Account Protection

Through ValueWealth Services' custodian TD Ameritrade Institutional, Division of TD Ameritrade, Inc., client's accounts are protected through the Securities Investor Protection Corporation (SIPC) which protects against losses caused by the financial failure of the custodian, but not against losses resulting from a decline in a security's value.

TD Ameritrade, Inc. is a member of the SIPC. Securities in your account are protected up to $500,000. For details, please see www.sipc.org

TD Ameritrade also provides $149.5 million worth of protection for each client through supplemental coverage provided by London insurers. The $149.5 million of coverage includes a sub-limit of $900,000 on cash. Each client is limited to a combined return of $150 million from SIPC or London insurers. The TD Ameritrade supplemental insurance policy has an aggregate limit of $500 million for claims from all TD Ameritrade clients. This supplemental insurance provides coverage following brokerage insolvency and does not protect against loss in market value of the securities.

 

 

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