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TD Ameritrade

From Bogleheads

TD Ameritrade is a large online broker that originated from the merger of Ameritrade Holding Corporation and TD Waterhouse USA. It was purchased by Schwab in 2020 and accounts will be migrated to Schwab in 2023.[1]

Boglehead-style investing at TD Ameritrade

The building blocks of Boglehead-style investing are low-expense-ratio index mutual funds and/or ETFs. Vanguard fans would suggest that Vanguard has the best and most complete lineup of such funds, and that the most convenient place to hold Vanguard mutual funds is directly at Vanguard. Thus, the Bogleheads forum and Wiki tends to be Vanguard-oriented.

But, investing according to the Boglehead philosophy certainly does not require you to invest at Vanguard nor use Vanguard products. Here are some notes on how to do it at TD Ameritrade.

Tools for Boglehead-style investing

TD Ameritrade has commission free ETFs and stock trades in addition to several no transaction fee mutual funds. Please see ETFs for Bogleheads for suggested funds.

Brokerage account

You can buy mutual funds from various fund families, ETFs, individual stocks, bonds, and brokered CDs all within the same TD Ameritrade brokerage account.

  • TD Ameritrade's full fee schedule is here.

See also

References

  1. "TD Ameritrade & Charles Schwab: What to Know". Retrieved March 9, 2023.