8
TD AMERITRADE | TDA 1899: NYC Tradeshow Demo 2/06/12 | Storyboard | v 1.0
TD AMERITRADE | TDA 1899: NYC Tradeshow Demo2/06/12 | Storyboard | v 1.0
2
TD AMERITRADE | TDA 1899: NYC Tradeshow Demo | 2/07/12 | v1.0
Animation
On-Screen Text:Put your investing strategy into action with Trade Architect - all the functionality, no training manual required.
Animation:The Trade Architect Title appears along with text.
8.On-Screen Text:Real-time informationAdvanced analyticsMobile trading Objective research
Animation:Show color box with “Real-time information” on it. Dislpay screen in the background that represents real-time information.
Repeat for the Mobile Trading and Objective Research.
Each time the text changes, the color box flips over until it meets the right side side of the right-most grid line.
5. On-Screen Text:Everything you need to get the job done and then some.
Animation:Transition grid lines off the screen. Scale down photo. Transition text in.
6.On-Screen Text:TD Ameritrade has them
Animation:Animate grid and text
4.On-Screen Text:You need serious tools
Animation:Animate grid and text
3. On-Screen Text:Access futures and forex markets
Animation:Zoom into the computer screen and show the user clicking on the trade tab and clicking on the futures and forex sub-tabs.
13. On-Screen Text:Review at-a-glance options
Animation:Update text and show appropri-ate trading screen.
15.On-Screen Text:Trade stocks nonstop
Animation:Update text and show appropri-ate trading screen.
14.On-Screen Text:You’re a serious trader
Animation:Transition title slide out and text in.
2.On-Screen Text:Expect More. Do More.Serious tools for serious traders.
Animation:Title slide
1. On-Screen Text:Access the the online broker Barron's named Best for Options Traders and earn 4.5 stars from Barron’s.
Disclaimer:TD Ameritrade was evaluated against 23 others in the 2011 Barron's Online-Broker review, March 14, 2011, and was named "Best for Options Traders", and one of the "Best for Long-Term Investing" (sharing the highest score with one other broker). TD Ameritrade earned the highestscore in the categories of "Research Amenities" and "Portfolio Analysis and Reports", and shared the highest score with one other broker in "Trade Experience" and "Range of Offerings". Barron's is a trademark of Dow Jones & Co., L.P. All rights reserved.
Animation:The TOS logo and text gets replaced by the Barron’s logo and new text.
7. On-Screen Text:Take the show on the road with TD Ameritrade Mobile Trader
Animation:Transition to screen with text and grid on it.
17.On-Screen Text:Trade complex optionsButterfliesCondorsOther multi-leg strategies
Disclaimer:The risk of loss in trading securities, options, futures and forex can be substantial. Clients must consider all relevant risk factors, including their own personal financial situation, before trading.Options involve risks and are not suitable for all investors.Multiple leg option transactions will incur contract fees on each leg.
Animation:Update text and show appropri-ate trading screen.
16. On-Screen Text:iPad®iPhone®BlackBerry®Android®Windows®
Animation:Show mobile devices slowly scrolling across the screen.
18. On-Screen Text:Scan real-time quotes
Disclaimer:Access to real-time market data is conditioned on acceptance of the exchange agreements. Professional access differs.
Animation:Show quotes screen
20.On-Screen Text:View customized charts
Animation:Show horizontal mobile device with a chart on it.
19. On-Screen Text:Get market alerts
Animation:Show the alert setup screen
21. On-Screen Text:Gain insights and knowledge from a wealth of third-party research.
Disclaimer: Third-party research and tools are obtained from companies not affiliated with TD Ameritrade, and are provided for informational purposes only. While the information is deemed reliable, TD Ameritrade does not guarantee its accuracy, completeness, or suitability for any purpose, and makes no warranties with respect to the results to be obtained from its use.
Animation:Transition to screen with text and grid on it.
23.On-Screen Text:Place trades and test strategies
Animation:Show the order ticker screen
22. On-Screen Text:S&PThomson ReutersCredit Suisse
Animation:Display three logos on the screen. Enlarge each one. One after another.
24. On-Screen Text:Low, flat-rate commissions
Animation:Animate grid elements and update text.
26.On-Screen Text:Tap 30 years of know-how and service
Animation:Transition to solid grid and text.
25. On-Screen Text:Asset protection guarantees and security safeguards
Animation:Animate grid elements and update text.
27. On-Screen Text:Expect moreDo more
Disclaimer:Past performance of a security does not guarantee future results or success. Market volatility, volume and system availability may delay account access and trade executions.All third parties shown are separate from and not affiliated with TD Ameritrade, and TD Ameritrade makes no warranties as to results obtained from the use of their products and services. Brokerage services provided exclusively by TD Ameritrade, Inc.TD Ameritrade, Inc., member FINRA/SIPC/NFA. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. © 2012 TD Ameritrade IP Company, Inc. All rights reserved. Used with permission.
Animation:Transition screen with a grid and photo on it. Display text in the white box.
29.On-Screen Text:24/7 support
Animation:Animate grid elements and update text.
28. On-Screen Text:It’s your rightAnd with TD Ameritrade you can
Disclaimer:Past performance of a security does not guarantee future results or success. Market volatility, volume and system availability may delay account access and trade executions.All third parties shown are separate from and not affiliated with TD Ameritrade, and TD Ameritrade makes no warranties as to results obtained from the use of their products and services. Brokerage services provided exclusively by TD Ameritrade, Inc.TD Ameritrade, Inc., member FINRA/SIPC/NFA. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. © 2012 TD Ameritrade IP Company, Inc. All rights reserved. Used with permission.
Animation:Change text to say “It’s your RIGHT”.
The change text to say “And with TD Ameritrade you can”.
30. On-Screen Text:New York Traders Expo Events February 2012Speaking Topics
Animation:Slide old text up off the screen and new text up from the bottom of the screen.
