• Online Brokerage Account / TD Ameritrade

    • Get online stock trading, investing, and an online broker
    • Offers many investment options including common stock, preferred stocks, bonds, mutual funds, exchange-traded funds (ETFs), options, and money market accounts
    • No minimum deposit to open an account and lower fees
    • Offer tax-loss harvesting and four trading platforms for beginners and veteran investors
    • Access to advanced mobile trading applications through phone, tablet, or Apple Watch
  • Digital Financial Assistant / Trim

    • Personal finance assistant communicates via text messages
    • Automates ways to save you money by analyzing accounts for recurring subscriptions
    • Cancels subscriptions, negotiate cable bills and finds better car insurance rates
    • Free basic service offering: spending analysis, recommendation, and cancellations
    • Upgraded pay-per-service offering: financial coaching, cable bill and credit card rate negotiations

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