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TD Ameritrade Review

TD Ameritrade’s web-based trading platform is well-designed, and provides easy and intuitive access to the tools and resources self-directed investors need to research, place and manage their own trades. Our review covered the primary investment products that you can trade through TD Ameritrade, including stocks, ETFs, options, mutual funds, bonds, CDs and IPOs. It’s important to note that TD Ameritrade also supports forex and futures trading. To trade futures or forex, you’ll need an upgraded account. Active traders who require advanced charting and testing capabilities might want to consider TD Ameritrade’s professional-level trading platforms: Trade Architect and thinkorswim.

In this review, we’ll focus on the web-based trading platform and introduce some of the key features that clients can access there, including portfolio and account management, news and market insights, and bond, CD, stock, ETF, mutual fund and options investing. Scroll down for detailed, side-by-side comparisons of each section offered by TD Ameritrade. You can get to a specific comparison even faster by clicking on the name of the section you want to look at, in the nav bar at left.

Summary

log-in page td ameritrade

Log-in - TD Ameritrade Holding Corp. (AMTD) is a brokerage firm that provides online investing and trading services. The company offers two robust trading platforms – thinkorswim and Trade Architect – that are geared towards active traders who need advanced charting and testing capabilities. Many self-directed investors, however, can research and buy and sell stocks, ETFs, bonds, options, mutual funds and other securities directly through the TD Ameritrade website.   

TD Ameritrade's account overview page with

Overview With My Dock - After logging into your TD Ameritrade account, you’ll be directed to the My Account Overview page (you can also get there by clicking My Account from the top of any webpage and selecting My Account). Click the Show Dock button at the top of the page to display the My Dock feature. The dock has four columns, and each can display up to five modules. Click the “Add Modules” link to see all the available modules and customize an individual module by clicking on its gear icon. Click and drag the modules to arrange them in a different order, or click the Hide Dock button to return to the My Account Overview page. Note that the Show Dock button appears at the top of nearly any webpage when you’re logged into your TD Ameritrade account. 

overview of U.S. Equities markets offered by a TD Ameritrade account

U.S Equities - Click the Research & Ideas tab from the top of any webpage and select Markets to display an overview of the U.S. equities market, including quotes for major indices (e.g., DJIA and S&P 500), crude oil and the 1-year Treasury note. View intraday charts (or select a different time frame) and market summaries for DJIA, S&P 500 and NASDAQ. Recent news headlines are displayed on the right side of the page; scroll down to view other market data, including advances & declines, new highs & lows, sector outlooks, stock movers and today’s event calendar. 

view and create a custom stock screener on a TD Ameritrade account

Create a Screen - Screeners can help you find securities that match your trading goals. To screen for stocks, click the Research & Ideas tab at the top of any webpage and select Stocks (under the Screeners heading). To make a new screen, click the Create a Screen tab and use the check boxes in the left column to select one or more criteria. Edit the default settings or enter specific values if you want to customize the criteria. Hover your mouse over any criteria to view a brief description, or click the “Screener Glossary” link to view all terms. When you’re ready, click the View button to see your results. 

example of buy and sell stock and etf order on a TD Ameritrade account

Stock Order - To place a stock trade, click the Trade tab at the top of any webpage and select Stocks & ETFs. Fill out the order entry ticket by specifying the order action (buy, sell, buy to cover or sell short), quantity, symbol, order type (e.g., limit, market, etc.), price (required for some order types), time-in-force (e.g., day, GTC, etc.) and any special instructions and routing choice. Click the Make This a Conditional Order check box to specify advanced order options. Click the Review Order button to continue placing the order.

Portfolio & Account Management

TD Ameritrade's account overview page with

Overview With My Dock - After logging into your TD Ameritrade account, you’ll be directed to the My Account Overview page (you can also get there by clicking My Account from the top of any webpage and selecting My Account). Click the Show Dock button at the top of the page to display the My Dock feature. The dock has four columns, and each can display up to five modules. Click the “Add Modules” link to see all the available modules and customize an individual module by clicking on its gear icon. Click and drag the modules to arrange them in a different order, or click the Hide Dock button to return to the My Account Overview page. Note that the Show Dock button appears at the top of nearly any webpage when you’re logged into your TD Ameritrade account. 

TD Ameritrade's account overview page

Overview - Click the My Account tab from the top of any webpage and select My Account Overview to display a snapshot of your current balances and open positions in your TD Ameritrade accounts. There’s also a Market Snapshot, which includes intraday charts of the S&P 500, DJIA and NASDAQ Composite – plus tabs for News, Watch Lists and a Calendar. Scroll down to view a list of your recent transactions and to use the SnapTicket bar (used for quotes and order entry) docked at the bottom of the page. Note that the SnapTicket feature is docked at the bottom of nearly every webpage when you’re logged into your TD Ameritrade account. 

view of cash balances and positions for a TD Ameritrade account

Balances - Click the My Account tab from the top of any webpage and select Balances to view your total account values – including the previous close, current value and today’s net change (by % and $), plus balances for cash and cash alternatives, positions (stocks, options, mutual funds and bonds – plus futures and forex, if your account is enabled), funds available for trading, your buying power and margin details.

view of all positions for a TD Ameritrade account

Positions - Click the My Account tab from the top of any webpage and select Positions to view the values of all your positions, including up to five separate categories that you select, such as cash and cash alternatives, margin balance, margin maintenance requirements, stock buying power and options buying power. Click the gear icon to customize which balances are displayed. Scroll down for a more detailed look at your balances. 

