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Corporate Headquarters
800-237-8692
200 South 108th Avenue
Omaha, NE 68154

All Contacts

Client Services
800-669-3900
clientservices@tdameritrade.com


All Contacts

Client Services
800-669-3900
clientservices@tdameritrade.com


All Contacts

AMTD: 42.91 +0.62 +1.47% Volume: 253,262 Jun 28, 17 09:48

Research & Story Ideas

Every number has a story behind it.

Our research studies and behavioral indexes get the heart of why today’s investors and independent registered investment advisors do what they do.

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The Investor Movement Index℠ (IMX℠)

A monthly, proprietary index that tracks the behavior of millions of investors and, over time, can suggest whether investors were bullish or bearish in the positioning of their portfolios.

The Investor Movement Index℠ (IMX℠)

March 6, 2017 TD Ameritrade Investor Movement Index: IMX Breaks Above 6.0 For First Time, A Historic All-Time High
Optimistic investors are net buyers as indices reach new record highs TD Ameritrade, Inc. (“TD Ameritrade”), a broker-dealer subsidiary of TD...
February 6, 2017 TD Ameritrade Investor Movement Index: D.C. & the Dow Drove Activity in January
Retail investors were net buyers amid inauguration & index highs TD Ameritrade, Inc. (“TD Ameritrade”), a broker-dealer subsidiary of TD...

Investor Sentiment Surveys

Quarterly surveys of random samples of American investors tracking what they are saying about the markets, the economy and more.

March 6, 2017 Investor Pulse Survey
TD Ameritrade's latest Investor Pulse Survey looks into investors' tax return preparation, as well as their attitudes towards receiving raises and...
December 5, 2016 Investing During the Holidays
TD Ameritrade's latest Investor Pulse Survey looks at investors' thoughts on their year-end financial to-do's and holiday budgets. Infographic...
September 26, 2016 Investor Pulse Survey
TD Ameritrade's latest Investor Pulse Survey looks at investors' thoughts on financial education, monthly budgets and spending in the retirement...
January 29, 2016 2015 Millennial Trading Trends
TD Ameritrade looks at the trading trends of Millennials and found that they are trading on mobile than any other platform or generation. Check out...
February 6, 2014 TD Ameritrade Q1 2014 Investor Sentiment Survey
Active investors, Men, Gen Y/Z Investors and TD Ameritrade clients tended to be more bullish than other investors.  And in terms of the...
January 14, 2014 Financial Review & Outlook Survey
The immediate financial impact of the Great Recession on investor behavior is becoming a thing of the past as investors get back on track with their...
January 9, 2014 Investors Reflect on 2013
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January 8, 2014 December 2013 Investor Movement Index
TD Ameritrade's Investor Movement Index SM climbed to the highest reading in its four-year history as equity markets pushed to new record levels. The...
December 3, 2013 TD Ameritrade Q4 2013 Investor Sentiment Survey
Retail investors remain confident in their own investment decisions despite a bearish outlook on the U.S. economy. Download Full Report...
August 9, 2013 TD Ameritrade Q3 2013 Investor Sentiment Survey
Retail investors are beginning to take a more neutral stance on the U.S. economy. Meanwhile, the majority of investors remain confident in their own...
May 13, 2013 TD Ameritrade Q2 2013 Investor Sentiment Survey
While sentiment has been improving, many investors who have been on the sidelines remain there. However, the youngest investors – Generations Y and Z...
January 31, 2013 TD Ameritrade Q1 2013 Investor Sentiment Survey
Macro-economic factors and the state of the country’s balance sheet continue to weigh on the minds of retail investors, although younger investors...
October 25, 2012 TD Ameritrade Q4 2012 Investor Sentiment Survey
The economy, market performance and fiscal spending are the issues weighing the heaviest on retail investors’ confidence in the stock market today,...
August 15, 2012 TD Ameritrade Q3 2012 Investor Sentiment Survey
Looking ahead to the next three months, 47 percent of investors said their outlook for investing conditions in the U.S. stock market is "optimistic,"...

Personal Finance Trends

In-depth studies that explore concepts in personal finance including generational differences and expectations for money management, the greatest regrets of retirees, profiles of the next generation of investors – and more.

