How to Start
Whether you're a do-it-yourselfer, or plan on letting the financial advisor take the reins, you'll get the professional support you need to make informed financial decisions without the time commitment often associated with creating and managing a portfolio. Feel confident knowing every independent RIA participating in AdvisorDirect has met our eligibility requirements and has gained valuable experience working in financial services. RIAs are compensated on a fee basis for investment advisory services.*
To plan your financial future with AdvisorDirect, simply follow the steps below:
Register with AdvisorDirect
Once you've decided AdvisorDirect is right for you, simply register online, visit a nearby branch, or call us at 800-522-5944 to set up your free, no-obligation consultation. After your registration is processed, your dedicated TD Ameritrade Investment Consultant will help identify a Registered Investment Advisor (RIA) near you and arrange a face-to-face meeting.
Meet for your no-obligation consultation
Our free consultations are designed to let you get to know your RIA firsthand, become comfortable with their approach**, and discuss your financial goals. Whether your goals are very specific or more general, the RIA will begin to discuss possible options based on your unique needs and comfort level.
Determine your support level
After you've found the right RIA, they'll work with you to create a management approach for your portfolio. This will include determining which strategies best match your goals, how involved you'll be in the decision-making process, and other aspects related to your approach.
Maintain your relationship
After determining your approach and level of involvement, your RIA will work with you to implement your strategy – providing professional support along the way – to help you make informed financial decisions without the substantial time commitment that usually comes with creating and managing a portfolio.