(FORM ADV, PART 2A) - TD Ameritrade

disclosure brochure (form adv, part 2a) td ameritrade investment management, llc sec file no. 801-55501 200 south 108th ave omaha, ne 68154-2631 main: 888-310-7921

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Standard Retail Pricing: Commissions, Rates, and Fees

Page 1 of 2 TDA 4075 F 08/19 PO Box 2760 Omaha, NE 68103-2760 Fax: 866-468-6268 Our low, straightforward online trading commissions let you concentrate on executing your investment strategy…not on calculating fees.

STATEMENT OF FINANCIAL CONDITION AND ... - TD …

STATEMENT OF FINANCIAL CONDITION AND SUPPLEMENTAL INFORMATION TD Ameritrade Futures & Forex LLC (An Indirect Wholly Owned Subsidiary of TD Ameritrade Holding Corporation) September 30, 2017 With Report of Independent Registered Public Accounting Firm .

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*TDA371* - Online Stock Trading, Investing, Online Broker

Page 1 of 1 D 1 F 1 200 S 108th Ave Omaha, NE 68154-2631 PO Box 2226 Omaha, NE 68103-2226 Fax: 800-914-8979 Please return this form to TD Ameritrade Clearing, Inc., by mail, fax, or as an attachment to a secure email sent from your TD Ameritrade account.

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Checking/Debit Card Agreement - TD Ameritrade

Page 1 of 3 D 3 F 11 CHECKING/DEBIT CARD AGREEMENT This Agreement among the account owner(s)/authorized agents/additional users and TD Ameritrade sets …

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1099 Information Guide - TD Ameritrade

1099 Informatio uide 1099 Information Guide 2 Your Consolidated Form 1099 is the authoritative document for tax reporting purposes. Due to Internal Revenue Service (IRS) regulatory changes that

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Outbound Wire Request (Domestic)-TDA 0221

IMPORTANT: To expedite the processing of your request, please also provide a copy of the driver’s license or state ID card for each signer. 7. ADDITIONAL GUIDANCE If you have any questions, TD Ameritrade’s Outbound Wire Department is available Monday through Friday, from 8 a.m. to 5:30 p.m. EST.

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Funding Instructions-TDA 1021 - TD Ameritrade

8. Third-party checks improperly made out or endorsed. See the “Acceptable Deposits” Section. 9. Checks from minors. 10. Checks with a date that is more than six months old. 11. Any checks from federal, state, or local government entities for the initial funding of an account. 12. Traveler’s checks. 13. Credit card checks.

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W-8 BEN Substitute Individual-TDA 1121 - TD Ameritrade

Substitute W-8BEN Department of the Treasury ... tax treaty between the United States and that country. ... Entities must use Form W-8BEN-E. Certification 9 Print name of signer Part III Furthermore, I authorize this form to be provided to any withholding agent that has control, receipt, or custody of the income of which I am the beneficial ...

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Wire Request (International)-TDA 0321 - TD Ameritrade

Future Date Wire Requests – In general, it is advisable to schedule a wire transfer no more than a couple weeks in advance. However, it is possible to submit your wire request up to 180 days in advance of when you wish the wire to be sent. When setting up …

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THE CHARLES SCHWAB CORPORATION

• TD Ameritrade Clearing, Inc. (TDAC), a securities broker-dealer that provides trade execution and clearing services to TD Ameritrade, Inc.; • Charles Schwab Bank, SSB (CSB), our principal banking entity; and • Charles Schwab Investment Management, Inc. (CSIM), the investment advisor for Schwab’s proprietary mutual

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Additional Fund Fee Disclosure Information ... - TD Ameritrade

investment advisor (Fund Affiliate), by a third-party fund service provider, or by a combination of them, pursuant to TD Ameritrade, Inc.’s and/or TD Ameritrade Clearing, Inc.’s agreement with the particular fund, Fund Affiliate, and/or a third-party fund service provider. The amount of these fees varies among mutual fund groups, and some ...

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American Century Small Cap Value Fund (Class R6)

American Century Small Cap Value Fund (Class R6) AS OF 2021-09-30 INVESTMENT STRATEGY: The investment seeks long-term capital growth; income is a secondary consideration.Under normal market conditions, the portfolio managers will invest at least 80% of the fund's net assets in small cap companies.

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EDELMAN FINANCIAL ENGINES Financial Engines Advisors …

associated with Edelman Financial Engines, which currently include TD Ameritrade (“TDA”), Fidelity, E*TRADE Savings Bank (doing business as “E*TRADE Advisor Services”) and Charles Sch wab & Co., Inc. (“Schwab”). The majority of Edelman Financial Engines client assets are custodied at Schwab or TDA.

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