Welcome, TD Bank  customer

Smarter investors invest here

If you're looking for innovative technology, tailored education, expanded product offerings, and even flexible small business solutions, you've come to the right place. TD Ameritrade has just what you need to confidently navigate the market, pursue your financial goals, and invest for retirement—smarter than you have before.

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A financial plan starts with a conversation

Listen first, then help. That's our guidance philosophy. Our Financial Consultants take the time to get to know you so that they fully understand what's important to you and why. By combining what they know about you with their product and service knowledge, they'll be able to help you find an investing solution that aligns with your goals.

Call 800‑400‑3603 or find a branch near you to talk to a Financial Consultant.

Investing on your terms

TD Ameritrade Investment Management, LLC offers managed portfolios to help you pursue your financial needs as they grow and change. From automated investing to professional portfolio management, everything is designed to help you manage your investments and be as involved as you want to be.

Essential Portfolios from
TD Ameritrade Investment  Management

Built on innovative technology, this low‑cost, automated investing offering is an affordable way to get a diversified portfolio that is managed on your behalf.

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Goal-based investing

Answer a few questions about your goals, risk tolerance, and investing timeline to get a portfolio recommendation based on your needs.

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Automated investing

Your portfolio will be automatically allocated, monitored, and rebalanced for you to help keep your portfolio aligned with your financial goals.

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Easy tracking

See how close you are to reaching your goal anywhere, anytime, from any device—and receive personalized ideas for adjusting your strategy if you fall behind.

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Straightforward value

Get started with only a $500 minimum deposit, a low 0.30% advisory fee, and an easy sign-up process—making Essential Portfolios an affordable investing choice.*

*For clients who set up automatic recurring deposits through a TD Ameritrade Investing Account.

Taking an actionable step toward your future

Planning for tomorrow starts by setting financial goals today. Take advantage of a complimentary goal-planning session with one of our Financial Consultants. Together, we'll build an approach that's designed to help you succeed.

Four steps to easy goal planning:

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Making the call

Schedule your goal-planning session to take place either in person or by phone, and gather some relevant information about your investment objectives and strategies.

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Setting your goals

Meet with a Financial Consultant to develop an outlook for your future based on a variety of factors, including your desired retirement age, assets, net worth, and how you want to spend your time—and money.

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Planning together

Determine how likely you are to achieve your financial goals and go over some hypothetical situations that may influence your plan.

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Leaving with a plan

End the session with a plan in hand and the confidence you need to know you're on the right track.

Call 800‑400‑3603 to schedule your complimentary goal-planning session.

Investing designed with you in mind

Retirement plans for small business owners

Access a variety of small business retirement plans that offer tax-advantaged ways to save for retirement—from higher contribution limits to no maintenance fees—for the self‑employed, entrepreneurs, sole proprietors, and their employees. Some of the plans offered include the Simplified Employee Pension (SEP) IRA and the Savings Incentive Match Plans for Employees (SIMPLE) IRA. And all our accounts give you access to education, tools, and resources to help you take control of your retirement strategy.

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SEP IRA

A SEP IRA is a plan completely funded by the employer with tax‑deductible contributions for employers and tax‑deferred growth for employees. Overall, this plan is easy to set up and maintain, it offers tax advantages, and the flexible funding options make it a good choice for businesses with varying profits.

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SIMPLE IRA

The SIMPLE IRA plan is intended for businesses with steady profits. Both the employer and employee can contribute to employee retirement accounts. Employers receive tax benefits for their contributions and employees have the ability to make pre‑tax contributions.

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Additionally, learn more about Solo 401(k) and profit-sharing plans we offer.

Call 800‑400‑3603 to speak with a Financial Consultant and find your retirement plan.

Open a TD Ameritrade account to get all this—and so much more

Your needs are unique, so your investing experience should be, too. And when you open a TD Ameritrade account, that's just what you'll get. Everything we provide—personalized investment guidance, powerful trading platforms, immersive education, insightful research, a wide variety of investment products, including fixed-income offerings—helps you identify and pursue your financial goals.