Model Market Center

Looking for models? We’ve got a place for that

There’s a way to approach portfolio construction without having to do all the modeling yourself. Start by searching more than 500 pre-built models from third-party asset managers. If you find a model that meets your client’s needs, you can apply it to their account and rebalance using iRebal^®.

The best part: You maintain all the fiduciary responsibility and control. Want to customize a model to better fit your client’s needs? Try iRebal’s customizable security-, model-, and portfolio-level settings. You can also create blended strategies to effectively diversify and personalize your client’s investment objective.

Want to learn more about Model Market Center? Download the fact sheet and FAQ.

Think about taking a modern approach to portfolio construction

•	Incorporate third-party models into your existing rebalancing process
•	Have the flexibility to incorporate client customizations
•	Consider creating your own blended models from a combination of third-party models and your in-house strategies
•	Retain full trading responsibility and authority over your clients' accounts
•	Approve and edit trades in iRebal before they are sent to execution (something you can't do with traditionally managed accounts)
•	Incorporate third-party models into your existing rebalancing process
•	Analyze the potential impact of third-party models with the FinMason Model Impact tool*
•	Potentially reduce costs by retaining trading discretion while not having to pay an overlay manager
•	Select new models with just a few clicks

Market volatility, volume and system availability may delay access and trade executions.

TD Ameritrade and FinMason are separate, unaffiliated companies and are not responsible for each other’s opinions, policies and services. The FinMason Model Impact information, printouts, and any information from the Model Market Center is intended for investment professional use and viewing only. It may not be distributed to members of the public, nor used in written form as sales literature for public use.

Material made available through the Model Market Center is provided by third-party affiliated and unaffiliated Model Managers and information providers. TD Ameritrade has not paid for or been involved in the preparation of the content, and has not verified, endorsed or approved the content. TD Ameritrade assumes no responsibility for any fact, recommendation, opinion or advice contained in any such model portfolio or materials and expressly disclaims any responsibility for any investment decisions or for the suitability of any security or transaction based on it. Any mention of specific managers and/or models should not be considered an endorsement or recommendation by TD Ameritrade. Users of Model Market Center are responsible for all upfront and ongoing manager and model due diligence.

TD Ameritrade typically receives remuneration from ETFs and mutual funds and/or their managers that participate in the MMC for administrative and/or other services.

Model Market Center leverages iRebal® on Veo One® technology to provide independent RIAs access to model portfolios provided by affiliated and unaffiliated third-party Model Managers.

Certain model attributes are sourced from Informa PSN. The PSN Data Set and any other Informa content is supplied by Zephyr, A Division of Informa Business Intelligence, Inc. The PSN Data Set may not be copied or distributed and is not warranted to be accurate, complete or timely. TD Ameritrade, Inc. and Informa Business Intelligence, Inc. are separate unaffiliated companies and are not responsible for each other’s services.

Brokerage services provided by TD Ameritrade Institutional, Division of TD Ameritrade, Inc. member FINRA/SIPC, a subsidiary of The Charles Schwab Corporation. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. © 2022 Charles Schwab & Co. Inc. All rights reserved.