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+ Is my personal and financial information secure?

Yes. TD Ameritrade Institutional (TDAI), my529, and AlphaGlider all use modern encryption techniques to protect data transmitted between their websites and your computer.

TDAI, my529, and AlphaGlider will never ask you for your username or password. We never email you any documents that include sensitive information, such as your social security number. We strongly urge you to you use our secure methods to return sensitive documents to us (see following question for more details).

We strongly recommend that you use strong passwords that you change regularly and that are not common with passwords you use on other websites.

Learn more about TDAI's account protections »

+ How do I send sensitive documents to AlphaGlider?

We support several ways for you to securely submit sensitive documents to us. This is especially important for contracts, account applications, and any other document that may include your social security number, birthday or other unique identification information. Please use the method below that you find most convenient:

  1. Scan and upload them to AlphaGlider using our secure upload website (see Client Resources for more detail).
  2. Fax them to us at +1 415 952 9405.
  3. Mail them to us at AlphaGlider, 2443 Fillmore St #380-2048, San Francisco, CA 94115 USA.
+ Which web browser should I use on

Most modern browsers are able to use our website. We strongly recommend that you use the most current version of your favorite web browser to surf faster, more safely, and with more functionality. If you are not sure which browser version you are using, you can visit this website to find out.

+ I forgot the username and/or password of my TD Ameritrade Institutional account. What do I do?

There is a 'Forgot your password?' and link on the TD Ameritrade Institutional (TDAI) Client Portal login screen that you can use to reset your password. You can also call TDAI on +1 800 431 3500, option #3. Finally, you can also email us at or call us on +1 415 967 8047. We are able to remind you of your username and to reset your password.

+ I forgot the username and/or password of my my529 account. What do I do?

There is a 'Forgot username?' and 'Forgot password?' links on the my529 account login screen that can help you troubleshoot your issue. You can also call my529 on +1 800 418 2551.

+ I forgot the username and/or password of my AlphaGlider Portfolio Dashboard account. What do I do?

Your email address is used for your username to access your AlphaGlider Portfolio Dashboard. Please email us at or call us on +1 415 967 8047 if you would like us to reset your password.

Still have questions? Please chat us (bottom left), call us on +1 415 967 8047, or email us at