TD Ameritrade

TD Ameritrade has been providing brokerage services since 1975. TD Ameritrade uses some of the most advanced trading technology available to help you spot potential market opportunities, implement unique trading strategies, and pursue financial goals. They this technology with no platform or subscription fees.

Investment Products Overview

Investment Options

Mutual Funds

  • Choose from over 175 no–load Fidelity mutual funds and over 4,500 funds from other leading companies.
  • Fidelity Freedom Funds® pick the fund targeted to your retirement date. Our expert money managers do the rest.

Stocks and Options

  • Individual securities, Exchange–traded funds, and Options

Fixed Income

  • A large inventory of individual bonds, CDs, and bond mutual funds

Managed Portfolios

  • Have the professionals at Portfolio Advisory Services manage your portfolio for you.


  • Tax–deferred annuities help you to save for retirement.
    Income annuities convert a portion of your savings into a stream of income payments for life.

Life Insurance

  • Protect your family and financial plan with life insurance.


  • Wealth Advisor Solutions® – Your account executive can refer you to a member of our network of independent advisors who offer experience in the unique needs of affluent investors.
  • Trading at Fidelity – Trading Research, expertise: see why Fidelity has the people, guidance and investments to help you find your way.
  • Active Trader Pro® – Advanced functionality for eligible active traders including Nasdaq Level II quotes.
  • Cash Management – Debit cards with worldwide ATM access, Fidelity BillPay®, Electronic Funds Transfer and Checkwriting.
  • Credit Cards – Earn up to 2% on purchases for redemption into your eligible Fidelity account. Fidelity offers American Express and VISA reward card products to help you save for your investment goals.


  • The Fidelity Account® – A full–featured portfolio account with discounted commissions.
  • Retirement Investing – No–fee Roth and Traditional IRAs, and small business retirement plans
  • Fidelity® Cash Management Account – Take control of your cash: Cash Balances eligible for FDIC insurance, free Fidelity BillPay, free checkwriting and reimbursed ATM fees.
  • College Savings Accounts
  • Charitable Giving

Fair Pricing

  • Low, flat-rate $9.99 commissions for every online equity trade, regardless of account balance or how many shares you buy.
  • Independent, objective research.
  • Make more informed trades based on the opinions of third-party industry leaders and take control of your trading decisions. Objective research from industry leaders like S&P Capital IQ, Morningstar Associates, and ResearchTeamTM, helped us become Kiplinger’s 2011 best online broker.

Invest for the long term.

Take charge of your investments with the sophisticated planning tools and objective market information that earned TD Ameritrade 4½ out of 5 stars in the Long-Term Investing category of Barron’s annual survey. Evaluate and adjust your retirement strategy, get portfolio guidance, invest for your child’s education, and more.

Powerful, easy-to-use trading tools

Their suite of proprietary trading tools helped them earn the honor of Kiplinger’s best online broker. Spot potential market opportunities in real time, then seize them when the moment is right. Download the platform to your desktop or access the features through your Web browser. Or use your mobile device.

35 years of stability

At TD Ameritrade, they take great pride in our commitment to our clients. Over the past 35 years, they’ve built this business on the fundamental imperative of providing you with a secure investing experience, including their Asset Protection Guarantee.

Outstanding, personalized support

Talk to their specialists about fixed income products, retirement accounts, or trading. Whether you want face-to-face help from one of their branch associates, knowledgeable phone support or instant online answers, you’ll always find the level of support you need.

TD Ameritrade’s awards and accolades

TD Ameritrade is continually listening to the needs of its clients and responding to their feedback. Their efforts to provide investors with powerful trading tools, great service and exceptional value have resulted in TD Ameritrade receiving recognition from well-known third-parties such as J.D. Power & Associates, Barron’s, Kiplinger’s and SmartMoney.

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 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 earned 5 stars in Trading Tools, Research, and Banking Services

TD Ameritrade was recognized as one of the top three discount brokerage firms in SmartMoney’s 2012 review of online brokers. TD Ameritrade received a 5-star rating (the highest available) in a few categories, including Trading Tools, Research, and Banking Services.

