TD AMERITRADECorporate Services

IRA Rollover Services

What a difference a day makes.

With the TD AMERITRADE IRA rollover service, you've finally got the responsiveness you've been waiting for - with 24-hour account opening and round-the-clock Client Services availability. For you, this means getting what you need – when you need it – to make the best use of your and your employees' time. That's the TD AMERITRADE difference.

Technology that makes your life easier
The TD AMERITRADE rollover process uses time-saving technology for online account opening in just one business day. And once the account is open, employees are able to enjoy the full range of account features that address their own individual needs, including:

  • Overnight fund distribution, which allows investors to liquidate their investments and have the proceeds distributed and deposited in their TD AMERITRADE IRA the very next day
  • Stocks, bonds, mutual funds, Exchange Traded Funds (ETFs) and fixed income products
  • Standard accounts, IRAs and specialty accounts for both long-term investors and active traders
  • Low, flat-rate online commissions and no setup or annual IRA fees*
  • Access to more than 100 TD AMERITRADE branches nationwide
  • Asset Protection Guarantee — If a client loses cash or securities from their account due to unauthorized activity, we'll reimburse them for the cash or shares of securities lost. We're promising this protection, which adds to the provisions that already govern the account, in case unauthorized activity ever occurs and we determine it was through no fault of their own.

Convenience for you
We understand the demands on your time. That's why TD AMERITRADE offers employers the features they're looking for as well, including:

  • Deemed IRA (aka Sidecar IRA)
  • EGTRRA capabilities
  • Electronic bulk account opening

Make it work for you. Access in an instant, rollover in a day. Call 866-423-2683 to get started today.