Help Your Clients Maintain their E-delivery Preferences
Important information from TD Some Important Information From TD Ameritrade Dear Valued Advisor, Important change regarding your clients e-delivery preferences. As part of the integration efforts between TD Ameritrade Institutional into Schwab Advisor Services (Schwab), we are actively working to create consistencies between the two platforms. Beginning with the July 2022 statements, TD Ameritrade Institutional will require end clients of advisors to establish a user ID and password on the web or via mobile on AdvisorClient® and log in to maintain their enrollment in electronic delivery of statements, confirms, and any other communications. These changes will apply to existing and new accounts going forward. What this means for your clients There will be no impact to clients who are currently enrolled in e-delivery and have logged into AdvisorClient. Clients who are currently enrolled in e-delivery and have not established a user ID and password on the web or via mobile and logged into AdvisorClient by July 22, 2022, will have their e-delivery preferences changed to paper delivery beginning with their July 2022 statements that will be mailed in early August. If your clients’ delivery preference switches from electronic to paper, they can easily re-enroll in electronic delivery by establishing a user ID and password in AdvisorClient.com and managing their electronic delivery preferences through the portal. We will be reaching out to your impacted clients with this information on May 17, 2022, with reminders on June 9, 2022, June 22, 2022, and July 12, 2022. Here is an email template you can use with your clients if you want to let them know in advance. If you have any questions or would like a list of clients who haven’t established a user ID and password on AdvisorClient, please reach out to your Relationship Service Team. Trust Advisory Group, Ltd. & AGES Financial Services, Ltd. | 444 Washington Street, Suite 407, Woburn, MA 01801 Unsubscribe firstname.lastname@example.org Update Profile | Constant Contact Data Notice Sent by email@example.com in collaboration with Try email marketing for free today!
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