Frequently Asked Questions

What is National LINC?

It’s the biggest event of the year for TD Ameritrade Institutional and its top Advisors. National LINC brings together our unique and passionate community of Advisors to hear from world-class keynote speakers and leading minds within the industry. The result? New ways for RIAs to innovate their businesses, imagine the future and inspire themselves for even greater success.

If this is my first time attending a National LINC conference, what do I need to know?

We’ve put together a list of what you can expect from your first experience at National LINC here. Still have questions? You can also contact the TD Ameritrade Institutional conference resources desk at tdameritrade@planitomaha.com or call 800-326-7507.

What is TD Ameritrade's Conference Conduct Policy?

Harassment in any form will not be tolerated. Inappropriate contact, sexual language and imagery is not appropriate for any conference venue, including talks, workshops, social events, Twitter and other online media. LINC Conference participants found to be in violation of these rules may be expelled from the conference without refund, or otherwise sanctioned, at the discretion of TD Ameritrade Institutional.

If you experience harassment in any form, observe someone else being harassed, or have any other concerns while attending the conference, please contact a representative of TD Ameritrade Institutional immediately.

I would like to connect with a student or a university professor from any of the participating schools at this year's National LINC conference. How do I go about that?

National LINC is the perfect time to link up with the next generation of Advisors. Our 2019 Scholarship & Grant winners will be in Orlando, representing more than 30 schools across the country with financial planning curriculum. These students will be attending sessions throughout the conference. If you see one, say hello! You can also stop by the TD Ameritrade Institutional National LINC NextGen Center to visit the group and meet their university program directors.

How do I connect with the National LINC conference on social media?

We’d love seeing your National LINC experiences on social. Simply tag us with #NationalLINC to share in the fun.

When is the last day to register for National LINC?

The last day to register for National LINC is Monday, December 9, 2019.

What if I cancel my registration after the cancellation date of January 6th?

The last day to make changes and cancellations to an existing registration is Monday, January 6. If you cancel after this date you will be charged a $649 fee. If you request an early departure after January 6 that results in canceling the night of Friday, January 31, you will still be charged for the Friday, January 31 stay.

Where do I direct my National LINC questions before arriving on site?

For questions about National LINC 2020, please email the TD Ameritrade Institutional conference resources desk at tdameritrade@planitomaha.com or call 800-326-7507.

What are the hours of the onsite registration desk?

The onsite registration desk is open during the conference dates of Wednesday, January 29–Friday, January 31 from 7:00 AM-8:00 PM. Should you need after-hours assistance, please email the TD Ameritrade Institutional conference resources desk at tdameritrade@planitomaha.com.

If I can't attend National LINC, may I send a substitute attendee from my firm?

You may send someone from your firm to attend in your place as long as you notify the TD Ameritrade Institutional conference resources desk by Monday, January 6. Unfortunately, substitutions cannot be accepted after that date.

What if I can’t attend National LINC and just don’t show up?

All registered attendees who don’t check in for the National LINC conference in Orlando will be charged a $649 no-show fee.

Where/when do I receive my National LINC name badge and conference materials?

Please visit us onsite at the National LINC conference registration desk. The registration desk will open on Wednesday, January 29 at 7:00 AM

Is it mandatory to wear my National LINC credentials at all times during the conference?

For security purposes, National LINC attendees must always wear their name badge while in the dedicated conference space attending daytime sessions and evening functions. This also includes Friday evening’s closing concert.

Will there be a conference app available?

There will be a conference app for all registered National LINC attendees. Additional details regarding downloading the app will be made available in January 2020.

Will I have access to Wi-Fi in the meeting space?

Attendee Wi-Fi will be made available during the National LINC conference dates and attendees will receive access information in their registration materials on site.

What is the dress code for National LINC?

The dress code at National LINC is business casual, which does include jeans and loafers. Sport coats and blazers are optional for men and women, respectively.

Can I check a bag to hold at the National LINC registration desk?

On Friday, January 31 only, the onsite LINC registration desk will offer to hold a bag for any registered individual who is attending sessions but departing that afternoon from the conference.

Will you have a dedicated mothers' room during conference hours?

Yes. Please inquire about the location of this dedicated room at the onsite National LINC registration desk.

What happens if I’m on the waitlist for a National LINC workshop on Wednesday?

