Fidelity
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Fidelity My club only has a brokerage account at TDAmeritrade. We also have a personal checking account at Chase to conduct routine business. The pres, vp, and treasurer have signing authority on this account. This method works for us. Martina On Monday, February 17, 2020 Ira Haas via bivio.com <club_cafe@bivio.com> wrote: TDAmeritrade required our club to have every member an Authorized Representative with the ability to sign checks. When a member recently resigned we had her send a letter to TDAmeritrade to remove her name. This resulted in TDAmeritrade sending us new checks with a new checking account number. So TDAmeritrade is not as seamless for clubs as others may think. Yankee Model Investment Club |
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