view transaction history for a TD Ameritrade account

Transactions - Click the My Account tab from the top of any webpage and select Transactions (under the History & Statements heading) to view, save and download transactions, statements and trade confirmations. Search by transaction type, symbol and date range. Click on the Shareholder Library tab to view eDocuments and corporate actions related to your account holdings. 

view statements for a TD Ameritrade account

Statements - From the Transactions page, click the Statements tab (or click the My Account tab from the top of any webpage and select Statements) to view your account statements. Enter a date range to view all statements for that period, and click on any statement to view, print or save. Click the “Edit” link to change how you receive your statements and trade confirmations. 

overview of educational resources available on a TD Ameritrade account

Overview - Click the Education tab at the top of any webpage and select My Education to launch the My Education Essentials page. Earn points for completing investor education and earn virtual trophies by accomplishing various challenges. Click on any topic – such as portfolio management or technical analysis – to launch a collection of videos related to that topic. 

watch demos of trading and investing tools on a TD Ameritrade account

Tool Demos - Click the Education tab at the top of any webpage and select Tool Demos to learn about TD Ameritrade’s research and trading tools. Watch videos on a variety of topics, such as finding market breadth and how to place stock orders. Filter by media type (course, video or playlist), level (rookie, scholar or guru) and progress. 

overview of planning and retirement tools and resources

Planning & Retirement - Click the Planning & Retirement tab at the top of any webpage and select Planning & Retirement Overview to view a variety of topics designed to help you set and reach your financial goals. Click one of the tabs (Give Me Personal Assistance, Manage My Money for Me or Help Me Invest on My Own) to learn about related solutions.

view upcoming educational web events

Events - Click the Education tab at the top of any webpage and select Events to view upcoming and archived events. Featured upcoming events are displayed at the top of the page. Scroll down to filter events by series (market commentary, long-term investing and active trader), level (rookie, scholar or guru) and progress. Click on any event to view details – including date/time, presenter(s) and a description – and to register.

overview of portfolio planner analysis tool on a TD Ameritrade account

Portfolio Planner Analysis - Click the My Account tab from the top of any webpage and select Portfolio Planner to create a target portfolio allocation to compare against your current portfolio allocation. Once you create a target portfolio allocation, you can view current and target pie chart comparisons to see how much your current portfolio allocations have drifted from your target allocations. 

view of portfolio planner on a TD Ameritrade account

Portfolio Planner - Click the My Account tab from the top of any webpage, select Portfolio Planner and click the Develop a Target Allocation button to select a pre-built target allocation model or create your own. The Portfolio Planner helps you analyze your current portfolio, design an asset-allocation strategy, determine which securities best fit your strategy, create buy/sell orders according to your allocation strategy and monitor your portfolio. 

view of TD Ameritrade's One-to-One Coaching option

One-to-One Coaching - To receive personalized coaching and support, click the Education tab from the top of any webpage, select Investools and then click One-to-One Coaching (you’ll see a prompt asking if you want to continue to the Investools website; click the Yes button to continue). Personalized training with one-to-one coaching is available with a paid Investools subscription; however, you can get a free trial by clicking on the Try Investools Free button.  

view TD Ameritrade's Trading Rooms for community insights and ideas

Trading Rooms - For trading room access, click the Education tab from the top of any webpage, select Investools and then click Trading Rooms. Join in or just watch as Investools instructors demonstrate course strategies by placing trades in a simulated account. All live trading room sessions are recorded and available on demand. Trading room access is available with a paid Investools subscription; however, you can get a free trial by clicking on the Try Investools Free button.  

News & Market Insights

overview of U.S. Equities markets offered by a TD Ameritrade account

U.S Equities - Click the Research & Ideas tab from the top of any webpage and select Markets to display an overview of the U.S. equities market, including quotes for major indices (e.g., DJIA and S&P 500), crude oil and the 1-year Treasury note. View intraday charts (or select a different time frame) and market summaries for DJIA, S&P 500 and NASDAQ. Recent news headlines are displayed on the right side of the page; scroll down to view other market data, including advances & declines, new highs & lows, sector outlooks, stock movers and today’s event calendar. 

View snapshot of Market news with top editor's picks

News - Click News from the Markets Overview page to view the latest headlines and daily newsletters, or search by symbol, keyword or date. Scroll down to sort news by editor’s picks, category, industry news, commentary and provider (including Dow Jones, MarketWatch and S&P Capital IQ). The Stocks in the News section lists companies that have made headlines today. Click on any symbol to view that company’s profile page. 

view and compare market indices on a TD Ameritrade account

Indices - Click Indices from the Markets Overview page to select and compare up to five indices on a single daily chart. Scroll down to view index-specific information, including today’s change, a graphic representing the five-day trend, last price and today’s price relative to its 52-week range. Click the “+” button next to any group of indices (e.g., Europe/Pacific Rim) to expand that category. 

overview of Global Equities markets offered by a TD Ameritrade account

Global Equities - From the Markets Overview page, click the Global Equities tab to view a snapshot of today’s global markets. View morning briefings and daily reports from a variety of sources including S&P Capital IQ and TD Securities. Scroll down for sector outlooks, stock movers (sort by highest volume, percent gainers and percent losers), additional reports and today’s economic calendar. 