Barron’s – TD Ameritrade rated #1 in Research Amenities and Customer Service and Education

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).

Ranked #1 Overall Broker by

TD Ameritrade was ranked #1 overall broker in 2012 broker review—with the thinkorswim® trading platform named the “Best Overall Platform” and Trade Architect® named “Best Web-based Platform”. Additionally, TD Ameritrade received a number of “Best in Class” category ratings including: “Ease of use”, “Platforms & Tools”, “Research”, “Customer Service”, “Investor Community”, “Investor Education”, “Active Trading”, and “Options Trading”. Read the article.

TD Ameritrade was recognized as one of the top two discount brokerage firms in SmartMoney’s 2011 review of online brokers. The Company received a 5-star rating (the highest available) in the Customer Service, Mutual Funds & Investment Products and Trading Tools categories. Learn more.

SmartMoney is a registered trademark of Dow Jones & Company, Inc.

Barron’s – TD Ameritrade rated #1 for options traders and earns 4½ stars overall

In addition to being named best for options traders and receiving an overall 4 ½ stars, TD Ameritrade received the highest rating, 4½ out of 5 stars, for Long-Term Investing, sharing that rating with only one other broker. TD Ameritrade received top scores in Research Amenities, Portfolio Analysis and Reports, and was named a leader in Trade Experience and Range of Offerings.

Kiplinger’s – #1 online broker as rated by Kiplinger’s

TD Ameritrade earned the highest possible rating and a number one spot in Kiplinger’s ranking of discount brokers. TD Ameritrade earned five stars in Research and Tools, Investment Choices and Web Site Usability; and four stars in Customer Service. Read the entire article.

Forbes TD Ameritrade was listed as one of Forbes’ “Global 2000” companies in the publication’s April 20, 2011, issue. The Forbes Global 2000 are public companies with the top composite scores based on their rankings for sales, profits, assets and market value. TD Ameritrade ranked No. 970 in the overall listing and No. 849, No. 1112 and No. 750 in profits, assets and market value, respectively.

TD Ameritrade was recognized as one of the top three discount brokerage firms in SmartMoney Magazine’s 2010 Broker Survey. The company received a 5-star rating (the highest available) in the Mutual Funds & Investment Products, Trading Tools, Research and Customer Service categories.

SmartMoney is a registered trademark of Dow Jones & Company, Inc.

Barron’s – thinkorswim trading technology ranked #1 in Barron’s 2010 annual review

thinkorswim, Inc., before integration with TD Ameritrade, Inc., earned 4.9 stars, the top score in the “Trading Technology” category, and was ranked #1 overall online broker in Barron’s annual review of online brokers, 3/15/2010. thinkorswim had previously topped the list in 2006, 2007, and 2009. In addition, thinkorswim was named “Best for Options Traders,” and one of the “Best for Frequent Traders.” TD Ameritrade, Inc. was named among the “Best For Long-Term Investing.”

In its annual review, Barron’s rates the online brokerage firms under eight categories including trade experience, trading technology, usability, range of offerings, research amenities, portfolio analysis and reporting, customer service and education, and costs. Barron’s is a registered trademark of Dow Jones & Company © 2010

“Best in Trading Tools” 2009 – TD Ameritrade offers all of the thirteen trading tools on SmartMoney’s wish list, including pre- and after-hours trading, stock news alerts sent directly to your inbox and the ability to place trades via smartphone. TD Ameritrade also received Five Stars in the Mutual Funds and Investment Products category and was ranked 5th overall out of 16 firms in SmartMoney’s 2009 Annual Broker Survey, May 19, 2009.

Corporate Insight –  “Received ‘A’ for Mutual Fund Center” – TD Ameritrade Mutual Fund Center received an “A” in Corporate Insight’s e-Monitor Report on Mutual Fund Center’s, October 2008. The report measured accessibility, tools, education, and quote/profile information.

