Flexible Investment Solutions
"From ETFs to options, we offer solutions to help you build your clients' wealth."
Jeff Chiappetta, Managing Director, Trading and Fixed Income, TD Ameritrade Institutional
You want your clients to have the solutions they need to grow and protect their wealth. Our open architecture platform offers access to a broad range of investment products and programs including our innovative Unified Managed Account Exchange Program and Options offering designed to help you meet your clients’ investment goals.
Investment Products
Investment Products
Whether your clients are looking to grow their wealth, mitigate the effects of market volatility or meet investment and cash flow needs, we have the flexible investing solutions you need to help them pursue their goals.
Individual Retirement
Individual Retirement
Help guide your clients as they prepare for their retirement through planning and preservation strategies.
Estate Planning
Estate Planning
Expand your value proposition and attract more high-net-worth clients by offering solutions that enable them to transition wealth to family members or meet their charitable goals.
Managed Accounts
Managed Accounts
Access leading institutional-caliber money managers, a broad range of product choices and investment strategies, along with efficiencies that can help streamline your business.
Research
Research
Access objective third-party research to help you evaluate and manage your clients’ portfolios. Benefit from tools ranging from comprehensive reports to timely, customizable alerts.
Access to Unified Managed Account program investment managers is provided by TD Ameritrade Institutional 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 are they responsible for the completeness or accuracy of the data provided by third-party investment managers or for the quality of any investment manager's product or service. TD Ameritrade makes no warranty or representation with respect to the service as to suitability or fitness for a particular purpose. In no instance should the listing of a third-party investment manager be construed as a recommendation or endorsement by TD Ameritrade of the investment manager or of the investment manager's investment strategies or recommendations. Furthermore, TD Ameritrade does not recommend or endorse any security, strategy, or product described by any third-party investment manager. Please contact the investment manager directly for the most recent information pertaining to their investment styles, strategies and management fees. Brokerage services provided by TD Ameritrade, Inc. Options are not suitable for all investors as the special risks inherent to options trading may expose investors to potentially rapid and substantial losses. Options trading subject to TD Ameritrade review and approval. Please read Characteristics and Risks of Standardized Options before investing in options.