Investment Portfolio Guidance

Get a tailored investment plan at an affordable price


What's your goal... to enjoy retirement, save for college education or grow your wealth? We offer flexible levels of support and investment portfolio solutions to help you build a plan that's tailored to your goals based on your goal, risk tolerance, time frame and budget. At TD AMERITRADE, you get the tools, resources and support to help build an easy-to-manage portfolio that matches your needs.

Help me choose a plan

Have confidence in a financial plan designed to work for you. Quickly review a comparison of our various portfolio solutions. Learn more about choosing the right portfolio.

TDAX Independence Exchange Traded Funds (ETFs)

With a TDAX Independence ETF, you can purchase a single ETF and get a diversified, asset-allocated portfolio based on a specific time horizon. Learn more about TDAX Independence ETFs.

Amerivest Target Date Investment Portfolios

Amerivest Target Date Investment Portfolios are also allocated with a specific date in mind, simplifying the portfolio management process. Choose from one of six portfolios with a target date that matches your goal. Learn more about Amerivest Target Date Investment Portfolios. Learn more about Amerivest Target Date Investment Portfolios.

Self-Directed Amerivest

With Self-Directed Amerivest, you can create a tailored investment plan to meet your goal. Then all you need to do is monitor your portfolio's progress and rebalance periodically. Amerivest makes it easy to manage your portfolio. Learn more about Self-Directed Amerivest. Learn more about Self-Directed Amerivest.

Before investing in an ETF, carefully consider the investing objectives, risks, charges and expenses. For a prospectus containing this and other important information, contact a Client Services representative at 800-669-3900. Please read the prospectus carefully before investing.



•  Different portfolio solutions
•  Professionals to help you make the right choice
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TDAX Funds, Inc. Independence ETFs are distributed by ALPS Distributors, Inc. XShares Advisors LLC serves as advisor to the Funds. Amerivest Investment Management LLC serves as a sub-advisor to the Funds. TD AMERITRADE is not affiliated with TDAX Funds, Inc., XShares Advisors LLC, or ALPS Distributors, Inc. Amerivest Investment Management LLC is a subsidiary of TD AMERITRADE Holding Corporation.

Amerivest is an investment advisory service of Amerivest Investment Management, LLC, an SEC-registered investment adviser. Brokerage services provided by TD AMERITRADE, Inc. 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.