If you have been placed on the waitlist for a National LINC workshop on Wednesday, you may get notice via email at any time during the registration process that you have been moved from the waitlist to a registered status. During the week of January 13, final acknowledgement will be sent via email if space allows.

Does TD Ameritrade Institutional allow Advisors to register in person at National LINC?

TD Ameritrade Institutional does not accept walk-up registrations. National LINC 2020 attendance is expected to be at maximum, so please register by Monday, December 9.

What happens if I am on the waitlist for a LINCx activity on Friday?

If you have been placed on the waitlist for a LINCx activity, you will get an email during the week of January 13 should availability open up.

What meals are provided at the National LINC Conference?

On Wednesday and Thursday breakfast, lunch and refreshment breaks as well as cocktail receptions with our sponsors are included with your conference registration.

On Friday breakfast, lunch, refreshment breaks and food and beverage at the final night event are included with your conference registration.

This is all provided at no cost to you.

How do I know if I will receive Continuing Education credits for a session at National LINC?

All Continuing Education credits will be listed on the agenda for your reference. Credits are submitted post-conference (in February 2020).

Is the overall conference agenda subject to change?

The conference agenda is subject to change. Please refer to the date listed at the bottom of the agenda on the registration site.

What is the date and location of National LINC 2021?

National LINC 2021 will be held January 27–29, 2021 at the Grand Hyatt in San Diego.

Why do you ask for a credit card within registration?

We ask all registered attendees to use a credit card to authenticate their registration at National LINC. Your credit card will not be charged UNLESS you are a registered attendee and do not show for the conference without notice or cancel after Monday, January 6.

May I bring a guest? Does my guest's age matter?

Advisors registered for the conference (RIAs) may bring a guest to receptions with our exhibitors, LINCx activities on Friday afternoon and the final night concert event. Guests must be registered for the conference and stop by the registration desk onsite to pick up their credentials. Due to space limitations, guests are not permitted to attend the National LINC general session, workshops or breakout sessions. Guests must be 21 years of age or older; children are not permitted to attend any conference functions.

What if I have questions about my hotel room?

Hotel rooms at National LINC can be reserved through the conference registration website ONLY. Please do not call the hotel directly to book your hotel room. If you have questions about room types, special requests, or you require an ADA accessible guestroom, please contanct TD Ameritrade Institutional conference resources desk at tdameritrade@planitomaha.com or call 800-326-7507.

Is transportation provided from the airport to the conference hotel?

Transportation is not provided to and from the hotel. There are many local taxi and shuttle services available. The estimated taxi fare is $35 from MCO. MEARS Transportation (shuttle) phone number is 855-463-2776. Orlando International Airport is 12 miles from the Hyatt Regency Orlando.

Are there overflow properties for this year's National LINC?

Yes, there are overflow rooms for National LINC 2020. Hotel rooms are assigned on a first-come, first-served basis and may be fully reserved before National LINC registration closes on Monday, December 9. Official conference blocks are at the following hotels:
  • Hyatt Regency Orlando (host hotel); $270/per night plus taxes)
  • Hilton Orlando (0.8 miles from Hyatt Regency Orlando; $303/per night plus taxes)
  • Rosen Centre (0.5 miles from Hyatt Regency Orlando; $269/per night plus taxes)

These rates are available exclusively through the conference registration website. Your hotel assignment will be confirmed on January 8, 2020.

Does the Hyatt Regency Orlando have a car rental facility on property?

The Hyatt Regency Orlando does not have a car rental desk at their location. Please make all rental car arrangements with providers at Orlando International Airport.

What are the check-in and check-out times of the National LINC hotels?

Hyatt Regency Orlando: Check-in is 3:00 PM. Check-out is 11:00 AM.
Hilton Orlando: Check-in is 3:00 PM. Check-out is 11:00 AM.
Rosen Centre: Check-in is 3:00 PM. Check-out is 11:00 AM.

How much is onsite parking at the National LINC hotels?

Hyatt Regency Orlando: $27/per day for self-parking. $40/per day for valet parking.
Hilton Orlando: $24/per day for self-parking. $32/per day for valet parking.
Rosen Centre: $15/per day for self-parking. $23/per day for valet parking.

How do I become a sponsor for National LINC or any other TD Ameritrade Institutional event?

If you are interested in sponsoring National LINC 2020 or any other one of our events, please contact Tom Coakley.