Our service

Relationship-based service

You deserve the same level of service that you’re giving to your clients. At TD Ameritrade, we’re committed to giving it to you. That means meaningful relationships with your service team. Responses when you need them. Accountability in getting you the right answers. The result? Fewer errors. More efficiency. And more time for you to spend with clients and prospects.

"We have the ear of TD Ameritrade. They are listening to what we're asking for."

—Diane Pearson, Advisor, Legend Financial Advisors

Customer Satisfaction Index - Consistently above 85% between 2015 - 2018

Making sure that our relationship-based service culture is doing the job for you is always on our mind. We’re constantly measuring our performance against your expectations. The chart you see here is our client satisfaction score over time. While we’re proud of how high it is, we’re always focused on doing better for you.

Service that’s built around your needs

Business Transition Services

Take the pain out of your transition. Let our Transition Specialists take on the heavy lifting for you.

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Trading Services

Trading is at the heart of what you do—and the same can be said about us. We’re here to help you get everything you need to get the job done right.

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Business Performance Solutions

Work with experienced consultants to learn how you can add efficiency to your work day and improve the customer experience.

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Service stories

Bob Rall

Bob Rall

Service and growth

Watch Bob's story
The Fong Brothers

The Fong Brothers

Shared service values

Watch their story
Eileen O'Connor

Eileen O’Connor

Extending the service team

Watch Eileen's story