Separate Account Exchange

Separate Account Exchange is an open-architecture platform that allows Advisors working with TD AMERITRADE Institutional to access a "supermarket" of Separately Managed Account (SMA) strategies provided by third-party investment managers. It allows independent Advisors to choose the money managers and investment styles that best fit their client's individual needs.

TD AMERITRADE Institutional's Separate Account Exchange service will include all the major capitalization segments, styles and asset classes. That means you will have the freedom and flexibility you need while maintaining custody of your clients' assets through TD AMERITRADE. You can conduct your own manager due diligence and directly negotiate manager fees and billing arrangements.

Separate Account Exchange is available on the VeoŽ platform to Advisors working with TD AMERITRADE Institutional. For more information on TD AMERITRADE Institutional's Separate Account Exchange, please contact the Managed Assets team at 888-833-5544 or instserv-map@tdameritrade.com

Separate Account Exchange Investment Managers list

TD AMERITRADE is not responsible for the accuracy of the data provided by each independent investment manager. The list does not constitute an endorsement of the firm by TD AMERITRADE. Please contact the manager directly for the most recent information pertaining to their investment styles, strategies and management fees.

*Access to the Separate Account Exchange program is provided solely as a service to financial advisors using the brokerage, execution and custody services of TD AMERITRADE Institutional. Participating investment managers are independent and are not employees or agents of TD AMERITRADE. TD AMERITRADE does not guarantee nor is responsible for the quality or accuracy of any investment manager's product or service. In no instance should the listing of an investment manager be construed as a recommendation or endorsement by TD AMERITRADE. Please contact the investment manager directly for the most recent information pertaining to their investment styles and management fees