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Partial Transfer Form TD Ameritrade

Partial Transfer Form TD Ameritrade

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Instructions and help about Partial Transfer Form TD Ameritrade

hi there this is danny kenny from financial planner so today i wanted to create a video here to talk about some recent documents that came out from td ameritrade where i custody assets for my clients so here's the the main login screen just wanted to start there before i jumped on to another section here the first thing i wanted to talk about was some a recent language that td just sent out about new rules and updated disclosure agreements for their accounts so even if you don't have an account at td ameritrade these things would apply to you it's just uh this was a trigger for me to create a little video here so some different things that td came out to say here on their retirement accounts was uh there's some recent legislation the secure act which was in 2019 um and the cares act which is uh related to the coronavirus um or the covet situation we're currently in here in 2020 so to highlight some things here in the middle of the screen you can

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