A Reminder About Requesting Withdrawals

In case you missed our last newsletter, we want to make sure you are aware of a new policy related to withdrawals from your accounts at TD Ameritrade. Due to an increased threat of electronic fraud, we are now required to obtain verbal authorization to initiate withdrawals from your accounts. You can still email the details of your instructions, but if you do so please also follow up with a phone call. You can confirm your request with any of us – Jonathan, Irina, or Jason – and if we are not available a voicemail confirmation is sufficient. We apologize for any inconvenience this extra step may cause and we appreciate your understanding as we continue to ensure the security of your accounts.

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