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Thank You!
As you know, on May 9, 2014, Legacy Financial Group, LLC transitioned to a new way of serving our clients. We changed the custodian we use to hold and trade our client assets.
This has been a monumental task. Thanks to your patience and cooperation, and the hard work of the Legacy team, we have just about completed the transition.
Only a handful of clients have not yet completed the required paperwork. And yes, we know who you are, and we will be following up with you soon!
What To Expect
Reviews, reviews, reviews! We are starting the process of scheduling reviews over the summer months. It is time to get back to our routine. During our next review we will accomplish the following:
- Review the transfer and account for all assets.
- Confirm reimbursement of any termination or transfer fees.
- Discuss on-line account access (see below for more details).
- Review the many benefits of this transition.
- As well as our normal review agenda.
Web Access to TD Ameritrade
We have assigned your household usernames.
- Please email Kathy.Krogmeier@LFGplanners.com and Kathy will return your email with your new username.
- Go to www.LFGplanners.com and click the "account access" link in the upper righthand corner.
- Enter your username. Your Password is the last six digits of your Social Security Number.
- Then click "Login."
- If you are a first-time user, follow the additional instructions below.
For First-Time Users
Login, then:
- You will be asked to review the terms and conditions. When you have finished, click the "Agree" button.
- Follow the prompt to change your password. (Your new password must have a minimum of eight characters, including a capital letter.
- You will also have the choice of signing up for TD Ameritrade's online password reset feature, a convenient service that will provide you with login information in the event you forget your password. If you choose this alternative, enter your email address.
- Please verify that the information is accurate, then select "Update" to complete the registration process. If you choose to receive confirmations online, that will include prospectuses and annual reports, as well.
- To ensure that TD Ameritrade's emails don't get caught in your spam filter, please add the following email addresses to the Safe Sender list on your email account:
client@institutional.tdameritrade.com
client@notifications.tdameritrade.com
techservices@tdameritrade.com
id@proxyvote.com
prospectus_mbox@investordelivery.com
Access Questions
If you have any questions about your online access, please feel free to contact our Technology Department at techservices@tdameritrade.com or 800-431-3500, option 3.
Thank you!
---- Your Legacy Team
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