markets sectors and industries overview on a TD Ameritrade account

Latest Sector Activity - Click Sectors & Industries from the Markets Overview page to view the latest sector activity and sector performance versus the S&P 500. By default, the one-day performance is shown; click the dropdown menu to select a different time period (such as one week or six months). Click on any sector to view detailed information. Scroll down to view sector characteristics, industry movers and industry highlights. Use the dropdown menus at the top of the page to jump to a specific sector or industry.

view all the stocks in the S&P 500 in color offered by TD Ameritrade's Market Monitor

Market Monitor - Click the TD Market Monitor icon at the top of the Sectors & Industries page to launch a graphic that provides a macro view of the markets. Get a broad view of all stocks in the S&P 500 by sector, performance and market capitalization, plus important events in the market today. Click on any sector or industry for a closer look, and hover your mouse over (or click) any rectangle to view information on individual stocks.

earnings announcements tab of markets calendar offered by a TD Ameritrade account

Earnings Announcements - Click Calendar from the Markets Overview page to view a list of today’s earnings announcements, along with the ticker/company name, fiscal quarter, consensus estimate, estimate range, previous quarter percentage change and the number of brokers reporting on each announcement. Click a date on the calendar to view earnings announcements for any date in the previous four months – or to find the next announcement date six months out from today.  

selection of analyst reports offered by a TD Ameritrade account

Analyst Reports - Click Analyst Reports from the Markets Overview page to view the latest reports from third-party researchers, including Argus, Market Edge, S&P Capital IQ, TD Bank Financial Group, Thomson Reuters and Vickers. Search by date or by provider, and click the PDF icon to view, print or save a current report, or use the dropdown menu next to Archived Reports to find an older report. Note that, due to regulatory restrictions, TD Ameritrade can’t show third-party research about new issues for 25 calendar days after stock IPOs in which they participated. 

Stock Trading & Investing

overview of your stocks on a TD Ameritrade account

Overview - Click the Research & Ideas tab from the top of any webpage and select Stocks to view a dashboard with your stocks and trading ideas, including content that’s tailored to your positions, watch lists and stocks you’ve previously researched. The page displays daily charts and covers the most recent stock events for companies you’re interested in, plus stock movers, sector movers, volume and sentiment data from Twitter, and screeners to look for stocks that meet your criteria. Click on any symbol to view that company’s profile page. 

view of stock profile and summary on a TD Ameritrade account

Stock Profile Summary - Enter a symbol in the search box at the top of any webpage to go to that company’s profile page (if you don’t know the symbol, use the “Symbol lookup” link below the search box). By default, you’ll be directed to the Profile Summary page, which displays an intraday chart (or choose a different time interval), community sentiment, latest news headlines, and reports & ratings from a number of third-party providers, including Credit Suisse, Ford Equity Research, Market Edge and TheStreet.

view of news for specific stock

News - Click the News tab on the Profile page to view articles, press releases and videos related to the ticker symbol. Search by symbol or keyword and select a timeframe, such as the last 24 hours, the last seven days, or a current or previous month. You can also click the gear icon to filter by provider. Click on any title to view the entire article or press release, and click the Print icon to print or save. 

view of stock profile with fundamentals on a TD Ameritrade account

Fundamentals - Click the Fundamentals tab on the Profile page to view a company overview, including a description, valuation ratios, price performance, historical growth and share detail. Scroll down for financial statements, including balance sheets, income statements and cash flow statements; click any to take a closer look at quarterly and annual reports. At the bottom of the page, you’ll find information on company officers and insider trading, as well as the company’s contact details. 

view of stock profile with valuation analysis on a TD Ameritrade account

Valuation - Click the Valuation tab on the Profile page for detailed analysis of a particular stock versus the industry, broken down into six tabs: Valuation, Profitability, Dividend, Growth Rates, Effectiveness and Financial Strength. Click on the gear icon in any tab to select peers to compare, or to compare the stock to the S&P 500. 

view of stock profile with past and upcoming events on a TD Ameritrade account

Calendar - The Calendar tab on the Profile page lists upcoming events for the company, including the date, type of event (e.g., “Q1 2017 Earnings Release”), EPS estimate consensus, estimate range and previous year’s actual for the same quarter. Scroll down for a list of past earnings and past dividends, including the ex-dividend date, amount, record date and pay date. 

view of stock analyst reports on a TD Ameritrade account

Analyst Reports - The Analyst Reports tab on the Profile page lists relevant reports from various third-party providers, including Credit Suisse, Ford Equity Research, Market Edge and Vickers. By default, the reports are sorted by date, with the most current report at the top. Click on any PDF icon to view, print or save a report, and click the “Archived Reports” link to display a list of historical reports. Use the search box on the right side of the page to search the archive of stock, ETF and market reports by symbol or keyword. 

create a custom stock profile report tool on Analyst Reports tab

Create Custome Report - Click the “Create a Custom Report” link on the Analyst Reports page to design your own report. Click and drag module icons from the list on the left side of the page to the “Report Preview” pages in the center. Rearrange the modules in “Report Preview” by dragging them to your desired location. Choose from two dozen modules, including company description, corporate data, earnings analysis, fundamentals, insider trading and profitability. Click the View Report button to display, and click the Save Report button to name and save your report. 

view stock's position with peer comparison tool on a TD Ameritrade account

Peer Comparison - The Peer Comparison tab on the Profile page displays a price chart of the company plus four of its peers so you can view the relative performance. By default, you’ll see a one year chart, but you can select different timeframes (such as one day, one month or three years). Scroll down for a summary of each company, including a brief company profile, market data, social signals and fundamentals for each. Hover your mouse over any metric for additional details.  

