When you have a brokerage dedicated to helping you plan for retirement on your terms, you can be more confident in your investments. TD Ameritrade provides an array of powerful tools designed to help your retirement investments work harder for you. In 2012, we were named best broker for your IRA by Kiplinger’s,** offering a wide range of investment choices and no annual fee or minimum to open an account. Plus, you’ll have access to personalized service and support whenever you need it.
Now, when you open or roll over to a new TD Ameritrade IRA by 12/31/14, you can get up to $2,500,
plus a $150 transfer fee rebate.*
With a managed portfolio from Amerivest, you’re investing in a professionally designed plan that’s tailored to your unique situation by the experts at Amerivest and Morningstar Associates, LLC. Convenient, automatic rebalancing will keep you on track toward your goals.
That’s why we make pricing simple with a flat-rate commission on all online equity trades, a variety of commission-free investments, no platform fees, no share limits or hidden fees, and no opening deposit minimums.
TD Ameritrade provides access to stocks as well as thousands of mutual funds to choose from. We also offer bonds and certificates of deposit (CDs)—as well as easy-to-use tools like Bond Wizard™ to help you find and buy the bonds and CDs that fit your criteria.
Access WealthRuler® to help you determine how much you might need for retirement, our Retirement Planner to determine your investment goals, and a wide range of free educational resources to help you learn about preparing for retirement, portfolio strategies, and more.
Some companies provide market research skewed to their own products. But with TD Ameritrade, you can depend on objective market information from independent third-party industry leaders to help you implement your investing strategy and make more-informed decisions.
Our Chartered Retirement Planning Counselors℠, Fixed Income Specialists, and Investment Consultants will work with you to identify your goals and develop a strategy to help you pursue them. And when you need help, our representatives are available 24 hours a day, seven days a week.
|Get a cash
|When you open or roll over
to a new IRA by 12/31/14 with:
|$2,500||$1 million or more|
|Plus receive a $150 transfer fee rebate
when you transfer an IRA.
|New IRAs using the Amerivest service require a minimum
deposit of $25,000. Contribution limits cannot be exceeded.
|SECURITIES & INVESTMENT PRODUCTS|
|NOT FDIC INSURED||NO BANK GUARANTEE||MAY LOSE VALUE|
Carefully consider the investment objectives, risks, charges, and expenses involved before investing. A prospectus, obtained by calling 800‑669‑3900, contains this and other information about an investment company. Read carefully before investing.
TD Bank Group has an ownership interest in TD Ameritrade Holding Corporation, the parent company of TD Ameritrade, Inc.
Securities products purchased or sold in a transaction with TD Ameritrade are: (1) not a deposit; (2) not insured by the Federal Deposit Insurance Corporation or any federal government agency; (3) not guaranteed by TD Bank, N.A. or any of its affiliates; and, (4) may be subject to investment risks, including possible loss of value.
Securities products and brokerage services are offered through TD Ameritrade, Inc., member FINRA/SIPC/NFA. TD Ameritrade, Inc. and TD Bank, N.A. are affiliated through their parent firms.
Market volatility, volume, and system availability may delay account access and trade executions.
