Trust and Custody Services
Your clients put their financial future in your care. Put your service needs in ours.
Through TD AMERITRADE Trust Company (TDATC) - a wholly owned subsidiary of TD AMERITRADE Holding Corporation - we offer asset custody, trust and comprehensive back-office support services for a wide range of plan types, including:
- 401(k)s
- 403(b)s
- ESOPs
- 457 plans
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- Defined benefit plans
- Non-qualified plans
- Charitable trusts
- VEBAs
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A true partner
Through our commitment to personal service as well as our open architecture investment platform (fund universe), our goal is to be a true partner for our clients in the trust and custody business. We service institutional clients only, working strictly in the interests of our professional partners, including third-party administrators (TPAs), recordkeepers and investment advisors.
We currently work with over 80 independent firms located around the country and administer approximately 2,400 retirement and custodial plans with assets valued at over $11 billion.
Trust and Custody Services. Call 877-270-6892 today to take advantage of all TDATC offers.
TD AMERITRADE Trust Company is a non-depository trust company, acts as a custodian and/or directed trustee and is not a member of FINRA/SIPC. TD AMERITRADE Trust Company is a subsidiary of TD AMERITRADE Holding Corporation |
