TD Ameritrade Named Best-in-Class for Investing Tools, Platforms and Educational Resources

TD Ameritrade, Inc. (“TD Ameritrade”), a broker-dealer subsidiary of TD Ameritrade Holding Corporation (Nasdaq: AMTD), is pleased to announce its 2017 accolades and recognition as one of the best online brokerage firms by leading financial print and online publications- StockBrokers.com, Investor’s Business Daily and Barron’s. TD Ameritrade received the following top honors:

  • #1 Overall Broker: StockBrokers.com, 2017 Online Broker Review
  • Top Online Broker: Investor’s Business Daily, 2017 Best Online Broker survey
  • Top Three Brokers: Barron’s, 2017 Best Online Broker Ranking

In 2016, TD Ameritrade added to its award-winning lineup of trading tools, products, education and services. The company expanding its guidance offerings with the launch of Essential Portfolios, an online advisory service, as well as Selective Portfolios, an evolution and enhancement to the previous Amerivest Managed Portfolios service. The thinkorswim platform broadened its research capabilities to provide more data and research tools for investors. All while launching several new mobile features that provide clients with the same capabilities on their phones and tablets as they find at their desk.

“TD Ameritrade has always been known for the pace and breadth of its innovation and we will continue to introduce new tools, products, education and services that help our clients set and follow their goals, manage and track their investments, uncover new trading opportunities, and manage risk,” said Steve Quirk, senior vice president of TD Ameritrade’s Trader Group.

StockBrokers.com: 2017 Online Broker Review

TD Ameritrade was named the #1 Overall Broker by StockBrokers.com, an industry-leading source for online brokers, in their 2017 Online Broker Review.

Sixteen brokers were assessed within ten primary categories on a record 308 total variables. TD Ameritrade was ranked #1 in the following categories: Offering of Investments, Platforms & Tools, Customer Service, Mobile Trading, Education, and New Investors. In addition, TD Ameritrade also received the following industry awards: #1 Smartphone App (Mobile Trader), #1 Desktop Platform (thinkorswim), #1 Trader Community, #1 New Tool (thinkorswim Earnings Analysis), and #1 Phone Support.

Blain Reinkensmeyer, Head of Broker Research at StockBrokers.com, commented on the #1 New Tool saying, “For casual and active traders, earnings analysis with thinkorswim is truly a work of art and the best new trader tool of 2017 in my books.”

TD Ameritrade Investment Management, LLC’s Essential Portfolios was rated Best in Class with the #1 Goal Tracker in the first annual StockBrokers.com Robo-Advisor Review. Eight robo-advisors were assessed within four primary categories. Essential Portfolios received 4.5 stars for Investment Approach, Tools, and Customer Service. The company also received 4 stars for Cost.

Overall, TD Ameritrade received 5 stars for Platforms & Tools (6-year Best in Class Streak), Customer Service (7-year Best in Class Streak), Education (6-year Best in Class Streak), and New Investors (5-year Best in Class Streak). The company also received 4.5 stars for Offering of Investments (3-year Best in Class Streak), Research (6-year Best In Class Streak), Mobile Trading (5-year Best in Class Streak), Ease of Use (first year), Active Trading (7-year Best in Class Streak), and Options Trading (7-year Best in Class Streak).

Investor’s Business Daily: Best Online Broker Survey

Investor’s Business Daily, a leading financial news and research organization, surveyed the opinions of thousands of self-directed investors, many of whom are experienced, active investors. The investors ranked online brokers 13 investor experience categories. TD Ameritrade was rated a Top Online Broker in Overall Customer Experience based on its strong performance across the 13 categories.

TD Ameritrade was ranked most popular among all brokers by Millennials and #1 broker in the following categories: Equity Trading Tools, Options Trading Platforms and Mobile Platforms/Mobile Trading Opportunities. TD Ameritrade was also ranked in the top three of the following categories: Trader Reliability, Site Performance, Research Tools, Investment Research, Portfolio Analysis and Reports, Educational Resources, ETF Choices, and Investment and Retirement Planning Tools.

Barron’s: 2017 Best Online Broker Ranking

Barron’s, America’s premier financial magazine, reviewed 16 brokerage firms in their 2017 Best Online Broker Ranking for the purpose of determining how each firm works for Barron’s readers- high-net-worth active investors. TD Ameritrade placed in the top three and received an overall score of 4 ½ stars.

TD Ameritrade ranked #1 for Usability, winning best overall for Long-Term Investing for the fifth year in a row and for Novice Investors for the sixth year in a row.

The company was also awarded the highest star rating (4 ½ stars out of possible 5) for Options Traders (thinkorswim platform) and Investor Education.

TD Ameritrade was ranked among the best in the following categories: Trading Experience & Technology, Mobile, Range of Offerings, Portfolio Analysis & Reports, Frequent Traders (thinkorswim platform), In-Person Service and also in the category of Customer Service, Education and Security.

Advisory services are provided by TD Ameritrade Investment Management, LLC (“TD Ameritrade Investment Management”), a registered investment advisor. Brokerage services provided by TD Ameritrade, Inc. TD Ameritrade Investment Management provides discretionary advisory services for a fee. Risks applicable to any portfolio are those associated with its underlying securities. For more information, please see the Disclosure Brochure (Form ADV Part 2A) http://www.tdameritrade.com/forms/TDA4855.pdf

All investments involve risk, including loss of principal. Past performance does not guarantee future results. There is no assurance that the investment process will consistently lead to successful investing. Asset allocation and diversification do not eliminate the risk for experiencing investment losses.

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 more than 40 years. 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.

Brokerage services provided by TD Ameritrade, Inc., member FINRA (www.FINRA.org)/SIPC (www.SIPC.org).

TD Ameritrade Holding CorporationFor Media:Kim Hillyer, 402-574-6523Communications & Public Affairskim.hillyer@tdameritrade.com@TDAmeritradePRorFor Investors:Jeff Goeser, 402-597-8464Investor Relationsjeffrey.goeser@tdameritrade.com

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