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January 12, 2007

Deal Provides New Benefits for Advisors Using Leading Rebalancing Solution

OMAHA, Neb., Jan. 12, 2007 - TD AMERITRADE, through its wholly owned subsidiary ThinkTech, Inc., has purchased iRebal, an industry-leading portfolio rebalancing program used by many top wealth managers.

The deal, which closed on Dec. 27, 2006, will provide additional benefits to independent Registered Investment Advisors who custody assets with TD AMERITRADE Institutional.1

Additionally, the iRebal product will have access to more capital and resources allowing it to further enhance and develop its offerings for all advisors. iRebal will continue to be available to all advisors regardless of where they custody their assets.

"iRebal is recognized for its ground-breaking research on new rebalancing methods and asset allocation practices," said Tom Bradley, president, TD AMERITRADE Institutional. "This furthers our strategy to acquire leading products and services that enhance our platform and benefit independent advisors."

iRebal, is a rule-based application that automatically generates trade recommendations for multiple-account level rebalancing and cash management. It was the first in the industry to provide a solution for family level rebalancing and has attracted more than $15 billion in assets.

iRebal allows advisors to:

  • Reduce operational costs and grow their practices without adding additional staff;
  • Bring consistency and operational efficiency across the firm; and
  • Potentially increase investment returns using its location and rebalancing research.

As a result of the acquisition, iRebal's founder, Gobind Daryanani, will join TD AMERITRADE. Daryanani is widely recognized for his pioneering research and his idea of "look frequently, trade less." He'll continue to oversee the development of iRebal and manage its marketing and sales.

"TD AMERITRADE Institutional and iRebal have historically shared the same conviction to act in the best interest of the independent advisors we serve - that's a big reason why this deal made sense," said Daryanani. "As a result, our clients can look forward to the continued evolution of the product knowing that our collective goals are aligned."

About TD AMERITRADE Holding Corporation

TD AMERITRADE Holding Corporation, through its brokerage subsidiaries,2 provides a dynamic balance of investment products and services that furthers the Independent Spirit of individual investors. The Company's full spectrum of services include a leading active trader program and long-term investor solutions, including a national branch system, as well as relationships with one of the largest networks of independent Registered Investment Advisors. The Company's common stock trades under the ticker symbol AMTD. For more information, please visit www.amtd.com.

1 TD AMERITRADE Institutional, Division of TD AMERITRADE, Inc., member NASD/SIPC.

2 TD AMERITRADE, Inc., member NASD/SIPC, receives clearing and custodial services from Ameritrade, Inc., member NASD/SIPC, and National Investor Services Corporation (NISC), member NASD/SIPC. TD AMERITRADE, Ameritrade and NISC are subsidiaries of TD AMERITRADE Holding Corporation.

At the Company:
For Media:	
Diana DeSocio	
Corporate Communications	
(201) 369-8603

For Investors:
Tim Nowell	
Investor Relations		
(402) 597-8440
Categories: Press Releases
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