Independent Advisor Services, RIA Custodian | TD Ameritrade Institutional

A definitive agreement has been reached for Charles Schwab to acquire TD Ameritrade. Learn more about the transaction at www.amtd.com.

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Run the numbers

Announcing $0 commissions on online U.S. stock, ETF and option trades*, starting Thursday, October 3. We are happy to deliver greater value to you and your clients with our new pricing, but for us, it doesn’t end there. You can continue to count on us for award-winning technology, exceptional service and expert business consulting all in an effort to help you achieve your business goals.

4 simple steps to going independent

Achieving true freedom is easier than you think. Check out the (shorter than you thought) pathway to becoming an independent RIA.

What's next for your business?

You've gotten far—now what? Answer a few questions about where you want to go, and we’ll help you take the next step.

In a changing financial advice landscape, TD Ameritrade Institutional is dedicated to supporting RIAs who are determined to grow, thrive, and make their clients’ lives better. You’re in this business because you want to do what’s best for each person you serve. And we’re in it to serve you with creative innovation, dedicated service, and outspoken advocacy on behalf of independent RIAs.

You can put our award-winning tools, services, and team to work for your business.

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Advisors have not received remuneration for participation in providing these testimonials. Advisor testimonials may not represent the experience of all advisors using TD Ameritrade brokerage services. The advisors mentioned are not affiliated with TD Ameritrade Institutional. More information about the advisors is available on the SEC website www.sec.gov. TD Ameritrade is not responsible for services or policies of any third party. TD Ameritrade does not recommend or endorse any advisor that utilizes its brokerage or custodial services. TD Ameritrade does not monitor, and is not responsible for, communications between advisors and their clients.

4 simple steps to going independent

What's next for your business?

Doug Liptak's story

Stephen Rischall’s story

Eileen O’Connor’s story

What the industry has to say about us

You can put our award-winning tools, services, and team to work for your business.

4 simple steps to going independent

What's next for your business?

Doug Liptak's story

Stephen Rischall’s story

Eileen O’Connor’s story

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