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Guidance

Investment
guidance that
starts with you Investment
guidance that
starts with you

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Your goals are unique, so your investment guidance should be too. We take the time to listen and understand what matters most to you before helping you develop and manage your investment strategy. Call us today at 800-870-9668 to get started.

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Whatever your goals, we'll help you craft a plan

We offer a broad range of products and services to help you pursue your financial goals,
and we can help you choose the right approach.

Learn More


Build it yourself

Use a variety of investment products and tools to build and manage your portfolio on your own


Build it with us

Get a managed portfolio recommendation to fit your goals and ongoing support from TD Ameritrade Investment Management, LLC


Build it with an advisor

Clients with more complex and extensive advisory needs can get an introduction to an independent Registered Investment Advisor through our advisor referral program

Manage and track your progress

It's no secret that life changes are going to impact your financial goals. That's why we've
made it as easy as possible to set your goals and stay on track.

Take actionInvest on the goAdjust your plan

Take action

Access and manage your account from any device.

Take action

From timeline tweaks to contribution changes, we'll show you the most impactful actions to help you keep your portfolio on track.

Invest on the go

Our platforms are flexible and powerful.

Invest on the go

Monitor your investments and change your contributions on the fly—wherever you are—with the TD Ameritrade Portfolios App.

Adjust your plan

Our goal planning service grows with you.

Adjust your plan

Things are constantly changing in your life, which is why we built a goal planning service that grows with you and helps you stay on target.

Tools and resources to pursue your goals

Explore a wide array of tools and resources to help you create and pursue your financial goals.
From calculators to tax prep, to videos, you'll find the guidance you need.

RetirementEducationWealth GenerationOther

Retirement

 

These tools and resources are made available for informational and educational purposes only. TD Ameritrade does not provide recommendations, legal or tax advice.

Education

 

These tools and resources are made available for informational and educational purposes only. TD Ameritrade does not provide recommendations, legal or tax advice.

Wealth Generation

 

These tools and resources are made available for informational and educational purposes only. TD Ameritrade does not provide recommendations, legal or tax advice.

Let's plan for tomorrow

We want to take the time to understand what matters to you, and why. Let's talk so we can help you plan for tomorrow.
Call 800-870-9668 or find a TD Ameritrade branch.

Check the background of TD Ameritrade on FINRA's BrokerCheck

TD Ameritrade

Call Us 800-454-9272

AdChoices

Before investing carefully consider the underlying fund’s objectives, risks, charges, and expenses. For a prospectus containing this and other important information about each fund, contact us at 888-310-7921. Please read the prospectus carefully before investing.

All investments involve risk, including loss of principal. Past performance does not guarantee future results. There is no assurance that the investment process will consistently lead to successful investing. Asset allocation and diversification do not eliminate the risk for experiencing investment losses.

Market volatility, volume, and system availability may delay account access and trade executions.

Advisory services are provided by TD Ameritrade Investment Management, LLC , a registered investment advisor. Brokerage services provided by TD Ameritrade, Inc. TD Ameritrade Investment Management provides discretionary advisory services for a fee. Risks applicable to any portfolio are those associated with its underlying securities. For more information, please see the Disclosure Brochure (ADV Part 2A).

TD Ameritrade Investment Management, LLC will assess an annual advisory fee based on the value of assets in your TD Ameritrade Investing Account. The fee will be assessed at the beginning of each quarter in advance for that quarter and will be prorated for accounts opened and closed during that quarter. TD Ameritrade, Inc. will not charge commissions for eligible securities trades placed in your TD Ameritrade Investing Account. All fees are subject to change.

