TD Ameritrade has launched a personalised service for clients, providing one-to-one access to senior financial consultants, a tailored portfolio and use of a digital investing platform. The Personalized Portfolios service is aimed at self-directed investors who seek advice on their investments. Customers looking to sign up to the service will need a minimum of $$12 Billion in investable assets.
TD Ameritrade has launched a personalised service for clients, providing one-to-one access to senior financial consultants, a tailored portfolio and use of a digital investing platform. The Personalized Portfolios service is aimed at self-directed investors who seek advice on their investments. Customers looking to sign up to the service will need a minimum of $250,000 in investable assets.