Ameritrade Advisor Services, a unit of Ameritrade, holds, collects and distributes all investments for Schulz Financial clients. In doing this, Ameritrade acts under the direct regulation of the United States Security and Exchange Commission (the SEC) and the National Association of Securities Dealers (NASD). Further, Ameritrade has multiple layers of manual and automated security in place to protect your account.
In business since 1975, Ameritrade has over one million customers and holds $140 billion in assets. Each account is insured to $25 million. Ameritrade Advisor Services has many features, including:
- On-line access to your account(s) and account information
- Each account is insured to $25 million at no charge
- Paper and/or electronic copies of monthly statements and all transactions
- No set-up charge
- Transfer of assets in to and out of your account(s) by Ameritrade at no charge
- Checking privileges at no charge
- A debit/charge card, if desired, at no charge
- ACH movement of cash in to and out of your account account at no charge
- The ACH cash movements can be set up so that they occur automatically every month, again at no charge
- Mutual fund transactions for $17.99 per trade
- Common stock transactions for $10.99 per trade
- Recurring mutual fund transactions for a one-time set-up fee of $17.99
- Bond transactions for a very low fee
- Total control of your account without Schulz Financial's approval
- You can always contact Ameritrade Advisor Services directly during normal business hours at 1-866-268-3247.
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