How can I go paperless?
Contact a Client Liaison in order to enroll in paperless delivery for account statements, trade confirmations, and tax forms.
How do I take a distribution from my account?
Contact a Client Liaison to provide a verbal confirmation of your request. Your Client Liaison will gather any and all information needed to process your request.
How do I make a check payable to be invested into my brokerage account?
For IFP brokerage accounts, checks should be made payable to TD Ameritrade. If your account is held elsewhere, such as a mutual fund or an annuity company, please contact a Client Liaison team for guidance.
How do I get in touch with my advisor?
Please contact a Client Liaison and they will schedule you a meeting or phone call with your advisor.
How do I view my accounts online?
If your account is held at TD Ameritrade, you will log in through Orion by visiting our website and clicking the "Client Login" tab. Contact a Client Liaison and they will provide you with additional log in instructions. If your account is held at American Funds, you will visit capitalgroup.com/individual/.
If you are unsure where your account is held, please contact a Client Liaison for further assistance.
What do I do if my address, phone number or email address has changed?
Contact a Client Liaison and they will assist you in updating your information in our records and those of the establishment where your accounts are held. If paperwork is necessary, we can send you forms to your mailing address or to your email electronically, if the option is available.