TD AMERITRADEAND YOU

We are a premier provider of brokerage services toindependent financial advisors and their clients

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Your advisor has some excellent reasons forchoosing TD AMERITRADE. But what does thismean for you?

• Great Value

• Our Commitment

• Our Reputation

• Broad Product Offering

• Security of Your Assets

• Our Technology Platform

YOU HAVE A RELATIONSHIP WITH YOUR ADVISORYOUR ADVISOR HAS A RELATIONSHIP WITH US

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Your financial advisor has selectedTD AMERITRADE as a preferredbrokerage firm for one very compellingreason: we offer you and your advisor oneof the best values in the industry. At everytouch point in our relationship with youradvisor — from our cutting-edge

technology platform to our world-classclient service, from our seamless accountintegration process to our value-drivenpricing — TD AMERITRADEInstitutional adds exceptional value to your investment program.

WE’LL ALWAYS DELIVERGREAT VALUE

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Our mission is to support the relationshipbetween you and your advisor with the bestservice, technology and products available.

The aim of TD AMERITRADE is to create time.

Time for advisors to provide you moreservice. Time for you to enjoy life.

Put simply, we offer among the best servicein the industry. Not only do we offer one ofthe top technology platforms out there, butwe offer a wide choice of products to makethat technology worthwhile. Above all, wehave people dedicated to making your

experience at TD AMERITRADE thebest possible. That’s why over 4,000independent advisors have chosen to work with TD AMERITRADE, and offer their clients the kind ofservice, value, and opportunity that TD AMERITRADE can provide.

This seamless, personal approach togreat value and service gives you thetime and focus to do what matters most.

Whether you’re planning for a bettertomorrow. Or simply enjoying today.

WE ARE FULLY COMMITTEDTO YOUR SUCCESS

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OUR REPUTATION SHOULDGIVE YOU CONFIDENCE

• Low commission rates.*

• A wide selection of mutual funds.

• In-depth research provided by Standard & Poor’s, Argus, Vickers,Multex, First Call, Market Guide, Ford, and more.

• Excellent back-office support.

That reputation has led over 4,000independent financial advisors and over 6 million individual investorsworldwide to choose TD AMERITRADEfor their financial solutions.

As one of the largest brokerage firms in North America, TD AMERITRADE is known for providing a wide range of products and services tailored toindependent financial advisors and their clients, including:

*Different commission fees apply to each order entry method. Ask a Sales Consultant for a complete commission schedule.

While deemed reliable, TD AMERITRADE does not guarantee the accuracy or completeness of the information and marketdata provided by third-party research vendors and makes no warranties with respect to results to be obtained from its use.

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OUR BROAD PRODUCTOFFERINGS ALWAYSGIVE YOU CHOICES

TD AMERITRADE delivers:

• Mutual funds — over 13,500 mutual funds your advisor can choose from.Before investing in any mutual fund, be sure tocarefully consider the particular fund’s investingobjectives, risks, charges and expenses involved. To learn how to obtain a prospectus containing this and other important information, please visit tdameritrade.com or call a TD AMERITRADErepresentative at 800-431-3500. Please read the prospectus carefully before investing.

• Equities — foreign and domestic stocks, and initial public offerings (IPOs).*

• Fixed-income instruments — a wide variety ofbonds, unit investment trusts (UITs), preferredstock, and fixed-rate capital securities.

*Investors should note that small-cap stock and newly issued securities are subject to greatervolatility and market risk than securities of larger and well-established companies.International securities are subject to additional risks, such as currency fluctuations,political instability, and potentially illiquid markets.

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With TD AMERITRADE Institutional,your money is with one of the world’slargest discount brokerage firms, withlocal branches nationwide. With thatcomes a commitment to both excellentclient service and account informationprotection. While no security system isabsolutely impenetrable, TD AMERITRADEhas made substantial investments inleading-edge security software, systemsand procedures – and is constantlyreviewing, refining and upgrading its infrastructure.

TD AMERITRADE is a member of theSecurities Investor Protection Corporation.Securities in your account protected up to$500,000. A SIPC explanatory brochure is available upon request by calling800-431-3500 or online at sipc.org. Up toan aggregate of $250 million of additionalsecurities protection, of which $900,000may be applied to cash, is provided byLondon insurers, also limited to acombined return to any client from aTrustee, SIPC and London of $150million. This coverage provides youprotection against brokerage insolvencyand does not protect against loss in marketvalue of the securities. Ask for details.

THE SECURITY OF YOUR ASSETSIS OUR TOP PRIORITY

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We understand your advisor’s need forproprietary technology, and for a state-of-the-art platform that streamlines the entiretrading and account management process.This matters to you, too. Our platform

provides your advisor with the technologyneeded to improve efficiencies and bettermanage your investments — including theability to place trades, monitor holdings,and access a wealth of research information.

OUR TECHNOLOGY PLATFORM IS YOUR ADVISOR’S PRIMARY TOOL

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You’ll receive a clear, concise statementevery month that summarizes all of yourportfolio positions — stocks, bonds,mutual funds and cash — including allbalances, dividends and transactions. A duplicate monthly statement is alsosent to your advisor.

WE’LL ALWAYS KEEP YOUWELL INFORMED

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TD AMERITRADE and your advisorare both fully committed to protectingand growing your assets.

TRUSTTD AMERITRADE

Your advisor is not affiliated with TD AMERITRADE, Inc. and TD AMERITRADEis not responsible for the advice, information or services they provide to you.

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TD AMERITRADE Institutional is a division of TD AMERITRADE, Inc. Member FINRA/SIPC. TD AMERITRADE is a trademarkjointly owned by TD AMERITRADE IP Company, Inc. and The Toronto-Dominion Bank. ©2007 TD AMERITRADE IP, Inc. AllRights Reserved. Used with permission.TDAI #2619B Rev. 09/07

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