Treasure Valley Financial Planning has chosen to affiliate with TD Ameritrade as the custodian for our client’s investment accounts. TD Ameritrade Institutional is a leading provider of comprehensive custodial services to more than 5,000 fee-based, independent Registered Investment Advisor’s and their clients. These Registered Investment Advisor’s entrust them with over $200 Billion in custody assets with 775,000 client accounts. Specifically, Treasure Valley Financial Planning chose TD Ameritrade because their advanced technology platform and dedicated service team allows us to run our firm more efficiently and effectively, optimizing the time we can spend with our clients.
TD Ameritrade is committed to delivering one of the highest levels of security in the industry – at no additional cost to the client. Accounts held at TD Ameritrade are insured by FDIC and SIPC. TD Ameritrade also provides coverage in addition to the established limits of SIPC with supplemental coverage through London Insurers. For more details on TD Ameritrade’s Asset Protection Guarantee, click here.