{"id":9352,"date":"2012-06-10T18:43:26","date_gmt":"2012-06-10T18:43:26","guid":{"rendered":"http:\/\/www.knowfinance.com\/?page_id=260"},"modified":"2012-06-10T18:43:26","modified_gmt":"2012-06-10T18:43:26","slug":"td-ameritrade","status":"publish","type":"post","link":"https:\/\/www2.stockmarketwatch.com\/learn\/td-ameritrade\/","title":{"rendered":"TD Ameritrade"},"content":{"rendered":"<p>TD Ameritrade has been providing brokerage services since 1975. TD\u00a0Ameritrade 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.<strong><\/strong><\/p>\n<p style=\"text-align: center;\"><strong>Investment Products Overview<\/strong><\/p>\n<p style=\"text-align: center;\"><span style=\"text-decoration: underline;\"><strong>Investment Options<\/strong><\/span><br \/>\n<strong><\/strong><\/p>\n<p style=\"text-align: left;\"><strong>Mutual Funds<\/strong><\/p>\n<ul>\n<li>Choose from over 175 <strong>no\u2013load<\/strong> Fidelity mutual funds and over 4,500 funds from other leading companies.<\/li>\n<li>Fidelity Freedom Funds<sup>\u00ae<\/sup> pick the fund targeted to your retirement date. Our expert money managers do the rest.<\/li>\n<\/ul>\n<p><strong>Stocks and Options<\/strong><\/p>\n<ul>\n<li>Individual securities, Exchange\u2013traded funds, and Options<\/li>\n<\/ul>\n<p><strong>Fixed Income<\/strong><\/p>\n<ul>\n<li>A large inventory of individual bonds, CDs, and bond mutual funds<\/li>\n<\/ul>\n<p><strong>Managed Portfolios<\/strong><\/p>\n<ul>\n<li>Have the professionals at Portfolio Advisory Services manage your portfolio for you.<\/li>\n<\/ul>\n<p><strong>Annuities<\/strong><\/p>\n<ul>\n<li>Tax\u2013deferred annuities help you to save for retirement.<br \/>\nIncome annuities convert a portion of your savings into a stream of income payments for life.<\/li>\n<\/ul>\n<p><strong>Life Insurance<\/strong><\/p>\n<ul>\n<li>Protect your family and financial plan with life insurance.<\/li>\n<\/ul>\n<p style=\"text-align: center;\"><span style=\"text-decoration: underline;\"><strong>Services<\/strong><\/span><\/p>\n<ul>\n<li><strong>Wealth Advisor Solutions<\/strong><sup>\u00ae<\/sup> \u2013 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.<\/li>\n<li><strong>Trading at Fidelity<\/strong> \u2013 Trading Research, expertise: see why Fidelity has the people, guidance and investments to help you find your way.<\/li>\n<li><strong>Active Trader Pro<\/strong><sup>\u00ae<\/sup> \u2013 Advanced functionality for eligible active traders including Nasdaq Level II quotes.<\/li>\n<li><strong>Cash Management<\/strong> \u2013 Debit cards with worldwide ATM access, Fidelity BillPay<sup>\u00ae<\/sup>, Electronic Funds Transfer and Checkwriting.<\/li>\n<li><strong>Credit Cards<\/strong> \u2013 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.<\/li>\n<\/ul>\n<p style=\"text-align: center;\"><span style=\"text-decoration: underline;\"><strong>Accounts<\/strong><\/span><\/p>\n<ul>\n<li><strong>The Fidelity Account<\/strong><sup>\u00ae<\/sup> \u2013 A full\u2013featured portfolio account with discounted commissions.<\/li>\n<li><strong>Retirement Investing<\/strong> \u2013 No\u2013fee Roth and Traditional IRAs, and small business retirement plans<\/li>\n<li><strong>Fidelity<sup>\u00ae<\/sup> Cash Management Account<\/strong> \u2013 Take control of your cash: Cash Balances eligible for FDIC insurance, free Fidelity BillPay, free checkwriting and reimbursed ATM fees.<\/li>\n<li><strong>College Savings Accounts<\/strong><\/li>\n<li><strong>Charitable Giving<\/strong><\/li>\n<\/ul>\n<p><strong>Fair Pricing<\/strong><\/p>\n<ul>\n<li>Low, flat-rate $9.99 commissions for every online equity trade, regardless of account balance or how many shares you buy.<\/li>\n<li>Independent, objective research.<\/li>\n<li>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&amp;P Capital IQ, Morningstar Associates, and ResearchTeam<sup>TM<\/sup>, helped us become Kiplinger\u2019s 2011 best online\u00a0broker.<\/li>\n<\/ul>\n<h4><\/h4>\n<h4><strong>Invest for the long term.