This is a reminder and a follow-up to our December 2019 message about the annual Standing Letter of Authorization (SLOA) notification. On January 8, 2020, TD Ameritrade began mailing SLOA confirmation notices to our clients, if applicable, listing all active SLOAs that TDA has on record for their accounts as of December 31, 2019.

You will receive a confirmation notice for each account that maintains an active SLOA with TD Ameritrade Institutional. As required, TDA will continue to notify you whenever new SLOA instructions are established for an account.

Please review the notices you receive and keep for your records. No action needs to be taken on your part unless there is an error in the information you receive. Please notify us if you find a discrepancy.

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Your Guide to Financial Independence

Rick Epple, CFP(r), CeFT (r)