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.
DFA Reprints and Fees
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.