Specialty Account Types Comparison

Specialty Account Types Comparison
	Description Show detail	Client profiles	Investment choices	Notable Account Features (free and subscription-only)	Minimums and fees
Trust	A Trust account allows the account owner to transfer assets to one or more recipients, called trustees, who hold legal title to the transferred assets and manage the assets for the benefit of the owner or other named beneficiaries. more...	Cash, Cash & Margin, Cash & Option; Cash, Margin & Option	The trust will state what method of trading is allowed.	Portfolio Planner Wealth Ruler Command Center 2.0 StrategyDesk Quotescope Trade Triggers Conditional Orders Advanced Analyzer Market Motion Detector SnapTicket Streaming News S&P Reports MarketEdge Link to Microsoft Money or Quicken programs Gain/Loss Tracker (free to all clients) GainsKeeper (reduced rate to TD AMERITRADE clients)	Account minimums There is no minimum funding required to open an account Margin or option privileges on account require a minimum of $2,000 No maintenance fees
Limited Partnership	A Limited Partnership (LP) account is established by two or more individuals who carry on a business for profit, in which at least one partner bears unlimited liability and additional partners are liable only to the extent of their investment. TD AMERITRADE offers accounts for legally established limited partnerships.	Cash, Cash & Margin, Cash & Option; Cash, Margin & Option	Stocks (NYSE, NASDAQ, Canadian Exchange as well as the Over the Counter and Pink Sheet Stocks), Mutual Funds Exchange Traded Funds (ETF) Bonds Options CDs Index Shares Unit Investment Trusts Real Estate Investment Trusts	Portfolio Planner Wealth Ruler Command Center 2.0 StrategyDesk Quotescope Trade Triggers Conditional Orders Advanced Analyzer Market Motion Detector SnapTicket Streaming News S&P Reports MarketEdge Link to Microsoft Money or Quicken programs Gain/Loss Tracker (free to all clients) GainsKeeper (reduced rate to TD AMERITRADE clients)	Account minimums There is no minimum funding required to open an account Margin or option privileges on account require a minimum of $2,000 No maintenance fees
Partnership	A Partnership account is established by an association of two or more persons who have an established partnership agreement to carry on, as co-owners, a business for profit. more...	Cash, Cash & Margin, Cash & Option; Cash, Margin & Option	Stocks (NYSE, NASDAQ, Canadian Exchange as well as the Over the Counter and Pink Sheet Stocks), Mutual Funds Exchange Traded Funds (ETF) Bonds Options CDs Index Shares Unit Investment Trusts Real Estate Investment Trusts	Portfolio Planner Wealth Ruler Command Center 2.0 StrategyDesk Quotescope Trade Triggers Conditional Orders Advanced Analyzer Market Motion Detector SnapTicket Streaming News S&P Reports MarketEdge Link to Microsoft Money or Quicken programs Gain/Loss Tracker (free to all clients) GainsKeeper (reduced rate to TD AMERITRADE clients)	Account minimums There is no minimum funding required to open an account Margin or option privileges on account require a minimum of $2,000 No maintenance fees
Investment Club	An Investment Club account is established by a group of people who meet regularly and pool their funds to invest in securities. more...	Cash, Cash & Margin, Cash & Option; Cash, Margin & Option	Stocks (NYSE, NASDAQ, Canadian Exchange as well as the Over the Counter and Pink Sheet Stocks), Mutual Funds Exchange Traded Funds (ETF) Bonds Options CDs Index Shares Unit Investment Trusts Real Estate Investment Trusts	Portfolio Planner Wealth Ruler Command Center 2.0 StrategyDesk Quotescope Trade Triggers Conditional Orders Advanced Analyzer Market Motion Detector SnapTicket Streaming News S&P Reports MarketEdge Link to Microsoft Money or Quicken programs Gain/Loss Tracker (free to all clients) GainsKeeper (reduced rate to TD AMERITRADE clients)	Account minimums There is no minimum funding required to open an account Margin or option privileges on account require a minimum of $2,000 No maintenance fees
