August 1, 2014 - Advisors now have the option to custody their clients’ 3D TAMP accounts at TD Ameritrade under a transaction-based fee agreement or Schwab Institutional under an asset-based fee agreement.  Due to the transaction-based pricing, 3D account minimums at TD are $50,000. 

TD accounts will enjoy the same high level of TAMP service and can be aggregated with clients’ Schwab accounts into households for 3D fee billing and performance reporting.  Transaction fees for 3D accounts are $7.95/trade for stocks and ETFs, and $20/trade for mutual funds.  ETFs and mutual funds in TD’s commission-free program will be traded at no cost.   There are no minimum account fees for TD accounts and the following account features are free-of-charge:  checks & wires, IRA custody, transfer-on-death for taxable accounts, paper statements and ACH. 

3D and TD Ameritrade are also offering advisors and their clients some additional promotions. For accounts opened prior to:

  • December 31, 2014, there will be no transaction fees for the first 30 days after the account is opened; and,
  • September 30, 2014, transfer charges levied by the transferring custodian will be reimbursed to the client’s account.

For more information on 3D’s TAMP and TD Ameritrade accounts, contact 3D Sales at 860-291-1998 Option 2 or 3D Account Services at Option 3.