TD Ameritrade Portfolios

Are you on track toward your investing goal? Monitor your managed portfolio 24/7. See balances, performance, portfolio breakdown, and more. With simple charts and tables, it’s easy to take a closer look into your TD Ameritrade Investment Management portfolio and find out:

• How much is my portfolio worth? See your managed portfolio balance plus a consolidated view of the balances in all your TD Ameritrade accounts.

• How’s my portfolio doing? Select a timeframe and see a basic historical performance chart.

• Will I reach my target? View the percent probability that you will achieve the target you set for your portfolio. Compare it with your beginning balance to see how far you’ve come. Then, check out the future projections chart to see a range of potential outcomes.

• What’s in my portfolio anyway? View colorful charts that make it easy to understand your portfolio breakdown by holdings, asset classes, geographic regions, sectors, and types. Diversification has never been so easy to visualize.

• What else should I know? You can find out how to contact us if you need help. Also, from time to time, you’ll see notifications about your portfolio.And, of course, no app would be complete without the fine print. Peruse our Client Agreement, Disclosure Brochure, Privacy Policy, and End User License Agreement.