Advisor Marketing Toolkit Resources to Differentiate and Market Your Business

Educate on Your Fiduciary Responsibility

Market Your Unique Business

Promote Your TD Ameritrade Custodial Relationship

Third-Party Resources

Account Protection Fact Sheet

The “fiduciary standard” is a noticeable and, many believe, valuable difference in the kind of truly objective advice we provide. If you’re tired of being treated like a number, we encourage you to contact us today.

Is this how you’re treated by your current financial advisor?

A Registered Investment Advisor and fiduciary puts your interests

first in every way. We are committed to provide the highest level

of service, attention, and honest financial advice.

YOUR LOGO HERE

1.800.123.4567mylongwebsiteurl.com12345 Anytown Street, Anywhere, ST 12345-6789© 2012 Disclosure to go here

Customizable Advertisements

White Papers

Customizable Safety & Security Letter

Investor-Focused Fact Sheet

Dear <Firstname> <Lastname>,

<Client Name><Address><City>, <State><Zip>

<Date>

TD Ameritrade & You Brochure

Customizable Investor-Focused Presentation

Guidebooks

An Advisor’s Blueprint for Soliciting Client Feedback and Driving Growth | tdainstitutional.com

An Advisor’s Blueprint for Soliciting Client Feedback and Driving Growth

A useful strategy for both your business and your clients

Important Information This material is designed for a financial professional audience, primarily registered investment advisors. This brochure is published by TD Ameritrade Institutional for informational purposes only and should not be construed as legal or professional advice. TD Ameritrade Institutional disclaims any loss or liability that is incurred as a consequence, directly or indirectly, from the use or application of this publication. Third-party articles and information are obtained from sources deemed reliable; however, TD Ameritrade does not guarantee their accuracy or completeness and makes no warranties with respect to results to be obtained in reliance thereon. TD Ameritrade does not make recommendations or endorsements for any advisor that utilizes its brokerage or custodial services. TD Ameritrade does not monitor, and is not responsible for, communications between advisors and their clients. TD Ameritrade and the aforementioned third-party firms are separate and unaffiliated, and are not responsible for each other’s services or policies.

Advisor Impact is a third-party provider in the TD Ameritrade Institutional Affinity Services Program. Access to Affinity Services Program vendors is provided solely as a service to financial advisors using the brokerage, execution and custody services of TD Ameritrade Institutional. These services are offered at a discount directly through the participating vendors. Participating vendors are independent and are not employees or agents of TD Ameritrade. TD Ameritrade does not guarantee nor are they responsible for the quality or accuracy of any vendor’s product or service. In no instance should the listing of a vendor be construed as a recommendation or endorsement by TD Ameritrade. Furthermore, TD Ameritrade does not recommend or endorse any security described by any vendor.

Access to Roadmap is provided as a service to financial advisors using the brokerage, execution and custody services of TD Ameritrade Institutional. TD Ameritrade does not guarantee nor is it responsible for the completeness or accuracy of the data provided by third-party firms or for the quality of any third-party firm’s product or service. TD Ameritrade and ActiFi, Inc. are separate, unaffiliated companies and are not responsible for each other’s services and policies.

TD Ameritrade Institutional, Division of TD Ameritrade, Inc., member FINRA/SIPC/NFA. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc., and The Toronto-Dominion Bank.

© 2011 TD Ameritrade IP Company, Inc. All rights reserved. Used with permission.

TDAI BR 2565 08/11

TD Ameritrade Institutional has created a straightforward and comprehensive toolkit to help you market your business and demonstrate your difference. To access the fiduciary education materials, simply click on the three icons below. To access the remaining components of the toolkit, call 800-934-6124.

If you already custody with us, access the full toolkit at Veo>Resource Center>Practice Management>Marketing and Business Development.

TD Ameritrade does not monitor, and is not responsible for, communications between advisors and their clients. TD Ameritrade Institutional, Division of TD Ameritrade, Inc., member FINRA/SIPC/NFA. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. © 2012 TD Ameritrade IP Company, Inc. All rights reserved. Used with permission.

Access investor-focused materials to help educate your clients and prospects on the fiduciary model.

Leverage actionable guidebooks, academic white papers, and third-party resources to further develop your business.

Use these resources to show your clients the kind of service and support we endeavor to provide as your custodian.