I was surprised to read in my inbox today a message from my account custodian Scottrade Advisor Service that they are selling Scottrade to TD Ameritrade. Many of my clients who have been with me before 2011 are already familiar with TD Ameritrade statements and other correspondence because I chose to custody my accounts there when I was using Genworth Financial Wealth Management. I think that many of the features that were available to me at TDA were superior to those offered by the relative fledgling Scottrade Advisor Service. TDA has been able to archive more account data and it is readily accessible to advisors. The statements of account are also more informative and easier for my clients to read. The upshot is, I think this will be good for me and good for my clients.
TELEPHONE: 520-623-3646 | E-MAIL: JIM@JIMHANNLEYLLC.COM