TD Ameritrade
TD Ameritrade has been a leader in bringing Wall Street to millions of investors. While our clients are free to choose their Custodian/ Brokerage firms, we recommend TD Ameritrade Institutional, the institutional client division of TD Ameritrade, Inc. (TDA). Some of their benefits include:

• Investment variety: Access to one of the broadest collections of investment vehicles in the industry
• Low trading commission costs
• Commitment to seek the best execution for all trades
• Trade confirmations and account statements
• Convenient online access
• Electronic funding and withdrawal options
• Online applications and specialized software that make administrative tasks easier, both for us and our clients
• Dedicated client services and support that frees up more time for us to dedicate to investment activities and client service functions
• Account protection: With TDA, accounts are protected by the Securities Investor Protection Corporation (SIPC; www.sipc.org). SIPC protects securities in an account up to USD 500,000, of which $100,000 may be applied to cash. Up to an aggregate of USD 250 million of additional securities protection, of which USD 900,000 may be applied to cash, is provided by London insurers, also limited to a combined return to any client from a Trustee, SIPC, and London of USD 150 million. This coverage provides you protection against brokerage insolvency and does not protect against loss in market value of securities.

Please note that Ceera does not receive any compensation from TDA.

eWebPortfolio, LLC
eWebPortfolio, LLC is a software and service provider that offers a secure web-based portfolio management system. eWebPortfolio’s client link solution allows us to give our clients secure access to their individual portfolio(s) and selected reports ensuring that our clients have quick and easy access to up to date information on their portfolios.

This facility is only available to clients that use TDA as their Custodian/Broker.