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A better way to plan for your investment

You'll benefit from:

  • Guidance and 24/7 support: TD Ameritrade will work with you one-on-one to identify your goals and develop a strategy to help you pursue them.
  • Professionally managed portfolios from Amerivest: choose from a variety of portfolios designed to build wealth, generate income, or take advantage of market opportunity.
  • Powerful tools and customized products: resources including TD Ameritrade's Premier List of mutual funds and list of 100+ commission-free exchange-traded funds (ETFs).
  • Resources to build and manage your portfolio: a wide variety of online trading and investment choices, powerful trading platforms and research and education.
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Carefully consider the investment objectives, risks, charges and expenses before investing. A prospectus, obtained by calling 800-669-3900, contains this and other important information about an investment company. Read carefully before investing.

TD Bank Group has an ownership interest in TD Ameritrade Holding Corporation, the parent company of TD Ameritrade, Inc.


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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., member FINRA/SIPC/NFA. TD Ameritrade, Inc. and TD Bank, N.A. are affiliated through their parent firms.

*Offer valid for one new Individual, Joint, IRA , or an eligible Amerivest-related account opened by 04/30/2013 and funded within 60 days of account opening with $2,000 or more. Minimum funding amount required for an Amerivest-related account is $25,000. Once the new Amerivest related account is opened, please contact Amerivest at 888-310-7921 to have your account registered for the offer. To receive $50 bonus, account must be funded with $10,000 or more within 60 days of account opening. To receive $100 bonus, account must be funded with $25,000 or more within 60 days of account opening. To receive $300 bonus, account must be funded with $100,000 or more within 60 days of account opening. To receive $600 bonus, account must be funded with 250,000 or more within 60 days of account opening. To receive $1,200 bonus, account must be funded with $500,000 or more within 60 days of account opening. Offer is not transferable and not valid with internal transfers, TD Ameritrade Institutional accounts, current TD Ameritrade 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 days of account funding. Contract, exercise, and assignment fees still apply. Free trade offer not available on Amerivest-related accounts, TD Ameritrade currently waives commissions for all eligible transactions in accounts using the Amerivest Service. Limit one offer per client. Account must remain open with minimum required funding for 12 months, or TD Ameritrade may charge the account for the cost of the cash awarded to the account. 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. (Offer Code: 723). Please allow 3-5 business days for any cash deposits to post to account. Taxes related to TD Ameritrade offers are your responsibility. Retail values totaling $600 or more 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.

Market volatility, trading volumes, system performance, and other factors may delay system access and response times.

Amerivest is an investment advisory service of Amerivest Investment Management, LLC, a registered investment advisor. Brokerage services provided by TD Ameritrade, Inc., member FINRA/SIPC/NFA. 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) http://www.tdameritrade.com/forms/TDA4855.pdf.

Amerivest Portfolios is an investment advisory service of Amerivest Investment Management, LLC, a registered investment advisor. Brokerage services provided by TD Ameritrade, Inc. Amerivest Investment Management, LLC and TD Ameritrade, Inc. are both wholly owned subsidiaries of TD Ameritrade Holding Corporation. Amerivest is a trademark of TD Ameritrade I P Company, Inc. Amerivest provides nondiscretionary and discretionary advisory services for a fee. Risks applicable to any portfolio are those associated with its underlying securities.

To trade commission-free ETFs, you must be enrolled in the program. Eligible ETFs purchased commission-free must be held for at least 30 days. If you sell an ETF within 30 days of being purchased commission-free, a short-term trading fee will apply.

ETFs can entail risks similar to direct stock ownership, including market, sector, industry risks. Some ETFs may involve international risk, currency risk, commodity risk, and interest rate risk. Trading prices may not reflect the net asset value of the underlying securities. Commission fees typically apply.

TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. © 2013 TD Ameritrade IP Company. All rights reserved. Used with permission.