What You Need to Know About TD Ameritrade’s New Web Portal

24_9cc48d0db3fde939039d82f3939e181fAs you might be aware, TD Ameritrade recently rolled out a new version of the AdvisorClient.com website, which features many new enhancements. Here is a bit of input you should be aware of as you work with this new platform.

First, when you enter the new site, please visit the My Profile section to confirm that your email address and other personal information is correct. Additionally, take a look around at some of the enhancements:

  • New Look and Feel: A completely redesigned interface and enhanced layout for easier navigation.
  • New Site Menu: The site menu displays an organized view of the contents of each tab and enables one-click access to virtually all areas of the website.
  • Prominent Display of Balances and Positions: You can view balances by account or a combined total.
  • Easy Access to Historical Information: Transactions, statements and trade confirmations are accessible from a single page.
  • Customizable Dock for Expanded Viewing: Arrange different modules in a “Dock” to help keep information that is important to you in view at all times.
  • Simplified Process to Go Paperless: Easily setup electronic notification of statements and confirmations for all accounts with a few simple clicks.
  • Account Switcher: Easily switch the current account in focus by using the account switching drop down at the top of the page.

For more information, access a video overview of the new website.

As a reminder, we recommend that you access your private portal from Financial Fiduciaries for account information.  If you have any questions regarding private portal access, please contact our office at 715-848-8110.

About Objectively Speaking

Tom Batterman, founder of Vigil Trust & Financial Advocacy and Financial Fiduciaries, LLC is in the business of representing the best financial interests of his clients. Having provided objective, fee-only financial management services for over two decades, he specializes in managing the investment and related financial affairs of individuals and mutual insurance companies who do not have the time, interest or expertise to manage such matters on their own. As an objective, unbiased professional who takes on a fiduciary responsibility to his clients, he guides clients to the financial decisions they would make themselves if they had years of training and experience and the time and expertise to fully research and understand all of their options. Founded in 2010 as an outgrowth of Vigil Trust & Financial Advocacy, Financial Fiduciaries, LLC is a financial management solution for individuals and mutual insurance companies who recognize they do not have the time, interest or expertise to properly attend to their financial matters on their own. While there are many financial “advisors”, most of them have investment products to sell and the “advice” they provide is geared toward getting their clients to engage in a purchase. As one of the rare subset of advisors known as “fiduciary advisors”, Financial Fiduciaries does not sell any investment product so its guidance is not compromised by conflicts of interest which plague ordinary advisors. Prior to his employment in the financial industry in financial advocacy and trust positions, he worked at a private law practice in the Wausau area in the areas of estate planning, tax, retirement planning, corporate organizations and real estate. He is a graduate of the University of Wisconsin-Madison and the UW-Madison Law School and has during his career held Series 7, 24 and 65 securities licenses. A longtime resident of the Wausau, Wisconsin Area, Tom is active in the community. He enjoys golf, curling, skiing, fishing, traveling and spending time with his family.
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