*Offer valid for one new individual or joint IRA account or a new account using the Amerivest service. New accounts funded with $2,000 or more are eligible for free trades. Once the new account using the Amerivest service is opened, please contact Amerivest at 888‑310‑7921 to have your account registered for the offer. Accounts using the Amerivest service require a minimum funding of $25,000 and are not eligible to receive the free trades. TD Ameritrade accounts must be registered for the offer by 12/31/14 and funded within 180 days. To receive $50 bonus, account must be funded with $10,000 or more within 180 days of account opening. To receive the $200 bonus, account must be funded with $50,000 or more within 180 days of account opening. To receive the $500 bonus, account must be funded with $100,000 or more within 180 days of account opening. To receive the $1,000 bonus, account must be funded with $250,000 or more within 180 days of account opening. To receive the $1,500 bonus, account must be funded with $500,000 or more within 180 days of account opening. To receive the $2,500 bonus, account must be funded with $1,000,000 or more within 180 days of account opening. Transfer fee refund of $150 requires a $10,000 transfer within 180 days of account opening. Please allow 3-4 weeks from account funding for the cash bonus and/or transfer fee rebate to post to your account. Offer is not transferable and not valid with internal transfers, TD Ameritrade Institutional accounts, or with other offers. Qualified commission-free Internet equity, exchange-traded fund (ETF) or option orders will be limited to a maximum of 500 and must execute within 60 days of new account funding. Contract, exercise, and assignment fees still apply. Limit one offer per client. Account value of the qualifying account must remain equal to, or greater than, the value after the net deposit was made (minus any losses due to trading or market volatility or margin debit balances) for 12 months, or TD Ameritrade may charge the account for the cost of the offer at its sole discretion. TD Ameritrade reserves the right to restrict or revoke this offer at any time. This is not an offer or solicitation in any jurisdiction where we are not authorized to do business. Taxes related to TD Ameritrade offers are your responsibility. Promotional items and cash received during the calendar year will be included on your consolidated Form 1099. Please consult a legal or tax advisor for the most recent changes to the U.S. tax code and for rollover eligibility rules. New account offer code: 709.
**TD Ameritrade was named best brokerage firm for your IRA in Kiplinger’s Personal Finance, December 2012 edition, “Hits and Misses of 2012” article. TD Ameritrade was recognized for its wide range of investment choices and no annual fee or minimum to open an account. To read the article, click here.
Please allow 3-5 business days for any cash deposits to post to account.
Third-party research and tools are obtained from companies not affiliated with TD Ameritrade, and are provided for informational purposes only. While the information is deemed reliable, TD Ameritrade does not guarantee its accuracy, completeness, or suitability for any purpose, and makes no warranties with respect to the results to be obtained from its use. Please consult other sources of information and consider your individual financial position and goals before making an independent investment decision. Past performance does not guarantee future results.
S&P Capital IQ is separate from and not affiliated with TD Ameritrade, which is not responsible for S&P Capital IQ commentary or content.
TD Ameritrade does not charge platform, maintenance, or inactivity fees. Commissions, service fees, and exception fees still apply. Please review our commission schedule and rates and fees schedule for details.
Amerivest Portfolios is an investment advisory service of Amerivest Investment Management, LLC (Amerivest), a registered investment advisor. Brokerage services provided by TD Ameritrade, Inc., member FINRA/SIPC/NFA. Amerivest Investment Management, LLC and TD Ameritrade, Inc. are both wholly owned subsidiaries of TD Ameritrade Holding Corporation. Amerivest is a trademark of TD Ameritrade IP Company, Inc. Amerivest provides nondiscretionary and discretionary advisory services for a fee. Risks applicable to any portfolio are those associated with its underlying securities. For more information, please see the Amerivest Disclosure Brochure (ADV Part 2).
Morningstar Associates, LLC (“Morningstar Associates”) is a registered investment advisor and wholly owned subsidiary of Morningstar, Inc. Morningstar Associates provides consulting services to Amerivest Investment Management, LLC (“Amerivest”), but is not acting in the capacity of advisor to individual investors. Morningstar Associates provides recommendations to Amerivest regarding asset allocation targets and selection of securities appropriate for the Amerivest Portfolios; however, Amerivest retains the discretion to accept, modify, or reject Morningstar Associates’ recommendations. Morningstar Associates selects securities for the Amerivest Portfolios from the universe of investments made available through TD Ameritrade. Asset Allocation target allocations are subject to change without notice. Morningstar Associates establishes the allocations using its proprietary asset classifications. If alternative classification methods are used, the allocations may not meet the asset allocation targets. The Morningstar name and logo are registered marks of Morningstar, Inc. Morningstar Associates is not affiliated with Amerivest, TD Ameritrade, or TD Bank.
TD Ameritrade, Inc., member FINRA/SIPC. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. © 2015 TD Ameritrade IP Company, Inc. All rights reserved. Used with permission.