31. On-Screen Text:Monday, February 20th 2:45pm-3:30pmTD Ameritrade technology
Come learn the ins and outs of our technology as Don Kaufman guides you through thinkorswim’s real-time charts, analytics and more. iPhone®, iPad®, Blackberry, Android, desktop software, web based trading; if you need trading technology, we have a solution for you!
Disclaimer:The risk of loss in trading securities, options, futures and forex can be substantial. Clients must consider all relevant risk factors, including their own personal financial situation, before trading.
Options involve risks and are not suitable for all investors. Multiple leg option transactions will incur contract fees on each leg.
Animation:Display schedule
33.On-Screen Text:Monday, February 20th 10:30am – 11:15amDon Kaufman – Portfolio Enhancements Utilizing Options
Please join TD Ameritrade’s Don Kaufman as he takes you through the logic and criteria of enhancing your portfolio utilizing various option strategies. Don will cover using options, and futures to help mitigate the risk in a portfolio.
Disclaimer:The risk of loss in trading securities, options, futures and forex can be substantial. Clients must consider all relevant risk factors, including their own personal financial situation, before trading.
Options involve risks and are not suitable for all investors. Multiple leg option transactions will incur contract fees on each leg.
Animation:Display schedule
32. On-Screen Text:Monday, February 20th 7:15pm-9:15pmTrading the Markets with Tom!
Join Tom Sosnoff, CEO of tastytrade Inc. and co-founder of thinkorswim, in his back-by-popular-demand live evening appearance. Sosnoff is a widely watched industry veteran who has a distinct approach to trading. He will entertain and enlighten you in what promises to be one of the most talked-about events of the Traders Expo!
Animation:Display schedule
34. On-Screen Text:Tuesday, February 21st 10:30am-11:15amLive Trading with Tom Sosnoff
Be there with Tom Sosnoff as he identifies potential opportunities and demonstrates order-entry techniques during this live trading session. Watch as he makes make 40 trades in 40 minutes. Blink and you might miss this one.
Disclaimer:The risk of loss in trading securities, options, futures and forex can be substantial. Clients must consider all relevant risk factors, including their own personal financial situation, before trading.Options involve risks and are not suitable for all investors. Multiple leg option transactions will incur contract fees on each leg.
Animation:Display schedule
35.On-Screen Text:Streamlined simplicity
Animation:Zoom into the computer screen and show the Trade Architect interface.
9. On-Screen Text:Integrated help and education
Animation:Update text and show appropri-ate trading screen.
11.On-Screen Text:Intuitive customization
Animation:Show Edit Layout Screen
10. On-Screen Text:For the trader who wants it all, get a powerful trading experience with thinkorswim.
Animation:The TOS logo appears along with text.
12. On-Screen Text:Tuesday, February 21st 11:30 am - 12:15pmTrading the Trend, Knowing When to ExitBrought to you by Investools® from TD Ameritrade Holding Corp.
To be a better investor, it’s not enough to know when to enter; you need to know when to exit. Join Linda McCoy CMT, an experienced instructor from Investools® from TD Ameritrade Holding Corp., to learn how the Investools Training System can teach you how to spot opportuni-ties whichever way the trend is moving. There’s too much at stake to be an emotional investor, especially when Investools® can help you become a disciplined one.
Disclaimer:Investools, Inc. and TD Ameri-trade, Inc., are separate but affiliated companies and are not responsible for each other’s services or policies.The risk of loss in trading securities, options, futures and forex can be substantial. Clients must consider all relevant risk factors, including their own personal financial situation, before trading.Options involve risks and are not suitable for all investors. Multiple leg option transactions will incur contract fees on each leg.
Animation:Display schedule
36.
3
TD AMERITRADE | TDA 1899: NYC Tradeshow Demo | 2/07/12 | v1.0
Animation
On-Screen Text:Put your investing strategy into action with Trade Architect - all the functionality, no training manual required.
Animation:The Trade Architect Title appears along with text.
8.On-Screen Text:Real-time informationAdvanced analyticsMobile trading Objective research
Animation:Show color box with “Real-time information” on it. Dislpay screen in the background that represents real-time information.
Repeat for the Mobile Trading and Objective Research.
Each time the text changes, the color box flips over until it meets the right side side of the right-most grid line.
5. On-Screen Text:Everything you need to get the job done and then some.
Animation:Transition grid lines off the screen. Scale down photo. Transition text in.
6.On-Screen Text:TD Ameritrade has them
Animation:Animate grid and text
4.On-Screen Text:You need serious tools
Animation:Animate grid and text
3. On-Screen Text:Access futures and forex markets
Animation:Zoom into the computer screen and show the user clicking on the trade tab and clicking on the futures and forex sub-tabs.
13. On-Screen Text:Review at-a-glance options
Animation:Update text and show appropri-ate trading screen.
15.On-Screen Text:Trade stocks nonstop
Animation:Update text and show appropri-ate trading screen.
14.On-Screen Text:You’re a serious trader
Animation:Transition title slide out and text in.
2.On-Screen Text:Expect More. Do More.Serious tools for serious traders.
Animation:Title slide
1. On-Screen Text:Access the the online broker Barron's named Best for Options Traders and earn 4.5 stars from Barron’s.
Disclaimer:TD Ameritrade was evaluated against 23 others in the 2011 Barron's Online-Broker review, March 14, 2011, and was named "Best for Options Traders", and one of the "Best for Long-Term Investing" (sharing the highest score with one other broker). TD Ameritrade earned the highestscore in the categories of "Research Amenities" and "Portfolio Analysis and Reports", and shared the highest score with one other broker in "Trade Experience" and "Range of Offerings". Barron's is a trademark of Dow Jones & Co., L.P. All rights reserved.
Animation:The TOS logo and text gets replaced by the Barron’s logo and new text.
7. On-Screen Text:Take the show on the road with TD Ameritrade Mobile Trader
Animation:Transition to screen with text and grid on it.
