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On Mon, Feb 8, 2021 at 1:34 PM Kevin Gillogly via <user*> wrote:
Where is the secure communication link?


On Mon, Feb 8, 2021 at 1:26 PM SB via <user*> wrote:
Consider using the secure communication area of the TDAmeritrade account. Response time has been about 24 hours and it is a lot less frustrating. Additionally, you get a record of what you were told.

On Mon, Feb 8, 2021 at 1:05 PM Kevin Gillogly via <user*> wrote:
I am sitting on hold with TD Ameritrade (over a 90 minute
wait currently). I tried the virtual assistant and the local
branch but the former was not helpful and the latter was a
big circus which got me back to the national 800 number.

So while I am waiting here are my questions. I will process
a full withdrawal next week. We are going to transfer
appreciated stocks (two) and the remainder I will send to
her in the form of a check via certified mail. Withdrawing
partners does NOT have a TD Ameritrade account but she has a
Schwab account. Schwab has acquired TD Ameritrade.

Has anyone here done a stock transfer from TD Ameritrade to
a Schwab account?

Were there any fees involved?

Should I ask withdrawing partner to open a TD Ameritrade
account to facilitate?

Any questions I should ask when I finally get a live person?


Kevin Gillogly
Montgomery County (MD) Model Investment Club