TD Ameritrade Announces Strategic Relationship with AARP

AARP® | Investment Services from TD Ameritrade Will Offer
Value-Oriented Financial Products to AARP Members

OMAHA, Neb.–(BUSINESS WIRE)–TD Ameritrade, Inc. (“TD Ameritrade”), a brokerage subsidiary of TD
Ameritrade Holding Corporation (Nasdaq: AMTD), today launched a new
investment services program for AARP members. AARP® | Investment
Services from TD Ameritrade will provide AARP’s nearly 38 million
members with special offers on some of TD Ameritrade’s investment
products and services.

AARP members who open a qualifying account and fund it with $3,000 or
more within 60 days of opening, can receive commission-free trades, free
investor education and up to $1,000 in cash or gift cards. For AARP
Members who invest over $25,000 in an Amerivest® managed
portfolio, management fees will be waived for the first year. TD
Ameritrade also offers a $75 transfer fee rebate when clients transfer
$5,000 or more from another financial institution.

Beyond these exclusive offers for AARP members, TD Ameritrade offers
brokerage accounts – including IRA accounts – with no maintenance fees
or deposit minimums (service and exception fees still apply), and a
commission-free ETF program. Enrollment in the program provides access
to over 100 commission-free ETFs. Additionally, TD Ameritrade offers
access to retirement tools and calculators to help track savings and
investing goals, rollover consultants, retirement consultants, fixed
income specialists and investment consultants to offer financial support
and guidance with over 100 branches nationwide.

In addition, TD Ameritrade is also offering AARP members a special
customized list of mutual funds and exchange traded funds (ETFs)
screened and selected by the professionals at Morningstar Investment
Management, LLC and TD Ameritrade with a focus on income generation and
target date goals. Visit
for complete offer and service details.

“The idea that retirement is a set date in your early 60s is a thing of
the past,” said David Clingman, managing director of retirement and
annuities at TD Ameritrade. “People are living longer, working longer
and looking to live life to the fullest. We understand that and we want
to help the millions of AARP members save and invest for all their
financial goals, whether that’s a home improvement or saving for an
exotic vacation, and give them the confidence that their financial life
is in order.”

“We are delighted to announce this new relationship with TD Ameritrade,
which shares our commitment to helping people age 50-plus plan for their
retirement,” said Mitch Stevens, Senior Vice President, Financial
Products & Services, AARP Services Inc. “The Investment Services program
from TD Ameritrade will help AARP members save and invest to achieve
their long-term financial goals.”

“We feel a great sense of pride in our ability to combine both an
interactive online and mobile experience for our clients with the
personalized, one-on-one service they receive with our investment
consultants,” said Clingman. “We can meet the needs of this tech-savvy
market that still wishes for more human interaction.”

About TD Ameritrade Holding Corporation
Millions of
investors and independent registered investment advisors (RIAs) have
turned to TD Ameritrade’s (Nasdaq: AMTD) technology,
and education
to help make investing and trading easier to understand and do. Online
or over the phone. In a branch or with an independent RIA. First-timer
or sophisticated trader. Our clients want to take control, and we help
them decide how – bringing Wall Street to Main Street for 40 years. An official
sponsor of the 2014 and 2016 U.S. Olympic and Paralympic Teams
, as
well as an official
sponsor of the National Football League
for the 2014, 2015 and 2016
seasons, TD Ameritrade has time and again been recognized
as a leader
in investment services. Please visit TD Ameritrade’s newsroom
for more information, or read our stories at Fresh

Brokerage services provided by TD Ameritrade, Inc., member FINRA (

Carefully consider the investment objectives, risks, charges and
expenses before investing. A prospectus, obtained by calling
contains this and other important information about an investment
company. Read carefully before investing.

Morningstar Investment Management, LLC is a registered investment
advisor and wholly owned subsidiary of Morningstar, Inc. The Premier
List mutual funds and commission-free ETFs selected by Morningstar
Investment Management have been derived from a universe of mutual funds
and ETFs, respectively, made available through TD Ameritrade. The
universe does not include all mutual funds and ETFs available in the
marketplace. Both the universe of mutual funds and ETFs defined by TD
Ameritrade, as well as the commission-free ETFs and Premier List of
mutual funds, are subject to change at any time and without notice.
Particular Premier List mutual funds and commission-free ETFs may not be
appropriate investments for you under your circumstances, and there may
be other mutual funds, ETFs, or investment options offered by TD
Ameritrade that are more suitable. Morningstar may have more favorable
opinions of certain mutual funds or ETFs which are not included in the
universe of mutual funds and ETFs made available through TD Ameritrade.
The Morningstar selections were based on qualitative factors and
quantitative analysis conducted by Morningstar Investment Management.
Neither Morningstar Investment Management nor Morningstar, Inc. is
affiliated with TD Ameritrade and its affiliates. Morningstar, the
Morningstar logo,, Morningstar Tools are either
trademark or service marks of Morningstar, Inc.

Amerivest Portfolios is an investment advisory service of Amerivest
Investment Management, LLC (Amerivest), a registered investment advisor.
For more information, please see the Amerivest Disclosure Brochure (ADV
Part 2)

AARP is separate from and not affiliated with TD Ameritrade, which is
not responsible for their services or policies.

Source: TD Ameritrade Holding Corporation

About AARP
AARP is a nonprofit, nonpartisan organization,
with a membership of nearly 38 million, that helps people turn their
goals and dreams into real possibilities, strengthens communities and
fights for the issues that matter most to families such as healthcare,
employment and income security, retirement planning, affordable
utilities and protection from financial abuse. We advocate for
individuals in the marketplace by selecting products and services of
high quality and value to carry the AARP name as well as help our
members obtain discounts on a wide range of products, travel, and
services. A trusted source for lifestyle tips, news and educational
information, AARP produces AARP The Magazine, the world’s largest
circulation magazine; AARP Bulletin;;
AARP TV & Radio; AARP Books; and AARP en Español, a Spanish-language
website addressing the interests and needs of Hispanics. AARP does not
endorse candidates for public office or make contributions to political
campaigns or candidates. The AARP Foundation is an affiliated charity
that provides security, protection, and empowerment to older persons in
need with support from thousands of volunteers, donors, and sponsors.
AARP has staffed offices in all 50 states, the District of Columbia,
Puerto Rico, and the U.S. Virgin Islands. Learn more at

About AARP Services Inc.
AARP Services Inc., founded in
1999, is a wholly-owned taxable subsidiary of AARP. AARP Services
manages the provider relationships for and performs quality control
oversight of the wide range of products and services that carry the AARP
name and are made available by independent providers as benefits to
AARP’s millions of members. The provider offers currently span health
products, financial products, travel and leisure products, and life
event services. Specific products include Medicare supplemental
insurance; credit cards, auto and home, mobile home and motorcycle
insurance, life insurance and annuities; member discounts on rental
cars, cruises, vacation packages and lodging; special offers on
technology and gifts; pharmacy services and legal services. AARP
Services also engages in new product development activities for AARP and
provides certain consulting services to outside companies.


TD Ameritrade Holding Corporation
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