Integrity. Determination. Cooperation.
At TD Ameritrade we promote the pursuit of Better – or continuous improvement. There’s always a more efficient, innovative or smarter way to do what we do, and we’re focused on finding it. We set the bar high – and then we try to jump over it.
Our vision is to be the Better investment firm for today’s investor.
Our values drive us forward.
To build client relationships, we must:
- Understand and address client needs
- Always ask, "How will this affect the client?"
- Listen to and act on client feedback
- Actively pursue opportunities to create a "Better" client experience
- Recognize how the quality of our work internally affects the quality of our clients' experience
- Create simple and personalized experiences that build advocates
We must constantly:
- Share information and keep each other informed
- Show mutual respect and genuine appreciation
- Clarify roles and expectations
- Hold each other accountable
- Motivate others to do their best
- Leverage the strengths of our partners
- Work across business lines to build "Better" experiences
We believe every Associate should:
- Treat others with courtesy, respect and professionalism
- Value diverse backgrounds, thoughts and ideas
- Inspire and encourage each other to reach our full potential
- Recognize exceptional performance and celebrate our successes
- Understand everything we do reflects on our brand and reputation
- Give our time and energy to strengthen our communities
Associates should always:
- Be honest, straightforward and responsible
- Provide the utmost security for clients
- Be accountable for our actions
- Have the courage to express alternative viewpoints in a professional and positive manner
- Keep confidential matters confidential
- Provide transparency and reliability for all client interactions
- Protect and conserve resources to sustain our environment
To succeed, we must:
- Anticipate what our clients value and need better than our competition
- Have a bias for action
- Solve problems creatively
- Apply new thinking, methods and tools to build solutions and seize opportunities
- Take intelligent risks in the best interests of our clients, building on what works and learning from what doesn't
- Always strive to find a better way to grow our business and build client advocacy