An outstanding experience for your
firm's employees.

We begin our business relationship by investing time. As we come to understand the unique expectations of the people who work for your firm, we learn how to best support your participants, delivering exceptional benefits and resources that can include:

Flexible investment choices	A wide range of products, account types, and service offerings that serve both guidance-driven long-term investors and independently minded active traders.
Powerful and accessible trading platforms	Award-winning platforms, full mobile access, and a great trading experience for your employees.
Multipoint access to investment guidance and service	Support at every step, available online, on the phone, and in person at over 100 TD Ameritrade branches worldwide.
Preferred pricing	Negotiated pricing that’s customized to your firm and to your employees’ unique needs.
Unique offers	Attractive, exclusive, and customized offers.

A full spectrum for your employees.

TD Ameritrade offers a complete range of investment and trading services for your employees. We also provide guidance that’s not only objective, but also designed for investors who demand the best in order to achieve their goals.

World-class services and guidance for long-term investors:

• The full range of investment choices

  From retirement planning to college savings, we deliver a comprehensive and expansive range of product offerings.

• Commission-free ETFs

  TD Ameritrade offers an extensive list of commission-free exchange traded funds (ETFs).

• Our Mutual Fund Premier list powered by Morningstar Associates

  Give employees access to a list of rigorously pre-screened Mutual Funds that can help them meet their investment objectives.

• Investment portfolio guidance

  This advisory service from Amerivest builds customized diversified portfolios, taking into account each participant’s investing goal, risk tolerance, time frame, and budget. Learn more.

• Access to investment specialists

  Your employees will have access to one-on-one consultations regarding retirement, trading, fixed-income investing, and more.

• AdvisorDirect

  This convenient, personalized service refers users to an independent Registered Investment Advisor (RIA) who can help them pursue their investment goals. Learn more.

Robust tools to advance your participants’ investment strategies:

• Trade Architect

  Your firm’s employees will experience an intuitive, highly visual trading platform, including customizable screens, heat maps for finding new trade ideas, live-streaming CNBC, up-to-the-minute news and quotes, and much more. Learn more.

• thinkorswim

  This professional-level platform offers streaming real-time data, customizable charts, and integrated one-click trading. Users can trade options, test strategies with paperMoney,^® and join an online community with myTrade. Learn more.

• TD Ameritrade Mobile

  Our full-function mobile apps enable your participants to monitor their portfolios, place trades wherever they go, and watch the market, so they can track potential opportunities. Learn more.

• Investools from TD Ameritrade Holding Corp.

  This customized investor education affiliate provides classes, workshops, tools, coaches, and community that may help your employees invest, trade, and manage their portfolios with confidence. Learn more.

Carefully consider the investment objectives, risks, charges, and expenses of any ETF or Mutual Fund before investing. To obtain a prospectus containing this and other important information, please visit or call a TD Ameritrade representative. Please read the prospectus carefully before investing.

PRESS

• TD Ameritrade Enhances Designated Brokerage Services

ETFs are registered investment companies that trade on an exchange like a stock. Commission fees typically apply. Those who practice frequent dollar cost averaging and active traders may generate trading costs that outweigh any cost benefit. Trading prices may not reflect the actual Net Asset Value of the underlying securities. ETFs can entail risks similar to direct stock ownership.

To trade commission-free ETFs, clients must be enrolled in the program. If a client trades eligible ETFs within the 30-day hold period, short-term trading fees will apply.

Morningstar Associates, LLC is a registered investment advisor and wholly owned subsidiary of Morningstar, Inc. The commission-free ETFs selected by Morningstar Associates have been derived from a universe of ETFs made available through TD Ameritrade. Both the universe of ETFs defined by TD Ameritrade and the commission-free ETFs selected by Morningstar Associates are subject to change without notice. Morningstar Associates does not warrant this information to be accurate, complete, or timely. Morningstar Associates is not responsible for any damages or losses arising from the use of this information. Past performance is no guarantee of future results. Particular commission-free ETFs may not be appropriate investments for you under your circumstances, and there may be other ETFs or investment options offered by TD Ameritrade that are more suitable. Neither Morningstar Associates nor Morningstar, Inc. is affiliated with TD Ameritrade and its affiliates.

The Premier List represents what Morningstar Associates believes to be the ‘top pick’ funds in each category from the universe of no-load funds with minimums less than $10,000 and open to new investors available on TD Ameritrade’s platform.

Morningstar Associates, LLC is a registered investment advisor and wholly owned subsidiary of Morningstar, Inc. The mutual funds selected by Morningstar Associates for the Premier List have been derived from a universe of mutual funds made available through TD Ameritrade. Both the universe of mutual funds defined by TD Ameritrade and the Premier List are subject to change without notice. Particular mutual funds on the Premier List may not be appropriate investments for you under your circumstances, and there may be other mutual funds or investment options offered by TD Ameritrade that are more suitable. The information, data and opinions contained herein include proprietary information of Morningstar Associates and may not be copied or redistributed for any purpose. Morningstar Associates does not warrant this information to be accurate, complete, or timely. Morningstar Associates is not responsible for any damages or losses arising from the use of this information. Past performance is no guarantee of future results. The Morningstar name and logo are registered marks of Morningstar, Inc. Morningstar Associates is not affiliated with TD Ameritrade.