Limited Liability	A Limited Liability account offers some of the most popular benefits of partnership and corporate accounts. It offers the pass through tax status of the partnerships, and the limited personal liability of corporations. more...	Cash, Cash & Margin, Cash & Option; Cash, Margin & Option	Stocks (NYSE, NASDAQ, Canadian Exchange as well as the Over the Counter and Pink Sheet Stocks), Mutual Funds Exchange Traded Funds (ETF) Bonds Options CDs Index Shares Unit Investment Trusts Real Estate Investment Trusts	Portfolio Planner Wealth Ruler Command Center 2.0 StrategyDesk Quotescope Trade Triggers Conditional Orders Advanced Analyzer Market Motion Detector SnapTicket Streaming News S&P Reports MarketEdge Link to Microsoft Money or Quicken programs Gain/Loss Tracker (free to all clients) GainsKeeper (reduced rate to TD AMERITRADE clients)	Account minimums There is no minimum funding required to open an account Margin or option privileges on account require a minimum of $2,000 No maintenance fees
Sole Proprietorship	A Sole Proprietorship account is established for a non-incorporated, single-owner business in which the owner and the owner's company are considered a single entity for tax and liability purposes.	Cash, Cash & Margin, Cash & Option; Cash, Margin & Option	Stocks (NYSE, NASDAQ, Canadian Exchange as well as the Over the Counter and Pink Sheet Stocks), Mutual Funds Exchange Traded Funds (ETF) Bonds Options CDs Index Shares Unit Investment Trusts Real Estate Investment Trusts	Portfolio Planner Wealth Ruler Command Center 2.0 StrategyDesk Quotescope Trade Triggers Conditional Orders Advanced Analyzer Market Motion Detector SnapTicket Streaming News S&P Reports MarketEdge Link to Microsoft Money or Quicken programs Gain/Loss Tracker (free to all clients) GainsKeeper (reduced rate to TD AMERITRADE clients)	Account minimums There is no minimum funding required to open an account Margin or option privileges on account require a minimum of $2,000 No maintenance fees
Corporate (profit or non-profit)	A Corporate Account is established by a legal entity, authorized by a state, ordinarily consisting of an association of numerous individuals. more...	Cash, Cash & Margin, Cash & Option; Cash, Margin & Option	Stocks (NYSE, NASDAQ, Canadian Exchange as well as the Over the Counter and Pink Sheet Stocks), Mutual Funds Exchange Traded Funds (ETF) Bonds Options CDs Index Shares Unit Investment Trusts Real Estate Investment Trusts	Portfolio Planner Wealth Ruler Command Center 2.0 StrategyDesk Quotescope Trade Triggers Conditional Orders Advanced Analyzer Market Motion Detector SnapTicket Streaming News S&P Reports MarketEdge Link to Microsoft Money or Quicken programs Gain/Loss Tracker (free to all clients) GainsKeeper (reduced rate to TD AMERITRADE clients)	Account minimums There is no minimum funding required to open an account Margin or option privileges on account require a minimum of $2,000 No maintenance fees
Non-incorporated	A Non-incorporated account is established by non-incorporated, non-profit organizations. more...	Cash, Cash & Margin, Cash & Option; Cash, Margin & Option	Stocks (NYSE, NASDAQ, Canadian Exchange as well as the Over the Counter and Pink Sheet Stocks), Mutual Funds Exchange Traded Funds (ETF) Bonds Options CDs Index Shares Unit Investment Trusts Real Estate Investment Trusts	Portfolio Planner Wealth Ruler Command Center 2.0 StrategyDesk Quotescope Trade Triggers Conditional Orders Advanced Analyzer Market Motion Detector SnapTicket Streaming News S&P Reports MarketEdge Link to Microsoft Money or Quicken programs Gain/Loss Tracker (free to all clients) GainsKeeper (reduced rate to TD AMERITRADE clients)	Account minimums There is no minimum funding required to open an account Margin or option privileges on account require a minimum of $2,000 No maintenance fees
Pension or Profit Plan	Pension or Profit Plan accounts are tax-exempt trusts that can be set up by a company or self-employed individual for the purpose of retirement. more...	Cash, Cash & Margin, Cash & Option; Cash, Margin & Option. The Margin and Option approval on this account type is strictly specified in the Plan document provided by the Plan to TD AMERITRADE.	The plan will specify what method of trading is allowed.	Portfolio Planner Wealth Ruler Command Center 2.0 StrategyDesk Quotescope Trade Triggers Conditional Orders Advanced Analyzer Market Motion Detector SnapTicket Streaming News S&P Reports MarketEdge Link to Microsoft Money or Quicken programs Gain/Loss Tracker (free to all clients) GainsKeeper (reduced rate to TD AMERITRADE clients)	Account minimums There is no minimum funding required to open an account Margin or option privileges on account require a minimum of $2,000 No maintenance fees