Portfolio Investment Services

The journey toward your financial goal starts by having an investment plan. The portfolio investment services from TD AMERITRADE can help you define a strategy to make the most of your money, at the level of risk you are comfortable with. We offer portfolios based on your goal, how much market risk you're comfortable taking, your budget and time frame. And you don't have to be an investing expert or have a lot of time to get a portfolio that's designed to work for you.

Whether you're just starting out or you're a seasoned investor, portfolio investing can help lead you to your goal with a diversified plan. When you're ready to get a portfolio and start working toward your goal, we provide everything you need to help you understand your goal, select a portfolio and monitor it along the way.

Portfolio Strategy

Learn about our strategy for creating portfolios based on Modern Portfolio Theory, which helps to maximize your potential return for the amount of risk that you are comfortable accepting. Learn more about Portfolio Strategy. Learn more about Portfolio Strategy.

Exchange Traded Funds (ETFs)

Discover why ETFs are used to create Amerivest portfolios and why you should consider ETFs as part of your portfolio. ETFs seek to match the performance of a specific market index, asset class or sector by investing in a variety of securities. Because an ETF is actually a basket of many individual securities, it can be an efficient way to achieve diversification in your portfolio. Learn more about ETFs. Learn more about ETFs.

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.

Auto-Invest and Amerivest Portfolios

Available with Amerivest, this service allows you to set up automated funding and investing, and you pay no brokerage commissions. With Auto-Invest, you can set up a recurring electronic contribution and have it automatically invested in your portfolio securities. The money will be invested in the asset classes that are most underweighted compared to their target asset allocation. This helps keep new investments working for you as efficiently as possible.

Auto-Rebalance and Amerivest Portfolios

Also available with Amerivest, Auto-Rebalance can help you keep your portfolio on track without having to frequently monitor it. This way, you can automatically receive e-mail messages when your rebalance date is approaching, and you can choose to have Amerivest rebalance your portfolio to your previously selected asset allocation mix. Whether or not you use Auto-Rebalance, rebalancing with Amerivest is always TD AMERITRADE commission-free.