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Before investing in investment company securities, be sure to carefully consider the security’s objectives, risks, charges, and expenses. For a prospectus containing this and other important information, contact the investment company for a TD AMERITRADE Client Services representative. Please read the prospectus carefully before investing.
TD AMERITRADE does not provide tax advice. We suggest that you seek the advice of a tax-planning professional with regard to your personal circumstances.
Offer valid for individuals who open a new TD AMERITRADE retirement account or a new Amerivest-related IRA account by 09/30/10 and meet funding requirements within 6 months of account opening. Funding/rollover of $25,000-$99,999 receives $100 cash, funding/rollover of $100,000-$249,999 receives $250 cash, funding/rollover of $250,000 or more receives $500 cash. Limit one offer per client per calendar year. Not transferable and not valid with TD AMERITRADE Institutional accounts, internal transfers or with other offers. Cash awards are valid within your IRA only and non-transferable to another existing TD AMERITRADE account. Void where prohibited. Account must remain open with minimum funding for 9 months, or TD AMERITRADE may charge the account for the cash awarded to the account. TD AMERITRADE reserves the right to restrict or revoke this offer. This is not an offer or solicitation in any jurisdiction where we are not authorized to do business.
ETFs are subject to risk similar to those of stocks, and trading prices may not reflect the actual net asset value of the underlying securities. “Target Date” refers to a time in the future, generally a specified year, in which the investor expects to retire or otherwise require the use of the invested funds. Target date funds are generally more aggressive the further the target date is from the present, with an objective of capital appreciation. As the target date approaches, the fund’s objective will generally become more conservative, aiming to achieve a higher level of capital preservation. Investors should note that although target date funds aim to preserve capital as the target date approaches, there is no guarantee that the fund will achieve this objective Amerivest is an investment advisory service of Amerivest Investment Management, LLC, an SEC-registered investment advisor.
Diversification does not eliminate the risk of experiencing investment losses.
*Steady income subject to the credit risk of the issuer of the bond. If an issuer defaults, no future income payments will be made.
Morningstar Associates, LLC is a registered investment advisor and wholly owned subsidiary of Morningstar, Inc. The mutual funds selected by Morningstar Associates, LLC for the Premier List have been derived from a universe of mutual funds made available through TD AMERITRADE. Both the universe of mutual funds defined by TD AMERITRADE and the Premier List are subject to change without notice. Morningstar Associates, LLC does not warrant this information to be accurate, complete or timely. Morningstar Associates, LLC is not responsible for any damages or losses arising from the use of this information. Particular mutual funds on the Premier List may not be appropriate investments for you under your circumstances, and there may be other mutual funds or investment options offered by TD AMERITRADE that are appropriate. Past performance is no guarantee of future results.
Amerivest is an investment advisory service of Amerivest Investment Management, LLC, an SEC-registered investment advisor. Brokerage services provided by TD AMERITRADE, Inc., member FINRA/SIPC/NFA. TD AMERITRADE, Inc. and Amerivest Investment Management, LLC are both wholly owned subsidiaries of TD AMERITRADE Holding Corporation. Amerivest is a trademark of TD AMERITRADE IP Company, Inc. Amerivest provides non-discretionary and discretionary advisory services for a fee. Risks applicable to any portfolio are those associated with its underlying securities. For more information please see the Amerivest Disclosure Brochure (ADV Part II).
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Morningstar Associates provides consulting services to Amerivest Investment Management, LLC ("Amerivest") but is not acting in the capacity of advisor to individual investors. Morningstar Associates provides asset allocation services as well as the selection of the securities for the Amerivest portfolios. Morningstar Associates selects securities for the Amerivest portfolios from the universe of investments made available through TD AMERITRADE. Asset Allocation target allocations are subject to change without notice. Morningstar Associates establishes the allocations using its proprietary asset classifications. If alternative classification methods are used, the allocations may not meet the asset allocation targets. The Morningstar name and logo are registered marks of Morningstar, Inc. Morningstar Associates is not affiliated with Amerivest or TD AMERITRADE.