- Home
- Robo-Advisors
- TD Ameritrade Review
TD Ameritrade Robo-Advisors Review
ConsumersAdvocate.org Rating: 4.5 / 5 (Excellent)
At ConsumersAdvocate.org, we take transparency seriously.
To that end, you should know that many advertisers pay us a fee if you purchase products after clicking links or calling phone numbers on our website.
The following companies are our partners in Robo-Advisors: Blooom, SoFi, Robinhood, Vanguard Personal Advisor Services, Stash, Fidelity, Vanguard Digital Advisor, and Titan.
We sometimes offer premium or additional placements on our website and in our marketing materials to our advertising partners. Partners may influence their position on our website, including the order in which they appear on a Top 10 list.
If you have any specific questions while considering which product or service you may buy, feel free to reach out to us anytime.
If you choose to click on the links on our site, we may receive compensation. If you don't click the links on our site or use the phone numbers listed on our site we will not be compensated. Ultimately the choice is yours.
The analyses and opinions on our site are our own and our editors and staff writers are instructed to maintain editorial integrity. Our brand, ConsumersAdvocate.org, stands for accuracy and helpful information. We know we can only be successful if we take your trust in us seriously!
To find out more about how we make money and our editorial process, click here.
How Do We Rate TD Ameritrade?
Breakdown
Our Overall Rating: 4.5 / 5 (Excellent)
TD Ameritrade Account Features
Features - 4 / 5
Essential Portfolios are rebalanced automatically for investment optimization, and offer tax-loss harvesting, which is a complimentary service that analyzes your portfolio daily to reduce tax liability. Consumers can open, fund, track, and manage their Essential Portfolios online or on the company’s mobile app, and customer support is available 24/7.
| Robo-advisor Type | Fully Automated |
| Account Minimum | $5,000 |
| Goals | Save for Retirement Save Set AmountSave for a Major Purchase Education Expenses General Investing |
| Types of Assets | ETF Portfolios |
| Access to Financial Advisors | Yes |
| Automatic Portfolio Rebalancing | Yes |
| Tax Loss Harvesting | Yes |
Investment Focus
TD Ameritrade Fees & Commission
Pricing and fees - 4.8 / 5
| Billing Frequency | Annual |
| Commission | 0.30% |
| Special Promotions | TD Ameritrade is offering consumers a free investment consultation with an experienced agent, upon visiting one of the company's physical branches. |
| Fees | Account Management |
TD Ameritrade Reputation & Customer Service
Reputation - 4.8 / 5
TD Ameritrade’s website and mobile app are easy to use, and customer service is available 24/7 through live chat, email, text, social media, and over the phone. Additionally, consumers can also visit the company’s physical branches for support.
| Year Founded | 1975 |
| Moody's Financial Rating | A2 |
| AM Best Financial Rating | B++ |
| Consumer Financial Protection Board (CFPB) Complaints | 2 |
| SIPC Membership | Yes |
| BBB Rating | A+ |
| Trust Pilot Rating | 6.0 out of 10 |
| Contact Methods | Phone Email Chat Social Media Text |
| Mobile App | Yes |
| Date Collected | 2018-11-09 |
Free Customer Support
Company Profile
| Full Name | TD Ameritrade Robo-Advisors |
| Company Website | |
| Headquarters | 200 South 108th Avenue, Omaha, NE, 68154 |
Our Comments Policy | How to Write an Effective Comment
TD Ameritrade’s platform is easy to navigate, and consumers have access to portfolio performance charts, personalized tips to help them stay on track with their investment goals, and a complete FAQ section, for a smoother experience. Customer support is available 24/7 via live chat, social media, email, text, and over the phone. Consumers can also visit the company’s local branches for assistance. So, if you have some extra cash laying around and are looking for smarter ways to invest, TD Ameritrade Essential Portfolios is a good option to consider.