TD Ameritrade Expands Fixed Income Platform

Firm offers retail investors and independent registered investment advisors access to new issue municipal market through M.R. Beal

OMAHA, Neb.--(BUSINESS WIRE)-- TD Ameritrade, Inc., a brokerage subsidiary of TD Ameritrade Holding Corporation (NASDAQ:AMTD) is expanding its offering of fixed income securities to include new issue municipal bonds underwritten by M. R. Beal, a leading municipal underwriter and one of the nation's oldest minority-owned investment banks. Through this strategic alliance, retail investors and independent registered investment advisors (RIAs) on the TD Ameritrade platform, will now have access to hundreds of new issue municipal bond deals M.R. Beal brings to market each year.

"Fixed income is a growing and important market as aging Americans look for a steady income stream, portfolio diversification and tax efficiency," said Peter Sidebottom, executive vice president, product and marketing, TD Ameritrade. "The agreement with M.R. Beal marks a significant expansion of our new issue municipal bond offering and solidifies our commitment to offer investors, RIAs and their clients a broad range of fixed income securities."

"Working with TD Ameritrade, we can provide a mutual benefit to municipal issuers and TD Ameritrade clients," said Bernard B. Beal, chief executive officer, M. R. Beal. "Municipalities gain access to a national network of retail investors and RIAs, while investors and independent advisors can benefit from the potential cost-savings of buying bonds directly from municipal issuers."

TD Ameritrade's comprehensive fixed income platform offers investors and RIAs access to FDIC insured Certificates of Deposit (CDs), Treasury, Agency, Corporate and Municipal bonds, Structured Products and Unit Investment Trusts. Investors have access to powerful online tools and calculators for researching thousands of bonds and CDs offered from more than 200 dealers.

Whether they prefer to go online, visit a branch or call, TD Ameritrade clients have any-time, any-how access to a variety of fixed income resources, including:

• Fixed Income Specialists - For one-on-one guidance with bonds, CDs and investment strategies such as bond laddering, clients can consult directly with dedicated, experienced professionals who understand the fixed income markets and each clients' unique needs.
• Tools & Calculators - Bond Wizard, Taxable Equivalent Yield Calculator, and Quick Search help investors and advisors easily search for bonds and CDs, find readymade bond ladders, build their own bond ladder, calculate taxable equivalent yields, and more. Additionally, third-party research is available to help clients understand the fixed income markets and evaluate investment options.
• New Issue Center - TD Ameritrade retail clients can view offerings available for sale, including M.R. Beal new issue municipal bonds, through TD Ameritrade's online New Issue Center. RIAs can contact a Fixed Income Specialist at 800-355-2297 to access new issues.

For more information:

Clients can consult with a Fixed Income Specialist at 800-454-9272 or log on to their account at www.tdameritrade.com. RIAs can call 800-355-2297 to speak to a Fixed Income Specialist on the TD Ameritrade Institutional Fixed Income Desk.

Fixed-income investments are subject to various risks including changes in interest rates, credit quality, market valuations, liquidity, prepayments, early redemption, corporate events, tax ramifications and other factors.

Investments in municipal bonds are subject to market risk and interest rate risk. May also be subject to special tax liabilities such and state and local taxes and/or the Alternative Minimum Tax.

Diversification does not guarantee against loss.

TD Ameritrade does not provide tax advice. We suggest that you seek the advice of a tax-planning professional with regard to your personal circumstances.

AMTD-G

About TD Ameritrade Holding Corporation

TD Ameritrade Holding Corporation (NASDAQ:AMTD), through its brokerage subsidiaries,⁽¹⁾ combines innovative trading technology, easy-to-use-and-understand trading tools, investment services, investor education and superior client service to create a market-leading financial services experience. Now home to the award-winning thinkorswim trading technology⁽²⁾ and the Investools investor education program, TD Ameritrade provides millions of retail investors, traders and independent registered investment advisors with the tools, service and support they need to help build confidence in today's rapidly changing market environment. For more information and resources for journalists, please visit the TD Ameritrade newsroom at www.amtd.com.

⁽¹⁾TD Ameritrade, Inc., member FINRA (www.FINRA.org)/SIPC (www.SIPC.org)/NFA (www.nfa.futures.org), and TD Ameritrade Clearing, Inc., member FINRA/SIPC.

⁽²⁾thinkorswim, prior to joining TD Ameritrade, earned 4.9 stars, the top score, in the category "Trading Technology", and was rated #1 overall online broker in Barron's ranking of online brokers, 3/15/2010. thinkorswim was evaluated versus others in eight total categories, including trade experience, trading technology, usability, range of offerings, research amenities, portfolio analysis and reporting, customer service and education and costs. thinkorswim topped the list in 2006, 2007, 2009, and 2010 with the highest weighted-average score. Barron's is a registered trademark of Dow Jones & Company © 2006-2010.

About M.R. Beal

Founded in 1988, M.R. Beal is a leading investment bank specializing in municipal and corporate finance, taxable and tax-exempt fixed income sales and trading, and equity sales and trading. Based in New York, the firm participated in $45.4 billion of municipal underwritings in 2009 and continues to rank among the top 20 underwriters of municipal securities worldwide.

M. R. Beal & Company is one of the nation's oldest and most established minority-owned investment banking firms. The firm has participated in nine of the 11 largest IPO's in history, representing an equity volume exceeding $21 billion to date. M.R. Beal's institutional clients include a wide array of leading U.S. corporations, as well as state and local government and not-for-profit entities. In addition to its New York headquarters, M.R. Beal also has offices in Chicago, Sacramento and Dallas.

TD Ameritrade, Inc.
Kristin Petrick, 402-574-6569 (Media)
Communications & Public Affairs
kristin.petrick@tdameritrade.com

Source: TD Ameritrade, Inc.

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