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)