Simplify your clients' portfolios with TD Ameritrade Institutional's Unified Managed Account Exchange. UMAX provides open architecture flexibility designed to accommodate your unique business model while simultaneously affording your clients the ease and practicality of having all of their holdings in a single account.

  • Construct your own portfolios, using your research
  • Choose from separately managed account strategies, mutual funds, ETFs, ETNs, closed-end funds, and third party strategists