TD AMERITRADE History

2006 - 2001 2000 - 1997 1996 - 1988 1987 - 1971
2006 April - TD AMERITRADE launches new value propositions.

January - Ameritrade shareholders approve the proposed acquisition of TD Waterhouse. The transaction closes, combining two complementary organizations to create TD AMERITRADE.

2005 September - Ameritrade appoints Jerry Bartlett as Chief Information Officer.

August - Ameritrade appoints Asiff Hirji as Chief Operating Officer.

June - Ameritrade announces it has entered into a definitive agreement to acquire TD Waterhouse.

May - Ameritrade celebrates 30 years of providing individual investors with the tools they need to pursue their financial goals.

March - Ameritrade, Inc. receives a four-star rating in the 2005 Barron's Review of Online Brokers for its Apex active trader program, finishing 2nd overall among browser-based brokers.

2004 October – Ameritrade completes the purchase of approximately 45,000 online retail accounts from JB Oxford & Company.

October – Ameritrade unveils Amerivest, a powerful new online advisory service for long term investors.

September – Ameritrade launches a new Web site experience offering brokerage clients customization, enhanced products, ease of use and an impressive package of risk managment tools.

September – Ameritrade launches new advertising campaign that emphasizes the edge the Company's brokerage subsidiary, Ameritrade, Inc., delivers through cost, execution quality, speed and an innovative suite of products and services.

May – Ameritrade recognized for excellence in client service and process management, based on the J.D. Power and Associates Call Center Certification Program.

February – Creation of the Office of the Chief Executive and the appointment of J. Peter Ricketts to the position of Chief Operating Officer.

February – Ameritrade completes the purchase of approximately 11,000 online retail accounts from BrokerageAmerica.

January – Completion of Bidwell & Company acquisition adds approximately 100,000 accounts and $5 billion in client assets.
2003 November – Agreement to acquire Bidwell & Company is announced.

October – “Good Idea, Bad Idea” advertising campaign is launched, portraying how flat pricing, fast executions and real-time information are benefits in the realm of independent investing.

October – BrokerageAmerica account acquisition is announced.

September – Client accounts reach 3 million.

August – Government Liaison function is added to executive management team.

July – Launched advertising campaign to highlight benefits of Ameritrade’s simple, inexpensive pricing.

June – Additional benefits extended to clients with informational Web cast series.

June – Completion of the Mydiscountbroker.com acquisition adds approximately 16,500 online retail accounts.

April – New advertising campaign breaks, emphasizing trade execution quality.

April – Michael Feigeles is appointed as executive vice president of special projects.

April – Ameritrade announces agreement to purchase the Mydiscountbroker.com accounts.

March – Chief Information Officer, Asiff Hirji joins Ameritrade from Bain & Company.

February – Switchers’ Reserve advertising campaign launches, announcing aid to investors frustrated by extra fees.
2002 October – The Ameritrade innovative new product suite and simplified $10.99 pricing goes into effect-which includes free Streamer for all clients and other features.

September – Merger approved by Ameritrade and Datek shareholders, merger closes, new board of directors formed and the new Ameritrade is created.

May – Ameritrade Connection introduced to further leverage the competitive advantages of the Company to its institutional clients.

April – Merger agreement with Datek Online Holdings Corp. is announced.
2001 November – Ameritrade Plus service platform begins operation, using most of NDB.com's features and investing tools with Ameritrade's state-of-the-art technology.

September – Ameritrade Pro begins service, advancing the company's segmentation strategy by offering professional and highly active traders direct-access software and fast, reliable tools to better meet their needs.

September – Completion of the acquisition of National Discount Brokers Corporation adds approximately 319,000 accounts and $6.3 billion in client assets.

July – Agreement to acquire National Discount Brokers Corporation is announced.

June – The largest company reorganization in the history of the company creates two principal business units, a Private Client division and an Institutional Client division.

February – TradeCast acquisition adds a business-to-business presence and strengthens Ameritrade’s offering for professional and highly active traders.

February – Ameritrade announces its first partnership with a plan provider that allows 401(k) participants the ability to invest in mutual funds, bonds and stocks through Ameritrade's self-directed online brokerage platform.