The following is a summary of the communications that your client will receive upon opening an account with First Ascent and on an ongoing basis after the account has been established.
TD Ameritrade will send a physical welcome letter to the client with instructions on how to set-up online account access. Below is a sample letter.
Orion will send the client an email from the “First Ascent Team” with instructions on how to access the First Ascent client portal once the account is opened, funded, and invested, provided the advisor has elected to give their client(s) access to the portal. The email will come from “email@example.com.” Below is a sample email.
For security purposes, your client will only have 24 hours to act once they have received the email.
First Ascent may send emails directly to clients in limited circumstances when directed to do so by an advisor. For example, First Ascent may send an email/DocuSign package to get a client’s signature on a “move money” form if directed to do so by an advisor.
TD Ameritrade will send emails to clients when statements and trade confirmations are available, unless the client has opted to receive paper statements and confirms. The custodian will also send email confirmations of beneficiary, address, and contact information changes. Tax documents will be mailed to clients and are available online. Custodians may periodically contact clients to confirm information such as standing instructions on an account.
Orion will send email notices from the “First Ascent Team” when performance reports become available. These emails contain links to access the reports. These notices are only sent to clients whose advisors have given them access to the First Ascent client portal. The email will come from “firstname.lastname@example.org.”
First Ascent partners with Orion Advisor Solutions to provide the client portal. When the account was initially invested your client should have received an email from: NoReply@OrionAdvisor.com with their login credentials.
If they did not receive an email or they have forgotten their credentials, use the following instructions below to get logged in:
For security purposes, your client will only have 15 minutes to act once they have received the email.
Clients can set up a profile with TD Ameritrade to view their accounts.