Protect yourself, your clients, and your business

When it comes to your business, being prepared is essential. Look to the future with confidence with resources to help you:

  • Protect your clients' confidential information
  • Learn the nuances of continuity planning
  • Understand how to navigate rules and regulations regarding social media
  • Manage your risk levels with the help of our Affinity Service+ providers
  • Develop and implement an actionable, step-by-step plan with our Solutions Consultants

Looking for third-party support? Our Affinity Service providers understand your business and know how to help.

+Access to Affinity Services Program vendors is provided solely as a service to independent 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 is it 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.