your account at a particular instance in time. EVERY time you check your account, that information is saved in Checklist Investor, and you can go back and look at it. For example, if you wanted to see what your balance was 4 months ago, or 3 days ago, you can, with one click, see it!

In addition, you can create a graph of your account balance over time. On this graph, you can include your various transactions (Buy, Sell, etc.) so that you can see how your transactions impact your overall account balance.

Place trades directly from Checklist Investor

You can easily place buy and sell orders directly from Checklist Investor. As part of your order, you can document WHY you are making the order. When you place an order, Checklist Investor immediately sends that order directly to TD Ameritrade. The order is sent securely over SSL, just like if you had placed the order from a web browser. One big advantage of using Checklist Investor to place your orders is that you will always have a full detailed record of the information used to place the order (such as order type, limit price, conditions, etc.) In addition, you have a record of your Canceled orders. Currently, from the TD Ameritrade web site, you can only view your successful transactions (and this does not contain your full order information, only the filled part), and no record of Canceled orders is available.

Why use Checklist Investor to enhance your TD Ameritrade Account?

  • Each time you check your Account Balance and Position Details, that snapshot of your information is saved by Checklist Investor
  • Easily view your historical balance and position details
  • Superfast Balance check, just 1 click!
  • Keep a detailed record of all order creation information (order type, limit price, etc.)
  • Keep a detailed record of order completion, including canceled orders.
  • Allows you to document, at the time of the order, why you are placing the order.
  • Orders are sent securely, directly to TD Ameritrade
  • With 1 click, create a chart that graphs your balance total over time. In addition, you can see your transactions over time and how they relate to your balance.


NO Monthly Charges. One time purchase price!

Enhance your TD Ameritrade Account! Only: $49.95 (US)

Just to be Clear

  • TD Ameritrade, Inc. and Sollee Solutions LLC (creator of Checklist Investor) are separate, unaffiliated companies and are not responsible for each otherís services and products
  • Brokerage services provided exclusively by TD Ameritrade, Inc., member FINRA / SIPC
  • If you don't have a TD Ameritrade account, you can open one right now! Open TD Ameritrade Account

Screen Shot of Account Value Chart


Screen Shot of Account Snapshot (viewable at any time)


Screen Shot of Creating a Trade to be placed with TD Ameritrade



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