Independent Advisor Services, RIA Custodian | TD Ameritrade Institutional

Explore your independence Run the numbers

A custodian that’s at your side

In an ever-evolving 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.

Innovation

Access open-architecture fintech and game-changing service. Not just to stay with the times, but ahead of them.

Independence

We never tell you how to run your business. Instead, we’ll support the way you work, on your terms.

Industry advocacy

The future for RIAs looks bright. And we’re committed to doing what it takes to help keep it that way.

What the industry is saying

Put our award-winning tools, services, and team to work.

A tumultuous year… on the public policy front too

In a year for the ages, we continue to closely observe and participate in developments on the public policy front, where it impacts investment advisers.

See what’s trending

4 simple steps to going independent

Achieving true freedom may sound like a long and tedious process—but it doesn’t have to be. See how easy it can be to become an independent RIA.

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Beyond the Portfolio podcast

Hear stories from RIAs who are turning the challenges of advising into real opportunities.

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July 14, 2020 4:30 PM - 5:30 PM EST

Nasdaq Presents Investing in Options-Enhanced Index Products - Where to Go in a Risk-Off Environment?

Recent market turbulence has caused many investors to reconsider their ongoing allocations and re-evaluate their hedging options. Investors looking to preserve upside exposure to equity investing have more choices now than ever before.

Discover what’s happening

A definitive agreement has been reached for Charles Schwab to acquire TD Ameritrade. Read more.

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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.

Doug Liptak’s story

Stephen Rischall’s story

Eileen O’Connor’s story

A tumultuous year… on the public policy front too

4 simple steps to going independent

Beyond the Portfolio podcast

Nasdaq Presents Investing in Options-Enhanced Index Products - Where to Go in a Risk-Off Environment?

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