Generational Vault Issues

Written By Matthew Copley

We are experiencing problems with The Generational Vault. While a team is currently addressing this issue, there isn't a precise timeline on when it will be resolved. So for the moment, we want to encourage you to use the TD Ameritrade Advisor Client website to review your accounts going forward.

For those of you not using TD Ameritrade Advisor Client, you can set up your account following the next steps:

  • Visit advisorclient.com/login

  • Click set up my profile located under the "log in to your account" box

  • Click get started

  • Enter your full nine-digit account number. If you don't know it, contact us, and we'll gladly provide it to you

  • Please choose an option for them to call or text a security code to you. Type in that code, and click verify

  • Create a username and password

  • Save your username and password

Living Trusts completed through us will still be available in The Generational Vault, and you can still store any documents you want to save securely. In addition, all previously added documents by you or us are still there and secure; this only affects the sync of TDA accounts.

If you need help, give us a call or send us an email, and I or another member of Copley Financial Group, Inc. will guide you every step of the way.

Matthew Copley

Matthew Copley throughout his career with various financial institutions has specialized in helping retirees and pre-retirees plan for and navigate their retirement. He believes you would be hard pressed to find a financial advisor in the greater San Diego area that is more passionate about maximizing retirement income while reducing taxes.

He is a financial advisor that enjoys helping people and it shows in the fact that he has conducted hundreds of educational workshops over the years. These workshops cover various retirement planning topics including “How To Maximize Social Security Benefits”, and “Understanding the Different Types of Annuities”, just to name a few. He loves to help people with their finances.

https://www.financialplannersandiego.com/matthew-copley
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