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Client Communication Briefing – TD Ameritrade Account Statements |
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The final
stages of the merger between Ameritrade and TD Waterhouse were completed
during the month of May. Please be
aware that you will be receiving two separate statements for the month
of May, both from TD Ameritrade. One
statement will be from the clearing firm National Investor Services Corp.
(NISC) showing your old account number and a zero balance, and the other will
be from TD Ameritrade Clearing, Inc. showing your new account number and all
positions and transaction history. Most of
you have already received the account statements that show a zero
balance. You should be receiving the
new statements showing all of your current positions soon. You can also
contact our office to sign up for online access so you can view your accounts
online immediately. We
apologize for the concern that this has caused. Please feel free to contact our office if
you have any questions. |
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