Resources

Trading through Schwab & TD Ameritrade

Schwab & TD Ameritrade Website Training: Allows advisors to view accounts and locate and print forms daily.

Schwab & TD Ameritrade Customer Paperwork Training: Educates advisors on proper paperwork requirements.

Reprints of DFA articles View a reprint.

Fees: MPM works off of a flat percentage rate rather than a basis point charge to allow for more flexibility when negotiating with larger accounts and lower fee structures.