view and create a custom stock screener on a TD Ameritrade account

Create a Screen - Screeners can help you find securities that match your trading goals. To screen for stocks, click the Research & Ideas tab at the top of any webpage and select Stocks (under the Screeners heading). To make a new screen, click the Create a Screen tab and use the check boxes in the left column to select one or more criteria. Edit the default settings or enter specific values if you want to customize the criteria. Hover your mouse over any criteria to view a brief description, or click the “Screener Glossary” link to view all terms. When you’re ready, click the View button to see your results. 

view custom stock screener results on a TD Ameritrade account

Custom Screen Results - After you select your criteria and click the View button, you’ll be directed to a page that displays all the stocks that match your criteria. By default, the results appear in the Screener Criteria view, which shows the symbol, name, revenue growth/loss, EPS growth and profit margin for each stock. Use the dropdown menu to change views and display different data. Click on any symbol to go to that company’s profile page, and click the Buy and Sell links to place a trade. Scroll down to save your screen, or select up to 35 symbols to create a watch list. 

view and set alerts for securities on a TD Ameritrade account

Alerts - Alerts let you track activity, such as price and volume movement, for individual securities. To set up a new alert, click the Research & Ideas tab at the top of any webpage and select Alerts. From there, select the Securities tab, enter a stock or fund symbol and click the Create a New Alert button. Use the check boxes in the left column and edit your selections to create your desired alert. Choose a delivery method (primary email, secondary email, mobile phone and/or pager) by checking the appropriate box(es) on the right side of the page. Click the Save button to activate your new alert. 

example of buy and sell stock and etf order on a TD Ameritrade account

Stock Order - To place a stock trade, click the Trade tab at the top of any webpage and select Stocks & ETFs. Fill out the order entry ticket by specifying the order action (buy, sell, buy to cover or sell short), quantity, symbol, order type (e.g., limit, market, etc.), price (required for some order types), time-in-force (e.g., day, GTC, etc.) and any special instructions and routing choice. Click the Make This a Conditional Order check box to specify advanced order options. Click the Review Order button to continue placing the order.

review stock orders on a TD Ameritrade account

Order Review - Once you click the Review Order button on the order entry ticket, you have 90 seconds to place your order (you can edit this time limit in My Profile). Review your order details and click the Place Order button to send it to the market, the Change Order button to edit it, or the Do Not Place Order to cancel. To eliminate the Order Review step, enable express trading within My Profile. 

view educational resources on investing and trading stocks on a TD Ameritrade account

Stocks Essentials - The Stocks Essentials section of the TD Ameritrade website offers a variety of educational content designed to help you learn more about investing in stocks. To access the page, click the Education tab at the top of any webpage and select Stocks (under the Topics heading). Filter by media type (course, video or playlist), level (rookie, scholar or guru) and progress. 

Watchlist

create a new stock watch list on a TD Ameritrade account

Create New Watch List - To access the Watch Lists page, click the My Account tab from the top of any webpage and select Watch Lists. To make a new Watch List, click the “Create a New Watch List” link at the top of the page, name your list and then enter symbols to populate the list (you can also add market indices). Click the Create button to save your list. To modify a list, click the gear icon at the top of the list and select Edit. 

example of a stock watch list on a TD Ameritrade account

Watch Lists - Watch lists display the symbol, bid, ask, last, change (by % and $), open, high, low and volume for each security in the list. Hover over any symbol to view a snapshot, including an intraday chart and buy/sell buttons. Click on any symbol to go to that company’s profile page. Click on any column header to sort by that metric, and click the “Microcharts” link at the top of the watch list to display small charts of every symbol on your list. Use the dropdown menus to choose a charting time (e.g., one day, one year, etc.) and frequency.  

ETF Investing

TD Ameritrade's Etfs market center with research tools and resources on ETFs

Market Center - To access the ETF research page, click the Research & Ideas tab at the top of any webpage and select ETFs. By default, this opens to the ETFs Market Center page, where you can do a quick screen for ETFs based on sector, investing style, commodity exposure, global markets and stock holdings. Hover your mouse over any symbol to see a quick snapshot, or click to go to that fund’s profile page. Scroll down for S&P Capital IQ Analyst picks, portfolio tools and ETF movers. The right side of the page has links to Morningstar commentary and TD Ameritrade’s ETF Knowledge Center. 

view of ETF profile and summary on a TD Ameritrade account

ETF Profile - Click the Profile tab in the ETFs Market Center page to view detailed information about an ETF. By default, the page opens to the last symbol you viewed; however, you can change the fund by entering a different symbol in the search box. Buy and Sell buttons appear conveniently at the top of the page, along with links to Set Triggers, View Option Chain, Set Alert and Add to Watch List. Click the various tabs to view a summary, performance, ratings & risk, portfolio and charts. Scroll down to read about the ETF and view trailing total returns, standardized returns, a sector breakdown and the ETF’s top 10 holdings. 

view of comparing funds etf tool on a TD Ameritrade account

Compare Funds - From the ETFs Market Center page, click Compare Funds to find possible alternatives for specific mutual funds, CEFs, ETFs or index funds. To do so, enter a symbol, select a category and click the Compare button to view up to four similar alternatives. For an in-depth, side-by-side comparison of ETFs, CEFs and mutual funds, enter up to five symbols in the Compare Funds box and click the Compare button. Note that there are Buy and Sell buttons for each ETF located at the bottom of the table. 

