thinkMoney - Spring 2017

IMPORTANT INFORMATION YOU NEED TO KNOW

• 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 contacting us.

• 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 http://www.nfa.futures.org/NFA-investor-information/publication-library/forex.pdf.

• Supporting documentation for any claims, comparisons, statistics, or other technical data will be supplied upon request.

• 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 FINRA.

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 respective companies.

• 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 $9.99; online option orders are $9.99 + $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.stockbrokers. com/annual-broker-review.