We'll refund fees and commissions included in our:

• Pricing guide

 

We'll refund the previous billing cycle's program fee for the following advisory services:

• Essential Portfolios
• Selective Portfolios
• Personalized Portfolios

While the guarantee covers a wide range of fees and commissions, there are services to which it does not apply. These include Program Fees for accounts managed by, or referred to, investment advisors who are not affiliated with TD Ameritrade; Schwab-affiliated investment advisors; or separately managed accounts (SMAs). The guarantee also does not apply to TradeWise Advisors, Inc. fees, market data and news fees, operating expenses charged by mutual funds and ETFs, or interest paid on margin loans.

If you have questions on whether the guarantee applies to any particular fee, please call a TD Ameritrade investment professional for assistance.

You can call a TD Ameritrade investment professional 24/7 at 800-669-3900.

Your request must be received within 90 days of the date that the fee was charged.

Funds will be credited to the account charged in approximately four weeks of a valid request.