“Best in Research and Trading Tools” – SmartMoney’s 2008 Annual Broker Survey, June, 2008, named TD Ameritrade best in their Research category, for easy overall navigation and tools like Portfolio Planner, an investment allocation tool, and in their Trading Tools category for offerings like streaming real-time quotes and the ability to receive breaking news on thousands of stocks.

SmartMoney also awarded TD Ameritrade five stars in their Mutual Funds & Investment Products category for offering a majority of the investment products on SmartMoney’s checklist, plus thousands of mutual funds.

Number 1 online broker – “Ranked #1 online broker” – Earned four stars and ranked #1 online broker in Barron’s 2007 Review of Online Brokers, March 2007. Barron’s criteria for this award included the types of investments that can be traded online, the quality of screeners, the customer friendliness of trading screens, overall ease-of-use and ability to be customized. TD Ameritrade also received four stars in 2006 and 2005. TD Ameritrade Apex™ earned a four-star rating in Barron’s Review of Online Broker March 2005.

J.D. Power and Associates Call Center Certification | TD Ameritrade – “An Outstanding Customer Service Experience” – Awarded in 2006, 2005 and 2004. First in financial services industry to receive J.D. Power and Associates Call Center Certification, May 2004. The award recognizes excellence in client service and process management. TD Ameritrade passed J.D. Power’s audit of their call center’s recruiting, training, employee incentives, management roles and quality assurance, and then a random survey measuring caller satisfaction with recent interactions.

“Web Design Best Practices” – Named as a leader in ease-of-use by Change Sciences Research, Q1 2004. Standards for this award included providing sufficient company background information to inspire trust, assisting new investors in defining their goals and investor risk type, defining and comparing investment categories and types, and providing concise product information and comparisons


A summary of the rich brokerage history of TD Ameritrade from 1975 to when Ameritrade and TD Waterhouse became TD Ameritrade.

TD Ameritrade launches StrategyDesk™ — a powerful trading tool helps create, test and execute trading strategies.

Ameritrade becomes TD Ameritrade.

TD Ameritrade unveils Market Motion Detector.

Ameritrade introduces a newly redesigned Web site, featuring flexible trading solutions like SnapTicket™ and Trade Triggers™.

Ameritrade launches QuoteScope™, a patent-pending trading tool that provides a circular view of liquidity.

Ameritrade Apex™ — an elite program for active traders debuts.

Ameritrade introduces Express Account Opening, forging the path for the paperless opening of accounts.

Ameritrade offers extended-hours trading.

Ameritrade Holding launches the Ameritrade Online Investor Index™, one of the first daily measurements of the behavior of online investors.

Ameritrade introduces Darwin: Survival of the Fittest™, one of the first interactive, CD-ROM-based options trading simulators.

Ameritrade is one of the first brokerages to offer complex options order entry on the Internet.

Ameritrade introduces electronic trade confirmations by email.

Ameritrade Holding launches Ameritrade, Inc., incorporating the most popular features of Aufhauser, Ceres, and eBroker in one firm.

Ameritrade Holding launches eBroker®, an Internet-only broker and division of All American Brokers, Inc.

Our parent company (then named Ameritrade Holding Corporation) acquires K. Aufhauser & Co., Inc.

K. Aufhauser & Co., Inc. is the first brokerage firm to offer Internet trading via its WealthWEB®. Ceres Securities, Inc. is formed.

Touch-tone phone trading is introduced at Accutrade.

TD Ameritrade Clearing, Inc. is established. Currently, TD Ameritrade, Inc. is an introducing broker and uses TD Ameritrade Clearing, Inc. as a clearing broker.

Thanks to the deregulation of the brokerage industry, negotiated commissions become available to individual investors. First Omaha Securities, Inc. opens its door as a discount brokerage firm (later named First National Brokerage Services, Inc. and then Accutrade, Inc. Currently, Accutrade is a division of TD Ameritrade, Inc.)