Is it possible to manage my multiple accounts and my wife's multiple accounts as a single portfolio with TD Ameritrade's online tools? I would like to do easy asset allocation across all those accounts include a percentage breakdown of holdings and asset classes.
She has several IRAs and I have several IRAs and a brokerage account. The rep tells me yes, but I heard there may be some legal restrictions on this. A (blacked out) screenshot would be appreciated! Thanks, Chirag