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 financial 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 TD Ameritrade Investment Management, LLC1: 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.
SECURITIES & INVESTMENT PRODUCTS • NOT FDIC INSURED NO BANK GUARANTEE • MAY LOSE VALUE
Securities products purchased or sold in a transaction with TD Ameritrade are: (1) not a deposit; (2) not insured by the Federal Deposit Insurance Corporation or any federal government agency; (3) not guaranteed by TD Bank, N.A. or any of its affiliates; and, (4) may be subject to investment risks, including possible loss of value. Securities products and brokerage services are offered through TD Ameritrade, Inc. TD Ameritrade, Inc. and TD Bank, N.A. are affiliated through their parent firms.
*Offer valid for one new Individual, Joint, IRA account or a new account managed by TD Ameritrade Investment Management, LLC. New accounts funded with $3,000 or more are eligible for free trades. Accounts managed by TD Ameritrade Investment Management are not eligible to receive the free trades. Once the new account managed by TD Ameritrade Investment Management, is opened, please call 888-310-7921 to have your account registered for the offer. TD Ameritrade accounts must be registered for the offer by 9/30/2017 dynamic date and funded within 180 days. To receive $50 bonus, account must be funded with $10,000- $49,999. To receive the $200 bonus, account must be funded with $50,000- $99,999. To receive the $500 bonus, account must be funded with $100,000- $249,999To receive the $1,000 bonus, account must be funded with $250,000- $499,999. To receive the $1,500 bonus, account must be funded with $500,000 or more. Transfer fee refund of $150 requires a $10,000 transfer within 180 days of account opening. Valid IRA types include Traditional, Roth, Rollover, SEP, or SIMPLE IRA. 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 valid on tax-exempt trusts, 401k accounts, Keogh plans, Profit Sharing Plan, or Money Purchase Plan. 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 options orders will be limited to a maximum of 500 and must execute within 60 calendar days of new 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. Taxes related to TD Ameritrade offers are your responsibility. Promotional items and cash received during the calendar year will be included on 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. New Account offer code: 716.
TD Ameritrade and TD Bank are separate but affiliated entities, not responsible for each other's services or policies.
TD Ameritrade, Inc., member FINRA/SIPC. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. © 2017 TD Ameritrade IP Company, Inc. All rights reserved. Used with permission.
1Advisory services are provided by TD Ameritrade Investment Management, LLC ("TD Ameritrade Investment Management"), a registered investment advisor. Brokerage services provided by TD Ameritrade, Inc. TD Ameritrade Investment Management provides discretionary advisory services for a fee. Risks applicable to any portfolio are those associated with its underlying securities. For more information, please see the Disclosure Brochure (Form ADV Part 2A) https://www.tdameritrade.com/forms/TDA4855.pdf.
Accounts managed by TD Ameritrade Investment Management have an investment minimum, see Disclosure Brochure for details.
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
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