view of ETFs analyst reports on a TD Ameritrade account

Analyst Reports - From the ETFs Market Center page, click Analyst Reports to view featured reports, such as the S&P Capital IQ Focus ETF of the Month. Search ETF reports (as well as stock and other market reports) using the search box at the top of the page. Scroll down for S&P Capital IQ’s highest-scoring ETFs in each asset grouping, based on performance, risk and cost factors. Click on any report to view, print or save. Hover your mouse over any symbol to view a snapshot or click the symbol to go to that fund’s profile page.

view and create a custom ETF screener on a TD Ameritrade account

Create a Screen - To screen for ETFs, click the Research & Ideas tab from the top of any webpage and select ETFs from the Screeners heading.  To make a new screen, click the Create a Screen tab and use the check boxes in the left column to select at least one of the options. Edit the default settings or enter specific values to customize the criteria. Hover your mouse over any criteria to view a brief description, or click the “Screener Glossary” link to view all terms. When you’re ready, click the View button to see your results. 

example of an ETF screener list on a TD Ameritrade account

Custom Screen Results - After you select your criteria and click the View button, you’ll be directed to a page that displays all the ETFs that match your criteria. By default, the results appear in the Screener Criteria view, which shows the symbol, name, ETF type, prospectus, Morningstar category and gross expense ratio for each ETF. Use the dropdown menu to change views and display different data. Click on any symbol to go to that fund’s profile page, and click the Buy and Sell links to place a trade. Scroll down to save your screen, or select up to 35 symbols to create a watch list. 

view commission-free ETF list on a TD Ameritrade account

Commission-Free ETFs - From the ETFs Market Center page, click Commission-Free ETFs to view TD Ameritrade’s commission-free ETF list, comprising more than 100 ETFs researched and selected by independent experts at Morningstar Investment Management. Search by category (equity, bond, international and commodity), fund family and market cap. Lists include each fund’s symbol, prospectus, today’s change, last price, gross expense ratio, rating and Morningstar category. Hover your mouse over any symbol to view a snapshot, or click the symbol to go to that fund’s profile page.

example of buy and sell stock and etf order on a TD Ameritrade account

ETF Order - The order entry process for ETFs is the same as it is for stocks. To place an ETF trade, click the Trade tab at the top of any webpage and select Stocks & ETFs. Fill out the order entry ticket by specifying the order action (buy, sell, buy to cover or sell short), quantity, symbol, order type (e.g., limit, market, etc.), price (required for some order types), time-in-force (e.g., day, GTC, etc.) and any special instructions and routing choice. Click the Make This a Conditional Order check box to specify advanced order options. Click the Review Order button to continue the order process.  

review ETF orders on a TD Ameritrade account

Order Review - Once you click the Review Order button on the order entry ticket, you have 90 seconds to place your order (you can edit this time limit in My Profile). Review your order details and click the Place Order button to send it to the market, the Change Order button to edit it, or the Do Not Place Order button to cancel. You can eliminate the Order Review step by enabling express trading within My Profile. 

view of ETF order status on a TD Ameritrade account

Order Status - To view the status of any order, click the Trade tab at the top of any page and select Order Status. Sort by Stocks/ETFs, Options and Mutual Funds; IPOs; and Fixed-Income New Issues (click the “View Bond and CD Orders” link to view those types of orders). You can also filter by status, type and date. A list of your orders appears and shows the status, action, quantity, symbol, type, price, time-in-force and a time stamp for each. 

Trading Options

overview of options tools and resources for options trading

Overview - Click the Research & Ideas tab from the top of any webpage and select Options Research to view the Options Overview page. Search for options chains at the top of the page by entering a symbol, chain type (e.g., calls, puts and straddles), options range (e.g., near the money), strike price and expiration. Scroll down to view options information from S&P Capital IQ, the S&P Capital IQ Options Screener, options news, the top five holdings by value and a list of active options. 

example of options report offered by a TD Ameritrade account

Options Report - To view an options report, go to the Options Overview page and enter a symbol in the S&P Capital IQ Options Information section. Click the Get Report button to view, print or save the report. The first page of the report covers rankings, an option strategy summary, risk assessment and potential profit/loss comparison charts. Scroll down for an options glossary and risk disclosures. 

create trade triggers on an option order on a TD Ameritrade account

Trade Triggers - Click the Trade tab from the top of any webpage and select Trade Triggers to create new or view existing trade triggers. To create a new trade trigger, specify a market condition, then create an order or an alert that will trigger once that condition is met. Click the Submit Trigger button to activate the trigger. 

view of an options chain on a TD Ameritrade account

Chains - To view an options chain, enter a symbol at the top of any webpage to launch that symbol’s profile page, and then click on the “Options chain” link near the top of the page. Search by symbol, chain type, range, expiration and strike price. Click the “+” symbol next to an option to view all options with that expiration date, and click any option to view market data and trade information. 

example of an options order on a TD Ameritrade account

Options Order - To buy or sell options, click the Trade tab from the top of any webpage and select Options. Use the tab at the top of the page to select your desired order: single order, covered call, spread, straddle or strangle. Enter the underlying symbol, and fill out the rest of the order ticket, including action, number of contracts, order type, price, time-in-force, instructions and routing. Click the Make This a Conditional Order check box to specify advanced order options. Click the Review Order button to continue placing the order. 

review your options order on a TD Ameritrade account

Order Review - Once you click the Review Order button on the order entry ticket, you have 90 seconds to place your order (you can edit this time limit in Profile & Preferences). Review your order details and click the Place Order button to send it to the market, the Change Order button to edit it, or the Do Not Place Order button to cancel. You can eliminate the Order Review step by enabling express trading within My Profile. 

view educational resources on investing and trading options on a TD Ameritrade account

Options Essentials - The Options Essentials section of the TD Ameritrade website offers a variety of educational content designed to help you learn more about investing in options. To access the page, click the Education tab at the top of any webpage and select Options (under the Topics heading). Filter by media type (course, video or playlist), level (rookie, scholar or guru) and progress. 