Research and planning tools are obtained by unaffiliated third-party sources deemed reliable by TD Ameritrade. However, TD Ameritrade does not guarantee accuracy and completeness and makes no warranties with respect to results to be obtained from their use.

Amerivest is an investment advisory service of Amerivest Investment Management, LLC, an SEC registered investment advisor. Brokerage services provided by TD Ameritrade, Inc., member FINRA/SIPC/NFA. TD Ameritrade, Inc. and Amerivest Investment Management, LLC are both wholly owned subsidiaries of TD Ameritrade Holding Corporation. Amerivest is a trademark of TD Ameritrade IP Company, Inc. Amerivest provides non-discretionary 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 II).

Morningstar Associates, LLC is a registered investment advisor and wholly owned subsidiary of Morningstar, Inc. The commission-free ETFs selected by Morningstar Associates have been derived from a universe of ETFs made available through TD Ameritrade. Both the universe of ETFs defined by TD Ameritrade and the commission-free ETFs selected by Morningstar Associates are subject to change without notice. Morningstar Associates does not warrant this information to be accurate, complete or timely. Morningstar Associates is not responsible for any damages or losses arising from the use of this information. Past performance is no guarantee of future results. Particular commission-free ETFs may not be appropriate investments for you under your circumstances, and there may be other ETFs or investment options offered by TD Ameritrade that are more suitable. Neither Morningstar Associates nor Morningstar, Inc. is affiliated with TD Ameritrade and its affiliates. Morningstar, the Morningstar logo, Morningstar.com, Morningstar Tools are either trademark or service marks of Morningstar, Inc.

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.

Potential AdvisorDirect clients should typically have at least $200,000 in assets to invest. Some RIAs have higher or lower minimum asset requirements. There is no charge or obligation to the client for the initial consultation with the RIA. Once the client selects an RIA, the client will pay advisory fees and standard brokerage fees. Brokerage transactions executed through TD Ameritrade are subject to standard transaction charges. The client should review an RIA’s Form ADV, other applicable advisor disclosure document(s) and the AdvisorDirect Disclosure and Acknowledgement Document prior to engaging an RIA. The Form ADV contains important disclosure information relative to an RIA’s services and fees. RIAs charge an ongoing investment advisory fee to the client for their services. RIAs will pay TD Ameritrade fees for their participation in the AdvisorDirect program. Those fees will usually constitute a percentage of the advisory fees the client will pay his/her RIA. For additional details about the fees paid to TD Ameritrade and other conflicts of interest, please review the AdvisorDirect Disclosure and Acknowledgement Document, and the client should ask his/her RIA about its specific arrangement with TD Ameritrade. Please note: Under no circumstances should participation by a certain RIA in AdvisorDirect be considered an endorsement or recommendation by TD Ameritrade for that particular RIA.

Market volatility, volume, and system availability may delay account access and trade executions. Past performance does not guarantee future results.

Access to real-time market data is conditioned on acceptance of the exchange agreements.

Options involve risks and are not suitable for all investors.

myTrade is a service provided by TOS RED, Inc. TD Ameritrade, Inc. and TOS RED, Inc. are separate but affiliated companies that are not responsible for each other’s services or policies.

Neither Investools^® Inc. nor any of its officers, employees, representatives, agents or independent contractors are, in such capacities, licensed financial advisers, registered investment advisers or registered broker-dealers. Investools Inc. does not provide investment or financial advice or make investment recommendations, nor is it in the business of transacting trades, nor does it direct client commodity accounts or give commodity trading advice tailored to any particular client's situation. Nothing contained in this communication constitutes a solicitation, recommendation, promotion, endorsement or offer by Investools Inc. of any particular security, transaction or investment. Investools Inc. and TD Ameritrade, Inc., member FINRA/SIPC/NFA, are separate but affiliated companies that are not responsible for each other's services or policies.

TD Ameritrade and Investools, Inc. are separate but affiliated companies and are not responsible for one another’s services and policies. Investools, Inc. and TD Ameritrade, Inc. are wholly owned subsidiaries of TD Ameritrade Holding Corporation.

TD Ameritrade was ranked #1 and received an overall score of 5 stars (tied for first place with one other broker), in the Kiplinger’s Online Broker Ratings, Kiplinger’s Personal Finance, 02/2011. Fourteen brokers were rated in the categories: Costs, Web site usability, Investment choices, Customer service, and Research and tools.

TD Ameritrade was evaluated against 26 others in the 2012 Barron’s Online-Broker review, March 10, 2012, and earned the highest score in the categories of “Research Amenities” and “Customer Service and Education.” TD Ameritrade was also named “Best for Novices” and among the best in the categories of “In-Person Service” (sharing the highest score with four other brokers), “Long-Term Investing” (sharing the highest score with one other broker), and “Options Traders” (sharing the highest score with two other brokers). Barron’s is a trademark of Dow Jones, L.P. All rights reserved. Reprinted with permission.

TD Ameritrade Inc., member FINRA/SIPC/NFA. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. ©2012 TD Ameritrade IP Company, Inc. All rights reserved. Used with permission.