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
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.
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.
Learn more about automated investing on The Ticker Tape
