TD Ameritrade Institutional provides comprehensive brokerage and custody services to more than 4,000 fee-based, independent registered investment advisors (RIAs). They provide a robust offering of products, programs, and services designed to help advisors build their businesses and do the best possible job they can to help their clients with their financial goals.
Their powerful account management and trading platform, Veo®, is designed specifically for advisors and with feedback from advisors. For greater flexibility and control in running your business, Veo offers an open architecture and access to leading third-party solutions.
RedBlack Software has taken advantage of Veo open architecture to develop streamlined integration with Rebalance Express. Straight-through order processing, real-time data updates, and seamless sign-ons are just a few of the benefits added to Rebalance Express through Veo open architecture.
For more information visit www.tdainstitutional.com/openaccess
TD Ameritrade and RedBlack are separate, unaffiliated companies and are not responsible for each other’s policies and services. Access to Veo® and the services presented is provided solely as a service to financial advisors using the brokerage, execution and custody services of TD Ameritrade Institutional. TD Ameritrade is not responsible for third-party information or services, including market data provided by the exchanges. TD Ameritrade does not make recommendations or determine the suitability of any security or strategy. Past performance of a security or strategy does not guarantee future results. Third-party research and tools are obtained from companies not affiliated with TD Ameritrade, and are provided for informational purposes only. While the information is deemed reliable, TD Ameritrade does not guarantee its accuracy, completeness, or suitability for any purpose, and makes no warranties with respect to the results to be obtained from its use. Brokerage services provided by TD Ameritrade Institutional, Division of TD Ameritrade, Inc., member FINRA/SIPC/NFA. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and the Toronto-Dominion Bank. Used with permission.