Profile: TD Ameritrade Holding Corp (AMTD.K)
4 Sep 2015
TD Ameritrade Holding Corporation, incorporated on April 1, 2002, is a provider of securities brokerage services and related technology-based financial services. The Company offers its 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's products and services include common and preferred stock, exchange-traded funds, options, futures, foreign exchange, mutual funds, fixed income and margin lending, among others. The Company offers services to a market of independent retail investors, traders, financial planners and institutions. The Company uses its platform to offer brokerage services to retail investors and institutions. In addition, it also offers touch-tone trading; trading over the Internet; streaming, real-time quotes; extended trading hours and direct access to market destinations.
The Company delivers products and services for active traders, long-term investors and independent RIAs. Its client offerings include trading and investing platforms, such as tdameritrade.com Web Platform, Trade Architect, thinkorswim, TD Ameritrade Mobile and TD Ameritrade Institutional, among others. The Company provides its clients with an array of channels to access its products and services. These include the Internet, its network of retail branches, mobile trading applications, interactive voice response and registered representatives via telephone. The Company offers a nationwide network of over 100 retail branches, located primarily in metropolitan areas.
The tdameritrade.com Web Platform is its core offering for self-directed retail investors. The Company offers tools and services, including alerts, screeners, conditional orders, fundamental third-party research and a customizable workspace. Its SnapTicket stays at the bottom of the browser window no matter where investors navigate on the site. It also provides free planning tools, such as Portfolio Planner to create securities to trade, invest and rebalance and WealthRuler to assess retirement needs. Its Trade Architect is a Web-based platform that helps investors and traders identify opportunities and stay informed. The Company's thinkorswim is a downloadable desktop platform designed for advanced traders, featuring interfaces, trading and analytical tools, and order execution for trading strategies. The thinkorswim clients trade a range of products, including stock and stock options, index options, futures and futures options, foreign exchange and exchange-traded funds (ETFs).
The Company's TD Ameritrade Mobile allows 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. TD Ameritrade Institutional is a provider of brokerage and custody services to independent RIAs and their clients. Its 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 Amerivest is an advisory service that develops portfolios of ETFs or mutual funds, along with cash and cash alternatives. Its AdvisorDirect is a national referral service for investors who wish to engage the services of an independent RIA. The Company's 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.
The Company's ETF Market Center offers its clients over 100 commission-free ETFs. The Company offers a range of option trades, including complex, multi-leg option strategies. The Company offers futures trades, as well as options on futures, in a range of commodities, stock indices and currencies. The Company offers access to trading in over 100 different currency pairs. The Company offers its clients access to a range of treasury, corporate, government agency and municipal bonds, as well as certificates of deposit. The Company offers primary and secondary offerings of fixed income securities, closed-end funds, common stock and preferred stock. Through third-party banking relationships, the Company offers deposit accounts and money market mutual funds to its clients as cash sweep alternatives. Through these relationships, the Company also offers free standard checking, free online bill pay and automatic teller machine (ATM) services. The Company offers access to a range of fixed and variable annuities provided by insurance carriers.
The Company competes with E*TRADE Financial Corporation, The Charles Schwab Corporation, Fidelity Investments, Scottrade, Inc., Merrill Lynch and Morgan Stanley Smith Barney.
TD Ameritrade Holding Corp
200 S 108th Ave
OMAHA NE 68154-2631