TD Ameritrade, now part of Charles Schwab, offers comprehensive trading capabilities including the powerful thinkorswim platform. Connect your accounts to Quadratic for portfolio analysis that complements your trading tools.
- Connect TD Ameritrade brokerage accounts with all holdings.
- Track retirement accounts (IRA, 401k rollovers).
- Monitor options trading from thinkorswim.
- Import futures and forex trading data.
- Analyze comprehensive trade history.
- Secure Plaid connection with read-only data access.
Why TD Ameritrade + Quadratic?
thinkorswim is built for trading. Quadratic is built for analysis.
Options Power
thinkorswim is legendary for options. Quadratic helps you analyze your strategies and track P&L over time.
Full Account View
See brokerage, retirement, and margin accounts together for a complete investment picture.
Transition Ready
As accounts migrate to Schwab, Quadratic helps you maintain visibility into your portfolio.
Use Cases
How Quadratic users analyze their TD Ameritrade accounts.
Portfolio Management
- Track stock, ETF, and mutual fund holdings.
- Monitor portfolio diversification.
- Analyze asset allocation across accounts.
Options Analysis
- Track thinkorswim options strategies.
- Analyze options P&L over time.
- Monitor Greeks and risk exposure.
Retirement Planning
- Track IRA and Roth IRA balances.
- Monitor 401k rollover accounts.
- Analyze retirement portfolio allocation.
Active Trading
- Analyze trading patterns and frequency.
- Track commission costs over time.
- Monitor win/loss ratios.
AI-powered TD Ameritrade analysis
Ask questions about your portfolio naturally. "How have my options strategies performed?" or "Show my IRA growth over the past year" - get instant answers and visualizations.
Beyond thinkorswim
thinkorswim excels at trading and charting. Quadratic adds portfolio-level analysis, combining TD Ameritrade with other accounts for complete visibility.
Secure connections
Connect through Plaid with bank-level security. Your TD Ameritrade credentials stay with Plaid - Quadratic only receives read-only data.
FAQ
How do I connect my TD Ameritrade account to Quadratic?
In Quadratic, go to Connections, select Plaid, and search for TD Ameritrade. Sign in with your credentials to establish a secure, read-only connection.
Is TD Ameritrade now part of Schwab?
Yes. TD Ameritrade was acquired by Charles Schwab. Account integration is ongoing, but TD Ameritrade accounts remain accessible through their existing Plaid connection during the transition.
Which TD Ameritrade accounts are supported?
TD Ameritrade brokerage accounts, retirement accounts (Traditional IRA, Roth IRA, SEP IRA, 401k rollovers), and margin accounts are supported.
Can I track my thinkorswim trades?
Yes. Trades executed through thinkorswim appear in your TD Ameritrade account data, including options and futures positions.
Will my data transfer when accounts move to Schwab?
Once accounts are fully migrated to Schwab, you'll connect through Schwab's Plaid integration. Historical data should be preserved.
Is connecting my TD Ameritrade account secure?
Yes. Quadratic uses Plaid for authentication. Your credentials are never stored by Quadratic, and all access is read-only.
Explore other connections
Quadratic supports a growing list of data sources. Combine and compare data across sources using Quadratic.
