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  2. About Us
  3. TD Ameritrade as Custodian

TD Ameritrade as Custodian

TD Ameritrade Institutional – Our primary custodian

Fairview Financial takes the protection of your assets very seriously. For that reason we have chosen TD Ameritrade Institutional as our primary custodian.

You may already be familiar with the retail side of TD Ameritrade. They have over 100 offices and their advertising campaign is hard to miss. Investors, the media and industry experts consistently recognize TD Ameritrade for industry-leading service, advanced trading tools and extensive resources.

What is less well known is that the institutional side of TD Ameritrade additionally provides the same cutting-edge technology and services to over 4,000 independent Registered Investment Advisors just like us. If you would like to learn more...

Follow the links on this page for more information about our custodian:

  • TD Ameritrade and You
  • How your account is protected
  • The benefits of working with a registered investment advisor

TD Ameritrade Institutional - Important Disclosures

  • Account Protection Sheet
  • Evidence of Supplemental Coverage
  • Business Continuity Plan Statement
  • Privacy Policy

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Contact info

  •   6100 Fairview Road, Suite 1210 , Charlotte, North Carolina 28210
  •   704-674-5804
  •   pj@fairviewfinancial.com

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