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Specialty

Take care of business with specialty accounts

Specialty investment accounts include trusts, limited partnerships, small business, and accounts for investment clubs. Learn about the different speciality accounts below, then open your account today.

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Specialty Account Types

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. TD Ameritrade offers legally established taxable living, revocable, irrevocable and testamentary trusts. They must already have the trust created by an Attorney and then they may open a brokerage account with TD Ameritrade.

 

Client Profiles

  • Cash, Cash and Margin, Cash and Option; Cash, Margin and Option

 

Account Minimums:

  • There is no minimum funding required to open an account.

 

Margin or option privileges on account require a minimum of $2,000

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Limited Partnership

A Limited Partnership (LP) account is established by two or more individuals who carry on a business for profit. 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.

 

Client Profiles

  • Cash, Cash and Margin, Cash and Option; Cash, Margin and Option

 

Account Minimums and Fees:

  • There is no minimum initial deposit required to open an account.
Open New Account

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. The accounts are not subject to taxation. Instead, the taxes flow through to the individual partners and are reported on their personal income tax returns.

 

Client Profiles

  • Cash, Cash and Margin, Cash and Option; Cash, Margin and Option

 

Account Minimums and Fees:

  • There is no minimum initial deposit required to open an account.
Open New Account

Investment Club

An Investment Club account is established by a group of people who meet regularly and pool their funds to invest in securities. Since most investment clubs are formed as partnerships, their dividends and realized capital gains and losses are passed through for tax reporting by the individual members.

 

Client Profiles

  • Cash, Cash and Margin, Cash and Option; Cash, Margin and Option

 

Account Minimums and Fees:

  • There is no minimum initial deposit required to open an account.
Open New Account

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. The liability of the company and its owners is limited to their investment. States that require two or more members are MA, SD, and WY. TD Ameritrade offers accounts for legally established LLCs.

 

Client Profiles

  • Cash, Cash and Margin, Cash and Option; Cash, Margin and Option

 

Account Minimums and Fees:

  • There is no minimum initial deposit required to open an account.
Open New Account

Sole Proprietorship

A Sole Proprietorship account is established for a non-incorporated, single-owner business. With this type of account, the owner and the owner's company are considered a single entity for tax and liability purposes.

 

Client Profiles

  • Cash, Cash and Margin, Cash and Option; Cash, Margin and Option

 

Account Minimums and Fees:

  • There is no minimum initial deposit required to open an account.
Open New Account

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. A corporation can acquire assets, enter into contracts, sue or be sued, and pay taxes in its own name.

 

Client Profiles

  • Cash, Cash and Margin, Cash and Option; Cash, Margin and Option

 

Account Minimums and Fees:

  • There is no minimum initial deposit required to open an account.
Open New Account

Non-Incorporated

A Non-Incorporated account is established by non-incorporated, non-profit organizations. These are not chartered as corporations, therefore lacking the powers and immunities of a corporate enterprise.

 

Client Profiles

  • Cash, Cash and Margin, Cash and Option; Cash, Margin and Option

 

Account Minimums and Fees:

  • There is no minimum initial deposit required to open an account.
Open New Account

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