Self-Directed Brokerage Account Services

It's all about you.

Whether you're the plan sponsor, provider or participant, TD AMERITRADE gives you more of what you want from a Self-Directed Brokerage Account.

More control
TD AMERITRADE makes it easy to manage account transactions and costs with:

• Daily data synchronization - to keep recordkeeping up to date and ensure daily account information updates and overnight funds movement.
• Express account opening - reduces time and paperwork.
• ERISA compliance - through a specialized Web site and pre-established trade restrictions.
• Dedicated Partner Services Team

More choice
Enjoy easy access to a broad range of investments that fit the goals of more sophisticated employees, such as:

• Individual stocks, Exchange Traded Funds (ETFs) and bonds
• Multiple trading channels
• Mutual funds (more than 13,000 to choose from - of which 1,300 are no-load, no transaction fee funds*)
• Carefully consider the investment objectives, risks, charges and expenses of any ETF or mutual fund before investing. To obtain a prospectus containing this and other important information, contact the fund or call 866-423-2683. Please read the prospectus carefully before investing.

You can even use our online Research & Ideas section for third-party market analysis and ways to put it to use.

More access
Day or night, participants can access their TD AMERITRADE Self-Directed Brokerage Account by Internet or Interactive Voice Response (IVR) system or they can speak directly to a dedicated Participant Services representative Monday through Friday from 8 a.m. to 7 p.m. ET (excluding market holidays).

In fact, participants can manage their own accounts or continue to use their current advisors.

Isn't this the way it should be? The TD AMERITRADE Self-Directed Brokerage Account is truly designed with you in mind. Call 866-423-2683 today to experience the TD AMERITRADE difference.

*No-transaction-fee funds have other fees and expenses, which apply to a continued investment in the fund, and are described in the prospectus. TD AMERITRADE receives remuneration from fund companies participating in its no-load, no-transaction-fee program for recordkeeping and shareholder services, and other administration services.