Consultants Who Work With You

At TD AMERITRADE, we have a team of experienced Solutions Consultants ready to assist you with business recommendations for your practice - including specific technology suggestions. These Solutions Consultants have been trained to know what technology is available to Independent RIAs and will make specific recommendations based on your individual needs. They will help you through the process of setting up the proper technology in your office and train your staff on how to efficiently use TD AMERITRADE'S products and services. Our consultants will also work with you to establish the proper business processes and best practices to run a successful office.

TD AMERITRADE Institutional has established alliances with a host of technology and service providers: ranging from compliance services to executive office space, hardware vendors to software vendors and more. One phone call can give you access to a complete list of select vendors; some of which will offer a discount to advisors working with TD AMERITRADE Institutional. The Solutions Consultants help you customize the services you need for your unique business.