Account Access Account Access TD Ameritrade, Inc. / Charles Schwab, Inc are the firms that we use to custody our client assets. TD Ameritrade / Charles Schwab and Altman Advisors, are separate and unaffiliated firms, and are not responsible for each other’s services or policies. TD Ameritrade / Charles Schwab do not endorse or recommend any advisor and the use of the TD Ameritrade logo does not represent the endorsement or recommendation of any advisor. Brokerage services provided by Charles Schwab / TD Ameritrade Institutional, Division of TD Ameritrade, Inc., member FINRA/SIPC. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and Charles Schwab. Used with permission.