Client accounts are held at TD Ameritrade Institutional where they benefit from significant discounts unavailable to retail customers.
Consolidated household portfolio accounting and billing reports.
TD Ameritrade, Inc. is the institution we have chosen to provide custody services for our client accounts. TD Ameritrade and Boston Standard are separate and unaffiliated firms, and are not responsible for each other’s services or policies. TD Ameritrade does not endorse or recommend any advisor. Brokerage services provided by TD Ameritrade Institutional, Division of TD Ameritrade, Inc., member FINRA/SIPC/NFA. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. Used with permission.