AARP® | Investment Services from TD Ameritrade
Will Offer Value-Oriented Financial Products to AARP Members
TD Ameritrade, Inc. (“TD Ameritrade”), a brokerage subsidiary of
TD Ameritrade Holding Corporation (Nasdaq: AMTD), today launched a
new investment services program for AARP members. AARP® |
Investment Services from TD Ameritrade will provide AARP’s nearly
38 million members with special offers on some of TD Ameritrade’s
investment products and services.
AARP members who open a qualifying account and fund it with
$3,000 or more within 60 days of opening, can receive
commission-free trades, free investor education and up to $1,000 in
cash or gift cards. For AARP Members who invest over $25,000 in an
Amerivest® managed portfolio, management fees will be waived for
the first year. TD Ameritrade also offers a $75 transfer fee rebate
when clients transfer $5,000 or more from another financial
institution.
Beyond these exclusive offers for AARP members, TD Ameritrade
offers brokerage accounts – including IRA accounts – with no
maintenance fees or deposit minimums (service and exception fees
still apply), and a commission-free ETF program. Enrollment in the
program provides access to over 100 commission-free ETFs.
Additionally, TD Ameritrade offers access to retirement tools and
calculators to help track savings and investing goals, rollover
consultants, retirement consultants, fixed income specialists and
investment consultants to offer financial support and guidance with
over 100 branches nationwide.
In addition, TD Ameritrade is also offering AARP members a
special customized list of mutual funds and exchange traded funds
(ETFs) screened and selected by the professionals at Morningstar
Investment Management, LLC and TD Ameritrade with a focus on income
generation and target date goals. Visit www.tdameritrade.com/aarp
for complete offer and service details.
“The idea that retirement is a set date in your early 60s is a
thing of the past,” said David Clingman, managing director of
retirement and annuities at TD Ameritrade. “People are living
longer, working longer and looking to live life to the fullest. We
understand that and we want to help the millions of AARP members
save and invest for all their financial goals, whether that’s a
home improvement or saving for an exotic vacation, and give them
the confidence that their financial life is in order.”
“We are delighted to announce this new relationship with TD
Ameritrade, which shares our commitment to helping people age
50-plus plan for their retirement,” said Mitch Stevens, Senior Vice
President, Financial Products & Services, AARP Services Inc.
“The Investment Services program from TD Ameritrade will help AARP
members save and invest to achieve their long-term financial
goals.”
“We feel a great sense of pride in our ability to combine both
an interactive online and mobile experience for our clients with
the personalized, one-on-one service they receive with our
investment consultants,” said Clingman. “We can meet the needs of
this tech-savvy market that still wishes for more human
interaction.”
About TD Ameritrade Holding CorporationMillions of
investors and independent registered investment advisors (RIAs)
have turned to TD Ameritrade’s (Nasdaq: AMTD) technology, people
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 40 years. An official sponsor of the 2014
and 2016 U.S. Olympic and Paralympic Teams, as well as an official
sponsor of the National Football League for the 2014, 2015 and 2016
seasons, TD Ameritrade has time and again been recognized as a
leader in investment services. Please visit TD Ameritrade's
newsroom or www.amtd.com for more information, or read our stories
at Fresh Accounts.
Brokerage services provided by TD Ameritrade, Inc., member
FINRA (www.FINRA.org) /SIPC (www.SIPC.org)
Carefully consider the investment objectives, risks, charges
and expenses before investing. A prospectus, obtained by
calling 800-669-3900, contains this and other important
information about an investment company. Read carefully before
investing.
Morningstar Investment Management, LLC is a registered
investment advisor and wholly owned subsidiary of Morningstar, Inc.
The Premier List mutual funds and commission-free ETFs selected by
Morningstar Investment Management have been derived from a universe
of mutual funds and ETFs, respectively, made available through TD
Ameritrade. The universe does not include all mutual funds and ETFs
available in the marketplace. Both the universe of mutual funds and
ETFs defined by TD Ameritrade, as well as the commission-free ETFs
and Premier List of mutual funds, are subject to change at any time
and without notice. Particular Premier List mutual funds and
commission-free ETFs may not be appropriate investments for you
under your circumstances, and there may be other mutual funds,
ETFs, or investment options offered by TD Ameritrade that are more
suitable. Morningstar may have more favorable opinions of certain
mutual funds or ETFs which are not included in the universe of
mutual funds and ETFs made available through TD Ameritrade. The
Morningstar selections were based on qualitative factors and
quantitative analysis conducted by Morningstar Investment
Management. Neither Morningstar Investment Management nor
Morningstar, Inc. is affiliated with TD Ameritrade and its
affiliates. Morningstar, the Morningstar logo, Morningstar.com,
Morningstar Tools are either trademark or service marks of
Morningstar, Inc.
Amerivest Portfolios is an investment advisory service of
Amerivest Investment Management, LLC (Amerivest), a registered
investment advisor. For more information, please see the Amerivest
Disclosure Brochure (ADV Part 2)
http://www.tdameritrade.com/forms/TDA4855.pdf.
AARP is separate from and not affiliated with TD Ameritrade,
which is not responsible for their services or policies.
Source: TD Ameritrade Holding Corporation
About AARPAARP is a nonprofit, nonpartisan organization,
with a membership of nearly 38 million, that helps people turn
their goals and dreams into real possibilities, strengthens
communities and fights for the issues that matter most to families
such as healthcare, employment and income security, retirement
planning, affordable utilities and protection from financial abuse.
We advocate for individuals in the marketplace by selecting
products and services of high quality and value to carry the AARP
name as well as help our members obtain discounts on a wide range
of products, travel, and services. A trusted source for lifestyle
tips, news and educational information, AARP produces AARP The
Magazine, the world's largest circulation magazine; AARP Bulletin;
www.aarp.org; AARP TV & Radio; AARP Books; and AARP en Español,
a Spanish-language website addressing the interests and needs of
Hispanics. AARP does not endorse candidates for public office or
make contributions to political campaigns or candidates. The AARP
Foundation is an affiliated charity that provides security,
protection, and empowerment to older persons in need with support
from thousands of volunteers, donors, and sponsors. AARP has
staffed offices in all 50 states, the District of Columbia, Puerto
Rico, and the U.S. Virgin Islands. Learn more at www.aarp.org.
About AARP Services Inc.AARP Services Inc., founded in
1999, is a wholly-owned taxable subsidiary of AARP. AARP Services
manages the provider relationships for and performs quality control
oversight of the wide range of products and services that carry the
AARP name and are made available by independent providers as
benefits to AARP’s millions of members. The provider offers
currently span health products, financial products, travel and
leisure products, and life event services. Specific products
include Medicare supplemental insurance; credit cards, auto and
home, mobile home and motorcycle insurance, life insurance and
annuities; member discounts on rental cars, cruises, vacation
packages and lodging; special offers on technology and gifts;
pharmacy services and legal services. AARP Services also engages in
new product development activities for AARP and provides certain
consulting services to outside companies.
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version on businesswire.com: http://www.businesswire.com/news/home/20160121005095/en/
TD Ameritrade Holding CorporationFor Media:Kim Hillyer,
402-574-6523Communications & Public
Affairskim.hillyer@tdameritrade.comorFor Investors:Jeff Goeser,
402-597-8464Investor Relations &
Financejeffrey.goeser@tdameritrade.com
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