Resources for Existing Clients
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Instructions for Rolling Over
Instructions for Rolling Over
Instructions for Rolling Over
Instructions for Rolling Over
Instructions for Rolling Over
Schedule Appointment or Call
Instructions for Rolling Over
Drop Files to McNamara via Box.com
Drop Files to McNamara via Box.com
Drop Files to McNamara via Box.com
Drop Files to McNamara via Box.com
Pertinent Documents
Drop Files to McNamara via Box.com
Change My Address/Phone
Change My Address/Phone
Drop Files to McNamara via Box.com
Change My Address/Phone
Change Address / Phone
Log into TDA > Client Services
Navigate to Personal Information
Navigate to Personal Information
Once logged into advisorservices.com, navigate to Client Services > Account Settings
Navigate to Personal Information
Navigate to Personal Information
Navigate to Personal Information
In Account Settings, scroll to Personal Information (address shown below) and click "Edit."
Notify McNamara
Navigate to Personal Information
Notify McNamara
For security, please call our office at 781-834-2010 to notify us of any change of contact information.
Instructions for Rolling Over Assets
- Call the custodian where your retirement plan is currently held
- Instruct them that you would like to roll your balance to an IRA
- New Trustee/Custodian name is TD Ameritrade
- Your Rollover IRA account number(s) will be provided under separate cover
- This is a 9-digit number, generally starting with a "9"
- You can also find it on the top, right of your monthly statement
- Also is view-able via your web login
- Check PAYABLE TO TD AMERITRADE can be mailed to:
- McNamara Financial Services
- 1020 Plain Street, Suite 200
- Marshfield, MA 02050
- Alternatively, if the financial institution is in the United States, funds can be wired to:
- Wells Fargo Bank, NA
- 420 Montgomery Street
- San Francisco, CA 94104
- ABA transit routing # 121000248
- For credit to: TD Ameritrade Clearing Inc, Account #4123214561
- For the benefit of:
- Your Rollover account number (9 digit TD number)
- Your name
- Your address
*Different wiring instructions can be provided if bank is outside of the United States.
