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.