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As above, my husband held two brokerage accounts with you. He died and, as his executor, I need access to these accounts. Please advise.
August 17, 2017 10:55:20 AM
In reply to Corrie, Stouffville
Thank you for reaching out, Corrie, and please accept our heartfelt condolences during this difficult time.
Before we begin, it's important to note that TD Bank and TD Ameritrade are two separate entities, and currently, brokerage accounts are handled directly by TD Ameritrade. Because of this, we recommend that you contact them directly for further assistance with your husband's accounts.
For more information on how you may contact TD Ameritrade, we invite you to check out the link here: http://bit.ly/1ygWAX4, or you may contact them directly at 800-669-3900.
We hope this helps, Corrie, and thanks again for contacting us today. Please don't hesitate to let us know if you have any additional questions, and we hope you have a great day.
Brittany M, Mount Laurel
August 17, 2017 10:55:39 AM