Trust and Custody Services
Your clients put their financial future in your care. Put your service needs in ours.
TD Ameritrade Trust Company offers asset custody, trust and comprehensive back-office support services for a wide range of plan types, including:
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- 457 plans
- Defined benefit plans
- Non-qualified plans
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These trust and custody services, along with the investment expertise of an independent Registered Investment Advisor (RIA) and the services of an independent TPA, provide the necessary tools to meet the retirement needs of your Plan Sponsor.
A flexible platform
Through our commitment to personal service as well as our open architecture investment platform our goal is to give you the flexibility your plan sponsor clients require to customize a retirement plan that best meets the needs of their employees. And because we service Institutional clients only and we do not provide investment advice or retirement plan TPA/recordkeeping services, you never have to be concerned that TD Ameritrade Trust Company is competing against you.
We currently work with over 85 independent TPA/record keeping firms located around the country and administer approximately 3,000 retirement and custodial plans.
Trust and Custody Services. Call 877-270-6892 today to take advantage of all TD Ameritrade Trust Company offers.
TD Ameritrade Trust Company is a non-depository trust company, acts as a custodian and/or directed trustee and is not a member of FINRA, SIPC or NFA. TD Ameritrade Trust Company is a subsidiary of TD Ameritrade Holding Corporation. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. © 2012 TD Ameritrade IP Company, Inc. All rights reserved. Used with permission.
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