• The information presented in this
publication does not consider your personal investment objectives or financial
situation; therefore, this publication
does not make personalized recommendations. This information should
not be construed as an offer to sell or
a solicitation to buy any security. The
investment strategies or the securities
may not be suitable for you. Any and all
opinions expressed in this publication
are subject to change without notice.
• Options transactions involve complex tax considerations that should be
carefully reviewed prior to entering
into any transaction.
• The risk of loss in trading securities,
options, futures, and forex can be
substantial. Clients must consider all
relevant risk factors, including their
own personal financial situations,
before trading. Options involve risk
and are not suitable for all investors.
See the Options Disclosure Document:
Characteristics and Risks of Standardized Options. A copy accompanies this
magazine if you have not previously
received one. Additional copies can be
obtained at tdameritrade.com or by
• Trading foreign exchange on margin
carries a high level of risk, as well as its
own unique risk factors. Before considering trading this product, please read
the Forex Risk Disclosure, available at
• Supporting documentation for any
claims, comparisons, statistics, or
other technical data will be supplied
• A forex dealer can be compensated
via commission and/or spread on forex
trades. TD Ameritrade is subsequently
compensated by the forex dealer.
• Futures and forex accounts are not
protected by the Securities Investor
Protection Corporation (SIPC).
• Futures, futures options, and
forex trading services provided by
TD Ameritrade Futures & Forex LLC.
Trading privileges subject to review and
approval. Not all clients will qualify.
Forex accounts are not available to
residents of Ohio or Arizona.
TD Ameritrade, Inc. Member SIPC
TD Ameritrade is a trademark jointly
owned by TD Ameritrade IP Company,
Inc. and The Toronto-Dominion Bank.
© 2017 TD Ameritrade IP Company,
Inc. All rights reserved. Used with permission. Product and company names
mentioned herein may be trademarks
and/or registered trademarks of their
• Investools Inc. and TD Ameritrade,
Inc. are separate but affiliated companies that are not responsible for each
other’s services or policies. Investools®
does not provide financial advice and is
not in the business of transacting trades.
Neither Investools nor its educational
subsidiaries nor any of their respective
officers, personnel, representatives,
agents or independent contractors are,
in such capacities, licensed financial ad-
visors, registered investment advisors,
or registered broker/dealers. Neither
Investools nor such educational subsid-
iaries provide investment or financial
advice or make investment recommen-
dations, nor are they in the business of
transacting trades, nor do they direct
client futures accounts nor give futures
trading advice tailored to any particu-
lar client’s situation. Nothing contained
in this communication constitutes a so-
licitation, recommendation, promotion,
endorsement or offer by Investools or
others described herein, of any particu-
lar security, transaction, or investment.
• Transaction costs (commissions and
other fees) are important factors and
should be considered when evaluating
any options trade. For simplicity,
the examples in these articles do
not include transaction costs. At
TD Ameritrade, the standard commission for online equity orders is $6.95;
online option orders are $6.95 + $0.75
per contract. Orders placed by other
means will have higher transaction
costs. Options exercises and assignments will incur a $19.99 commission.
• TD Ameritrade was ranked #1 overall
out of 16 online brokers evaluated in
the StockBrokers.com Online Broker
Review 2017. We also rated #1 in several categories, including “Offering
of Investments,” “Platform & Tools,”
“Customer Service,” “Education,”
“New Investors,” and “Mobile Trading.” Read the full article at www.
ASSISTAN T EDITOR
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