Mutual Fund Investing

overview of mutual funds tools and resources on a TD Ameritrade account

Overview - Click the Research & Ideas tab at the top of any webpage and select Mutual Funds to launch the Mutual Funds Overview page. The Premier List featured on the page shows top picks from independent experts at Morningstar Investment Management. View picks by core funds, primary funds, advanced funds and all-in-one funds. Hover your mouse over any symbol to view a snapshot, or click the symbol to go to that fund’s profile page. Scroll down for links to educational content on a variety of topics, such as managed portfolios, retirement and mutual fund commissions and fees. 

example of mutual funds profile on a TD Ameritrade account

Mutual Fund Profile - Enter a mutual fund symbol in the search box at the top of any webpage to go to that fund’s profile page (if you don’t know the symbol, use the “Symbol lookup” link below the search box). Buy and Sell buttons appear conveniently at the top of the page, along with links to Set Alert and Add to Watch List. Click the various tabs to view a summary, as well as performance, ratings & risk, portfolio and fees & management. Scroll down to read about the fund and view trailing total returns, standardized returns, a sector breakdown and the Top 10 Holdings in the fund.

view of comparing funds mutual funds tool on a TD Ameritrade account

Compare Funds - From the Mutual Funds Overview page, click Compare Funds to find possible alternatives for specific mutual funds, CEFs, ETFs or index funds. To do so, enter a symbol, select a category and click the Compare button to view up to four similar alternatives. For an in-depth, side-by-side comparison of ETFs, CEFs and mutual funds, enter up to five symbols in the Compare Funds box and click the Compare button. Note that there are Buy and Sell buttons for each fund located at the bottom of the table. 

view of new mutual funds families offered by a TD Ameritrade account

Mutual Fund Families - From the Mutual Funds Overview page, click Families to view lists of mutual funds, broken down into five tabs: New Mutual Funds, Mutual Fund Families, No Transaction Fee Mutual Funds (NTFs), Life Cycle Funds and Money Market Funds. Hover your mouse over any symbol to view a snapshot, or click the symbol to go to that fund’s profile page. Scroll down for a list of new funds from existing fund families.

view of asset allocation portfolio analysis

Portfolio Analysis - From the Mutual Funds Overview page, click X-Ray to launch the Portfolio Analysis tool, which allows you to analyze a portfolio and see how funds can be combined to help achieve your long-term goals. Click the “New” link to create a new portfolio, or click the “Open” link to open an existing saved one. Select a benchmark from the dropdown menu, and scroll down to view asset allocation, world regions, stock sectors, top 10 holdings, fees & expenses and other relevant data. 

view and create a custom mutual funds screener on a TD Ameritrade account

Mutual Funds - To sort through mutual funds, click the Research & Ideas tab from the top of any webpage and select Mutual Funds (under the Screeners heading). To make a new screen, click the Create a Screen tab and use the check boxes in the left column to select at least one of the options. Edit the default settings or enter specific values to customize the criteria. Hover your mouse over any criteria to view a brief description, or click the “Screener Glossary” link to view all terms. When you’re ready, click the View button to see your results. 

example of a mutual funds screener list on a TD Ameritrade account

Results for Custom Mutual Funds - After you select your criteria and click the View button, you’ll be directed to a page that displays all the mutual funds that match your criteria. By default, the results appear in the Screener Criteria view, which shows the symbol, name, fund availability, Morningstar category and other metrics for each fund. Use the dropdown menu to change views and display different data. Click on any symbol to go to that fund’s profile page, and click the Buy and Sell links to place a trade. Scroll down to save your screen, or select up to 35 symbols to create a watch list. 

view mutual fund premier list on a TD Ameritrade account

Mutual Fund Premier List - From the Mutual Funds Overview page, click Premier List to view a list of funds that have been evaluated by the independent experts at Morningstar Investment Management. They review 13,000+ mutual funds available through TD Ameritrade while focusing on funds that have no transaction fees, and narrowing results to their top picks for a range of asset categories. Sort by core investments, primary investments, advanced investment strategies and all-in-one investments. Hover your mouse over any symbol to view a snapshot, or click the symbol to go to that fund’s profile page.  

example of buy and sell mutual funds order on a TD Ameritrade account

Mutual Funds - To place a mutual fund trade order, click the Trade tab from the top of any webpage and select Mutual Funds. Select one of the tabs – buy, sell or exchange – and then enter a symbol (if you don’t know the symbol, use the “Symbol lookup” link above the search box). Note that you have to own a mutual fund to use the sell or exchange alternatives. Click the Continue button to enter additional trade information. 

example of mutual fund order entry on a TD Ameritrade account

Mutual Fund Order Entry - After you click the Continue button, fill out the corresponding order entry ticket, including the symbol, investment amount and how you want your dividends and capital gains distributed. Click the Review Order button to continue placing the order, the Back button to make changes or the Cancel Order button if you don’t want to place the order. 

view educational resources on investing and trading mutual funds and ETFs on a Ameritrade account

Mutual Funds ETFs - The Mutual Funds & ETFs Essentials section of the TD Ameritrade website offers a variety of educational content designed to help you learn more about fund investing. To access the page, click the Education tab from the top of any webpage and select Mutual Funds & ETFs (under the Topics heading). Filter by media type (course, video or playlist), level (rookie, scholar or guru) and progress. 