<\/strong><\/h4>\n<p>Take charge of your investments with the sophisticated planning tools and objective market information that earned TD\u00a0Ameritrade 4\u00bd out of 5 stars in the Long-Term Investing category of <em>Barron&#8217;s<\/em> annual survey. Evaluate and adjust your retirement strategy, get portfolio guidance, invest for your child\u2019s education, and\u00a0more.<\/p>\n<h4><strong>Powerful, easy-to-use trading tools<\/strong><\/h4>\n<p>Their suite of proprietary trading tools helped them earn the honor of Kiplinger\u2019s 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.<\/p>\n<h4><strong>35 years of stability<\/strong><\/h4>\n<p>At TD\u00a0Ameritrade, they take great pride in our commitment to our clients. Over the past 35 years, they\u2019ve built this business on the fundamental imperative of providing you with a secure investing experience, including their Asset Protection\u00a0Guarantee.<\/p>\n<h4><strong>Outstanding, personalized support<\/strong><\/h4>\n<p>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\u2019ll always find the level of support you need.<\/p>\n<p style=\"text-align: center;\"><strong>TD\u00a0Ameritrade&#8217;s awards and accolades<\/strong><\/p>\n<p>TD\u00a0Ameritrade 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\u00a0Ameritrade receiving recognition from well-known third-parties such as J.D. Power &amp; Associates, <em>Barron&#8217;s<\/em>, <em>Kiplinger&#8217;s<\/em> and <em>SmartMoney<\/em>.<\/p>\n<p>TD\u00a0Ameritrade was evaluated against 26 others in the 2012 <em>Barron\u2019s<\/em> Online-Broker review, March 10, 2012, and earned the highest score in the categories of \u201cResearch Amenities\u201d and \u201cCustomer Service and Education.\u201d TD\u00a0Ameritrade was also named \u201cBest for Novices\u201d and among the best in the categories of \u201cIn-Person Service\u201d (sharing the highest score with four other brokers), \u201cLong-Term Investing\u201d (sharing the highest score with one other broker), and \u201cOptions Traders\u201d (sharing the highest score with two other brokers). <em>Barron\u2019s<\/em> is a trademark of Dow Jones, L.P. All rights reserved. Reprinted with permission.<\/p>\n<p>TD\u00a0Ameritrade was ranked #1 and received an overall score of 5 stars (tied for first place with one other broker), in the Kiplinger&#8217;s Online Broker Ratings, <em>Kiplinger&#8217;s Personal Finance<\/em>, 02\/2011. Fourteen brokers were rated in the categories: Costs, Web Site Usability, Investment Choices, Customer Service, and Research and Tools.<\/p>\n<p>TD Ameritrade earned 5 stars in Trading Tools, Research, and Banking Services<\/p>\n<p>TD Ameritrade was recognized as one of the top three discount brokerage firms in SmartMoney\u2019s 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.<\/p>\n<p>Barron&#8217;s &#8211; TD Ameritrade rated #1 in Research Amenities and Customer Service and Education<\/p>\n<p>TD Ameritrade was evaluated against 26 others in the 2012 Barron\u2019s Online-Broker review, March 10, 2012, and earned the highest score in the categories of \u201cResearch Amenities\u201d and \u201cCustomer Service and Education.\u201d TD Ameritrade was also named \u201cBest for Novices\u201d and among the best in the categories of \u201cIn-Person Service\u201d (sharing the highest score with four other brokers), \u201cLong-Term Investing\u201d (sharing the highest score with one other broker), and \u201cOptions Traders\u201d (sharing the highest score with two other brokers).<\/p>\n<p>Ranked #1 Overall Broker by StockBrokers.com<\/p>\n<p>TD Ameritrade was ranked #1 overall broker in Stockbrokers.com 2012 broker review\u2014with the thinkorswim\u00ae trading platform named the \u201cBest Overall Platform\u201d and Trade Architect\u00ae named \u201cBest Web-based Platform\u201d. Additionally, TD Ameritrade received a number of \u201cBest in Class\u201d category ratings including: \u201cEase of use\u201d, \u201cPlatforms &amp; Tools\u201d, \u201cResearch\u201d, \u201cCustomer Service\u201d, \u201cInvestor Community\u201d, \u201cInvestor Education\u201d, \u201cActive Trading\u201d, and \u201cOptions Trading\u201d. Read the article.