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AdChoices
Before investing in an Amerivest portfolio, be sure to carefully consider the underlying funds’ objectives, risks, charges, and expenses. For a prospectus containing this and other important information about each fund, contact an Amerivest Specialist at 888-310-7921. Please read the prospectus carefully before investing.
There is no assurance that the investment process will consistently lead to successful investing. Asset allocation and diversification do not eliminate the risk of experiencing investment losses.
*Before rolling over a 401(k) to an IRA, be sure to consider your other choices, including keeping it the former employer’s plan, rolling it into a 401(k) at a new employer, or cashing out the account value keeping in mind that taking a lump sum distribution can have adverse tax consequences. Whatever you decide to do be sure to consult with your tax advisor.
Mutual funds are subject to market, exchange rate, political, credit, interest rate and prepayment risks, which vary depending on the type of mutual fund.
ETFs can entail market, sector, or industry risks similar to direct stock ownership, and trading prices may not reflect the actual net asset value of the underlying securities.
*Offer valid for one new Individual, Joint or IRA TD Ameritrade account opened by 3/31/2017 and funded within 60 calendar days of account opening with $3,000 or more. To receive $100 bonus, account must be funded with $25,000 or more within 60 days of account opening. To receive $300 bonus, account must be funded with $100,000 or more within 60 days of account opening. To receive $600 bonus, account must be funded with $250,000 or more within 60 days of account opening. Offer is not valid on tax-exempt trusts, 401k accounts, Keogh plans, Profit Sharing Plan, or Money Purchase Plan. Offer is not transferable and not valid with internal transfers, accounts using the Amerivest service, TD Ameritrade Institutional accounts, current TD Ameritrade accounts or with other offers. Qualified commission-free Internet equity, ETF or options orders will be limited to a maximum of 500 and must execute within 60 calendar days of 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. Please allow 3-5 business days for any cash deposits to post to account. Taxes related to TD Ameritrade offers are your responsibility. Retail values totaling $600 or more during the calendar year will be included in 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 (Offer Code: 220).
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 . 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.
Morningstar Investment Management LLC is a registered investment advisor and subsidiary of Morningstar, Inc. Morningstar Investment Management provides consulting services to Amerivest Investment Management, LLC ("Amerivest") by providing 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 Investment Management’s recommendations. Morningstar Investment Management selects securities for the Amerivest portfolios from the universe of investments made available through TD Ameritrade. In performing its services, Morningstar Investment Management may engage the services of its affiliate, Morningstar Investment Services LLC, a registered investment advisor and subsidiary of Morningstar Investment Management. Neither Morningstar Investment Management nor Morningstar Investment Services is acting in the capacity of advisor to Amerivest's clients. Asset Allocation target allocations are subject to change without notice. Morningstar Investment Management 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 Investment Management is not affiliated with Amerivest or TD Ameritrade.
Amerivest Investment Management, LLC, will assess an annual advisory fee based on the value of assets in your TD Ameritrade Investing Account. The fee for all Amerivest clients will be assessed at the beginning of each quarter in advance for that quarter and will be prorated for accounts opened and closed during that quarter. TD Ameritrade, Inc. will not charge commissions for eligible securities trades placed in your TD Ameritrade Investing Account. All fees are subject to change.
TD Ameritrade was evaluated against 15 others in the 2016 Barron’s Online Broker Review, March 19, 2016. The firm was ranked 1st in the categories “Best for Long-Term Investing”, “Best for Usability”, “Best for Research Amenities”, “Best for Portfolio Analysis & Reports”, and “Best for Novices.” TD Ameritrade was also awarded the highest star ratings (4.5) in “Best for Options Traders” (shared with 2 others) and (4) in “Best for In-Person Service” (shared with 4 others). Also received 4 stars in “Best for Frequent Traders”. Star ratings are out of a possible 5. Barron’s is a trademark of Dow Jones. L.P. All rights reserved.
TD Ameritrade does not provide tax advice. We suggest that you seek the advice of a tax-planning professional with regard to your personal circumstances.
Diversification does not eliminate the risk of experiencing investment losses.TD Ameritrade, Inc. and Investools, Inc. are separate but affiliated companies that are not responsible for each other's services or policies.
TD Ameritrade, Inc. and S&P Capital IQ are separate unaffiliated companies and are not responsible for each other's services or policies.
TD Ameritrade, Inc., member FINRA / SIPC. This is not an offer or solicitation in any jurisdiction where we are not authorized to do business. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. © 2016 TD Ameritrade IP Company, Inc. All rights reserved. Used with permission.
