Overview
"TD Ameritrade has made it easier for us to do business."
Dale Rogers, Founder & CEO, Rogers Wealth Group, Inc.
Your success is our focus. Whether you’re a Registered Investment Advisor or a Third Party Administrator/Recordkeeper, TD Ameritrade Trust Company supports you with outstanding service, flexibility, a conflict-free approach, and an open-architecture business model. So you have options and flexibility you need to succeed in the retirement plan market.
Plan Types & Custody Services
When you work with us, you'll enjoy a conflict-free model. You'll have access to open architecture, full fee transparency, customized service, and a wide range of plans and investment options to choose from.
Self-Directed Brokerage Accounts
With the freedom and flexibility of a self-directed brokerage account (SDBA) from our brokerage affiliate, TD Ameritrade, Inc., plan participants have access to a wide selection of investment options.
Individual Retirement Account Rollovers
You’ll find it easier than ever to meet your clients’ IRA Rollover needs with an open architecture platform, personalized support, and efficient execution.
Solutions for TPAs/Recordkeepers
We provide TPAs/Recordkeepers an unbundled approach, a conflict-free model, a referral network, and custom-tailored technology solutions.