17.On-Screen Text:Trade complex optionsButterfliesCondorsOther multi-leg strategies
Disclaimer:The risk of loss in trading securities, options, futures and forex can be substantial. Clients must consider all relevant risk factors, including their own personal financial situation, before trading.Options involve risks and are not suitable for all investors.Multiple leg option transactions will incur contract fees on each leg.
Animation:Update text and show appropri-ate trading screen.
16. On-Screen Text:iPad®iPhone®BlackBerry®Android®Windows®
Animation:Show mobile devices slowly scrolling across the screen.
18. On-Screen Text:Scan real-time quotes
Disclaimer:Access to real-time market data is conditioned on acceptance of the exchange agreements. Professional access differs.
Animation:Show quotes screen
20.On-Screen Text:View customized charts
Animation:Show horizontal mobile device with a chart on it.
19. On-Screen Text:Get market alerts
Animation:Show the alert setup screen
21. On-Screen Text:Gain insights and knowledge from a wealth of third-party research.
Disclaimer: Third-party research and tools are obtained from companies not affiliated with TD Ameritrade, and are provided for informational purposes only. While the information is deemed reliable, TD Ameritrade does not guarantee its accuracy, completeness, or suitability for any purpose, and makes no warranties with respect to the results to be obtained from its use.
Animation:Transition to screen with text and grid on it.
23.On-Screen Text:Place trades and test strategies
Animation:Show the order ticker screen
22. On-Screen Text:S&PThomson ReutersCredit Suisse
Animation:Display three logos on the screen. Enlarge each one. One after another.
24. On-Screen Text:Low, flat-rate commissions
Animation:Animate grid elements and update text.
26.On-Screen Text:Tap 30 years of know-how and service
Animation:Transition to solid grid and text.
25. On-Screen Text:Asset protection guarantees and security safeguards
Animation:Animate grid elements and update text.
27. On-Screen Text:Expect moreDo more
Disclaimer:Past performance of a security does not guarantee future results or success. Market volatility, volume and system availability may delay account access and trade executions.All third parties shown are separate from and not affiliated with TD Ameritrade, and TD Ameritrade makes no warranties as to results obtained from the use of their products and services. Brokerage services provided exclusively by TD Ameritrade, Inc.TD Ameritrade, Inc., member FINRA/SIPC/NFA. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. © 2012 TD Ameritrade IP Company, Inc. All rights reserved. Used with permission.
Animation:Transition screen with a grid and photo on it. Display text in the white box.
29.On-Screen Text:24/7 support
Animation:Animate grid elements and update text.
28. On-Screen Text:It’s your rightAnd with TD Ameritrade you can
Disclaimer:Past performance of a security does not guarantee future results or success. Market volatility, volume and system availability may delay account access and trade executions.All third parties shown are separate from and not affiliated with TD Ameritrade, and TD Ameritrade makes no warranties as to results obtained from the use of their products and services. Brokerage services provided exclusively by TD Ameritrade, Inc.TD Ameritrade, Inc., member FINRA/SIPC/NFA. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. © 2012 TD Ameritrade IP Company, Inc. All rights reserved. Used with permission.
Animation:Change text to say “It’s your RIGHT”.
The change text to say “And with TD Ameritrade you can”.
30. On-Screen Text:New York Traders Expo Events February 2012Speaking Topics
Animation:Slide old text up off the screen and new text up from the bottom of the screen.
31. On-Screen Text:Monday, February 20th 2:45pm-3:30pmTD Ameritrade technology
Come learn the ins and outs of our technology as Don Kaufman guides you through thinkorswim’s real-time charts, analytics and more. iPhone®, iPad®, Blackberry, Android, desktop software, web based trading; if you need trading technology, we have a solution for you!
Disclaimer:The risk of loss in trading securities, options, futures and forex can be substantial. Clients must consider all relevant risk factors, including their own personal financial situation, before trading.
Options involve risks and are not suitable for all investors. Multiple leg option transactions will incur contract fees on each leg.
Animation:Display schedule
33.On-Screen Text:Monday, February 20th 10:30am – 11:15amDon Kaufman – Portfolio Enhancements Utilizing Options
Please join TD Ameritrade’s Don Kaufman as he takes you through the logic and criteria of enhancing your portfolio utilizing various option strategies. Don will cover using options, and futures to help mitigate the risk in a portfolio.
Disclaimer:The risk of loss in trading securities, options, futures and forex can be substantial. Clients must consider all relevant risk factors, including their own personal financial situation, before trading.
Options involve risks and are not suitable for all investors. Multiple leg option transactions will incur contract fees on each leg.
Animation:Display schedule
32. On-Screen Text:Monday, February 20th 7:15pm-9:15pmTrading the Markets with Tom!
Join Tom Sosnoff, CEO of tastytrade Inc. and co-founder of thinkorswim, in his back-by-popular-demand live evening appearance. Sosnoff is a widely watched industry veteran who has a distinct approach to trading. He will entertain and enlighten you in what promises to be one of the most talked-about events of the Traders Expo!
Animation:Display schedule
34. On-Screen Text:Tuesday, February 21st 10:30am-11:15amLive Trading with Tom Sosnoff
Be there with Tom Sosnoff as he identifies potential opportunities and demonstrates order-entry techniques during this live trading session. Watch as he makes make 40 trades in 40 minutes. Blink and you might miss this one.
Disclaimer:The risk of loss in trading securities, options, futures and forex can be substantial. Clients must consider all relevant risk factors, including their own personal financial situation, before trading.Options involve risks and are not suitable for all investors. Multiple leg option transactions will incur contract fees on each leg.
Animation:Display schedule
35.On-Screen Text:Streamlined simplicity
Animation:Zoom into the computer screen and show the Trade Architect interface.
9. On-Screen Text:Integrated help and education
Animation:Update text and show appropri-ate trading screen.
11.On-Screen Text:Intuitive customization
Animation:Show Edit Layout Screen
10. On-Screen Text:For the trader who wants it all, get a powerful trading experience with thinkorswim.
Animation:The TOS logo appears along with text.
