We support your business and fuel your independence. We've designed our conflict-free, unbundled model to provide you with better transparency, more flexibility, and the freedom to work with any TPA/Recordkeeper you choose.
With us, you'll get flexibility when it comes to investments and custodial services, so you'll be able to make choices that fit your clients' needs.
"The fact that TD Ameritrade Trust Company doesn't compete with us was another large factor in our decision to move our retirement plan business."
CFS Investment Advisory Services
We respect your client relationships through our conflict-free approach. TD Ameritrade Trust Company values the relationships we have with our clients. As part of our independent business model, we don't offer advice or proprietary products. We offer strategic support and advocacy, ensuring the needs of our clients stay at the forefront of the regulatory conversation.
We're dedicated to helping advisors like you leverage best practices, meet challenges, and capture opportunities. Our goal is to serve your business today and into the future.