May 11, 2017 Young Money Survey
This survey examines the financial habits and attitudes of both young millennials and teens. The survey finds that, on average, young millennials see...
January 25, 2017 2016 Trading Trends
TD Ameritrade looks back at the year in trading, along with some of the year's trends and biggest trading events. Check out the rest of the findings...
January 19, 2017 Millennial Parents Survey
This survey examines the financial habits and attitudes of millennial parents, taking into account the support they receive from their own parents....
September 9, 2016 Goal Planning Survey
People who have a savings plan with specific goals are more likely to make progress toward fulfilling their savings or investing targets, according...
August 15, 2016 Millennials and Money Survey
The TD Ameritrade Millennials and Money Survey reveals Millennials may have more in common with their depression-era counterparts than their Boomer...
August 1, 2016 Sports and Parents Survey
TD Ameritrade's 2016 Sports and Parents survey reveals sports parents are invested in helping kids achieve athletic aspirations, yet often sideline...
November 4, 2015 2015 Self-Employed Survey
TD Ameritrade's 2015 Self-Employed Survey suggests five million self-employed baby boomers are short $335,000 individually – $1.7 trillion...
August 4, 2015 Financial Support Survey
One-fifth of Americans are financial supporters to one or more family members. Whether it's helping adult kids or caring for aging parents,...
February 17, 2015 Financial Disruptions Survey
66 percent of Americans have experienced a disruption to their long-term and retirement savings plans. Whether it's the loss of employment, major...
September 11, 2014 Generation Z and Money Survey
With the first wave easing into financial independence, those in Gen Z are growing more concerned about waning Social Security and graduating with...
February 20, 2014 Tax Time Survey
Many Americans plan to act responsibly when it comes to the money they receive from income tax refunds, according to a recent survey . Nearly half...
November 26, 2013 2013 Self-Employed Survey
Being self-employed means more control over your working life, but it also means taking the reins on your retirement planning. While the...
September 5, 2013 2nd Annual Generation Z Survey
One year closer to financial independence and we find Gen Z growing more concerned about the job market, among other economic and financial issues....
May 20, 2013 Planning & Saving for Summer Vacation
The weather is getting warmer, school is winding down, and that means one thing: It's time for summer vacation. But, amidst continued economic...
March 7, 2013 Marriage & Money Survey
As couples wait until later in life to get married, joining finances is no longer as simple as it once was. TD Ameritrade and LearnVest teamed up to...
February 12, 2013 Americans Want the Government to Spend Their Tax Dollars on Affordable Health Care and Job Creation
If Americans could choose how the U.S. government spends their tax dollars, they'd designate affordable health care (38%) and job creation (36%) as...
February 6, 2013 Americans Plan To Save, Not Spend, Tax Refunds
Nearly half (47%) of Americans expect to receive an income tax refund in 2013. Among them, 47 percent plan to save their refund money and 44 percent...
December 13, 2012 Boomers & Retirement: Separating the Prepared from the Unprepared
When it comes to Boomers, what factors have the biggest impact on retirement readiness? Is good financial discipline enough, or do external factors...
December 11, 2012 2013 Goals & Outlook
While 2012 was a tough financial year, many Americans feel optimistic that 2013 will be brighter both personally and economically. In fact, 43...
November 14, 2012 International TD Women Investor Poll
The majority of self-directed women investors feel they’ve been successful at closely matching or outperforming the markets over the last two years,...
July 25, 2012 U.S. Olympic Athlete Survey-Athletic vs. Fiscal Discipline
For U.S. Olympians, athletic excellence is a way of life. But does that same mindset apply when it comes to their finances? A new survey of U.S....
June 20, 2012 Generation Z - A Closer Look at the Next Generation of Investors
For many, Generation Z may seem too young to be thinking about their financial futures. However, a new survey by TD Ameritrade Holding Corporation...
June 13, 2012 The Retirement Reformation
When it comes to the idea of retirement, a lot has changed over the past few decades. The latest Investor Index survey from TD Ameritrade Holding...
May 9, 2012 Couples & Money Survey: When Tying the Knot, Many Disregard Partner's Financial Hiccups
Bad credit, mortgage foreclosure and bankruptcy may seem like obvious nuptial deal breakers, but according to TD Ameritrade's "Couples & Money"...
December 20, 2011 Working Americans and Retirement
A new survey of working Americans from TD Ameritrade Holding Corporation (NYSE: AMTD) has found that members of Generation X and Y appear to have...
November 15, 2011 Separating Financial "Doers" from "Dreamers"
Does the environment in which you were raised, your family dynamic or the society in which you live impact how responsible you are financially? What...
June 8, 2011 Redefining the Nest Egg
The Great Recession has impacted how people manage their financial lives - especially how they plan and save for retirement. The consequences of...
February 14, 2011 Financial Education & the Generations
TD Ameritrade Holding Corporation Investor INDEX survey uncovering sentiments, preferences and behaviors of investors across the generations. Younger...

RIA Sentiment & Trends

Quarterly surveys that reveal top business concerns and considerations for independent registered investment advisors.

January 13, 2016 RIA Sentiment Survey
Registered Investment Advisors begin 2016 with strong business momentum, as they are preparing their firms for continued growth. Check out what's on...
December 8, 2015 2015 Plan Sponsor Sentiment Survey
Compared to other plan advisors, registered investment advisors offer more investment advice to participants, more support and more education to plan...
January 30, 2014 With Economic Optimism at a Five-Year High, RIAs Get Set to Grow in 2014
New TD Ameritrade Institutional Advisor Index Study finds regulatory issues top list of concerns, while client referrals and technology offer best...
January 27, 2014 TD Ameritrade Institutional Advisor Survey: RIAs See Opportunity in Retirement Plan Market but Want Guidance Navigating a More Complex Business
Advisors want to know more about forming key partnerships, additional regulation Most registered investment advisors (“RIAs”) agree the U.S....
January 27, 2014 TD Ameritrade Institutional Advisor Survey
Registered Investment Advisors share views on the U.S. Retirement Plan Advice Market

Download Full Report
...
March 11, 2013 TD Ameritrade Institutional Advisor Index Survey
Advisory firms are gearing up for growth in 2013. According to the latest TD Ameritrade Institutional Advisor Index survey of 502 independent...
October 17, 2011 TD Ameritrade Institutional Advisor Index Survey: Fiduciary Duty Tops Reasons Clients Choose an RIA
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TD Ameritrade Institutional Advisor Index Survey: Fiduciary Duty Tops Reasons Clients Choose an RIA...

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