12. On-Screen Text:Tuesday, February 21st 11:30 am - 12:15pmTrading the Trend, Knowing When to ExitBrought to you by Investools® from TD Ameritrade Holding Corp.
To be a better investor, it’s not enough to know when to enter; you need to know when to exit. Join Linda McCoy CMT, an experienced instructor from Investools® from TD Ameritrade Holding Corp., to learn how the Investools Training System can teach you how to spot opportuni-ties whichever way the trend is moving. There’s too much at stake to be an emotional investor, especially when Investools® can help you become a disciplined one.
Disclaimer:Investools, Inc. and TD Ameri-trade, Inc., are separate but affiliated companies and are not responsible for each other’s services or policies.The risk of loss in trading securities, options, futures and forex can be substantial. Clients must consider all relevant risk factors, including their own personal financial situation, before trading.Options involve risks and are not suitable for all investors. Multiple leg option transactions will incur contract fees on each leg.
Animation:Display schedule
36.
4
TD AMERITRADE | TDA 1899: NYC Tradeshow Demo | 2/07/12 | v1.0
Animation
On-Screen Text:Put your investing strategy into action with Trade Architect - all the functionality, no training manual required.
Animation:The Trade Architect Title appears along with text.
8.On-Screen Text:Real-time informationAdvanced analyticsMobile trading Objective research
Animation:Show color box with “Real-time information” on it. Dislpay screen in the background that represents real-time information.
Repeat for the Mobile Trading and Objective Research.
Each time the text changes, the color box flips over until it meets the right side side of the right-most grid line.
5. On-Screen Text:Everything you need to get the job done and then some.
Animation:Transition grid lines off the screen. Scale down photo. Transition text in.
6.On-Screen Text:TD Ameritrade has them
Animation:Animate grid and text
4.On-Screen Text:You need serious tools
Animation:Animate grid and text
3. On-Screen Text:Access futures and forex markets
Animation:Zoom into the computer screen and show the user clicking on the trade tab and clicking on the futures and forex sub-tabs.
13. On-Screen Text:Review at-a-glance options
Animation:Update text and show appropri-ate trading screen.
15.On-Screen Text:Trade stocks nonstop
Animation:Update text and show appropri-ate trading screen.
14.On-Screen Text:You’re a serious trader
Animation:Transition title slide out and text in.
2.On-Screen Text:Expect More. Do More.Serious tools for serious traders.
Animation:Title slide
1. On-Screen Text:Access the the online broker Barron's named Best for Options Traders and earn 4.5 stars from Barron’s.
Disclaimer:TD Ameritrade was evaluated against 23 others in the 2011 Barron's Online-Broker review, March 14, 2011, and was named "Best for Options Traders", and one of the "Best for Long-Term Investing" (sharing the highest score with one other broker). TD Ameritrade earned the highestscore in the categories of "Research Amenities" and "Portfolio Analysis and Reports", and shared the highest score with one other broker in "Trade Experience" and "Range of Offerings". Barron's is a trademark of Dow Jones & Co., L.P. All rights reserved.
Animation:The TOS logo and text gets replaced by the Barron’s logo and new text.
7. On-Screen Text:Take the show on the road with TD Ameritrade Mobile Trader
Animation:Transition to screen with text and grid on it.
17.On-Screen Text:Trade complex optionsButterfliesCondorsOther multi-leg strategies
Disclaimer:The risk of loss in trading securities, options, futures and forex can be substantial. Clients must consider all relevant risk factors, including their own personal financial situation, before trading.Options involve risks and are not suitable for all investors.Multiple leg option transactions will incur contract fees on each leg.
Animation:Update text and show appropri-ate trading screen.
16. On-Screen Text:iPad®iPhone®BlackBerry®Android®Windows®
Animation:Show mobile devices slowly scrolling across the screen.
18. On-Screen Text:Scan real-time quotes
Disclaimer:Access to real-time market data is conditioned on acceptance of the exchange agreements. Professional access differs.
Animation:Show quotes screen
20.On-Screen Text:View customized charts
Animation:Show horizontal mobile device with a chart on it.
19. On-Screen Text:Get market alerts
Animation:Show the alert setup screen
21. On-Screen Text:Gain insights and knowledge from a wealth of third-party research.
Disclaimer: Third-party research and tools are obtained from companies not affiliated with TD Ameritrade, and are provided for informational purposes only. While the information is deemed reliable, TD Ameritrade does not guarantee its accuracy, completeness, or suitability for any purpose, and makes no warranties with respect to the results to be obtained from its use.
Animation:Transition to screen with text and grid on it.
23.On-Screen Text:Place trades and test strategies
Animation:Show the order ticker screen
22. On-Screen Text:S&PThomson ReutersCredit Suisse
Animation:Display three logos on the screen. Enlarge each one. One after another.
24. On-Screen Text:Low, flat-rate commissions
Animation:Animate grid elements and update text.
26.On-Screen Text:Tap 30 years of know-how and service
Animation:Transition to solid grid and text.
25. On-Screen Text:Asset protection guarantees and security safeguards
Animation:Animate grid elements and update text.
27. On-Screen Text:Expect moreDo more
Disclaimer:Past performance of a security does not guarantee future results or success. Market volatility, volume and system availability may delay account access and trade executions.All third parties shown are separate from and not affiliated with TD Ameritrade, and TD Ameritrade makes no warranties as to results obtained from the use of their products and services. Brokerage services provided exclusively by TD Ameritrade, Inc.TD Ameritrade, Inc., member FINRA/SIPC/NFA. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. © 2012 TD Ameritrade IP Company, Inc. All rights reserved. Used with permission.
Animation:Transition screen with a grid and photo on it. Display text in the white box.
29.On-Screen Text:24/7 support
Animation:Animate grid elements and update text.
