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.
You will receive a confirmation notice for each account that maintains an active SLOA with TD Ameritrade Institutional. As required, TD Ameritrade will continue to notify you (our clients) whenever new SLOA instructions are established for an account.
When you receive the letter from TDA please review for accuracy. If you feel there are any discrepancies please contact the office for assistance. If all pertinent information is correct please just keep the letter for your records-no further action is required.
Are you ready to create a plan for living the life you’ve always dreamed about? Contact us today to schedule your complimentary discovery meeting.
Your Guide to Financial Independence
Rick Epple, CFP(r), CeFT (r)