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Narr: If you’re like most people, you have financial goals and questions about how to reach them.
How much do I need to save?
Can I afford investment advice?
And where do I get started? Savings?
Investment advice?
Getting started?
Now, TD Wealth offers two easy, convenient and low-cost ways to invest in your future.
TD Wealth (logo)
Introducing TD Automated Investing and TD Automated Investing Plus.
Through these robo capabilities you can access one of TD’s professionally managed Strategic Portfolios, conveniently and affordably,through TD Automated Investing or through TD Automated Investing Plus which gives you access to a team of Personal Financial Advisors who can answer your investment questions and help you refine and develop your investment goals.
It’s easy to get started. Just tell us about your financial goals Checkboxes: Retirement, Home/housing, Major Purchase, College, Other goals your risk profile and tolerance for market fluctuations and your investment time horizon.
Then, we’ll take your goals, risk tolerance and time horizon and match your responses to one of seven Strategic Portfolios designed by TD Wealth’s investment professionals.
Summary of Holdings (TD Strategic Portfolios—Moderate)
Your portfolio will be composed of Exchange-Traded Funds, or ETFs, and/or Mutual Funds carefully selected by TD Wealth’s investment professionals.
You’ll have 24/7 access to your TD Automated Investing or TD Automated Investing Plus portfolio to see how you’re doing. And we’ll automatically monitor and rebalance your portfolio in line with your risk profile.
What do you get with TD Automated Investing Plus?
TD Automated Investing and TD Automated Investing Plus
You’ll get all the capabilities of TD Automated Investing plus access to a team of TD Personal Financial Advisors. A member of our TD Personal Financial Advisor team can answer important questions about your account, refine your investment goals and even prepare a personalized financial plan for you.
If you’re looking for an investment service that’s easy, smart, and affordable and matches your stated financial goals and risk profile. TD Automated Investing and TD Automated Investing Plus could be exactly what you need.
Ready to get started? td.com/td-auto-invest