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Essential Portfolios

An automated investing solution that's always working Setting financial goals starts with listening

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Essential Portfolios is an automated, low-cost investing solution that uses advanced technology to help you pursue your financial goals. Essential Portfolios is offered through TD Ameritrade Investment Management, LLC.

Trusted technology

Built on over four decades of financial technology innovation


Simple sign-up process and easy account access

Automatic rebalancing

Automatically rebalances, invests, and reallocates

Start with a few simple questions

When you sign up, you'll be asked a few questions about your target, timeline, and risk tolerance. You'll then get a portfolio recommendation based on both your answers and your financial goals.

Get objective portfolio management aligned with your goals

Essential Portfolios is built with nonproprietary ETFs, supporting the goal of providing objective investment portfolio management. See the quarterly performance of Essential Portfolios.

Minimize your cost, maximize your benefits

A $5,000 minimum deposit, low 0.30% advisory fee, and easy sign-up process make Essential Portfolios a great investment choice.

Potentially reduce your taxable income with tax-loss harvesting

Tax-loss harvesting is a service at no additional cost that will proactively sell off an investment that isn't performing well and replace it with a new position, potentially reducing your taxable income by up to $3,000.

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Get support when you need it

We are here to answer questions and provide assistance with your account. You can conveniently reach us by phone at 800-665-1978 or via live chat.

Invest on the go with the TD Ameritrade Portfolios App

See how well your portfolio is doing by monitoring the performance of your past and projected investments. View your account balances and asset allocations to know when you'll reach your target.

How Essential Portfolios work

How Essential Portfolios work

Learn how innovative technology can match you with a professionally managed portfolio that aligns with your goals.

Get your portfolio recommendation

Get started

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