Carefully consider the investment objectives, risks, charges, and expenses involved before investing. A
prospectus, obtained by calling 800-669-3900, contains this and other information about an investment
company. Read carefully before investing.
1. Offer valid for one new Individual, Joint, IRA account or a new account using the Amerivest service. New accounts funded with $2,000 or more are eligible for free trades. Accounts using the Amerivest service require a minimum funding of $25,000 and are not eligible to receive the free trades. Once the new account using the Amerivest service is opened, please contact Amerivest at 888-310-7921 to have your account registered for the offer. TD Ameritrade accounts must be registered for the offer by 4/30/15 (this date is dynamic) and funded within 180 days. To receive $50 bonus, account must be funded with $10,000 or more within 180 days of account opening. To receive the $200 bonus, account must be funded with $50,000 or more within 180 days of account opening. To receive the $500 bonus, account must be funded with $100,000 or more within 180 days of account opening. To receive the $1,000 bonus, account must be funded with $250,000 or more within 180 days of account opening. To receive the $1,500 bonus, account must be funded with $500,000 or more within 180 days of account opening. Transfer fee refund of $150 requires a $10,000 transfer within 180 days of account opening. Please allow 3-4 weeks from account funding for the cash bonus and/or transfer fee rebate to post to your account. Offer is not transferable and not valid with internal transfers, TD Ameritrade Institutional accounts, or with other offers. Qualified commission-free Internet equity, ETF or options orders will be limited to a maximum of 500 and must execute within 60 days of new account funding. Contract, exercise, and assignment fees still apply. Limit one offer per client. Account value of the qualifying account must remain equal to, or greater than, the value after the net deposit was made (minus any losses due to trading or market volatility or margin debit balances) for 12 months, or TD Ameritrade may charge the account for the cost of the offer at its sole discretion. TD Ameritrade reserves the right to restrict or revoke this offer at any time. This is not an offer or solicitation in any jurisdiction where we are not authorized to do business. Taxes related to TD Ameritrade offers are your responsibility. Promotional items and cash received during the calendar year will be included on your consolidated Form 1099. Please consult a legal or tax advisor for the most recent changes to the U.S. tax code and for rollover eligibility rules. New Account offer code: 715.
Taxes related to TD Ameritrade offers are your responsibility. Promotional items and cash received during the calendar year will be included in your consolidated Form 1099. Please consult a legal or tax advisor for the most recent changes to the U.S. tax code and for rollover eligibility rules.
2. The Premier List represents what Morningstar believes to be the 'best-in-class' and 'top picks' funds in each category, from the universe of no-load funds with minimums less than $10,000 and open to new investors available on TD Ameritrade's platform.
Mutual funds are subject to market, exchange rate, political, credit,interest rate and prepayment risks, which vary depending on the type of mutual fund.
Morningstar Associates, LLC ("Morningstar Associates") is a registered investment advisor and wholly owned subsidiary of Morningstar, Inc. Morningstar Associates provides consulting services to Amerivest Investment Management, LLC ("Amerivest") by providing recommendations to Amerivest regarding asset allocation targets and selection of securities appropriate for the Amerivest Portfolios; however, Amerivest retains the discretion to accept, modify or reject Morningstar Associates' recommendations. Morningstar Associates selects securities for the Amerivest portfolios from the universe of investments made available through TD Ameritrade. In performing its services, Morningstar Associates may engage the services of its affiliate, Morningstar Investment Services, Inc. ("MIS"), a registered investment advisor and wholly owned subsidiary of Morningstar, Inc. Neither Morningstar Associates nor MIS is acting in the capacity of advisor to Amerivest's clients. Asset Allocation target allocations are subject to change without notice. Morningstar Associates establishes the allocations using its proprietary asset classifications. If alternative classification methods are used, the allocations may not meet the asset allocation targets. The Morningstar name and logo are registered marks of Morningstar, Inc. Morningstar Associates is not affiliated with Amerivest or TD Ameritrade.
Maximum contribution limits cannot be exceeded.
3. To trade commission-free ETFs, you must be enrolled in the program. If you sell an eligible ETF within 30 days of it being purchased commission-free, a short-term trading fee will apply.
ETFs can entail risks similar to direct stock ownership, including market, sector, or industry risks. Some ETFs may involve international risk, currency risk, commodity risk, and interest rate risk. Trading prices may not reflect the net asset value of the underlying securities. Commission fees typically apply.
4. Before investing in an Amerivest portfolio, be sure to carefully consider the underlying funds� objectives, risks, charges, and expenses. For a prospectus containing this and other important information about each fund, contact an Amerivest Specialist at 888-310-7921.Please read the prospectus carefully before investing.
There is no assurance that the investment process will consistently lead to successful investing. Asset allocation and diversification do not eliminate the risk of experiencing investment losses.
Amerivest Portfolios is an investment advisory service of Amerivest Investment Management, LLC (Amerivest), a registered investment advisor. Brokerage services provided by TD Ameritrade, Inc. Amerivest Investment Management, LLC and TD Ameritrade, Inc. are both wholly owned subsidiaries of TD Ameritrade Holding Corporation. Amerivest is a trademark of TD Ameritrade IP Company, Inc. Amerivest provides nondiscretionary and discretionary advisory services for a fee. Risks
applicable to any portfolio are those associated with its underlying securities. For more information, please see the Amerivest Disclosure Brochure (ADV Part 2) http://www.tdameritrade.com/forms/TDA4855.pdf
TD Ameritrade, Inc. and TD Bank, N.A. are affiliated through their parent companies.
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