Due to the ongoing threat of internet-based fraudulent activity, we have changed our policy on requesting money transfers to and from your accounts with TD Ameritrade. From now on, if you would like money transferred to or from one of your accounts, please call to notify one of our team members verbally. An email alone is no longer sufficient to ensure your request is valid, even if email is the method you have always used to make requests.

If you call our office and no one is available to help, you have two options: 1) leave a detailed voicemail outlining the specifics of your transfer request, or 2) leave a voicemail indicating you would like to request a money transfer and then follow up with an email that outlines the details of your request.

We apologize for any inconvenience this new policy may cause, and we thank you for your understanding as we continue defending against threats of fraud and keeping your money as safe as possible. If you have any questions or concerns, please don’t hesitate to contact us.