Investment Services 

TD Ameritrade

With AARP® | Investment Services from TD Ameritrade, you’ll be equipped with the resources needed to pursue your financial goals. Get access to a variety of planning tools and investment choices, as well as extensive education and the support from a team of knowledgeable specialists.

 

Pursue your goals with a variety of special offers selected for AARP members when you open and fund an account:

  • Up to $1,000 in cash or gift cards  and up to 300 commission-free trades*
  • A one-year management fee credit to your account on professionally managed Selective Portfolios from TD Ameritrade Investment Management, LLC**
  • Free options trading strategies from TradeWiseTM, an advisory service for investors who trade options***
  • Up to $75 in rebates for account transfers*

AARP member benefits are provided by third parties, not by AARP or its affiliates. Providers pay a royalty fee to AARP for the use of its intellectual property. These fees are used for the general purposes of AARP. Some provider offers are subject to change and may have restrictions. TD Ameritrade, Inc. and AARP are separate, unaffiliated companies and are not responsible for one another’s services and policies.

Before investing carefully consider the underlying funds’ objectives, risks, charges, and expenses. For a prospectus containing this and other important information about each fund, contact us at 888-310-7921. Please read the prospectus carefully before investing.

*Offer valid for one new Individual, Joint or IRA TD Ameritrade account opened by 12/31/17 and funded within 60 days of account opening with $3,000 or more. To receive $100 bonus, account must be funded with $10,000 or more within 60 days of account opening. To receive $300 bonus, account must be funded with $50,000 or more within 60 days of account opening. To receive $500 bonus, account must be funded with $100,000 or more within 60 days of account opening. To receive $1,000 bonus, account must be funded with $250,000 or more within 60 days of account opening. Transfer fee rebate of $75 requires a $5,000 transfer from another brokerage company within 60 days of account opening. Upon qualification, Individual, Joint, and Trust accounts will receive a confirmation email within 3-5 days with instructions for ordering from pre-selected gift cards or cash. IRA’s are not eligible for gift cards. Cash for those account types will be automatically credited to the qualifying account. Offer is not valid on tax-exempt trusts, 401k accounts, Keogh plans, Profit Sharing Plan, Money Purchase Plan, or other QRPs. Offer is not transferable and not valid with internal transfers, TD Ameritrade Institutional accounts, current TD Ameritrade accounts or with other offers. Qualified commission-free Internet equity, ETF or options orders will be limited to a maximum of 300 and must execute within 90 calendar days of account funding. Contract, exercise, and assignment fees still apply. Limit one offer per client per account type. Account value of the qualifying account must remain equal to, or greater than, the value after the net deposit was made (minus any losses due to trading or market volatility or margin debit balances) for 12 months, or TD Ameritrade may charge the account for the cost of the offer at its sole discretion. TD Ameritrade reserves the right to restrict or revoke this offer at any time. This is not an offer or solicitation in any jurisdiction where we are not authorized to do business. Please allow 3-5 business days for any cash deposits to post to account. Taxes related to TD Ameritrade offers are your responsibility. Retail values totaling $600 or more during the calendar year will be included in your consolidated Form 1099. Please consult a legal or tax advisor for the most recent changes to the U.S. tax code and for rollover eligibility rules (Offer Code: 280).

**Advisory services are provided by TD Ameritrade Investment Management, LLC (“TD Ameritrade Investment Management”), a registered investment advisor. Brokerage services provided by TD Ameritrade, Inc. TD Ameritrade Investment Management provides discretionary advisory services for a fee. Risks applicable to any portfolio are those associated with its underlying securities. For more information, please see the Disclosure Brochure (Form ADV Part 2A).

Accounts may be eligible for a one-year fee credit on a Selective Portfolio. Ask your Financial Consultant or call 800 301 6417 to learn more. TD Ameritrade Investment Management, LLC will assess an annual advisory fee based on the value of assets in your TD Ameritrade Investing Account. The fee for all clients will be assessed at the beginning of each quarter in advance for that quarter and will be prorated for accounts opened and closed during that quarter. TD Ameritrade, Inc. will not charge commissions for eligible securities trades placed in your TD Ameritrade Investing Account. All fees are subject to change. In connection with the fee credit, your account will be billed the standard advisory fee on a quarterly basis and then you will receive a credit amount to offset the billed fee. The credit will be for four quarterly billing cycles from the date the account is opened. Thereafter, the standard advisory fee will apply.

TD Ameritrade Investment Management, LLC will assess an annual advisory fee based on the value of assets in your TD Ameritrade Investing Account. The fee for all clients will be assessed at the beginning of each quarter in advance for that quarter and will be prorated for accounts opened and closed during that quarter. TD Ameritrade, Inc. will not charge commissions for eligible securities trades placed in your TD Ameritrade Investing Account. All fees are subject to change.

The Selective Core Mutual Fund Portfolios, Supplemental Income Portfolios, and the Managed Risk Portfolio net advisory fee equals the gross advisory fee minus a Fee Credit amount of 0.35%. The purpose of the credit amount is to reduce your annual advisory fee by at least (but typically in excess of) the amount of (i) 12b-1 and other service-related fees (collectively “service-related fees”) received from the underlying mutual funds by TD Ameritrade, Inc. or its affiliates as a result of servicing the mutual funds used in the Selective Portfolios and (ii) any share class expense differentials between the classes used and the lowest cost available share classes. See the Disclosure Brochure for additional information.

The minimum initial investment is $25,000 (minimum investment amount for corporate/business accounts is $100,000). If the market value of your account falls below the minimum due to your withdrawal of assets from the account, TD Ameritrade Investment Management may require you to deposit additional money to bring the account up to the required minimum. TD Ameritrade Investment Management reserves the right to discontinue its advisory relationship with you and transfer the securities to a like-titled brokerage account with TD Ameritrade. See the Disclosure Brochure (ADV Part 2) for additional information.

Neither TD Ameritrade Investment Management nor TD Ameritrade is acting as your advisor in connection with any information conveyed and neither firm takes responsibility for your use of such information prior to you becoming a TD Ameritrade Investment Management client.

***With a qualifying deposit of $3,000 or more, you will receive 2 free options strategy subscriptions from TradeWiseTM for 6 months. Allow 5-7 business days from the qualifying deposit to receive an email with instructions to redeem your 2 free strategy subscriptions from TradeWise. When the 6 months have passed, keep the service for just $20 per strategy per month. If you do not cancel, you will be charged $20 per strategy per month. For more information about TradeWise Advisors, Inc., please see the Disclosure Brochure (ADV Part 2A) Limit one TradeWise registration per account.

TradeWise Advisors, Inc., and TD Ameritrade, Inc. are separate but affiliated firms. Advisory services are provided exclusively by TradeWise Advisors, Inc. A subscription to TradeWise Advisors will include a monthly fee. Please contact TradeWise at 877-733-6786 for more information, including eligibility requirements and review the ADV 2 at www.tradewise.com. TradeWise strategies are not intended for use in IRAs, may not be suitable or appropriate for IRA clients, and should not be relied upon in making the decision to buy or sell a security, or pursue a particular investment strategy in an IRA.

TD Ameritrade Inc., member FINRA/SIPC. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. © 2017 TD Ameritrade. Used with permission. All rights reserved.