Company Updates
20 Second Advisor: Important Update at TD Ameritrade; Two award-winning firms come together
As you may have heard in the news, Charles Schwab and TD Ameritrade have reached an agreement for Schwab to acquire TD Ameritrade. Most all of the Verisail clients have their assets custodied at TD Ameritrade. After the merger, the combined company will retain the Schwab name, and will reflect the best that each legacy…
Read More20 Second Advisor: Trading Stocks Just Got A Lot Cheaper.
This week Charles Schwab announced that they will no longer charge for online trading of stocks, ETFs, and options. Prior to the announcement, Schwab was charging $4.95 per trade. Just this morning, TD Ameritrade also announced that they will cease charging customers trading commissions for online trades of stocks, ETFs, and options (see the official…
Read More20 Second Advisor: Meet Kelly Gosiewski
We are happy to introduce you to our newest team member Kelly Gosiewski (Kelly G for short)! Kelly will be helping us serve clients with excellence and operate efficiently as a company. This means she will be opening and monitoring client accounts, helping to complete tasks for our clients, and making sure our new clients…
Read More20 Second Advisor: Video – Big Firm Update
Website, Software, and Social Media
As your financial partner and guide, we are always looking for ways to improve our services to you. With 2016 behind us and 2017 underway, we are excited to announce a few changes that are taking place regarding Verisail’s technology. Our website has been updated, we have a new portfolio reporting software, and we will…
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