SECURITY AND CUSTODY
This material is pulled from the TD Ameritrade website. To get the updated and most accurate TD Ameritrade information please visit their website at the link provided at the bottom of this page.
Every aspect of Reshape was built around safety and security. We partnered with TD Ameritrade, one of the largest custodians in the world, to provide leading security, protection, and asset insurance. TD Ameritrade’s next-generation open architecture technology manages the custody of our client portfolios, including the execution, clearance and settlement of securities transactions, as well as the custody of funds and securities, preparing and sending monthly statements and transaction confirmations. The platform utilizes advanced firewalls, 128-bit encryption and anomaly detection and intrusion detection technology to identify any unusual account behavior. Reshape clients also benefit from the TD Ameritrade Asset Protection Guarantee that reimburse losses of cash or securities from an account due to any unauthorized activity.
TD Ameritrade Asset Protection Guarantee
If you lose cash or securities from your account due to unauthorized activity, we’ll reimburse you for the cash or shares of securities you lost. We’re promising you this protection, which adds to the provisions that already govern your account, if unauthorized activity ever occurs and we determine it was through no fault of your own. Of course, unauthorized activity does not include actions or transactions undertaken by or at the request of you, your investment advisors or family members, or anyone else whom you have allowed access to your account or to your account information for any purpose, such as trading securities, writing checks or making withdrawals or transfers.
We promise this protection if you work with us in four ways:
- Keep your personal identifying information and account information secure and confidential, because sharing your UserID, password, PIN, account number or other standard means of authentication with other people means you authorize them to take action in your account.
- Keep your contact information up-to-date with us, so that we can contact you in case of suspected fraud.
- Review your account frequently and your statements promptly and report any suspicious or unauthorized activity to us immediately in accordance with your Client Agreement.
- Take the actions we request if your account is ever compromised and cooperate with our investigation.
If you help us protect you in these basic ways, we’ll promise no fine print and no footnotes…just our commitment to protect the assets you entrust to us.
This material is pulled from the TD Ameritrade website and is subject to change at anytime. To get all of the updated TD Ameritrade information please visit the website at:: https://www.tdainstitutional.com/supporting-rias/smart-operational-solutions.page#&&3=clearing-custody&&4=account-protection