Trust & Custody Services
"We focus on supporting you, so you can focus on supporting your clients."
Skip Schweiss, President, TD Ameritrade Trust Company
TD Ameritrade Trust Company has been in the corporate retirement plan business for a long time. So you can rely on us for insights, business-building resources, back office support, online tools, and custody services. We're dedicated to supporting advisors, we're conflict free, and we actively advocate for regulations that will support the fiduciary model.
Investment Options
Investment Options
Get access to a vast range of investment options. No proprietary product requirements. An open architecture platform. And the freedom and flexibility advisors need to choose the best solutions for each plan sponsor.
Plan Types and Custody Services
Plan Types and Custody Services
We service a range of plan types, including 401(k) and 403(b) Plans, ESOPs, 457 Plans, Defined Benefit Plans, and Non-qualified Defined Contribution Plans. You'll benefit from top-notch custody services.
A Model that Makes Sense
A Model that Makes Sense
We've designed our conflict-free, unbundled model to provide better transparency, more flexibility, and the freedom to work with the plan sponsor or TPA/Recordkeeper you choose.