28. On-Screen Text:It’s your rightAnd with TD Ameritrade you can
Disclaimer:Past performance of a security does not guarantee future results or success. Market volatility, volume and system availability may delay account access and trade executions.All third parties shown are separate from and not affiliated with TD Ameritrade, and TD Ameritrade makes no warranties as to results obtained from the use of their products and services. Brokerage services provided exclusively by TD Ameritrade, Inc.TD Ameritrade, Inc., member FINRA/SIPC/NFA. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. © 2012 TD Ameritrade IP Company, Inc. All rights reserved. Used with permission.
Animation:Change text to say “It’s your RIGHT”.
The change text to say “And with TD Ameritrade you can”.
30. On-Screen Text:New York Traders Expo Events February 2012Speaking Topics
Animation:Slide old text up off the screen and new text up from the bottom of the screen.
31. On-Screen Text:Monday, February 20th 2:45pm-3:30pmTD Ameritrade technology
Come learn the ins and outs of our technology as Don Kaufman guides you through thinkorswim’s real-time charts, analytics and more. iPhone®, iPad®, Blackberry, Android, desktop software, web based trading; if you need trading technology, we have a solution for you!
Disclaimer:The risk of loss in trading securities, options, futures and forex can be substantial. Clients must consider all relevant risk factors, including their own personal financial situation, before trading.
Options involve risks and are not suitable for all investors. Multiple leg option transactions will incur contract fees on each leg.
Animation:Display schedule
33.On-Screen Text:Monday, February 20th 10:30am – 11:15amDon Kaufman – Portfolio Enhancements Utilizing Options
Please join TD Ameritrade’s Don Kaufman as he takes you through the logic and criteria of enhancing your portfolio utilizing various option strategies. Don will cover using options, and futures to help mitigate the risk in a portfolio.
Disclaimer:The risk of loss in trading securities, options, futures and forex can be substantial. Clients must consider all relevant risk factors, including their own personal financial situation, before trading.
Options involve risks and are not suitable for all investors. Multiple leg option transactions will incur contract fees on each leg.
Animation:Display schedule
32. On-Screen Text:Monday, February 20th 7:15pm-9:15pmTrading the Markets with Tom!
Join Tom Sosnoff, CEO of tastytrade Inc. and co-founder of thinkorswim, in his back-by-popular-demand live evening appearance. Sosnoff is a widely watched industry veteran who has a distinct approach to trading. He will entertain and enlighten you in what promises to be one of the most talked-about events of the Traders Expo!
Animation:Display schedule
34. On-Screen Text:Tuesday, February 21st 10:30am-11:15amLive Trading with Tom Sosnoff
Be there with Tom Sosnoff as he identifies potential opportunities and demonstrates order-entry techniques during this live trading session. Watch as he makes make 40 trades in 40 minutes. Blink and you might miss this one.
Disclaimer:The risk of loss in trading securities, options, futures and forex can be substantial. Clients must consider all relevant risk factors, including their own personal financial situation, before trading.Options involve risks and are not suitable for all investors. Multiple leg option transactions will incur contract fees on each leg.
Animation:Display schedule
35.On-Screen Text:Streamlined simplicity
Animation:Zoom into the computer screen and show the Trade Architect interface.
9. On-Screen Text:Integrated help and education
Animation:Update text and show appropri-ate trading screen.
11.On-Screen Text:Intuitive customization
Animation:Show Edit Layout Screen
10. On-Screen Text:For the trader who wants it all, get a powerful trading experience with thinkorswim.
Animation:The TOS logo appears along with text.
12. On-Screen Text:Tuesday, February 21st 11:30 am - 12:15pmTrading the Trend, Knowing When to ExitBrought to you by Investools® from TD Ameritrade Holding Corp.
To be a better investor, it’s not enough to know when to enter; you need to know when to exit. Join Linda McCoy CMT, an experienced instructor from Investools® from TD Ameritrade Holding Corp., to learn how the Investools Training System can teach you how to spot opportuni-ties whichever way the trend is moving. There’s too much at stake to be an emotional investor, especially when Investools® can help you become a disciplined one.
Disclaimer:Investools, Inc. and TD Ameri-trade, Inc., are separate but affiliated companies and are not responsible for each other’s services or policies.The risk of loss in trading securities, options, futures and forex can be substantial. Clients must consider all relevant risk factors, including their own personal financial situation, before trading.Options involve risks and are not suitable for all investors. Multiple leg option transactions will incur contract fees on each leg.
Animation:Display schedule
36.
5
TD AMERITRADE | TDA 1899: NYC Tradeshow Demo | 2/07/12 | v1.0
Animation
On-Screen Text:Put your investing strategy into action with Trade Architect - all the functionality, no training manual required.
Animation:The Trade Architect Title appears along with text.
8.On-Screen Text:Real-time informationAdvanced analyticsMobile trading Objective research
Animation:Show color box with “Real-time information” on it. Dislpay screen in the background that represents real-time information.
Repeat for the Mobile Trading and Objective Research.
Each time the text changes, the color box flips over until it meets the right side side of the right-most grid line.
5. On-Screen Text:Everything you need to get the job done and then some.
Animation:Transition grid lines off the screen. Scale down photo. Transition text in.
6.On-Screen Text:TD Ameritrade has them
Animation:Animate grid and text
4.On-Screen Text:You need serious tools
Animation:Animate grid and text
3. On-Screen Text:Access futures and forex markets
Animation:Zoom into the computer screen and show the user clicking on the trade tab and clicking on the futures and forex sub-tabs.
13. On-Screen Text:Review at-a-glance options
Animation:Update text and show appropri-ate trading screen.
15.On-Screen Text:Trade stocks nonstop
Animation:Update text and show appropri-ate trading screen.
14.On-Screen Text:You’re a serious trader
Animation:Transition title slide out and text in.
2.On-Screen Text:Expect More. Do More.Serious tools for serious traders.