Investing in Bonds

overview of bonds and CDs tools and resources on a TD Ameritrade account

Overview - Click the Research & Ideas tab from the top of any webpage and select Bonds & CDs to launch the Bonds & CDs Overview page. Use the Bond Wizard to find individual bonds or build your own bond ladder. Click the “CD Center” link to learn about CD offerings. Scroll down to do a quick bond search (filter by all products or new issues), and to view tools for fixed-income offerings and other educational resources. 

example of bonds and CDs market update on a TD Ameritrade account

Market Update - To view bond market updates from Briefing.com, click Market Commentary from the Bonds & CDs Overview page and select Market Update. Scroll down to read market moving news stories, listed in chronological order, starting with the most recently released story. 

view new issuing of bonds and CDs on a TD Ameritrade account

New Issues - Click New Issues from the Bonds & CDs Overview page to view a list of new issue fixed-income products. Click the “Sign up to receive email notifications” link if you want to be alerted when new issues become available. New issues are sorted into five groups: Certificates of Deposit, Treasury Auctions, Agencies, Corporates (medium term notes) and Municipal New Issues. Click on any product for more information. 

view of bonds and CDs tools and calculators on a TD Ameritrade account

Tools & Calculators - Click Tools & Calculators from the Bonds & CDs Overview page to access two different calculators: a Bond Calculator and a Taxable Equivalent Yield Calculator. 

view of bond calculator offered on a TD Ameritrade account

Bond Calculator - From the Tools & Calculators page, select the Bond Calculator to determine yields and costs associated with investing in a particular fixed-income security. If you know the CUSIP, enter that and the bond data will fill in automatically. Otherwise, enter the details using the dropdown menus and field boxes. Click the Calculate button to see your results. 

view of Taxable Equivalent Yield Calculator offered by a TD Ameritrade account

Taxable Equivalent Yield Calculator - From the Tools & Calculators page, select the Taxable Equivalent Yield Calculator to compare the yields of fully taxable investments with the yields of tax-exempt municipal bonds. Answer questions about the bond (e.g., “Is the Municipal bond subject to state tax?), enter the yield to maturity or yield to call, and select your state of residence and federal tax rate. Click the Calculate button to see your results. 

view of TD Ameritrade's bond screener wizard with research and idea tools

Bond Wizard - From the Bonds & CDs Overview page, select Bond Wizard (or click the Research & Ideas tab from the top of any webpage and select Bond Wizard) to screen for bonds. Choose whether you want to find individual bonds; select a ready-made ladder or a monthly income portfolio; or build your own bond ladder. Click the appropriate Select and Continue button. If you’re an advanced bond investor, you can click one of the “Skip to the one-page worksheet” links to enter your criteria.  

example of Bond screener Wizard results on a TD Ameritrade account

Bond Wizard Results - Use the Bond Wizard to enter your criteria, and then click the Run Search button to display the results. The top of the page covers some important information about your results. Scroll down to view your search parameters (click the “Edit Criteria” link if you want to change anything) and the bonds that match your criteria. The top five results in each category (e.g., corporate bonds, Treasury bonds, etc.) are displayed. Click the “View All Results” link to see more matches. Click on any issue for more information. 

view of available resources and tools to create a laddered portfolio for bonds and CDs

Ladders - A laddered portfolio includes an assortment of bonds and/or CDs that mature at regular intervals. To learn about ladders, click Ladders from the Bonds & CDs Overview page. Scroll down to build your own bond and/or CD ladder. 

example of Bonds and CDs quick search tool on a TD Ameritrade account

Quick Search - From the Bonds & CDs Overview page, select Quick Search to display a yield grid where you can search for bonds and CDs based on yield, quality and maturity. The displayed yield is the highest yield from that product in the maturity range. Click on any yield to see all offerings, buy an issue or learn more about fixed-income investing (click on the “Fixed Income Specialists” link in the search results page). 

view of advanced search function for bonds and CDs on a TD Ameritrade account

Advanced Search - To run a more specific search, select Advanced Search from the Bonds & CDs Overview page. Use the tabs at the top of the page to choose a product type (e.g., CDs, Treasuries, Agencies, etc.), and then define your search criteria, including maturity, quantity, Blue Sky restrictions, coupon payments and constraints (e.g., callable, zero coupon, etc.). To save your search, enter a name in the “Save my search as” box, and then click the Search button to display your results. 

view of advanced search search results for bonds and CDs on a TD Ameritrade account

Advanced Search Results - After you enter your search criteria and click the Search button, you’ll be directed to a page with your search results. For each issue, you’ll see the CUSIP, quantity, coupon, maturity, ratings, outlook, YTM and price. Click on any issue for more details or click the Buy button to purchase a bond or CD online. 

example of buy and sell Bonds and CDs order on a TD Ameritrade account

Buy Bonds & CDs - To buy or sell a bond, click the Trade tab from the top of any webpage and select Bonds & CDs.  Use the grid to select a product and maturity. Scroll down the list to find the issue you wish to purchase and click the Buy button. On the next screen, review the details, enter a quantity and price, and click the Review Order button. Note that orders are live and executable during regular trading hours: Monday through Friday, 8:30 a.m. to 5 p.m. ET. Unfilled orders will be cancelled at the end of the day. 

view educational resources on investing and trading bonds on a TD Ameritrade account

Bonds Essentials - The Bonds Essentials section of the TD Ameritrade website offers a variety of educational content designed to help you learn more about fixed-income investing. To access the page, click the Education tab at the top of any webpage and select Bonds (under the Topics heading). Filter by media type (course, video or playlist), level (rookie, scholar or guru) and progress. 

