Give your business a leg up with access to our comprehensive resources.

We're committed to helping your business flourish. That's why we empower you with all of the tools, support, and leading-edge thinking you need to grow your business, improve your efficiency, and spend more time on what you do best - making a real difference for your clients.   

When you work with us, you get more than a custodian, you get our powerful commitment and unparalleled access to a range of resources that can help you increase your potential:

Solutions Consultants 

These dedicated and focused professionals understand your business and can deliver personalized solutions to meet your unique needs and goals. Call on their innovative thinking to help you create an action plan designed to move your business forward.


Through our conferences and online training sessions, you can access industry professionals, powerful tools, valuable information, and opportunities to network with your peers.

Thought Leadership 

We're dedicated to helping you make the most informed decisions about the future of your business. We are constantly expanding our library of white papers and guidebooks to ensure that we are providing you with the most relevant information. In addition, we've compiled some of the best content into our Resource Center to provide you valuable information at your fingertips.

"Roadmap provided me with the tools I needed to determine what I could realistically implement, what would make the most sense for my firm and what I was most comfortable doing."
Gordon Bernhardt

Founder & President,
Bernhardt Wealth Management

Access to Affinity Services Program vendors is provided solely as a service to financial advisors using the brokerage, execution and custody services of TD Ameritrade Institutional. These services are offered at a discount directly through the participating vendors. Participating vendors are independent and are not employees or agents of TD Ameritrade. TD Ameritrade does not guarantee nor are they responsible for the quality or accuracy of any vendor's product or service. In no instance should the listing of a vendor be construed as a recommendation or endorsement by TD Ameritrade. Furthermore, TD Ameritrade does not recommend or endorse any security described by any vendor.