Go Independent

You've Built Your Book. Let TD AMERITRADE Institutional Help Build Your Business.

The Resources You Need When You Need Them

Becoming an Independent Registered Investment Advisor (RIA) is something every Advisor considers at some point in their career. At TD AMERITRADE Institutional, we understand that change can be daunting. That is why we developed a program specifically designed to help you with the decision to go independent and then to help you make the transition.

While making the transition to independence can be rewarding, it can also be a complex process. We're not just going to point you in the right direction - we're going to help you get there. We have the people, the resources and the tools you need to help you reach your goal.

Find out more about how TD AMERITRADE Institutional can help you make a smooth transition to becoming an Independent RIA with our:

Experienced team members who understand the business needs of Independent RIAs - including technology and practice management. They will assist you in determining your technology needs, help set up your office, and train your staff in how to work efficiently with TD AMERITRADE. More…

For qualified advisors, this group of knowledgeable associates will oversee every aspect of your transfer, making it as quick, smooth and hassle-free as possible. More…

Resources that can help you plan your transition from start to finish. More…

These hour-long sessions are designed to walk you through many of the steps you may need to take to go independent and to answer any questions you may have. The sessions also offer an opportunity to hear from your peers and speak with experts in a completely confidential setting.