Animation:Title slide
1. On-Screen Text:Access the the online broker Barron's named Best for Options Traders and earn 4.5 stars from Barron’s.
Disclaimer:TD Ameritrade was evaluated against 23 others in the 2011 Barron's Online-Broker review, March 14, 2011, and was named "Best for Options Traders", and one of the "Best for Long-Term Investing" (sharing the highest score with one other broker). TD Ameritrade earned the highestscore in the categories of "Research Amenities" and "Portfolio Analysis and Reports", and shared the highest score with one other broker in "Trade Experience" and "Range of Offerings". Barron's is a trademark of Dow Jones & Co., L.P. All rights reserved.
Animation:The TOS logo and text gets replaced by the Barron’s logo and new text.
7. On-Screen Text:Take the show on the road with TD Ameritrade Mobile Trader
Animation:Transition to screen with text and grid on it.
17.On-Screen Text:Trade complex optionsButterfliesCondorsOther multi-leg strategies
Disclaimer:The risk of loss in trading securities, options, futures and forex can be substantial. Clients must consider all relevant risk factors, including their own personal financial situation, before trading.Options involve risks and are not suitable for all investors.Multiple leg option transactions will incur contract fees on each leg.
Animation:Update text and show appropri-ate trading screen.
16. On-Screen Text:iPad®iPhone®BlackBerry®Android®Windows®
Animation:Show mobile devices slowly scrolling across the screen.
18. On-Screen Text:Scan real-time quotes
Disclaimer:Access to real-time market data is conditioned on acceptance of the exchange agreements. Professional access differs.
Animation:Show quotes screen
20.On-Screen Text:View customized charts
Animation:Show horizontal mobile device with a chart on it.
19. On-Screen Text:Get market alerts
Animation:Show the alert setup screen
21. On-Screen Text:Gain insights and knowledge from a wealth of third-party research.
Disclaimer: Third-party research and tools are obtained from companies not affiliated with TD Ameritrade, and are provided for informational purposes only. While the information is deemed reliable, TD Ameritrade does not guarantee its accuracy, completeness, or suitability for any purpose, and makes no warranties with respect to the results to be obtained from its use.
Animation:Transition to screen with text and grid on it.
23.On-Screen Text:Place trades and test strategies
Animation:Show the order ticker screen
22. On-Screen Text:S&PThomson ReutersCredit Suisse
Animation:Display three logos on the screen. Enlarge each one. One after another.
24. On-Screen Text:Low, flat-rate commissions
Animation:Animate grid elements and update text.
26.On-Screen Text:Tap 30 years of know-how and service
Animation:Transition to solid grid and text.
25. On-Screen Text:Asset protection guarantees and security safeguards
Animation:Animate grid elements and update text.
27. On-Screen Text:Expect moreDo more
Disclaimer:Past performance of a security does not guarantee future results or success. Market volatility, volume and system availability may delay account access and trade executions.All third parties shown are separate from and not affiliated with TD Ameritrade, and TD Ameritrade makes no warranties as to results obtained from the use of their products and services. Brokerage services provided exclusively by TD Ameritrade, Inc.TD Ameritrade, Inc., member FINRA/SIPC/NFA. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. © 2012 TD Ameritrade IP Company, Inc. All rights reserved. Used with permission.
Animation:Transition screen with a grid and photo on it. Display text in the white box.
29.On-Screen Text:24/7 support
Animation:Animate grid elements and update text.
28. On-Screen Text:It’s your rightAnd with TD Ameritrade you can
Disclaimer:Past performance of a security does not guarantee future results or success. Market volatility, volume and system availability may delay account access and trade executions.All third parties shown are separate from and not affiliated with TD Ameritrade, and TD Ameritrade makes no warranties as to results obtained from the use of their products and services. Brokerage services provided exclusively by TD Ameritrade, Inc.TD Ameritrade, Inc., member FINRA/SIPC/NFA. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. © 2012 TD Ameritrade IP Company, Inc. All rights reserved. Used with permission.
Animation:Change text to say “It’s your RIGHT”.
The change text to say “And with TD Ameritrade you can”.
30. On-Screen Text:New York Traders Expo Events February 2012Speaking Topics
Animation:Slide old text up off the screen and new text up from the bottom of the screen.
31. On-Screen Text:Monday, February 20th 2:45pm-3:30pmTD Ameritrade technology
Come learn the ins and outs of our technology as Don Kaufman guides you through thinkorswim’s real-time charts, analytics and more. iPhone®, iPad®, Blackberry, Android, desktop software, web based trading; if you need trading technology, we have a solution for you!
Disclaimer:The risk of loss in trading securities, options, futures and forex can be substantial. Clients must consider all relevant risk factors, including their own personal financial situation, before trading.
Options involve risks and are not suitable for all investors. Multiple leg option transactions will incur contract fees on each leg.
Animation:Display schedule
33.On-Screen Text:Monday, February 20th 10:30am – 11:15amDon Kaufman – Portfolio Enhancements Utilizing Options
Please join TD Ameritrade’s Don Kaufman as he takes you through the logic and criteria of enhancing your portfolio utilizing various option strategies. Don will cover using options, and futures to help mitigate the risk in a portfolio.
Disclaimer:The risk of loss in trading securities, options, futures and forex can be substantial. Clients must consider all relevant risk factors, including their own personal financial situation, before trading.
Options involve risks and are not suitable for all investors. Multiple leg option transactions will incur contract fees on each leg.
Animation:Display schedule
32. On-Screen Text:Monday, February 20th 7:15pm-9:15pmTrading the Markets with Tom!
Join Tom Sosnoff, CEO of tastytrade Inc. and co-founder of thinkorswim, in his back-by-popular-demand live evening appearance. Sosnoff is a widely watched industry veteran who has a distinct approach to trading. He will entertain and enlighten you in what promises to be one of the most talked-about events of the Traders Expo!
Animation:Display schedule
34. On-Screen Text:Tuesday, February 21st 10:30am-11:15amLive Trading with Tom Sosnoff
Be there with Tom Sosnoff as he identifies potential opportunities and demonstrates order-entry techniques during this live trading session. Watch as he makes make 40 trades in 40 minutes. Blink and you might miss this one.
