Learn about our Specialized Services
In addition to your dedicated Service Team, you'll also have access to other specialized resources in areas including technology, product, cost basis, and more.
- Technology Services Team is staffed with experienced representatives who can assist you with your questions on our websites and our other technology-related offerings.
- Managed Account Solutions Team was developed to help ensure that operational requirements, such as complete paperwork, are met.
- Retirement Plan Specialists are experienced licensed professionals with a retirement designation, who can help with your retirement plan questions.
- Cost Basis Support Team was developed to support the new requirements that directly impact all taxable accounts at TD Ameritrade, including the changes to the 1099 year-end tax document.