Small Business Banking
Private Client Group
Personal Financial Services
For the quickest answer, search previously asked questions below. Chances are, others have asked a similar question and there's already an answer waiting for you. If you can't find a match, ask a new question and our team members will answer.
Can I designate a Revocable Living Trust as my beneficiary for my investment accounts?
November 20, 2017 09:40:08 AM
In reply to Ronald, Haverstown
Thanks for visiting us at TD Helps today, Ronald.
While TD Bank and TD Ameritrade are both part of the TD brand, we are separate entities. We'd like to help get you in touch with someone at TD Ameritrade that can better assist with your question.
As an existing Client, you can reach TD Ameritrade at 800-669-3900. You can also reach them by fax, email, or in person at one of their Branches. You'll find all of their contact info and options here: http://bit.ly/2qLmQNa. We're certain they'll be able to give you all the advice and info they can about adding a beneficiary to your investment accounts.
We hope you have a great day, Ronald, and Happy Thanksgiving!
Candice A, Mount Laurel
November 20, 2017 09:40:41 AM