Seamlessly open new accounts in a few clicks!

When you connect TD Ameritrade with Bitsy, you create the ability to open multiple accounts in one step. Most importantly, you and your team will enjoy saying goodbye to NIGO.

With this connection, you can pick and choose which accounts the client needs open with a simple click, and Bitsy will do all the data entry for you. This ensures accounts get opened quickly and correctly with as little effort as possible. Easy!

Benefits of this:

• No more copy and paste, redundant data entry
• Bitsy automatically gathers and inputs prospect/client data into the correct account forms for you
• You'll open accounts in no time without much, if any hands-on effort