Investing in CDs

view of CD center offering Bonds and CDs research tools and educational resources

CD Center - To research CDs, click the Research & Ideas tab from the top of any webpage and select CD Center (under the Bonds & CDs heading). A table features CDs with varying maturities; click a different tab to view CDs with a specific maturity, such as three months, six months or 5+ years. Click on any CD to view details or to place a buy order. Scroll down to learn about CD ladders, build your own ladder or to review frequently asked questions. 

example of Bond screener Wizard CDs results on a TD Ameritrade account

Bond Wizard (For CDs) - From the Bonds & CDs Overview page, select Bond Wizard (or click the Research & Ideas tab from the top of any webpage and select Bond Wizard) to screen for CDs. Choose whether you want to find individual CDs or build your own CD ladder. Click the appropriate Select and Continue button. If you’re an experienced bond/CD investor, you can click one of the “Skip to the one-page worksheet” links to enter your criteria. Otherwise, use the Bond Wizard to enter your criteria, and then click the Run Search button to display the results. Click the “View all CD Results” link to see more matches or click on any issue for more information. 

view of advanced search function for bonds and CDs on a TD Ameritrade account

Advanced Search - To run a more specific search, select Advanced Search from the Bonds & CDs Overview page. Use the tabs at the top of the page to choose a product type (e.g., CDs, Treasuries, Agencies, etc.), and then define your search criteria, including maturity, quantity, Blue Sky restrictions, coupon payments and constraints (e.g., callable, zero coupon, etc.). To save your search, enter a name in the “Save my search as” box, and then click the Search button to display your results. 

example of advanced search search results for new issued CDs on a TD Ameritrade account

CDs Search Results - After you define your search criteria and click the Search button, you’ll be directed to the New Issues page. Scroll down to view the CD Search Results and refine your search by clicking any of the tabs, such as New Issues, Secondary, Non-Callable and Step-Up CDs. Click on any issue for more information or click the Buy button to make a purchase.  

Investing in IPOs

example of IPOs offering on a TD Ameritrade account

Offerings - Click the Trade tab from the top of any webpage and select IPOs to view the initial public offerings (IPOs), secondary offerings and follow-on offerings currently available through TD Ameritrade. Click on the “P” icon next to any issue to view, print or save the prospectus, as filed with the U.S. Securities and Exchange Commission (SEC). If your account is eligible for IPO trading, you can submit a conditional offer to buy (COB) newly issued shares of common stock. Learn more about IPOs by clicking the Related Links on the right side of the page or by selecting the About IPOs tab.

view educational resources about IPOs on a TD Ameritrade account

About IPOs - Select the About IPOs tab to watch the “Understanding IPOs” video and learn the essentials of initial public offerings. Scroll down for more topics, including IPOs Overview, Participating in an IPO, Eligibility, Important Information Regarding Flipping, and Rules & Regulations for IPOs. Note that you must meet certain eligibility criteria with respect to investment objectives and financial status in order to buy IPOs. 

Money Management

overview of how to transfer money to and from a TD Ameritrade brokerage account

Deposits & Transfers - Click the My Account tab from the top of any webpage and select Deposits & Transfers to deposit funds into your TD Ameritrade account, transfer funds between TD Ameritrade accounts, or withdraw funds by electronic transfer, wire transfer or check. Use the tabs at the top of the page to navigate options, such as cash transfers and account/bank connections. Click the Activity tab to view your recurring transactions, pending (one-time) transactions and completed transactions. 

overview of online cash services on a TD Ameritrade brokerage account

Online Cash Services - Click the My Account tab from the top of any webpage and select Online Cash Services to perform a variety of online tasks, such as pay a bill, set up direct deposit, order checks, request a wire, request a check and get a debit card. Scroll down to view scheduled transfers and transaction history, and to read how-to FAQs designed to help you navigate TD Ameritrade’s online cash services. 

Customer Support

overview of client services and customer support on a TD Ameritrade brokerage account

Client Service - The Client Services section of the TD Ameritrade website contains links to educational content, tools and other items you may need to manage your account. Hover your mouse over the Client Services tab at the top of any webpage to access a number of services, including My Profile, the Security Center, Promotions, Message Center, Help Center, Forms & Agreements, Pricing, Find a Branch and Open an Account. Click any item to go to that page and find more information. 

Contact information for TD Ameritrade account customer support

Contact Us - You may need to contact TD Ameritrade for assistance placing a trade, to get technical support or for some other reason. Help is available 24/7. Click the “Contact Us” link at the top of any webpage to view your options. Talk with Ted, TD Ameritrade’s Virtual Guide, by clicking the “Ask a question now” link at the top of the page. You can get immediate answers to many questions about products, tools and services. Scroll down to send an email, or to find phone/fax numbers and mailing addresses. Click the “Report a security issue” or “Forward suspicious emails” link to report a problem. Click the Find a Branch button at the top of the page if you’d like to speak with a TD Ameritrade representative in person.