TD Ameritrade Enables Trading Through Messenger
October 23 2017 - 8:30AM
Business Wire
TD Ameritrade clients can now trade and make
account deposits through Facebook Messenger
TD Ameritrade1 today announced significant upgrades to its chat
bot for Messenger, giving retail investors yet another channel
through which they can trade and engage with their investment
accounts. The company also added new financial market research and
education content to the automated experience on Messenger.
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the full release here:
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Connecting with TD Ameritrade on Facebook
Messenger (Photo: TD Ameritrade)
New functionality includes:
- Equity and ETF trading is now available
through the TD Ameritrade experience on Messenger.
- Clients can now fund their eligible TD
Ameritrade accounts by making ACH deposits through the secure TD
Ameritrade experience via Messenger.
- Clients using the Essential Portfolios
offered by TD Ameritrade Investment Management, LLC* can now get
access to those accounts and their quarterly performance video
statements.
- TD Ameritrade’s bot for Messenger now
shares a weekly financial market recap – an alert summarizing
market moves and sector highlights – and offers a new line-up of
financial education content.
“We’re going where consumers are to deliver the best of TD
Ameritrade education, knowledge and experience,” said Vijay
Sankaran, chief information officer for TD Ameritrade. “Allowing
clients to seamlessly access TD Ameritrade features and
functionality via Messenger offers a conversational channel they
are already familiar with and helps make investing simpler and more
accessible.”
Clients have the choice to independently take action or rely on
the bot for support while performing tasks, such as placing a
trade. Through a dialogue with the client, the bot will do most of
the work and leave the client to handle the final step – clicking a
single button to complete the task.
TD Ameritrade’s bot for Messenger, first launched on Aug. 21,
2017, is driven by artificial intelligence (AI) technology and
backed by live client service support. One part of the company’s
larger conversational commerce strategy, the underlying AI engine
was built to be applied to a variety of client interaction points
with little additional development.
“The experience provides context, conversation and education,”
continued Sankaran. “Whether you choose the self-serve option or
opt for human support, the bot exists to provide assistance along
the way – sharing educational videos or quotes – to create a
high-tech, high-touch guided experience.”
To access the experience, clients can simply connect with TD
Ameritrade on Facebook Messenger.
Before investing carefully consider the underlying funds’
objectives, risks, charges, and expenses. For a prospectus
containing this and other important information about each fund,
contact us at 888-310-7921. Please read the prospectus carefully
before investing.
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 of experiencing investment losses.
*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
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.
1TD Ameritrade, Inc. (“TD Ameritrade”) is a broker-dealer
subsidiary of TD Ameritrade Holding Corporation. Brokerage services
provided by TD Ameritrade, Inc., member FINRA (www.FINRA.org)
/SIPC (www.SIPC.org)
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version on businesswire.com: http://www.businesswire.com/news/home/20171023005244/en/
TD Ameritrade Holding CorporationFor Media:Christina
Goethe, 201-369-8510Corporate
Communicationschristina.goethe@tdameritrade.com@TDAmeritradePRorFor
Investors:Jeff Goeser, 402-597-8464Investor
Relationsjeffrey.goeser@tdameritrade.com
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