By the way, I was pleasantly surprised that TDAmeritrade used common sense. What am I talking about? All documents were uploadable via their online portal. The disclaimer did have to be notarized, but there was no “Medallion Signature” nonsense, and they accepted a scanned copy uploaded. Another part of the estate involved a small $25,000 account (the TDA account was more than $1M) and required weeks of paperwork etc. TDAmeritrade really did a wonderful 2021-era job of handling this estate distribution.
1 Like