Education/ News
our own tv channel that empowers investors with market news, real-time market insights, strategy tips, and platform tools.
TDA Network
This tool will help you estimate how much you will have in retirement by imputting the amount you can invest monthly.
Systematic Investing Calculator
A powerful way clients can interactly with us directly by text message
Apple Business Chat
Find individual bonds and CDs or build your own bond or CD ladder.
Bond Wizard
Helps clients analyze stocks, mutual funds, and exchange-traded funds (ETF) and compare them to a broad market index
X-Ray
This tool helps clients put together a savings budget by inputting income, taxes, expenses, etc…
Budget Calculator
Helps client take loans on their accounts without using margin
Securities Based Lending
This is a tool that helps self directed investors create/reallocate their portfolios after a set model portfolio
Portfolio Planner
A service for market news, information, analysis, and commentary that we can email to clients.
Ticker Tape
This division within TD Ameritrade helps outside companies pair with TD Ameritrade and helps by providing compiance, services, and tools to help them manage risk
Designated Brokerage
This is the more simple version of the TD Ameritrade website
Trade Lite
This is a fixed income product that breaks down the the fixed income assets in your account.
Iportfolio
A subscription service that offers trading ideas, additional research and tools, daily evaluation of over 4,000 stocks, and more.
Market Edge
This tool allows you to set certain conditions on orders, and can be placed on up to 40 different positions
Trade Triggers
Provides options trade recommendations, backed by analytical insights, that are designed to meet specific risk-defined strategies. Can also let clients auto trade these recommendations
TradeWise
A way investors can look at collective shares, likes, and overall social media visibiliy perceived by search engines. This tool is available on our website
Social Signals
This program allows associates to send compliance approved articles that may or may not be linked to finance
Hearsay
This new exchange will offer traders access to cryptocurrency spot contacts as well as futures contracts on a single exchange.
ErisX
A proprietary, behavior-based index created by TD Ameritrade designed to indicate the sentiment of retail investors' portfolios. The IMX is issued monthly and measures what investors are actually doing and how they are actually positioned in the markets.
Investor Movement Index
This is a list of mutual funds provided by Morningstar Investment Management. Makes it easy for clients to find funds based on what style they are looking for
Premier List -