About TD Ameritrade

TD Ameritrade has been a top custodian and broker for over 40 years. They provide investing and trading services for 11 million client accounts that total more than $1 trillion in assets. IPA selected TD Ameritrade Institutional as it’s primary custodian for 5 main reasons. 

  1. Independence
  2. Comprehensive Experience
  3. Account Security
  4. Broad Investment Options
  5. Powerful Resources

TD Ameritrade serves over 4,500 independent registered investment advisors such as IPA all over the county. TD Ameritrade focuses on supporting fiduciary advisors that work in the best interest of the investor at all times. In addition, TD Ameritrade is dedicated to it’s independence, just like IPA. They do not offer proprietary investment products or push advisors to use one product over another. 

TD Ameritrade takes pride in the security they provide for our clients.  They use advanced firewalls along with innovative technology to protect clients’ information. TD Ameritrade has made substantial investments in leading-edge software, systems, and procedures for account security. TD Ameritrade is a member of the Securities Investor Protection Corporation (SIPC) to insure cash and securities against fraud. They offer clients 24/7 access to their own accounts and documents through their secure AdvisorClient.com website.

TD Ameritrade offers advisors at IPA with a broad range of investment options. Investment offering include Equities, Bonds, Mutual funds, ETFs, Options, Cash Management, and Alternative investments. In addition, investment research is provided by outside sources such as Standard & Poor’s and Morningstar.