Your personalized Plan Forward Portfolio is opened and held at TD Ameritrade.
Intelligent investing at your fingertips.
We build and manage your custom diversified online investment portfolio.
Three easy steps to your custom portfolio:
1. Answer a few questions
You tell us your goals, risk tolerance, and investment horizon.
2. Open an account
Complete our simple, secure, and confidential account opening process.
3. Fund the account
Fund your account through easy account transfers or electronically through your bank.
We utilize passive investing methods that focus on long-term appreciation and remove many of the emotional discussions of investing.
Portfolios are diversified across multiple sectors and asset classes.
We actively rebalance your portfolios to ensure that your money is allocated efficiently according to your specific risk tolerance and goals.
Invest your savings
A savings account is good for emergencies and short-term financial goals. Placing your additional savings in an investment account allows you the potential to grow your wealth.
Plan for Retirement
Spending less money than you earn and investing the difference is the cornerstone for building retirement plans. If you can accomplish this early in life, you'll significantly increase the odds of reaching financial independence at a younger age.
Your Security Comes First
Account applications are verified and completed through Docusign. All funds are securely held at TD Ameritrade.
TD Ameritrade is a member of the Securities Investor Protection Corporation ("SIPC"), which protects customers up to $500,000 (including $250,000 for claims for cash). Explanatory brochure is available on request at www.sipc.org. SIPC insurance provides coverage due to a brokerage company's insolvency and does not protect against loss in market value of the securities.