TD Ameritrade issued an alert today that they have seen an uptick in fraudulent account disbursement requests. So far, Asset Planning clients have not experienced any account fraud as we are diligent in verifying that requests for money come from our actual clients.
One tip that TD Ameritrade suggested was having a code word with our clients to verify the authenticity of a request. Please feel free to reach out to us if you would like to implement this extra precaution.