Morningstar Investment Management LLC is a registered investment advisor and subsidiary of Morningstar, Inc. Morningstar Investment Management LLC provides consulting services to TD Ameritrade Investment Management LLC (‘TD Ameritrade Investment Management’) by providing recommendations to TD Ameritrade Investment Management regarding asset allocation targets and selection of securities; however, TD Ameritrade Investment Management retains the discretion to accept, modify or reject Morningstar Investment Management LLC’s recommendations. Morningstar Investment Management LLC selects securities from the universe of investments made available through TD Ameritrade. In performing its services, Morningstar Investment Management LLC may engage the services of its affiliate, Morningstar Investment Services LLC, a registered investment advisor and subsidiary of Morningstar Investment Management LLC. Neither Morningstar Investment Management LLC nor Morningstar Investment Services is acting in the capacity of advisor to TD Ameritrade Investment Management’s clients. Asset Allocation target allocations are subject to change without notice. Morningstar Investment Management LLC establishes the allocations using its proprietary asset classifications. If alternative classification methods are used, the allocations may not meet the asset allocation targets. The Morningstar name and logo are registered marks of Morningstar, Inc. Morningstar Investment Management LLC is not affiliated with TD Ameritrade Investment Management or TD Ameritrade.

Under no circumstances should participation by a certain RIA in AdvisorDirect be considered an endorsement or recommendation by TD Ameritrade for that particular RIA. Minimum asset level required. There is no charge or obligation for the initial consultation with the RIA. Once you select a RIA, you will pay advisory fees and standard brokerage fees. Brokerage transactions executed through TD Ameritrade are subject to standard transaction charges. You should review an RIA's Form ADV, other applicable advisor disclosure document(s) and the AdvisorDirect Disclosure and Acknowledgement Document prior to engaging an RIA. The Form ADV contains important disclosure information relative to an RIA's services and fees. RIAs charge an ongoing investment advisory fee for their services. RIAs will pay TD Ameritrade fees for their participation in the AdvisorDirect program. Those fees will usually constitute a percentage of the advisory fees you will pay your RIA. For additional details about the fees paid to TD Ameritrade and other conflicts of interest, please review the AdvisorDirect Disclosure and Acknowledgement Document and ask your RIA about its specific arrangement with TD Ameritrade. You are solely responsible for evaluating any advisor that you are considering.

MoneyGuidePro® and Play Zone® are registered trademarks of PIEtech, Inc.

*Offer valid for one new Individual, Joint or IRA TD Ameritrade account opened by 09/30/2017 and funded within 60 calendar days of account opening with $3,000 or more. To receive $100 bonus, account must be funded with $25,000-$99,999. To receive $300 bonus, account must be funded with $100,000-249,999. To receive $600 bonus, account must be funded with $250,000 or more. Offer is not valid on tax-exempt trusts, 401k accounts, Keogh plans, Profit Sharing Plan, or Money Purchase Plan. Offer is not transferable and not valid with internal transfers, TD Ameritrade Institutional accounts, accounts managed by TD Ameritrade Investment Management, LLC, current TD Ameritrade accounts or with other offers.   Qualified commission-free Internet equity, ETF or options orders will be limited to a maximum of 500 and must execute within 60 calendar days of account funding. Contract, exercise, and assignment fees still apply. Limit one offer per client. Account value of the qualifying account must remain equal to, or greater than, the value after the net deposit was made (minus any losses due to trading or market volatility or margin debit balances) for 12 months, or TD Ameritrade may charge the account for the cost of the offer at its sole discretion. TD Ameritrade reserves the right to restrict or revoke this offer at any time. This is not an offer or solicitation in any jurisdiction where we are not authorized to do business. Please allow 3-5 business days for any cash deposits to post to account. Taxes related to TD Ameritrade offers are your responsibility. Retail values totaling $600 or more during the calendar year will be included in your consolidated Form 1099. Please consult a legal or tax advisor for the most recent changes to the U.S. tax code and for rollover eligibility rules. (Offer Code: 220).

TD Ameritrade, Inc., member FINRA / SIPC. This is not an offer or solicitation in any jurisdiction where we are not authorized to do business. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. © 2017 TD Ameritrade.