Better Together: Automated Investing with Professional Guidance

Amerivest Managed Portfolios Pair Enhanced Online Experience with
On-Demand Human Support

OMAHA, Neb.–(BUSINESS WIRE)–As self-directed investors increasingly seek a hybrid service model
combining control and guidance,1 Amerivest Investment
Management, LLC (“Amerivest”) , an investment advisory affiliate of TD
Ameritrade, Inc. (TD Ameritrade), announced today it has significantly
upgraded its existing Amerivest Managed Portfolios digital interface,
giving today’s investors an intuitive, self-guided online experience
paired with as much or as little human support as they want.

“The first version of Amerivest was introduced more than a decade ago,
before automated asset allocation was mainstream for individual
investors. But today, consumers have come to expect technology to
simplify nearly every aspect of life – including investing and planning
for retirement,” said Tom Bradley, president of retail distribution at
TD Ameritrade. “So, we’ve built out an even better digital interface to
help investors determine goals, track progress towards them, receive
ideas for improvement and better visualize an investment portfolio. The
upgraded technology is complemented by on-demand human support – putting
our clients in control of their online and offline investing experience
to help them pursue their financial goals and dreams.”

Whether investors lack time, expertise or interest in managing their own
portfolios, a portfolio professionally managed by Amerivest can help
them feel more confident in pursuing personal financial goals. Amerivest
offers investors an enhanced, information-rich online tool to define
individual investing goals, select an investment solution and track
progress, all with the knowledge that professionals are there to provide
support and guidance. Additional benefits and features include:

  • Five diversified asset allocation models constructed with mutual funds
    or ETFs
  • Personalized online evaluation to define goals, risk tolerance and
    time horizon
  • Funds selected by Morningstar® Investment Management LLC
  • Ongoing portfolio monitoring and rebalancing by Amerivest
  • Interactive goal planning and tracking
  • Low initial investment and no trading commissions
  • Embedded investment alerts and updates

Amerivest is just one solution TD Ameritrade offers to help today’s
investors more confidently invest in their futures. From its tools,
guidance and education for completely self-directed investors, to
referral programs connecting investors with independent registered
investment advisors, the company offers solutions for investors of all
ages and experience levels.

To learn more, visit
or call 888-310-7921.

About TD Ameritrade Holding Corporation
Millions of
investors and independent registered investment advisors (RIAs) have
turned to TD Ameritrade’s (Nasdaq: AMTD) technology,
and education
to help make investing and trading easier to understand and do. Online
or over the phone. In a branch or with an independent RIA. First-timer
or sophisticated trader. Our clients want to take control, and we help
them decide how – bringing Wall Street to Main Street for more than 40
years. An official
sponsor of the 2016 U.S. Olympic and Paralympic Teams
, as well as an official
sponsor of the National Football League
, TD Ameritrade has time and
again been recognized
as a leader
in investment services. Please visit TD Ameritrade’s newsroom
for more information, or read our stories at

Brokerage services provided by TD Ameritrade, Inc., member FINRA (

About Amerivest Investment Management, LLC
Portfolios is an investment advisory service of Amerivest Investment
Management, LLC (Amerivest), a registered investment advisor. Brokerage
services provided by TD Ameritrade, Inc. TD Ameritrade, Inc. and
Amerivest Investment Management, LLC are both wholly owned subsidiaries
of TD Ameritrade Holding Corporation. Amerivest is a trademark of TD
Ameritrade IP Company, Inc. Amerivest provides non-discretionary and
discretionary advisory services for a fee. Risks applicable to any
portfolio are those associated with its underlying securities. For more
information please see the Amerivest
Disclosure Brochure
(ADV Part 2).

Amerivest Investment Management, LLC, will assess an annual advisory fee
based on the value of assets in your TD Ameritrade Investing Account.
The fee for all Amerivest clients will be assessed at the beginning of
each quarter in advance for that quarter and will be prorated for
accounts opened and closed during that quarter. TD Ameritrade, Inc. will
not charge commissions for eligible securities trades placed in your TD
Ameritrade Investing Account. All fees are subject to change.

About Morningstar Investment Management LLC
Investment Management LLC is a registered investment advisor and
subsidiary of Morningstar, Inc. Morningstar Investment Management
provides consulting services to Amerivest Investment Management, LLC
(“Amerivest”) by providing recommendations to Amerivest regarding asset
allocation targets and selection of securities appropriate for the
Amerivest Portfolios; however, Amerivest retains the discretion to
accept, modify or reject Morningstar Investment Management’s
recommendations. Morningstar Investment Management selects securities
for the Amerivest portfolios from the universe of investments made
available through TD Ameritrade. In performing its services, Morningstar
Investment Management may engage the services of its affiliate,
Morningstar Investment Services LLC, a registered investment advisor and
subsidiary of Morningstar Investment Management. Neither Morningstar
Investment Management nor Morningstar Investment Services is acting in
the capacity of advisor to Amerivest’s clients. Asset Allocation target
allocations are subject to change without notice. Morningstar Investment
Management establishes the allocations using its proprietary asset
classifications. If alternative classification methods are used, the
allocations may not meet the asset allocation targets. The Morningstar
name and logo are registered marks of Morningstar, Inc. Morningstar
Investment Management is not affiliated with Amerivest or TD Ameritrade.

Source: TD Ameritrade Holding Corporation

1 J.D. Power 2016 U.S. Self-Directed Investor Study


TD Ameritrade Holding Corporation
For Media:
Niiya, 402-574-6652
Sr. Manager, Corporate Communications
Jeff Goeser, 402-597-8464
Director, Finance and
Investor Relations