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.
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.
A $5,000 minimum deposit, low 0.30% advisory fee, and easy sign-up process make Essential Portfolios a great investment choice.
Tax-loss harvesting is a free service 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.Learn more
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.