1. Define your goal
What would you like to do? Be able to afford to give your kids the best education possible? Ensure a comfortable retirement? Live your life to the fullest? Whatever your goal is, Amerivest can create a tailored, easy-to-follow investment plan that can help guide you there.

2. Assess your risk tolerance
How much risk are you comfortable with? How much return do you seek? The balance between risk and reward is very important to the success of an investment plan. By taking the Amerivest risk assessment quiz, you'll be able to determine your personal risk/reward level.

3. View the recommended asset allocation
Based on your goal, risk tolerance, time frame and budget, Amerivest will recommend a portfolio tailored to your needs. This plan will contain a mix of Exchange Traded Funds (ETFs) allocated across different asset classes, designed to help you pursue your financial goal. After reviewing the Amerivest recommendations, you can choose to accept or modify them, including selecting from similar ETFs within an asset class.

4. Execute your new investment plan
Once your Amerivest plan meets your approval, you can put it into action at TD AMERITRADE. Open your TD AMERITRADE Investing Account and with one click (and no commissions) you'll purchase a tailored portfolio ready to help guide you toward your goal.

5. Review and rebalance your portfolio
With the Auto-Rebalance service, you'll be able to automatically rebalance your portfolio. To automatically invest additional money in your portfolio on a regular basis, you can also set up Auto-Invest.

Amerivest makes it easy for you to add to your portfolio, monitor your progress and rebalance periodically to help you stay on course.