Prepare for the future with sound investment guidance
Our affiliate TD Ameritrade can help you make more informed investment decisions and pursue your investment plan with the same dedication to service and convenient solutions you've come to expect from TD Bank. You'll benefit from:
- Guidance and 24/7 support: TD Ameritrade's investment consultants and Chartered Retirement Planning CounselorsSM will work with you one-on-one to identify your goals and develop a strategy to help you pursue them. And their representatives are available to assist you 24 hours a day, 7 days a week.
- Professionally managed portfolios from Amerivest1: Choose from a variety of portfolios designed to build wealth, generate income, or take advantage of market opportunity based on your goals, timeframe, and tolerance for risk.
- Powerful tools: Access valuable resources like TD Ameritrade's Premier List of mutual funds powered by Morningstar Associates, to help you make informed investment choices.2
- Resources to build and manage your portfolio: Access a broad choice of products, research and education resources to help you build a portfolio suited to your needs.
Learn more from a TD Ameritrade representative at 800-400-3603.
Carefully consider the investment objectives, risks, charges and expenses before investing. A prospectus, obtained by calling TD Ameritrade at 800-669-3900, contains this and other important information about an investment company. Read carefully before investing.
*Offer valid for one new Individual, Joint, IRA account or a new account using the Amerivest service. New accounts funded with $2,000 or more are eligible for free trades. Accounts using the Amerivest service require a minimum funding of $25,000 and are not eligible to receive the free trades. Once the new account using the Amerivest service is opened, please contact Amerivest at 888-310-7921 to have your account registered for the offer. TD Ameritrade accounts must be registered for the offer by 03/31/15 and funded within 180 days. To receive the $50 bonus, account must be funded with $10,000 or more within 180 days of account opening. To receive the $200 bonus, account must be funded with $50,000 or more within 180 days of account opening. To receive the $500 bonus, account must be funded with $100,000 or more within 180 days of account opening. To receive the $1,000 bonus, account must be funded with $250,000 or more within 180 days of account opening. To receive the $1,500 bonus, account must be funded with $500,000 or more within 180 days of account opening. Transfer fee refund of $150 requires a $10,000 transfer within 180 days of account opening. Please allow 3-4 weeks from account funding for the cash bonus and/or transfer fee rebate to post to your account. Offer is not transferable and not valid with internal transfers, TD Ameritrade Institutional accounts, or with other offers. Qualified commission-free Internet equity, ETF, or option orders will be limited to a maximum of 500 and must execute within 60 days of account funding. Contract, exercise, and assignment fees still apply. Limit one offer per client. Account value of the qualifying account must remain equal to, or greater than, the value after the net deposit was made (minus any losses due to trading or market volatility or margin debit balances) for 12 months, or TD Ameritrade may charge the account for the cost of the offer at its sole discretion. TD Ameritrade reserves the right to restrict or revoke this offer at any time. This is not an offer or solicitation in any jurisdiction where we are not authorized to do business. (New Account Offer Code: 715)
Taxes related to TD Ameritrade offers are your responsibility. Promotional items and cash received during the calendar year will be included in your consolidated
Form 1099. Please consult a legal or tax advisor for the most recent changes to the U.S. tax code and for rollover eligibility rules.
Maximum contribution limits cannot be exceeded.
1Amerivest is an investment advisory service of Amerivest Investment Management, LLC ("Amerivest"), a registered investment advisor. Brokerage services provided by TD Ameritrade, Inc., member FINRA/SIPC. TD Ameritrade, Inc. and Amerivest Investment Management, LLC are both wholly owned subsidiaries of TD Ameritrade Holding Corporation. Amerivest is a trademark of TD Ameritrade IP Company, Inc. Amerivest provides nondiscretionary and discretionary advisory services for a fee. Risks applicable to any portfolio are those associated with its underlying securities. For more information, please see the Amerivest Disclosure Brochure (ADV Part 2) https://www.tdameritrade.com/retail-en_us/resources/pdf/TDA4855.pdf.
Morningstar Associates, LLC ("Morningstar Associates") is a registered Investment advisor and wholly owned subsidiary of Morningstar, Inc. Morningstar Associates provides consulting services to Amerivest Investment Management, but is not acting in the capacity of advisor to individual investors. Morningstar Associates provides recommendations to Amerivest regarding asset allocation targets and selection of securities appropriate for the Amerivest Portfolios; however, Amerivest retains the discretion to accept, modify or reject Morningstar Associates recommendations of investments made available through TD Ameritrade. Asset Allocation target allocations are subject to change without notice. Morningstar Associates establishes the allocations using its proprietary asset classification. If alternative classification methods are used, the allocations may not meet the asset allocation targets.
2The Premier List represents what Morningstar Associates believes to be the "best-in-class" and "top picks" funds in each category from the universe of no-load funds with minimums less than $10,000 and open to new investors available on TD Ameritrade's platform.
The mutual funds selected by Morningstar Associates for the Premier list have been derived from a universe of mutual funds made available through TD Ameritrade, a universe which does not include all mutual funds available in the marketplace. Both the universe of mutual funds defined by TD Ameritrade and the Premier List are subject to change at any time and without notice. Particular mutual funds on the Premier List may not be appropriate investments for you under your circumstances, and there may be other mutual funds or investment options offered by TD Ameritrade that are more suitable. Morningstar Associates may have more favorable opinions of certain mutual funds which are not included in the universe of mutual funds made available through TD Ameritrade. The Morningstar selections were based on qualitative factors and quantitative analysis conducted by Morningstar Associates. The information, data and opinions contained herein include proprietary information of Morningstar Associates and may not be copied or redistributed for any purpose. Morningstar Associates does not warrant this information to be accurate, complete or timely. Morningstar Associates is not responsible for any damages or losses arising from the use of this information. Past performance is no guarantee of future results. The Morningstar name and logo are registered marks of Morningstar, Inc. Morningstar Associates is not affiliated with TD Ameritrade.
There is no assurance that the investment process will consistently lead to successful investing. Past performance does not guarantee future results or success