Profile: TD Ameritrade Holding Corp (AMTD.K)
27 Mar 2015
TD Ameritrade Holding Corporation (TD Ameritrade), incorporated on April 01, 2002, is an investment banking and a retail discount securities brokerage company. The parent company is Delaware Corporation. The Company provides securities brokerage services and related technology-based financial services to retail investors, traders and independent registered investment advisors (RIAs). The Company provides its services through the Internet, a national branch network and relationships with RIAs. The Company offers various products and services to its client, primarily, trading in common and preferred stocks, American Depository Receipts, closed-end funds, Exchange Traded Funds, Futures & Options, Foreign Exchange, Mutual Funds, Fixed Income securities, New and secondary issue securities, Margin lending, Cash Management Services and Annuities. The Company’s client offerings are primarily provided through Trading and Investing Platforms and Other Offerings.
Trading and Investing Platforms
The Trading and Investing Platforms are the Company’s delivery channels and support systems available to its clients, primarily, active traders, long-term investors and independent RIAs. tdameritrade.com Web Platform is the Company’s core offering for self-directed retail investors. The platform offer tools and services, including alerts, screeners, conditional orders, free fundamental third-party research and a customizable workspace. SnapTicket offers easy navigation and access to quotes may for placing trades at a moment’s notice. The platform also offer free planning tools, such as Portfolio Planner to efficiently create a bundle of securities to trade, invest and rebalance and WealthRuler to realistically assess retirement needs. Trade Architect is a Web-based platform that helps active investors and traders identify opportunities and stay informed. The platform also includes features such as complex options, Level II equity and option quotes, streaming news from CNBC and Dow Jones, free reports from S&P Capital IQ and Morningstar and visual position profit/loss analysis.
thinkorswim is a downloadable desktop platform designed for advanced traders, featuring easy-to-use interfaces, high-end trading and analytical tools, and fast and efficient order execution for complex trading strategies. thinkorswim facilitates a range of products including stock and stock options, index options, futures and futures options, foreign exchange and exchange-traded funds (ETFs). TD Ameritrade Mobile offers on-the-go investors and traders to trade and monitor accounts from Web-enabled mobile devices with features such as alerts, research and streaming market commentary. The Company provides access through the TD Ameritrade Mobile App, the TD Ameritrade Mobile Trader App or via a mobile browser at the TD Ameritrade Mobile Site. The Company, through, TD Ameritrade Institutional provides comprehensive brokerage and custody services to independent RIAs and their clients. The Company’s technology platform with personal support from its dedicated service teams, offers RIAs to grow and manage their practices more effectively and efficiently while optimizing time with clients.
The Company, through its TD Ameritrade Apex, offers benefits to retail clients who place an average of five trades per month over a three-month period or maintain a total account value of at least $100,000. The clients receive certain services for free that are otherwise subject to service fees, as well as discounts on certain premium content. The Investools offers a suite of investor education products and services for stock, option, foreign exchange, futures, mutual fund and fixed-income investors. The Company’s education subsidiary, Investools, Inc., offers educational products and services to teach both experienced and beginning investors to approach the selection process for investment securities and actively manage their investment portfolios. Amerivest is an online advisory service that develops portfolios of ETFs or mutual funds, along with cash and cash alternatives, to help long-term investors pursue their financial goals. The Company’s subsidiary, Amerivest Investment Management, LLC, offers an investment portfolio based on an investor’s objective, time horizon and risk tolerance. TD Ameritrade Corporate Services provides self-directed brokerage services to employees of corporations, either directly in partnership with the employer or through joint marketing relationships with third-party administrators, such as 401(k) providers and employee benefit consultants. Trust and custody services are also offered to a range of plan types through the Company’s TD Ameritrade Trust Company subsidiary.
The Company’s principal competitors include E*TRADE Financial Corporation, The Charles Schwab Corporation, Fidelity Investments and Scottrade, Inc., Merrill Lynch and Morgan Stanley Smith Barney.
TD Ameritrade Holding Corp
200 S 108th Ave
OMAHA NE 68154-2631