September 25, 2016 10:44 AM ET

Capital Markets

Company Overview of TD Ameritrade Institutional, Inc.

Company Overview

TD Ameritrade Institutional, Inc. provides brokerage and custody services to registered investment advisors and investors. It offers retirement plan solutions, including trust and custody services; and RIAConnect program. TD Ameritrade Institutional, Inc. has strategic alliances with Succession Link; and National Advisors Trust Company, FSB. The company is based in Omaha, Nebraska. TD Ameritrade Institutional, Inc. operates as a subsidiary of TD Ameritrade, Inc.

4211 South 102nd Street

Omaha, NE 68127

United States





Key Executives for TD Ameritrade Institutional, Inc.

Age: 44
President of TD Ameritrade Trust Company
Managing Director of Institutional Sales
Managing Director of Product Management
Managing Director of Institutional Brokerage Services
Compensation as of Fiscal Year 2016.

TD Ameritrade Institutional, Inc. Key Developments

TD Ameritrade Institutional, Inc. Presents at Morningstar Investment Conference, Jun-24-2015 11:00 AM

TD Ameritrade Institutional, Inc. Presents at Morningstar Investment Conference, Jun-24-2015 11:00 AM. Venue: McCormick Place, 2301 South Lake Shore Drive, Chicago, IL 60616, United States. Speakers: Christopher Valleley.

TD Ameritrade Institutional, Inc. Introduces Veo One, the Next Generation Advisor Technology Platform

TD Ameritrade Institutional, Inc. announced that it taking advisor technology to the next level with Veo One, an intelligent, intuitive platform designed to help investment advisors access and manage all their tools and applications from one platform. If Veo Open Access forms the infrastructure of an advanced technology community, then Veo One is like the key to the city. Advisors with Veo One will be able to bring their existing Veo Integrated applications onto a single platform, gaining a complete view of their clients and their firms. Veo One can make advisors more efficient by completing account opening, billing, trading, cash management and other workflows with fewer clicks. The platform applies user's preferences and adapts to each user's role at the firm delivering the information they need. Throughout this year, and continually thereafter, TD Ameritrade will add more technology providers and onboard additional advisors. By the end of 2015, advisors using Veo One also will have access to Advent's Black DiamondSMplatform, eMoney Advisor, Finance Logix, Junxure, Laserfiche, Morningstar and The Veo One platform will serve as the launch pad for an advisor's Veo Integrated applications, from CRM and account opening to financial planning, portfolio management and rebalancing. With multiple data streams flowing through Veo One, advisors can sign in once and navigate easily in and out of different applications, all while keeping client information in context when a user clicks over to a new application, they are taken to the same client record they had been viewing. Veo One enables advisors to update information in one program and then see those changes made automatically in its other integrated systems. Likewise, the platform collects an investor's information from different Veo Integrated applications onto one â Client View screen. It all adds up to saving time. Veo One features responsive design, which means it can be accessed through desktop computers as well as through mobile devices. The platform is also responsive to the habits and preferences of its users, analyzing activity patterns and then, like many popular online retailers, displaying more relevant information to that user. When opening a new client account, for example, the platform can display next steps and require fewer clicks.

TD Ameritrade Institutional, Inc. and National Advisors Trust Company, FSB Form Strategic Alliance to Offer Trust Services for RIAs

TD Ameritrade Institutional1 has formed a strategic alliance with National Advisors Trust Company, FSB to create Advisors Private Wealth Trust (APWT), a corporate trustee offering exclusive to RIAs that custody assets with TD Ameritrade Institutional. These services are available now. This strategic alliance combines the reach of TD Ameritrade Institutional and NATC. APWT will serve as TD Ameritrade Institutional's corporate trustee solution, one that is integrated with TD Ameritrade Institutional in terms of client service and technology. Advisors Private Wealth Trust offers advisors a conflict-free way to access corporate trustee services, with custody of the assets remaining at TD Ameritrade Institutional. Beyond competitive pricing, advisors receive ongoing support from TD Ameritrade Institutional as well as dedicated trust officers to help establish trust accounts and provide administrative services. By offering trustee services through Advisors Private Wealth Trust, advisors can ensure their clients’ trusts receive independent, impartial oversight from a committed, dedicated trustee, all while continuing to manage the assets. Clients can be assured their trusts will receive professional fiduciary oversight, a duty that family or friends may not always be equipped to handle, and that they can still work with their advisor to manage the assets. Advisors can take the opportunity to review any trusts they manage and now can provide another option for clients to appoint an RIA-friendly successor trustee, such as Advisors Private Wealth Trust, helping increase the likelihood they will retain assets when the current trustee dies or becomes incapacitated. If the successor is an unaffiliated financial institution, such as a big bank, advisors risk seeing those assets walk out the door.

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