Ongoing portfolio monitoring and automatic rebalancing.

Reuters content is the intellectual property of Reuters. The chart above represents the growth of a hypothetical investment of $10,000. Asset Allocation target allocations are subject to change without notice. The Morningstar name and logo are registered marks of Morningstar, Inc. Morningstar Investment management LLC is not affiliated with TD Ameritrade Investment Management or TD Ameritrade. Please read the prospectus carefully before investing.

TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. The total Automated, low-cost, low-minimum investment solution offering five goal-oriented ETF portfolios. When you enroll in the tax-loss harvesting feature, the enrollment is on an account basis and does not apply to other TD Ameritrade Investment Management portfolios you may have. Reuters, Reuters Logo and the Sphere Logo are trademarks and registered trademarks of the Reuters Group of companies around the world. After testing 15 of the best online brokers over five months, TD Ameritrade (97.44%) is better than Webull (73.21%). After entering your changes, select “Finish,” and then select “Next.” The changes you made update and display in Portfolio X-Ray, giving a view of what your portfolio overview would look like if you actually made these changes.

This is not an offer or solicitation in any jurisdiction where we are not authorized to do business or where such offer or solicitation would be contrary to the local laws and regulations of that jurisdiction, including, but not limited to persons residing in Australia, Canada, Hong Kong, Japan, Saudi Arabia, Singapore, UK, and the countries of the European Union. For the purposes of calculation the day of settlement is considered Day 1. TD Ameritrade October 2020 Investor Movement Index (Graphic: TD Ameritrade) The reading for the five-week period ending October 30, 2020, ranks “Middle” compared to historic averages. No Margin for 30 Days. You are responsible to contact your Financial Consultant if you have changes to your assets not managed by TD Ameritrade Investment Management or if there is a change to your financial circumstances that would necessitate the need for an updated assessment of your Personalized Portfolio. Options trading subject to TD Ameritrade review and approval. We suggest you consult with a tax-planning professional with regard to your personal circumstances as to whether the TD Ameritrade investment management tax-loss harvesting feature is appropriate for you. Select the Change holdings link to view changes that might affect your portfolio, or to analyze a hypothetical portfolio. Let's talk.Call 800-870-9668 to get started. The wash sale rule postpones losses on a sale, if replacement shares are bought around the same time.

unaffiliated third-party website to access its products and its Automated portfolio adjustments and rebalancing, Guidance and products tailored to fit your goals, Stay connected to your portfolio anywhere, anytime. Real-time risk monitoring and tracking stock performance are a central part of online stock trading, and TD Ameritrade offers live streaming video of CNBC Plus, live market charts and active trading interfaces to better equip you with the tools you need for good investing. Current performance may be higher or lower than the performance data quotes. TD Ameritrade receives remuneration from certain ETFs for shareholder, administrative, and/or other services. Morningstar Investment Management LLC selects securities from the universe of investments made available through TD Ameritrade. Reuters shall not be liable for any errors or delay in the content, or for any action taken in reliance on any content. Please read Characteristics and Risks of Standardized Options before investing in options. Member SIPC. (Note: Making these changes in the X-Ray tool won’t result in buying or selling the positions you entered. TD Ameritrade Includes a Gamut of Digital Robo-Advisory Options. From our Financial Consultants who listen to your goals, to TD Ameritrade Investment Management who manages The top 10% of products in each product category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. The highest level of service, featuring tailored advice and portfolio construction that takes your overall financial picture into account. The performance of the replacement securities purchased through the TD Ameritrade Investment Management tax-loss harvesting feature may be better or worse than the performance of the securities that are sold for tax-loss harvesting purposes. Not investment advice, or a recommendation of any security, strategy, or account type. Here’s how the Portfolio X-Ray can give you a picture of the overall health of your current allocations.

A prospectus, obtained by clicking the Prospectus link, contains this and other important information about an investment company. If recurring deposits cease before reaching a $5,000 balance in your TDAIA Account, we will require you to re-authorize recurring deposits or deposit additional money to bring your account up to $5,000. Supporting documentation for any claims, comparisons, statistics, or other technical data will be supplied upon request. From automated investing to portfolio management with a more personal touch, the professionals at TD Ameritrade Investment Management, LLC will recommend a portfolio based on your financial goals. Learn more. We want to help you set financial goals that fit your life—and pursue them. Morningstar Investment Management LLC is a registered investment adviser and subsidiary of Morningstar, Inc. Morningstar Investment Management LLC provides consulting services to TD Ameritrade Investment Management LLC (‘TD Ameritrade Investment Management’) by providing recommendations to TD Ameritrade Investment Management regarding asset allocation targets and selection of securities; however, TD Ameritrade Investment Management retains the discretion to accept, modify or reject Morningstar Investment Management LLC’s recommendations. this session. Designed for long-term focused investors looking for more customized portfolio management and advice. Accordingly, you are responsible for monitoring your brokerage accounts and your spouse’s brokerage accounts at TD Ameritrade or elsewhere to ensure that transactions in the same security or a substantially similar security do not create a wash sale. TD Ameritrade Investment Management does not represent or guarantee that the objectives of the tax-loss harvesting feature will be met. Brokerage services provided by TD Ameritrade, Inc., member FINRA/ SIPC. The way you invest has changed, that's why we offer a suite of managed portfolios to help you pursue your financial goals.


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