<\/p>\n<p>TD Ameritrade was recognized as one of the top two discount brokerage firms in SmartMoney&#8217;s 2011 review of online brokers. The Company received a 5-star rating (the highest available) in the Customer Service, Mutual Funds &amp; Investment Products and Trading Tools categories. Learn more.<\/p>\n<p>SmartMoney is a registered trademark of Dow Jones &amp; Company, Inc.<\/p>\n<p>Barron&#8217;s &#8211; TD Ameritrade rated #1 for options traders and earns 4\u00bd stars overall<\/p>\n<p>In addition to being named best for options traders and receiving an overall 4 \u00bd stars, TD Ameritrade received the highest rating, 4\u00bd 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.<\/p>\n<p>Kiplinger&#8217;s &#8211; #1 online broker as rated by Kiplinger&#8217;s<\/p>\n<p>TD Ameritrade earned the highest possible rating and a number one spot in Kiplinger&#8217;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.<\/p>\n<p>Forbes TD Ameritrade was listed as one of Forbes\u2019 \u201cGlobal 2000\u201d companies in the publication\u2019s 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.<\/p>\n<p>TD Ameritrade was recognized as one of the top three discount brokerage firms in SmartMoney Magazine&#8217;s 2010 Broker Survey. The company received a 5-star rating (the highest available) in the Mutual Funds &amp; Investment Products, Trading Tools, Research and Customer Service categories.<\/p>\n<p>SmartMoney is a registered trademark of Dow Jones &amp; Company, Inc.<\/p>\n<p>Barron&#8217;s &#8211; thinkorswim trading technology ranked #1 in Barron&#8217;s 2010 annual review<\/p>\n<p>thinkorswim, Inc., before integration with TD Ameritrade, Inc., earned 4.9 stars, the top score in the &#8220;Trading Technology&#8221; category, and was ranked #1 overall online broker in Barron&#8217;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 &#8220;Best for Options Traders,&#8221; and one of the &#8220;Best for Frequent Traders.&#8221; TD Ameritrade, Inc. was named among the &#8220;Best For Long-Term Investing.&#8221;<\/p>\n<p>In its annual review, Barron&#8217;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&#8217;s is a registered trademark of Dow Jones &amp; Company \u00a9 2010<\/p>\n<p>&#8220;Best in Trading Tools&#8221; 2009 &#8211; TD Ameritrade offers all of the thirteen trading tools on SmartMoney\u2019s 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\u2019s 2009 Annual Broker Survey, May 19, 2009.<\/p>\n<p>Corporate Insight &#8211;\u00a0 &#8220;Received &#8216;A&#8217; for Mutual Fund Center&#8221; &#8211; TD Ameritrade Mutual Fund Center received an &#8220;A&#8221; in Corporate Insight\u2019s e-Monitor Report on Mutual Fund Center\u2019s, October 2008. The report measured accessibility, tools, education, and quote\/profile information.<\/p>\n<p>&#8220;Best in Research and Trading Tools&#8221; &#8211; SmartMoney\u2019s 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.<\/p>\n<p>SmartMoney also awarded TD Ameritrade five stars in their Mutual Funds &amp; Investment Products category for offering a majority of the investment products on SmartMoney\u2019s checklist, plus thousands of mutual funds.<\/p>\n<p>Number 1 online broker &#8211; &#8220;Ranked #1 online broker&#8221; &#8211; Earned four stars and ranked #1 online broker in Barron\u2019s 2007 Review of Online Brokers, March 2007. Barron\u2019s 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\u2122 earned a four-star rating in Barron\u2019s Review of Online Broker March 2005.<\/p>\n<p>J.D. Power and Associates Call Center Certification | TD Ameritrade &#8211; &#8220;An Outstanding Customer Service Experience&#8221; &#8211; 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\u2019s audit of their call center\u2019s recruiting, training, employee incentives, management roles and quality assurance, and then a random survey measuring caller satisfaction with recent interactions.<\/p>\n<p>&#8220;Web Design Best Practices&#8221; &#8211; 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<\/p>\n<p style=\"text-align: center;\"><strong>History<\/strong><\/p>\n<p>A summary of the rich brokerage history of TD Ameritrade from 1975 to when Ameritrade and TD Waterhouse became TD Ameritrade.