1The experience described in this testimonial is not necessarily indicative of the results other investors may expect to achieve. Results may vary.
2Offer is valid wherein each Premier ticket holder will receive an education credit of $2,000 that can be used toward any education purchase, regardless of amount. This offer to provide Premier ticket holders education credits will be effective throughout the duration of the Investor Education Conference (August 28-30, 2017), and as such, will expire at 11:59 p.m. ET on August 30, 2017. All purchases of Investools from TD Ameritrade Holding Corp. products or services using education credits must be consummated by 11:59 p.m. ET August 30, 2017.
3Offer is valid for either 1) a qualifying deposit or external transfer into an existing TD Ameritrade account or an existing eligible accounts managed by TD Ameritrade Investment Management, LLC, with a minimum of $10,000 within 45 days of enrolling in an Investools education program OR 2) a new TD Ameritrade account opened and funded with a minimum of $10,000 or an eligible accounts managed by TD Ameritrade Investment Management, funded with a minimum of $25,000 within 45 days of enrolling in an Investools education program. If you have not yet enrolled in an education program, please call an Investools Education Counselor at 1-800-958-5950, and enroll by 12/31/2017 and fund within 45 days of enrolling in an Investools educations program. To register existing TD Ameritrade account or eligible accounts managed by TD Ameritrade Investment Management, for this offer, please contact your Financial Consultant. To open a new TD Ameritrade account, please go to www.tdameritrade.com/investoolsoffer. To open an account managed by TD Ameritrade Investment Management, please visit http://www.tdameritrade.com/planningretirement/portfolioguidance/overview.html. For every $10,000 that is agreed between the client and Investools to be deposited or transferred into your new or existing TD Ameritrade account or eligible account managed by TD Ameritrade Investment Management, Investools agrees to reduce the tuition cost of the selected Education Program by $50. TD Ameritrade will communicate to Investools, Inc. the date and amount of funding received. If TD Ameritrade account is not funded within 45 days from the date of enrollment, or if the account does not maintain the minimum agreed upon funding requirement for 12 months, Investools may at their discretion, charge the full amount of the education program selected. If the actual amount funded is less than the amount agreed upon, Investools may, at their discretion, adjust the charge to reflect a discount appropriate to the actual funding amount. Offer is not transferable and not valid with internal transfers, TD Ameritrade Institutional accounts, or with other offers.
4For CPE credit, there are no prerequisites or advanced preparation for this basic-level, self-study course. However, if you are new to investing, we do recommend taking the Stock Investing course to better understand the basics of trading.
Investools is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have the final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.
5Investools and the other third parties participating in the Las Vegas Investor Education Conference are separate, unaffiliated companies that are not responsible for each other’s services or policies. The materials, views, and opinions expressed in their presentations are solely those of the presenters and may not be reflective of those held by Investools Inc.
Advisory services are provided by TD Ameritrade Investment Management, LLC, (‘TD Ameritrade Investment Management’), a registered investment advisor. Brokerage services are provided by TD Ameritrade, Inc. TD Ameritrade Investment Management provides discretionary advisory services for a fee. Risks applicable to any portfolio are those associated with its underlying securities. For more information, please see the Disclosure Brochure (Form ADV Part 2A).
Clients who purchase Investools Investor Education Conference tickets on or before 03/04/17 will receive early ticket pricing: A qualified funding of at least $75,000 is eligible for a 50% discount on a Standard 2017 Investools Investor Education Conference ticket (no more than 50% of the Standard ticket price may be discounted through a qualified funding); a qualified funding of at least $400,000 is eligible for a 50% discount on a Premier 2017 Investools Investor Education Conference ticket; and a qualified funding of at least $800,000 is eligible for a 100% discount on a Premier 2017 Investools Investor Education Conference ticket. Early ticket pricing for the Investools Investor Education Conference tickets is valued at $749 for each Standard ticket and $3,999 for each Premier ticket. Clients who purchase Investools Investor Education Conference tickets on or after 03/05/2017 will receive regular ticket pricing: A qualified funding of at least $100,000 is eligible for a 50% discount on a Standard 2017 Investools Investor Education Conference ticket (no more than 50% of the Standard ticket price may be discounted through a qualified funding); a qualified funding of at least $500,000 is eligible for a 50% discount on a Premier 2017 Investools Investor Education Conference ticket; and a qualified funding of at least $1,000,000 is eligible for a 100% discount on a Premier 2017 Investools Investor Education Conference ticket. Regular ticket pricing for the Investools Investor Education Conference tickets is valued at $999 for each Standard ticket and $4,999 for each Premier ticket.
