Managed Accounts
We offer Advisors the help they need to meet the demands of high net worth clients by providing powerful solutions that go deeper than basic investment strategies.
The TD AMERITRADE Institutional Unified Managed Account (UMA) Program
Offer your clients a unified, fee-based product with more investment choices using Unified Managed Accounts. More…
Separate Account Exchange Separate Account Exchange is an open-architecture platform that allows Advisors working with TD AMERITRADE Institutional to access a "supermarket" of Separately Managed Account (SMA) strategies provided by third-party investment managers. It allows independent Advisors to choose the money managers and investment styles that best fit their client's individual needs. More…
Managed Assets Program Our Managed Assets Program (MAP) allows you to compete head on with traditional "wrap fee" programs. Through an alliance with Envestnet Asset Management, the MAP program gives advisors access to over 100 top third-party institutional money managers providing over 300 portfolios. With MAP you're able to offer affluent clients the advantage of separately managed accounts with the benefit of a lower, $100,000* investment minimum. More…
* In some instances, higher minimums may apply.
Amerivest for RIAs
Manage small accounts without spending large amounts of time. More…
TDX Independence Exchange Traded Funds (ETFs)
TDX Independence Exchange Traded Funds (ETFs) More…
 
TD AMERITRADE, Inc. and Envestnet Asset Management are separate and unaffiliated companies.
TD AMERITRADE makes no warranties with respect to the Envestnet service or results obtained from its use.
Before investing in an ETF, carefully consider the investment objectives, risks, charges and expenses. For a prospectus containing this and other important information, contact a TD AMERITRADE Institutional Client Services representative at 800-431-3500. Please read the prospectus carefully before investing.
Amerivest is an investment advisory service of Amerivest Investment Management, LLC, an SEC-registered investment advisor, available to RIAs on a sub-advisory basis. 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)
*Access to the Separate Account Exchange program is provided solely as a service to financial advisors using the brokerage, execution and custody services of TD AMERITRADE Institutional. Participating investment managers are independent and are not employees or agents of TD AMERITRADE. TD AMERITRADE does not guarantee nor is responsible for the quality or accuracy of any investment manager's product or service. In no instance should the listing of an investment manager be construed as a recommendation or endorsement by TD AMERITRADE. Please contact the investment manager directly for the most recent information pertaining to their investment styles and management fees.
TDX Independence Funds, Inc. ETFs are distributed by ALPS Distributors, Inc. XShares Advisors LLC serves as advisor to the Funds. Amerivest Investment Management, LLC serves as a sub-advisor to the Funds. TD AMERITRADE is not affiliated with TDX Independence Funds, Inc., XShares Advisors LLC, or ALPS Distributors, Inc.