Disclaimer:The risk of loss in trading securities, options, futures and forex can be substantial. Clients must consider all relevant risk factors, including their own personal financial situation, before trading.Options involve risks and are not suitable for all investors. Multiple leg option transactions will incur contract fees on each leg.
Animation:Display schedule
35.On-Screen Text:Streamlined simplicity
Animation:Zoom into the computer screen and show the Trade Architect interface.
9. On-Screen Text:Integrated help and education
Animation:Update text and show appropri-ate trading screen.
11.On-Screen Text:Intuitive customization
Animation:Show Edit Layout Screen
10. On-Screen Text:For the trader who wants it all, get a powerful trading experience with thinkorswim.
Animation:The TOS logo appears along with text.
12. On-Screen Text:Tuesday, February 21st 11:30 am - 12:15pmTrading the Trend, Knowing When to ExitBrought to you by Investools® from TD Ameritrade Holding Corp.
To be a better investor, it’s not enough to know when to enter; you need to know when to exit. Join Linda McCoy CMT, an experienced instructor from Investools® from TD Ameritrade Holding Corp., to learn how the Investools Training System can teach you how to spot opportuni-ties whichever way the trend is moving. There’s too much at stake to be an emotional investor, especially when Investools® can help you become a disciplined one.
Disclaimer:Investools, Inc. and TD Ameri-trade, Inc., are separate but affiliated companies and are not responsible for each other’s services or policies.The risk of loss in trading securities, options, futures and forex can be substantial. Clients must consider all relevant risk factors, including their own personal financial situation, before trading.Options involve risks and are not suitable for all investors. Multiple leg option transactions will incur contract fees on each leg.
Animation:Display schedule
36.
6
TD AMERITRADE | TDA 1899: NYC Tradeshow Demo | 2/07/12 | v1.0
Animation
On-Screen Text:Put your investing strategy into action with Trade Architect - all the functionality, no training manual required.
Animation:The Trade Architect Title appears along with text.
8.On-Screen Text:Real-time informationAdvanced analyticsMobile trading Objective research
Animation:Show color box with “Real-time information” on it. Dislpay screen in the background that represents real-time information.
Repeat for the Mobile Trading and Objective Research.
Each time the text changes, the color box flips over until it meets the right side side of the right-most grid line.
5. On-Screen Text:Everything you need to get the job done and then some.
Animation:Transition grid lines off the screen. Scale down photo. Transition text in.
6.On-Screen Text:TD Ameritrade has them
Animation:Animate grid and text
4.On-Screen Text:You need serious tools
Animation:Animate grid and text
3. On-Screen Text:Access futures and forex markets
Animation:Zoom into the computer screen and show the user clicking on the trade tab and clicking on the futures and forex sub-tabs.
13. On-Screen Text:Review at-a-glance options
Animation:Update text and show appropri-ate trading screen.
15.On-Screen Text:Trade stocks nonstop
Animation:Update text and show appropri-ate trading screen.
14.On-Screen Text:You’re a serious trader
Animation:Transition title slide out and text in.
2.On-Screen Text:Expect More. Do More.Serious tools for serious traders.
Animation:Title slide
1. On-Screen Text:Access the the online broker Barron's named Best for Options Traders and earn 4.5 stars from Barron’s.
Disclaimer:TD Ameritrade was evaluated against 23 others in the 2011 Barron's Online-Broker review, March 14, 2011, and was named "Best for Options Traders", and one of the "Best for Long-Term Investing" (sharing the highest score with one other broker). TD Ameritrade earned the highestscore in the categories of "Research Amenities" and "Portfolio Analysis and Reports", and shared the highest score with one other broker in "Trade Experience" and "Range of Offerings". Barron's is a trademark of Dow Jones & Co., L.P. All rights reserved.
Animation:The TOS logo and text gets replaced by the Barron’s logo and new text.
7. On-Screen Text:Take the show on the road with TD Ameritrade Mobile Trader
Animation:Transition to screen with text and grid on it.
17.On-Screen Text:Trade complex optionsButterfliesCondorsOther multi-leg strategies
Disclaimer:The risk of loss in trading securities, options, futures and forex can be substantial. Clients must consider all relevant risk factors, including their own personal financial situation, before trading.Options involve risks and are not suitable for all investors.Multiple leg option transactions will incur contract fees on each leg.
Animation:Update text and show appropri-ate trading screen.
16. On-Screen Text:iPad®iPhone®BlackBerry®Android®Windows®
Animation:Show mobile devices slowly scrolling across the screen.
18. On-Screen Text:Scan real-time quotes
Disclaimer:Access to real-time market data is conditioned on acceptance of the exchange agreements. Professional access differs.
Animation:Show quotes screen
20.On-Screen Text:View customized charts
Animation:Show horizontal mobile device with a chart on it.
19. On-Screen Text:Get market alerts
Animation:Show the alert setup screen
21. On-Screen Text:Gain insights and knowledge from a wealth of third-party research.
Disclaimer: Third-party research and tools are obtained from companies not affiliated with TD Ameritrade, and are provided for informational purposes only. While the information is deemed reliable, TD Ameritrade does not guarantee its accuracy, completeness, or suitability for any purpose, and makes no warranties with respect to the results to be obtained from its use.
Animation:Transition to screen with text and grid on it.
23.On-Screen Text:Place trades and test strategies
Animation:Show the order ticker screen
22. On-Screen Text:S&PThomson ReutersCredit Suisse
Animation:Display three logos on the screen. Enlarge each one. One after another.
24. On-Screen Text:Low, flat-rate commissions
Animation:Animate grid elements and update text.
26.On-Screen Text:Tap 30 years of know-how and service
Animation:Transition to solid grid and text.
25. On-Screen Text:Asset protection guarantees and security safeguards
Animation:Animate grid elements and update text.
