Strategy Desk

Questions about options strategies?

You want to make the best investment decisions for your clients. The Strategy Desk can help. Speak to experienced options strategists and get personalized guidance on your specific questions. Then, continue learning during weekly webcasts and regional workshops. It’s all designed to give you the tools and knowledge to help create investment portfolios for your clients. And, it’s all free to TD Ameritrade Institutional clients.

Reach out today and discover more about:

•	Using risk-defined options strategies
•	Talking to your clients about options
•	Better serving your more sophisticated clients
You can also get education on technical analysis and charting to help you better understand your results.

Give the Strategy Desk a call at 800-227-0816 or email them at inststrategydesk@tdameritrade.com to discuss options and trading strategies.

For other topics, please call 800-400-6288.

Please call our colleagues at Schwab Advisor Services at 877-687-4085 to continue the conversation about becoming an RIA or finding a new custodian.

Options involve risks and are not suitable for all investors. Before trading options, carefully read the previously provided copy of Characteristics and Risks of Standardized Options. Contact TD Ameritrade at 800-669-3900 for additional copies. Spreads and other multiple-leg option strategies can entail substantial transaction costs, including multiple commissions, which may impact any potential return. These are advanced option strategies and can involve greater risk, and more complex risk, than basic options trades.

Strategy Desk

Questions about options strategies?

Existing TD Ameritrade Institutional Clients:

Exploring Independence?

Strategy Desk

Questions about options strategies?

Existing TD Ameritrade Institutional Clients:

Exploring Independence?

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