This is a reminder that in January 2020 TDA will mail out the annual Standing Letter of Authorization (SLOA) confirmation notices to all their clients, if applicable, listing all active SLOAs that they have on record for their accounts accounts as of December 31,2019.
Your 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)