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Account Transfer Team
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Advisors who work with TD AMERITRADE Institutional can get help from our Account Transfer Team*- skilled specialists who manage every aspect of the asset transfer and make sure the entire process runs smoothly - leaving advisors with more time to focus on their businesses. Each advisor is interviewed to determine what specifics are needed for each client's account. Our Account Transfer Team then compiles the paperwork necessary to facilitate the transfer of your clients' assets to TD AMERITRADE Institutional. Our Account Transfer Team is dedicated to working with our back office to expedite the transfer and follow up on your clients' assets from start to finish, creating a smooth transition.
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In short, you can count on the TD AMERITRADE Institutional Account Transfer Team to deliver a transfer experience that gives you the time you need to focus on growing your business.
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- "Our Account Transfer Team follows the transfer of your assets down to the last share, down to the last penny."
- - Tom Bradley, President, TD AMERITRADE Institutional
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