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Aurochs Financial-2nd Opinion Service

2nd Opinion Service

In this challenging economy, you may be in a complex situation or just unhappy with the advice from your financial advisor—it’s not uncommon. We believe that many successful investors would value a second opinion on their finances.

In order to help people achieve their financial goals, we have created a complimentary second-opinion service. We’re pleased to offer you the same expertise and guidance that our clients have come to expect.Read More

TD Ameritrade-New AdvisorClient Features and More

New AdvisorClient® Features and More

TDA continues to enhance the AdvisorClient.com experience and they are happy to announce the following new features:

Deposits & Transfers

In phase one (coming March 8, 2019), all users will be able to:
• View existing bank or wire instructions on file
• View recurring deposit information
• View completed cash transactions (last 90 days)
Future enhancements will include the ability to:
• Establish new recurring deposits on existing bank instructions
• Enable new bank connections
New Site Reminder at Login (coming March 8, 2019)

To encourage clients to experience the new AdvisorClient.com, TDA is planning to implement a message at login that will give you an opportunity to check out the new site. You will have the option to dismiss the reminder as well as choose to not see it again on subsequent log in attempts.

View Video Here: http://tdai.tdameritrade.com/ac-video

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TD Ameritrade-Upcoming Standing Letter of Authorization Confirmation Notice

On March 15, 2019, TD Ameritrade will begin mailing annual Standing Letter of Authorization (SLOA) confirmation notices to you (our clients), if applicable, listing all active SLOAs that TDA has on record for your accounts as of December 31, 2018. Read More

How Americans Spend & Save

The makeup of Americans’ spending has changed dramatically over the past four decades. See the attached graphic on how Americans’ now spend and save.Read More

Deja Vu All Over Again

Fashionable investment approaches will come and go, but investors should remember that a long-term, disciplined investment approach based on robust research and implementation may be the most reliable path to success in the global capital markets.Read More

Aurochs Financial-2nd Opinion Service

2nd Opinion Service

In this challenging economy, you may be in a complex situation or just unhappy with the advice from your financial advisor—it’s not uncommon. We believe that many successful investors would value a second opinion on their finances.

In order to help people achieve their financial goals, we have created a complimentary second-opinion service. We’re pleased to offer you the same expertise and guidance that our clients have come to expect.Read More

Enter the Fully Re-Designed Advisor Client Website from TD Ameritrade

TD Ameritrade has fully re-designed the Advisor Client website, giving you a simple and user friendly website designed to enhance the client experience. Read More

TD Ameritrade Statement Notifications

Your e-mail inbox is set to get some relief starting this month. Instead of receiving an account statement notification email for every TD Ameritrade account you maintain, starting with the December statement notices you will only receive one email listing all of your accounts together.Read More

Sign up for e-Delivery of Tax Documents from TD Ameritrade

The new and improved advisorclient.com now offers electronic delivery of tax forms for TDA clients. It is a quick, easy, and more secure way of receiving tax documents as soon as they become available. Log in and sign up today!Read More

This is 60 – Young at Heart

This video captures the emotions involved with retirement. By showing just how much the world has changed—and how your clients’ needs have changed as a result—you demonstrate your understanding and show them how your advice can help set them up for the retirement they envision.Read More




15600 Wayzata Blvd., Suite 100
Wayzata, MN 55391

952.470.5049
rick@aurochsfinancial.com

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