Our goal is to help you pursue your goals

Whether you're prepping for retirement, saving for college, or just want to attempt to generate more income, your investment plan should match your goals. And here at TD Ameritrade, the investment firm affiliated with TD Bank, we have the resources to help.

Open new account

Exclusive offer for TD Bank customers

Get up to $1,500 and a $150 transfer fee rebate when you open and fund a new TD Ameritrade account*

Get 60 days of commission-free trades with a $3,000 deposit and:

A cash bonus of When you open a new account with
$1,500 $500,000 or more
$1,000 $250,000–$499,999
$500 $100,000–$249,999
$200 $50,000–$99,999
$50 $10,000–$49,999
Plus, get a $150 transfer fee rebate with a minimum transfer of $10,000.*

Or call 800‑400‑3603

A financial plan starts with a conversation

Listen first, then help. That's our guidance philosophy. Our Financial Consultants take the time to speak with you so that they fully understand what's important to you and why—before you start investing. 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 a suite of 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 solution is an affordable way to get an automatically diversified portfolio.

Tailored recommendations

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

Automated investing

Have your portfolio automatically allocated, monitored, and rebalanced for you to help keep your financial goals on track.

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.

Straightforward value

Get started with only a $5,000 minimum deposit, a low 0.30% advisory fee, and an easy sign-up process—making Essential Portfolios an affordable investing choice.

Taking an actionable step towards 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:

Making the call

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

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.

Planning together

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

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

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. With personalized investment guidance—and so much more—you'll have just what you need to set your financial goals—and pursue them.


Around-the-clock support

Call 800‑400‑3603 or email us 24/7 with any questions you might have.