May 12, 2022 Important Change Regarding your E-Delivery Preferences
Beginning with your July 2022 statements, TD Ameritrade Institutional will require clients to establish a user ID and password on the web or via mobile on AdvisorClient® and log in to maintain your enrollment in electronic delivery of statements, confirms, and any other communications.
What this means for you
- There will be no impact if you are currently enrolled in e-delivery and have logged into AdvisorClient.
- You will have your e-delivery preferences changed to paper delivery beginning with your July 2022 statements if you have not established a user ID and password on the web or via mobile and logged into AdvisorClient by July 22, 2022.
- You can call the office at 509-972-3686, and client service can assist with setting up your user ID and getting your password reset for the AdvisorClient login.
If your delivery preference switches from electronic to paper, you can easily re-enroll in electronic delivery by establishing a user ID and password in AdvisorClient.com and managing your electronic delivery preferences through the portal.
Leonard Rickey Investment Advisors, PLLC (“LRIA”), is an SEC registered investment adviser located in the State of Washington. Registration does not imply a certain level of skill or training. For information pertaining to the registration status of LRIA, please contact LRIA or refer to the Investment Adviser Public Disclosure website (www.adviserinfo.sec.gov).
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Market Update: February 2023