At a Glance
Our Process
What else to expect:
- Your accounts at TD Ameritrade Institutional (TDAI) are fully accessible online at https://www.advisorclient.com/AdvisorClientWeb/logon.do.
- William Allan will provide you with an ID and password so you can login and see your portfolio anytime. As trades are made in your account, you can be notified via email or regular mail. It's your choice;
- You can also download your portfolio and transactions into popular financial software such as Quicken and Microsoft Money;
- Meeting and speaking with William Allan clients is a regular event, so expect periodic phone calls and email updates. Unlike most stock brokers, we don't disappear after you become our client.
- You can reach us anytime through the web at www.willallan.com, by email at jason@willallan.com, or by phone at 818.436.9178. Never hesitate to get in touch about any financial matter!
To learn about the investment strategies we use in your account click here [...]