<\/p>\n<p><strong>2007<\/strong><br \/>\nTD Ameritrade launches StrategyDesk\u2122 \u2014 a powerful trading tool helps create, test and execute trading strategies.<\/p>\n<p><strong>2006<\/strong><br \/>\nAmeritrade becomes TD\u00a0Ameritrade.<\/p>\n<p>TD\u00a0Ameritrade unveils Market Motion Detector.<\/p>\n<p><strong>2004<\/strong><br \/>\nAmeritrade introduces a newly redesigned Web site, featuring flexible trading solutions like SnapTicket\u2122 and Trade Triggers\u2122.<\/p>\n<p><strong>2003<\/strong><br \/>\nAmeritrade launches QuoteScope\u2122, a patent-pending trading tool that provides a circular view of liquidity.<\/p>\n<p><strong>2002<\/strong><br \/>\nAmeritrade Apex\u2122 \u2014 an elite program for active traders debuts.<\/p>\n<p><strong>2000<\/strong><br \/>\nAmeritrade introduces Express Account Opening, forging the path for the paperless opening of accounts.<\/p>\n<p><strong>1999<\/strong><br \/>\nAmeritrade offers extended-hours trading.<\/p>\n<p>Ameritrade Holding launches the Ameritrade Online Investor Index\u2122, one of the first daily measurements of the behavior of online investors.<\/p>\n<p><strong>1998<\/strong><br \/>\nAmeritrade introduces Darwin: Survival of the Fittest\u2122, one of the first interactive, CD-ROM-based options trading simulators.<\/p>\n<p>Ameritrade is one of the first brokerages to offer complex options order entry on the Internet.<\/p>\n<p>Ameritrade introduces electronic trade confirmations by email.<\/p>\n<p><strong>1997<\/strong><br \/>\nAmeritrade Holding launches Ameritrade, Inc., incorporating the most popular features of Aufhauser, Ceres, and eBroker in one firm.<\/p>\n<p><strong>1996<\/strong><br \/>\nAmeritrade Holding launches eBroker\u00ae, an Internet-only broker and division of All American Brokers, Inc.<\/p>\n<p><strong>1995<\/strong><br \/>\nOur parent company (then named Ameritrade Holding Corporation) acquires K. Aufhauser &amp; Co., Inc.<\/p>\n<p><strong>1994<\/strong><br \/>\nK. Aufhauser &amp; Co., Inc. is the first brokerage firm to offer Internet trading via its WealthWEB\u00ae. Ceres Securities, Inc. is formed.<\/p>\n<p><strong>1988<\/strong><br \/>\nTouch-tone phone trading is introduced at Accutrade.<\/p>\n<p><strong>1983<\/strong><br \/>\nTD Ameritrade Clearing, Inc.\u00a0is established. Currently, TD\u00a0Ameritrade,\u00a0Inc. is an introducing broker and uses TD Ameritrade Clearing, Inc. as a clearing broker.<\/p>\n<p><strong>1975<\/strong><br \/>\nThanks 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\u00a0Ameritrade,\u00a0Inc.)<\/p>\n","protected":false},"excerpt":{"rendered":"<p>TD Ameritrade has been providing brokerage services since 1975. TD\u00a0Ameritrade uses some of the most advanced trading technology available to [&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"default","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"categories":[124],"tags":[],"class_list":["post-9352","post","type-post","status-publish","format-standard","hentry","category-broker"],"_links":{"self":[{"href":"https:\/\/www2.stockmarketwatch.com\/learn\/wp-json\/wp\/v2\/posts\/9352","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www2.stockmarketwatch.com\/learn\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www2.stockmarketwatch.com\/learn\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www2.stockmarketwatch.com\/learn\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/www2.stockmarketwatch.com\/learn\/wp-json\/wp\/v2\/comments?post=9352"}],"version-history":[{"count":0,"href":"https:\/\/www2.stockmarketwatch.com\/learn\/wp-json\/wp\/v2\/posts\/9352\/revisions"}],"wp:attachment":[{"href":"https:\/\/www2.stockmarketwatch.com\/learn\/wp-json\/wp\/v2\/media?parent=9352"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www2.stockmarketwatch.com\/learn\/wp-json\/wp\/v2\/categories?post=9352"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www2.stockmarketwatch.com\/learn\/wp-json\/wp\/v2\/tags?post=9352"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}