TD AMERITRADE Self-Directed Brokerage Account
A self-directed brokerage account offered through TD AMERITRADE is available in addition to the investment options available to you through the SMART Plan. This option provides knowledgeable investors access to a wide array of open-end mutual funds. This is a Web-based feature only.
TD AMERITRADE (PDF) provides basic facts about the self-directed brokerage account option.
An investment in a Money Market Fund is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency. Although the fund seeks to preserve the value of your investment at $1.00 per share, it is possible to lose money by investing in the Fund.
Please consider the investment objectives, risks, fees and expenses carefully before investing. For this and other important information you may obtain mutual fund prospectuses and disclosure documents by going to Fund Fact Sheets. Read them carefully before investing.
1 The SMARTPath Fund allocations are based on an investment strategy based on risk and return. This is not intended as financial planning or investment advice.
2 Representatives of GWFS Equities, Inc. are not registered investment advisers, and cannot offer financial, legal or tax advice. Please consult with your financial planner, attorney and/or tax adviser as needed.
3 An index is not professionally managed, does not have a defined investment objective, and does not incur fees or expenses. Therefore, performance of an index fund will generally be less than its benchmark index. You cannot invest directly in an index.
4 A bond fund's yield, share price and total return change daily and are based on changes in interest rates, market conditions, economic and political news and the quality and maturity of its investments. In general, bond prices fall when interest rates rise and vice versa.
5 U.S. Treasury securities are guaranteed as to the timely payment of principal and interest if held to maturity. Fund shares are neither issued nor guaranteed by the US Government.
6 Equity securities of companies with relatively small market capitalization may be more volatile than securities of larger, more established companies.
7 Foreign investments involve special risks, including currency fluctuations and political developments.
8 Specialty funds invest in a limited number of companies and are generally non-diversified. As a result, changes in market value of a single issuer could cause greater volatility than with a more diversified fund |