27. On-Screen Text:Expect moreDo more
Disclaimer:Past performance of a security does not guarantee future results or success. Market volatility, volume and system availability may delay account access and trade executions.All third parties shown are separate from and not affiliated with TD Ameritrade, and TD Ameritrade makes no warranties as to results obtained from the use of their products and services. Brokerage services provided exclusively by TD Ameritrade, Inc.TD Ameritrade, Inc., member FINRA/SIPC/NFA. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. © 2012 TD Ameritrade IP Company, Inc. All rights reserved. Used with permission.
Animation:Transition screen with a grid and photo on it. Display text in the white box.
29.On-Screen Text:24/7 support
Animation:Animate grid elements and update text.
28. On-Screen Text:It’s your rightAnd with TD Ameritrade you can
Disclaimer:Past performance of a security does not guarantee future results or success. Market volatility, volume and system availability may delay account access and trade executions.All third parties shown are separate from and not affiliated with TD Ameritrade, and TD Ameritrade makes no warranties as to results obtained from the use of their products and services. Brokerage services provided exclusively by TD Ameritrade, Inc.TD Ameritrade, Inc., member FINRA/SIPC/NFA. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. © 2012 TD Ameritrade IP Company, Inc. All rights reserved. Used with permission.
Animation:Change text to say “It’s your RIGHT”.
The change text to say “And with TD Ameritrade you can”.
30. On-Screen Text:New York Traders Expo Events February 2012Speaking Topics
Animation:Slide old text up off the screen and new text up from the bottom of the screen.
31. On-Screen Text:Monday, February 20th 2:45pm-3:30pmTD Ameritrade technology
Come learn the ins and outs of our technology as Don Kaufman guides you through thinkorswim’s real-time charts, analytics and more. iPhone®, iPad®, Blackberry, Android, desktop software, web based trading; if you need trading technology, we have a solution for you!
Disclaimer:The risk of loss in trading securities, options, futures and forex can be substantial. Clients must consider all relevant risk factors, including their own personal financial situation, before trading.
Options involve risks and are not suitable for all investors. Multiple leg option transactions will incur contract fees on each leg.
Animation:Display schedule
33.On-Screen Text:Monday, February 20th 10:30am – 11:15amDon Kaufman – Portfolio Enhancements Utilizing Options
Please join TD Ameritrade’s Don Kaufman as he takes you through the logic and criteria of enhancing your portfolio utilizing various option strategies. Don will cover using options, and futures to help mitigate the risk in a portfolio.
Disclaimer:The risk of loss in trading securities, options, futures and forex can be substantial. Clients must consider all relevant risk factors, including their own personal financial situation, before trading.
Options involve risks and are not suitable for all investors. Multiple leg option transactions will incur contract fees on each leg.
Animation:Display schedule
32. On-Screen Text:Monday, February 20th 7:15pm-9:15pmTrading the Markets with Tom!
Join Tom Sosnoff, CEO of tastytrade Inc. and co-founder of thinkorswim, in his back-by-popular-demand live evening appearance. Sosnoff is a widely watched industry veteran who has a distinct approach to trading. He will entertain and enlighten you in what promises to be one of the most talked-about events of the Traders Expo!
Animation:Display schedule
34. On-Screen Text:Tuesday, February 21st 10:30am-11:15amLive Trading with Tom Sosnoff
Be there with Tom Sosnoff as he identifies potential opportunities and demonstrates order-entry techniques during this live trading session. Watch as he makes make 40 trades in 40 minutes. Blink and you might miss this one.
Disclaimer:The risk of loss in trading securities, options, futures and forex can be substantial. Clients must consider all relevant risk factors, including their own personal financial situation, before trading.Options involve risks and are not suitable for all investors. Multiple leg option transactions will incur contract fees on each leg.
Animation:Display schedule
35.On-Screen Text:Streamlined simplicity
Animation:Zoom into the computer screen and show the Trade Architect interface.
9. On-Screen Text:Integrated help and education
Animation:Update text and show appropri-ate trading screen.
11.On-Screen Text:Intuitive customization
Animation:Show Edit Layout Screen
10. On-Screen Text:For the trader who wants it all, get a powerful trading experience with thinkorswim.
Animation:The TOS logo appears along with text.
12. On-Screen Text:Tuesday, February 21st 11:30 am - 12:15pmTrading the Trend, Knowing When to ExitBrought to you by Investools® from TD Ameritrade Holding Corp.
To be a better investor, it’s not enough to know when to enter; you need to know when to exit. Join Linda McCoy CMT, an experienced instructor from Investools® from TD Ameritrade Holding Corp., to learn how the Investools Training System can teach you how to spot opportuni-ties whichever way the trend is moving. There’s too much at stake to be an emotional investor, especially when Investools® can help you become a disciplined one.
Disclaimer:Investools, Inc. and TD Ameri-trade, Inc., are separate but affiliated companies and are not responsible for each other’s services or policies.The risk of loss in trading securities, options, futures and forex can be substantial. Clients must consider all relevant risk factors, including their own personal financial situation, before trading.Options involve risks and are not suitable for all investors. Multiple leg option transactions will incur contract fees on each leg.
Animation:Display schedule
36.
7
TD AMERITRADE | TDA 1899: NYC Tradeshow Demo | 2/07/12 | v1.0
Animation
On-Screen Text:Put your investing strategy into action with Trade Architect - all the functionality, no training manual required.
Animation:The Trade Architect Title appears along with text.
8.On-Screen Text:Real-time informationAdvanced analyticsMobile trading Objective research
Animation:Show color box with “Real-time information” on it. Dislpay screen in the background that represents real-time information.
Repeat for the Mobile Trading and Objective Research.
Each time the text changes, the color box flips over until it meets the right side side of the right-most grid line.
5. On-Screen Text:Everything you need to get the job done and then some.
Animation:Transition grid lines off the screen. Scale down photo. Transition text in.
6.On-Screen Text:TD Ameritrade has them
Animation:Animate grid and text
4.On-Screen Text:You need serious tools
Animation:Animate grid and text
3. On-Screen Text:Access futures and forex markets
Animation:