IRS Forms 1099 and 1098 are now available in eStatements Learn More >>
We recently introduced members to Financial Guard, an online tool that analyzes the composition of your investment portfolio and makes recommendations to ensure your investment goals and actual portfolio match. We are now pleased to announce that Financial Guard offers an automated trading option to help investors keep their portfolio investments balanced.
All you do is click on the green "Do It For Me" button, and you will be guided through the process of opening a TD Ameritrade account, linking the account to your Financial Guard account(s), and enabling Financial Guard to make their recommended trades with no transaction fee ETFs and mutual funds. The Financial Guard advice and Do It For Me service are free to Pittsford FCU members.