Daily. Each fund is monitored every day and if it declines mathematically more than a normal fluctuation for its’ asset class, we move your assets to cash temporarily to preserve your capital and any gains. From time to time, we will also upgrade or re-allocate assets in your portfolio.
Yes. We can set up monthly (or quarterly, or semi-annual) deposits directly into your checking account. There is no charge unless you require a rush, overnight withdrawal.
Yes. We provide you access instructions so you can view your portfolio any time, day or night, on the TD Ameritrade website, www.advisorclient.com. Or you can call us toll free at (800) 729-1467 during the workday to obtain account information.
Yes. Once we help you set up your initial request, this can be done automatically thereafter.
Your account is typically custodied at TD Ameritrade Clearing, Inc. (TDAC). Your account is always in your name and never co-mingled.