TD Ameritrade Announcement

Written By Matthew Copley

We want you to be aware of TD Ameritrade's new AdvisorClient.com login requirements for clients enrolled in electronic delivery of statements, confirms, and other communications.

  • Beginning July 22, 2022, TD Ameritrade will require clients to establish a user ID and password on AdvisorClient.com and log in to maintain their enrollment in electronic delivery.

  • If you have not done so, your e-delivery preferences will be changed to paper delivery, beginning with their July 2022 statements mailed in early August.

Click here to review the AdvisorClient login instructions, and if you have any questions, please reach out to us. We'll gladly help.

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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