Trail Financial Planning, LLC is a fee-only financial planning and investment management firm located in Bellingham, WA

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What do they do? TD Ameritrade is the custodian where your investment assets are held. To login and view your account(s), manage cash contributions/withdrawals, or to download account statements, you will need to set up an account with username and password using the link above. How do they make money? TD makes their money by a commission each time a trade is made in your account.

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For TD Ameritrade services, including:

  • How to make a contribution to TD Ameritrade, or
  • How to setup AdvisorClient.com, the website where you can see your investment accounts

Scroll down to the bottom of the page.

What do they do? Right capital is a secure financial planning tool where we both can input your financial information, upload documents to share and complete financial projections for you. It also aggregates all your accounts (a cool tool that lets you see your net worth at any given time!) How do they make money? We pay a fee to have access to this comprehensive tool, they will not try to sell or advertise to you. Yay!

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For more information about what Right Capital can do for you, check out this video:

Your financial life with Right Capital


Other websites that you might find useful:


 

This is a popular budgeting tool, but we have limited experience with it. It links up with your bank account if you input that information.

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Free credit reporting. No advertising or soliciting after providing your information.  The federal government requires the three big credit reporting agencies to maintain this consumer access website.

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What do they do? YNAB is a budgeting tool that is also a whole education program on budgeting and debt management. It provides education on the YNAB budgeting philosophy as well as how to use the program.  Liz uses this and thinks it is great!

How do they make money? You pay directly for a subscription. You can sign up for a free 34 day trial and after that it is $4.17/month or $50 a year. If you are a student you can receive 12 months free after your free trial!

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Download instructions for how to create an account at TD Ameritrade AdvisorClient.com.

Setup AdvisorClient.com directions

Make a contribution to your TD Ameritrade account:

You should write everything in bold.  Any information included in side triangles, like <ACCOUNT NUMBER> is confidential and personal.  If you aren’t sure the correct <INFO>, contact your advisor for assistance.  

Make check payable to:

TD Ameritrade Institutional FBO <CLIENT NAME>

Memo field:

<ACCOUNT NUMBER>, coding direction if needed (for example:  2018 contribution, rollever, etc.)

Send the check (by regular mail) to:

TD Ameritrade Institutional

PO BOX 650567

Dallas, TX 75265-0567

To make a contribution by wire, or by electronic funds transfer, you will need a form.  Please contact your advisor for assistance.