TD Ameritrade knows that more than anything, the experience we give your clients matters. TDA want to provide them with easily accessible account information is paramount, and that’s why AdvisorClient® from TD Ameritrade Institutional is getting an upgrade. Starting November 21, 2019, all new clients will be automatically set up on the redesigned, user-friendly platform.*

This streamlined AdvisorClient experience will allow clients to efficiently access:

  • Upcoming cash activity
  • Retirement contributions, distributions, and RMD information
  • Position level gains and losses sourced from GainsKeeper®
  • Tax document e-delivery enrollment
  • Balance history chart

Plus, they’ll continue to enjoy secure access to account values, positions, balances, and more on accounts held in custody by TD Ameritrade Institutional, anytime, anywhere.

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)