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December 2016 - What's New in Advisor Rebalancing
Based on feedback we've received from some of you, we've updated our integration with the Veo® platform from TD Ameritrade Institutional to improve your trading experience.
Previously, if you used the TD Ameritrade Institutional Veo® trading integration, your trades were submitted directly to TD Ameritrade Institutional for execution. We've improved this process so that now all trades are sent to the Veo® trade blotter before execution, allowing you time to review all of your trades within Veo® before you submit them. This gives you added assurance that you're submitting the trades you intend to submit.
We've added a simple step to your direct trading workflow, giving you a way to review and verify your trades in TD Ameritrade Institutional's Veo® platform before sending them for execution.
This integration will be available shortly after the release while we complete testing. If you are already using trading integration with TD Ameritrade Institutional, the trading integration will be temporarily unavailable and you will need to download the trade files for importing in to Veo®.
If you're interested in learning more about direct trading integration, contact Tamarac Account Management at TamaracAM@envestnet.com.