Replying to the last of Sunday …
Assuming you want to keep using TD Ameritrade … Open two identical accounts. Give her the info for one of them. Once the transfer from the estate hits that account, you transfer the money to the other one and close the one she had info on.
Or, if you already have accounts elsewhere you want to keep using, just do the same idea. Once the money hits TD Ameritrade, arrange to transfer it to your existing account at Brand XYZ that niece has no info on. Then close TD Ameritrade.
Easy peasy.
Brokerages are totally used to this account churn. Happens every time an estate gets settled. And lots of other times. e.g. I’m about to retire and will need to open 2 IRAs at the brokerage where my employer keeps our 401ks. They’ll have money in them for a week at most before the money migrates to my existing IRAs at my own brokerage. Then the new IRAs will be closed. Happens thousands of times every day. TD Ameritrade won’t hate you for life.
Really.
Yaay!! That is so exciting!!. And glad to hear SariSon is going along willingly, if a bit sullenly. Yes, closing and moving are major PITAs. But you wouldn’t be doing this if it wasn’t an improvement overall. AyyAAYYY!!!1!!!
Mine too some days. We’re rejiggering things how??!? WTF??/!/??
As to me, Sunday irk, and up to now …
All’s well that ends well sorta. Got to MIA, launched the later work a mere 90 minutes late just as the sun was setting, a rainshower had just passed over washing everything thoroughly, and the sky was all scrubbed bright & lovely. Yaay. We had a very light load, 30 people for 180 seats. But would be full coming back.
The turnaround on the island was quick because 30 people get off quickly and make relatively little mess, so the between-flight cleaning goes quickly. Launch back for home just an hour behind. Which means we get to MIA about when our primary customs closes, and our stragglers might not make it through. Oops.
So time for standard backup plan Q: we park at a different terminal where all the random international airlines park, and use their customs which is open 24/7. The good news is MIA’s control center was on top of this and they pre-arranged it so I didn’t have to remind them. Zig in, park, offload, customs, and then comes the extra half-mile walk outdoors to where my car is parked about 50 feet from our usual exit from the usual terminal. It was a nearly-ideal parking spot 3 days ago and now it’s nearly the worst possible. Oh well. C’est la guerre.
Start the car just before midnight, pay the exorbitant parking fee, and onto the lightly loaded freeway. ZOOM!! Her Ladyship will still be long up when I walk in around 1230am. Yaay impending smooches & cuddles!!
Got about halfway home and signs say “freeway closed 2 miles ahead at [exit]. Use detour.” Great. Lotta construction on this freeway, and late night closures are not unusual. Me being on that freeway at that hour is thankfully rare though. Oh bother.
Yep, we all get funneled off an offramp. With no signs at the top about what to do next, or where we can later rejoin the freeway. Gee thanks, FDOT. This is not my part of town, but I know the general layout of the major arteries, and SoFL is 99% a grid, so it doesn’t take a navigational genius to asses the alternatives.
Head 3 miles inland to the parallel freeway, join that, and ZOOM. Walk in right at 1245 to be met by a fierce smooch attack. Put down my crap, eat a snack, do my minimum pre-bed prep, and off to bed ASAP = 1:05am. She’ll be along in another hour or two when she gets sleepy.
Now at 7am I’m up, caffinatin’, and doing what of my post-trip cleanup & reset I can do while she’s still sleeping. The rest will come later. My next big task is writing up the reports about the hotel SNAFU and lost irk-day.
Today’s an off day, and I’m back on call on Tue. Next!!
As to Mondays.
As a kid I don’t recall any specific day-of-week stuff. Dad was a pilot too, so days of the week have always been kinda theoretical to me. When I was about 8 Mom went back to irk full time, so Mondays were the first day the cleaner / babysitter showed up of five. That’s about it.
Nowadays I try to make Mondays my extra body maintenance day. If I’m on the road, it slides to the next home day. So that’s shampoo hair, soak / wash hearing aid components to dewax them, wash all my spectacles, etc. Her Ladyship likes to change bedsheets and towels on Sun. When I was doing all the homemaking with late first wife Sat was the day for that, with Sunday as backup.
Now I’m not allowed to touch sheets or towels, lest I mess something up. You go girl! [Sigh. Good thing she’s cute!]