Td Ameritrade Auto-Invest: Your Personalized Investment Pilot

TD Ameritrade offers automatic investment services for its clients. The company was acquired by Charles Schwab, and now offers services such as common and preferred stocks, futures, ETFs, option trades, mutual funds, fixed income, margin lending, and cash management services. TD Ameritrade's automatic investment services include a robo-advisor that recommends a portfolio, automatically invests funds, and reallocates them in alignment with the client's investment goal and risk profile. To set up automatic investments, users must first purchase a mutual fund and then set up auto investments into that mutual fund.

TD Ameritrade auto-investments for mutual funds

TD Ameritrade offers auto-investments for mutual funds. To set up auto-investments, you must first purchase any mutual fund. If it is a No Load Mutual Fund, there is a $25 cost per fund. After that, you can set up auto-investments into that mutual fund by either emailing support or calling TD Ameritrade's participant services team directly. Once set up, all additional systematic purchases into that mutual fund will have the fee waived. Please note that auto-investments are not allowed for individual stocks or ETFs.

TD Automated Investing is a robo-advisor that utilizes a digital tool to recommend a portfolio, automatically invest funds, and strategically reallocate them in alignment with your investment goal and risk profile. To get started with TD Automated Investing, you must first select your investment goal and risk profile through an online assessment tool. Based on your feedback, the digital tool will recommend a TD Strategic Portfolio consisting of mutual funds, ETFs, and/or cash. To invest, you will need to complete an account application and provide your consent and agreement to the important terms and conditions. After your application is submitted, it will be reviewed, and you will be notified when your account is opened. You can then fund your account by linking to existing bank accounts.

The minimum account balance needed to start investing with TD Automated Investing is $1,000. You will pay a wrap fee of 0.30% annually on your portfolio and cash balances, with a $15 minimum wrap fee for balances under $5,001. TD Automated Investing can be a good option for investors who are looking for a convenient way to invest online, have a personal financial goal, want a robo-advisor to automatically monitor and rebalance their portfolio, or want to track their investments online.

TD Automated Investing Robo-Advisor

The TD Automated Investing Robo-Advisor is a convenient online digital investment advisory platform that provides a professionally managed investment portfolio tailored to your personal financial goals and risk profile.

To get started, you must first open a TD Automated Investing account and fund it with a minimum balance of $1,000. You will then need to select an investment goal and answer questions about your comfort with risk. Based on your investment goal and risk profile, the robo-advisor will recommend a portfolio consisting of exchange-traded funds (ETFs), mutual funds, and/or cash.

One of the key benefits of the TD Automated Investing Robo-Advisor is that it automatically monitors and rebalances your portfolio to stay consistent with your investment profile. This means that your portfolio will be adjusted as needed to ensure it aligns with your risk tolerance and financial objectives.

In terms of costs, the TD Automated Investing Robo-Advisor offers tiered pricing based on your account balance. You will pay a wrap fee of 0.30% annually on your portfolio and cash balances, with a minimum fee of $15 for accounts with balances under $5,001.

The TD Automated Investing Robo-Advisor can be a good option for those who want a convenient, digital way to invest and want the peace of mind that their portfolio is being professionally managed and monitored. It is important to note that this service may not be suitable for all investors, and it is always recommended to review the terms and conditions carefully before investing.

TD Strategic Portfolios

To get started with TD Automated Investing, you need to select your investment goal and risk profile through an online assessment tool. Based on your feedback, the digital tool will recommend a TD Strategic Portfolio consisting of mutual funds, exchange-traded funds (ETFs), and/or cash.

To invest, you will need to complete an account application and provide your consent and agreement to the terms and conditions. After your application is submitted, it will be reviewed, and you will be notified when your account is opened. You can then fund your account by linking to existing bank accounts.

The minimum account balance needed to start investing in TD Strategic Portfolios is $1,000. You will pay a wrap fee of 0.30% annually on your portfolio and cash balances, with a $15 minimum wrap fee for balances under $5,001.

TD Automated Investing fees

TD Automated Investing is a robo-advisory service that offers a convenient and low-cost way to invest online. The fees for this service are structured as a wrap fee, which means you'll pay a percentage of your account balance annually. The specific fee structure is as follows:

• For account balances including cash, you'll pay a wrap fee of 0.30% per year.
• For account balances under $5,001, you'll pay a minimum annual wrap fee of $15.

It's important to note that these fees are separate from any underlying fees and expenses charged by the exchange-traded funds (ETFs) or mutual funds in your account. Additionally, other fees and expenses may apply, so be sure to review the FAQs and Important Disclosures for full details.

To get started with TD Automated Investing, you'll need to open an account and fund it with a minimum of $1,000. This initial deposit is required to maintain your account, and you must also keep a minimum balance of $900.

With TD Automated Investing, you can benefit from a professionally managed portfolio that is tailored to your investment goals and risk profile. The service offers automatic rebalancing to ensure your portfolio stays consistent with your profile. It's a great option if you want a convenient, digital platform to help you invest and achieve your financial goals.

Remember, investing involves market risk, and there is always the potential for losing money. Be sure to review all the terms and conditions carefully before making any investment decisions.

TD Automated Investing accounts

TD Automated Investing is a robo-advisory service that provides a convenient way to invest online. It is ideal for investors with a personal financial goal, such as saving for a major purchase or retirement. The platform recommends a portfolio based on your investment goals and risk profile, which is then automatically monitored and rebalanced.

To get started with a TD Automated Investing account, you must first select your investment goal and risk profile through an online assessment tool. Based on your feedback, the digital tool will recommend a TD Strategic Portfolio consisting of mutual funds, exchange-traded funds (ETFs), and/or cash.

The minimum account balance needed to start investing is $1,000, and you will pay a 0.30% wrap fee per year, with a $15 minimum wrap fee for accounts with balances under $5,001.

To qualify for a TD Automated Investing account, you must open and fund the account with a minimum of $1,000 before August 31, 2024. The account must maintain a minimum balance of $1,000 for 90 calendar days after approval.

Frequently asked questions