Upon purchasing a ticket to the Investools Investor Education Conference, clients will receive the appropriate discount. If the client does not make the agreed-upon deposit within 45 days of purchase of the conference ticket, the client’s ticket purchase will be canceled unless the client chooses to pay for the ticket(s) using another payment method.
External brokerage account transfers typically take 1-4 weeks to complete. However, this time frame is dependent on the brokerage firm involved in the transfer and may take longer. Taxes related to TD Ameritrade offers are the client’s responsibility. Promotional items and cash received during the calendar year will be included on the client’s consolidated Form 1099.
Offer can be combined with the Assets for Education Offer but is not valid with any other offer. Offer is not transferable and not valid for IRAs and other tax-exempt accounts or internal transfers. Offer is not valid for TD Ameritrade Institutional accounts. The qualifying TD Ameritrade account must remain open with minimum funding required for participation in the offer for 12 months, or the account may be charged for the cost of the full amount of the ticket(s). TD Ameritrade and Investools reserve the right to restrict or revoke this offer at any time. This is not an offer or solicitation in any jurisdiction where we are not authorized to do business.
Investools Inc. and TD Ameritrade, Inc. (member FINRA/SIPC), are separate but affiliated companies and are not responsible for each other’s services or policies. Investools Inc. and TD Ameritrade, Inc. are wholly owned subsidiaries of TD Ameritrade Holding Corporation.
Neither Investools Inc. nor any of its officers, employees, representatives, agents, or independent contractors are, in such capacities, licensed financial advisors, registered investment advisors, or registered broker-dealers. Investools Inc. does not provide investment or financial advice or make investment recommendations, nor does it direct client commodity accounts or give commodity trading advice tailored to any particular client’s situation. Nothing contained in this communication constitutes a solicitation, recommendation, promotion, endorsement, or offer by Investools Inc. of any particular security, transaction, or investment.
The risk of loss in trading securities, options, futures, and forex can be substantial. Customers 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.
Futures and futures options trading is speculative, and is not suitable for all investors. Please read the Risk Disclosure for Futures and Options prior to trading futures products.
Futures accounts are not protected by the Securities Investor Protection Corporation (SIPC).
The paperMoney application is for educational purposes only. Successful virtual trading during one time period does not guarantee successful investing of actual funds during a later time period as market conditions change continuously.
Clients who wish to cancel the purchase of Investor Education Conference tickets must do so no later than May 31, 2017, to receive a full refund of the ticket price. For cancellation requests received after May 31, 2017, and/or for clients who no-show for the conference, a refund is not available. For ticket purchases made on or after June 1, 2017, you may cancel the transaction, without penalty or obligation, within seven business days from the purchase date. To cancel the purchase of Investor Education Conference tickets, clients must contact Investools at 800–204–7143 between 9 a.m. and 7 p.m. ET. Any delays in or failure by the keynote speakers to address the Investor Education Conference are beyond Investools’ control and shall not negate the aforementioned cancellation policy.
IMPORTANT HOTEL CANCELLATION NOTE: If you do not cancel your guest room reservation via this registration website or by calling the Investools Conference Hotline at 800–326–7507 at least 7 days prior to your scheduled arrival, or if you no-show, your credit card will be charged for one night’s room and tax ($144 + applicable taxes) per cancellation policy. A charge will post on your credit card statement from “planitomaha inc.,” our conference planning group. Please note that this charge will not post directly from the MGM Grand Hotel. If you have any questions on the hotel reservation cancellation process, please contact us at 800–326–7507.
TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. © 2017 TD Ameritrade