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TD AMERITRADE does not provide tax advice. We suggest that you seek the advice of a tax-planning professional with regard to your personal circumstances.
Offer valid for individuals who open a new TD AMERITRADE retirement account or a new Amerivest-related IRA account by 09/30/10 and meet funding requirements within 6 months of account opening. Funding/rollover of $25,000-$99,999 receives $100 cash, funding/rollover of $100,000-$249,999 receives $250 cash, funding/rollover of $250,000 or more receives $500 cash. Limit one offer per client per calendar year. Not transferable and not valid with TD AMERITRADE Institutional accounts, internal transfers or with other offers. Cash awards are valid within your IRA only and non-transferable to another existing TD AMERITRADE account. Void where prohibited. Account must remain open with minimum funding for 9 months, or TD AMERITRADE may charge the account for the cash awarded to the account. TD AMERITRADE reserves the right to restrict or revoke this offer. This is not an offer or solicitation in any jurisdiction where we are not authorized to do business.
Commissions, service, and exception fees still apply. See our Rates & Fees page.
Please consult a legal or tax advisor for the most recent changes to the U.S. tax code and for rollover eligibility rules. Please allow 3-5 business days for any cash deposits to post to account.
Amerivest is an investment advisory service of Amerivest Investment Management, LLC, an SEC-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 non-discretionary 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 II).
Morningstar Risk-Adjusted Ratings: The Overall Rating is derived from a weighted average of the performance figures associated with its 3-, 5-, and 10- year (if applicable) Morningstar Rating Metrics. Morningstar, Inc. is an independent publisher of mutual fund research and ratings. Ratings reflect a fund's risk-adjusted 3-, 5-, and 10-year total returns, including any sales charge. A Fund is rated against all other funds in its category. 5 stars are assigned to the top 10%; 4 stars to the next 22.5%; 3 stars to the next 35%; 2 stars to the next 22.5%; and 1 star to the bottom 10%. Morningstar only rates funds with at least a 3-year history.