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Essential Portfolios

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

Get started now

Introducing Essential Portfolios, a new 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.

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.

Get your portfolio recommendation

Get started

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