Resources for Existing Clients

View My Accounts

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Instructions for Rolling Over

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Schedule Appointment or Call

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Drop Files to McNamara via Box.com

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Pertinent Documents

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Change My Address/Phone

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Change Address / Phone

Log into TDA > Client Services

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Once logged into advisorservices.com, navigate to Client Services > Account Settings

Navigate to Personal Information

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In Account Settings, scroll to Personal Information (address shown below) and click "Edit." 

Notify McNamara

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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. 

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Request Custom Box.com Folder

Please allow two business days. You will receive an email containing your custom Box.com folder link, and a phone call/text with password.

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