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12 replies to "Support for TD Ameritrade Clients"
RON SEXTON
May 31, 2020
I just noticed your partnership with TD Ameritrade. Your web site is not user friendly…can’t get through the (I’m not a robot). As a TD client…what are my options for your Gold program. I am primarily interested in screening for recommended stock purchases only, with the ability to filter for price, etc.
Hi Ron:
Thanks for your comment!
Our memberships are explained in detail here:
I highly recommend watching the short videos explaining what each membership offers – they are super short and easy to understand.
Thanks for the feedback on our site.
Sorry you’re not finding it easy to use – we get quite a lot of excellent feedback on the utility and friendliness of the site. That said, we know we can always be better esp when it comes to user experience and interface.
David
Gary Shapiro
October 21, 2020
ron is right your web site is poorly constructed and hard to navigate.
Matt Shuler
October 23, 2020
Thanks for your feedback.
JOHN RADEMEYER
February 17, 2023
Could you please add HIPS and HNDL to your universe of funds to evaluate?
Thanks
Tamara Pesik
April 11, 2023
Hi John – I’m putting your request for HIPS and HNDL into the coverage queue for review. I’ll follow up with you from support@newconstructs.com for updates. Best,Tam
wayne
August 24, 2023
Curious if the TD research access will be available when my account is converted to Schwab account. Appreciate your reports and hoping that you have struck a research deal with Schwab or Fidelity (my other 2 custodians)!
Tamara Pesik
August 25, 2023
Hi Wayne,
Thank you for your comment and interest in our research!You are not alone in your desire to keep New Constructs on TD/Schwab’s platform.
We have received many similar inquiries, and I am sure there are countless others who feel the same way. As far as we know, there are no plans for New Constructs research to be offered at Schwab. We know a few clients have sent a letter (Sample Letter To Charles Schwab) to their account Rep and/or Jamie Vaugh (jamie.vaughn@schwab.com), who forwarded the letter to “leadership in charge of the research decisions” at Schwab. Feel free to use this document as you wish.
The only other places that offer access to our research are through similarly priced memberships to our current Professional & Institutional levels (via FactSet, Refinitiv).
We will be coming out with a new level of subscription membership that is at a significantly lower price point. I don’t have dates for that but I know it is in the works for this winter. I’m going to include some ways below of staying in touch so you can be sure to know when those are available – they might be what you’re looking for.
Best,
Tam
Want to connect with and learn more about New Constructs?
Join our online community, the Society of Intelligent Investors! We’re in beta and focused on creating a space that supports intelligent investing and need your help to make it great.
You can also tune in to our Friday Webinars where we bring together our experts to present recent research and news, and answer community questions.
Yes, I want to stay in touch. I’m going from TD to Charles Schwab. Very interested in the new level of subscription your creating; in case Schwab doesn’t extend New Constructs access to their site.
Tamara Pesik
September 1, 2023
Hi Larry,
Great to hear that, please check out the links in the above post to see what will work best for you. You can always email us at support@newconstructs.com with more questions.
Best,
Tam
John Swope
December 15, 2023
Here it is December 2023 and Schwab does not have access to New Constructs. Any word on whether that is in progress?
John
Tamara Pesik
December 18, 2023
Hi there, John!
I hope this finds you well. We’re thrilled to hear that you value the New Constructs research on TD Ameritrade. You are not alone in your desire to keep New Constructs on TD/Schwab’s platform.
We have received many similar inquiries, and I am sure there are countless others who feel the same way. As far as we know, there are no plans for New Constructs research to be offered at Schwab.
We know a few clients have sent a letter to their account Rep and/or Jamie Vaughn (jamie.vaughn@schwab.com), who forwarded the letter to “leadership in charge of the research decisions” at Schwab.
Schwab tends to be influenced by its customers so your voice matters!
Best,
Tam
12 replies to "Support for TD Ameritrade Clients"
I just noticed your partnership with TD Ameritrade. Your web site is not user friendly…can’t get through the (I’m not a robot). As a TD client…what are my options for your Gold program. I am primarily interested in screening for recommended stock purchases only, with the ability to filter for price, etc.
Hi Ron:
Thanks for your comment!
Our memberships are explained in detail here:
I highly recommend watching the short videos explaining what each membership offers – they are super short and easy to understand.
Thanks for the feedback on our site.
Sorry you’re not finding it easy to use – we get quite a lot of excellent feedback on the utility and friendliness of the site. That said, we know we can always be better esp when it comes to user experience and interface.
David
ron is right your web site is poorly constructed and hard to navigate.
Thanks for your feedback.
Could you please add HIPS and HNDL to your universe of funds to evaluate?
Thanks
Hi John – I’m putting your request for HIPS and HNDL into the coverage queue for review. I’ll follow up with you from support@newconstructs.com for updates. Best,Tam
Curious if the TD research access will be available when my account is converted to Schwab account. Appreciate your reports and hoping that you have struck a research deal with Schwab or Fidelity (my other 2 custodians)!
Hi Wayne,
Thank you for your comment and interest in our research!You are not alone in your desire to keep New Constructs on TD/Schwab’s platform.
We have received many similar inquiries, and I am sure there are countless others who feel the same way. As far as we know, there are no plans for New Constructs research to be offered at Schwab. We know a few clients have sent a letter (Sample Letter To Charles Schwab) to their account Rep and/or Jamie Vaugh (jamie.vaughn@schwab.com), who forwarded the letter to “leadership in charge of the research decisions” at Schwab. Feel free to use this document as you wish.
The only other places that offer access to our research are through similarly priced memberships to our current Professional & Institutional levels (via FactSet, Refinitiv).
We will be coming out with a new level of subscription membership that is at a significantly lower price point. I don’t have dates for that but I know it is in the works for this winter. I’m going to include some ways below of staying in touch so you can be sure to know when those are available – they might be what you’re looking for.
Best,
Tam
Want to connect with and learn more about New Constructs?
Join our online community, the Society of Intelligent Investors! We’re in beta and focused on creating a space that supports intelligent investing and need your help to make it great.
You can also tune in to our Friday Webinars where we bring together our experts to present recent research and news, and answer community questions.
Check out our FAQs and free financial education resources for more info on getting the most out of our website.
Yes, I want to stay in touch. I’m going from TD to Charles Schwab. Very interested in the new level of subscription your creating; in case Schwab doesn’t extend New Constructs access to their site.
Hi Larry,
Great to hear that, please check out the links in the above post to see what will work best for you. You can always email us at support@newconstructs.com with more questions.
Best,
Tam
Here it is December 2023 and Schwab does not have access to New Constructs. Any word on whether that is in progress?
John
Hi there, John!
I hope this finds you well. We’re thrilled to hear that you value the New Constructs research on TD Ameritrade. You are not alone in your desire to keep New Constructs on TD/Schwab’s platform.
We have received many similar inquiries, and I am sure there are countless others who feel the same way. As far as we know, there are no plans for New Constructs research to be offered at Schwab.
We know a few clients have sent a letter to their account Rep and/or Jamie Vaughn (jamie.vaughn@schwab.com), who forwarded the letter to “leadership in charge of the research decisions” at Schwab.
Schwab tends to be influenced by its customers so your voice matters!
Best,
Tam