TD Ameritrade

TD Ameritrade Institutional is a well-established provider of comprehensive brokerage and custody services. The company's advanced technology platform, coupled with personal support from its dedicated service teams, allows efficient and effective service. TD Ameritrade was listed by Forbes as one of America's best big companies.1

To better serve its rapidly expanding 401(k) client base, TD Ameritrade acquired Fiserv in 2008. With the acquisition of Fiserv Trust Company, TD Ameritrade Institutional, a division of TD Ameritrade, Inc., added significant growth to its 401(k) custody business. The acquisition of Fiserv increased the firm's institutional assets to more than $100 billion2 and provided significant infrastructure to make TD Ameritrade a leading provider of 401(k) plan custodian services. relative to the role of custodian.

1Source: The 400 Best Big Companies, – (2/20/2007)
2Source: TD AMERITRADE Closes Fiserv ISS Deal, - (2/4/2008)