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Credit Ratings

Moody's A2
S&P A

Independent Accountants

Ernst & Young LLP
5 Times Square
New York, NY 10036

Transfer Agent

Computershare
Phone 877-889-1984
Email: www-us.computershare.com/investor/Contact/Enquiry
Website: www-us.computershare.com/Investor

Shareholder Inquiries

Send shareholder inquiries to:
Computershare
PO Box 505000
Louisville, KY 40233

Transfer of Shares and Change
of Address

Send certificates for transfer and address changes to:
Computershare
250 Royall Street
Canton, MA 02021

CUSIP Number

TD Ameritrade Holding Corp.
87236Y108

FAQ

When does TD Ameritrade start its fiscal year?

It starts on October 1 and runs through September 30 each year.

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When does TD Ameritrade release its quarterly earnings?

We release quarterly earnings in January (Fiscal Q1), April (Fiscal Q2), July (Fiscal Q3), and October (Fiscal Q4), typically on the fourth Tuesday of the month. Specific dates and times are announced two weeks before each earnings release.

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When did TD Ameritrade go public?

We launched our Initial Public Offering (IPO) in March 1997.

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Does TD Ameritrade issue a quarterly or recurring dividend?

On April 23, 2019, we declared a $0.30 per share quarterly cash dividend, payable on May 21, 2019, to all holders of record of common stock as of May 7, 2019.

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Has TD Ameritrade ever issued a special dividend?

We've issued special cash dividends in the past as follows:

  • $6 per share in January 2006 when we closed on the acquisition of TD Waterhouse
  • $0.50 per share in December 2012
  • $0.50 per share in December 2013

Special dividends remain one of many options that our Senior Operating Committee and Board of Directors regularly consider when determining how to deploy capital for the benefit of our shareholders.

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How can I request a copy of your annual report?

You can access our latest annual report or view our archive anytime online. If you prefer, you can request a hard copy.

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Who are your covering analysts?

TD Ameritrade currently has 20 covering analysts. Our posting of this is not an endorsement of the information, conclusions, or recommendations provided by these individuals. We provide their names and companies so that you can learn more about us and the greater online brokerage industry.

Firm Analyst
AutonomousChristian Bolu
B of A Merrill Lynch Michael Carrier
Barclays Jeremy Campbell
Citigroup Bill Katz
Compass Point Chris Allen
Credit Suisse Craig Siegenthaler
Deutsche Bank Brain Bedell
Gabelli Mac Sykes
Goldman Sachs Will Nance
Jefferies Daniel Fannon
JMP Securities Devin Ryan
KBW Kyle Voigt
Morgan Stanley Michael Cyprys
Morningstar Michael Wong
Raymond James Patrick O'Shaughnessy
Sandler O'Neill & Partners Richard Repetto
UBS Brennan Hawken
Wells Fargo Christopher Harris
William Blair Christopher Shutler
Wolfe Research Steven Chubak
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Where is TD Ameritrade headquarters?

Our headquarters is located in Omaha, NE. We also have large employment centers in Jersey City, NJ; Columbia, MD; Chicago, IL; Southlake, TX; Draper, UT; San Diego, CA; and St. Louis, MO.

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When was TD Ameritrade founded?

We've been serving the needs of investors since May 1975, when Joe Ricketts and three partners started First Omaha Securities, Inc. Since day one, we've been on a mission to transform the industry.

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What does TD Ameritrade do?

We provide brokerage services for individual investors and custodial services for independent Registered Investment Advisors. We're proud to deliver access to education, products, resources, and services to help all investors and advisors pursue their goals.

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How can I open a TD Ameritrade account?

You can use our convenient online account application to open an account now. Or visit the TD Ameritrade website to learn more about our products, services, and resources for individual investors. You can open an account directly from there, as well.

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How can I access my TD Ameritrade brokerage account?

Log in to the TD Ameritrade site anytime using your self-selected user ID and password.

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I have a question about my TD Ameritrade account. How can I contact you?

If you're a current TD Ameritrade client, call us at 800-669-3900. If you're not already a client, call 800-454-9272. Or choose one of our other contact methods.

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I'm interested in working at TD Ameritrade. Where can I search available openings?

Visit the TD Ameritrade Careers site for more information about employment opportunities.

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I'm a shareholder. How can I get more information about TD Ameritrade?

We believe informed investors make the best investors, which is why we make information readily available to you. You can learn more about us, including our purpose, our story, our history, and our business. And you have access to investor-related information, including our latest financial information, plus news and events related to our company. If you still have questions, please call 800-669-3900 and ask for the Investor Relations department.

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