Sierra Charts & TD AMERITRADE - More tools and information to trade smarter

Sierra Charts has partnered with TD AMERITRADE, an industry leader, to give you even more powerful tools and real-time* market information to help you make more informed trading decisions.

TD AMERITRADE gives you exceptional service, affordable pricing and independent research, along with all the benefits of Sierra Charts. Sierra Charts is fully integrated and connected to the TD AMERITRADE Application Program Interface (API) so you have the flexibility to trade where you want, when you want. To learn more about TD AMERITRADE, visit their website at www.tdameritrade.com . Or get started today. Open your TD AMERITRADE account.

Setup Instructions

1. To take advantage of all the benefits of Sierra Charts partnership with TD AMERITRADE, open a TD AMERITRADE account now.

2. Go to Sierra Chart. Select Global Settings >> Data/Trade Service Settings on the menu. Click on the Service list box at the top of the window. Select the TD AMERITRADE service name from the list.

3. Enter your trading account Username and Password in the corresponding boxes. For help with your username and password, please contact your broker.

4. Enable the Connect On Program Startup and the Reconnect on failure options.

5. All data is time stamped to GMT/UTC time. Set the Time Zone control in the Data Settings frame to the time zone you want times to be displayed in. For complete details and instructions to use the Time Zone control, see the Time Zone documentation page.

6. Click OK to close the Data/Trade Service Settings window.


View Screenshot

7. You can choose to use either the Positions data from TD Ameritrade or use what's known as the Session Position data maintained by Sierra Chart. The Session Positions data would reflect only trades made from Sierra Chart. To use the Session Position, select Global Settings >> Trade Settings and enable Use Session Position for Charts, Flatten and Reverse. If you want to use the TD Ameritrade Positions data instead, then disable this option. You also probably will want to enable Save Session Position Data between Sessions.

8. To connect to the data and trade servers, select File >> Connect to Data Feed on the menu.

9. You can open an intraday chart by selecting File >> New/Open Intraday Chart on the menu. Type the symbol and press Open. The symbol that you enter in the Open File window is the same as the symbols you use on the TD Ameritrade website.

10. You can open a historical chart by selecting File >> New/Open Historical Chart on the menu. Type the symbol and press Open. The symbol that you enter in the Open File window is the same as the symbols you use on the TD Ameritrade website. TD AMERITRADE provides 15 years of historical daily data.

11. Continue with step number 2 on the Getting Started documentation page.

12. As a TD Ameritrade customer, you have access to all of the trading features that Sierra Chart offers with any Sierra Chart package that supports TD Ameritrade. There is no need to choose a package with Special Features unless you need other features. For information about trading from Sierra Chart, see Overview of Trading.

* Market volatility, volume, and system availability may delay account access and trade executions.

TD AMERITRADE, Inc. and Sierra Investment Software are separate unaffiliated companies and are not responsible for each other's products, services or policies. Brokerage services are provided exclusively by TD AMERITRADE, Inc.

TD AMERITRADE, Division of TD AMERITRADE, Inc., member NASD/SIPC. TD AMERITRADE is a trademark jointly owned by TD AMERITRADE IP Company, Inc. and The Toronto-Dominion Bank. Used with permission.