Design your own solution.

Separate Account Exchange provides you with the freedom to select leading investment managers and negotiate manager fees directly with them on behalf of your clients.

The benefits of Separate Account Exchange:

  • Open-architecture: Choose from about 400 money managers and over 17,000 strategies
  • Pricing flexibility: Choose from asset-based or transaction-based pricing
  • Low minimums: Access managers with minimums as low as $5,000
  • Service and support: Prospect for additional clients with the help of marketing tools like WealthIQ from Informa Investment solutions. Additionally, tap into our Managed Solutions Consultants for ongoing support.

Free access to WealthIQ is restricted to one user per firm. Please be advised that TD Ameritrade Institutional reserves the right at our sole discretion to remove access to the WealthIQ tool in the event there is no activity for an extended period of time within the Separate Account Exchange program.

Access to the Separate Account Exchange program is provided solely as a service to financial advisors using the brokerage, execution and custody services of TD Ameritrade Institutional. Participating investment managers are independent and are not employees or agents of TD Ameritrade. TD Ameritrade does not guarantee nor is responsible for the quality or accuracy of any investment manager's product or service. In no instance should the listing of an investment manager be construed as a recommendation or endorsement by TD Ameritrade. Please contact the investment manager directly for the most recent information pertaining to their investment styles and management fees.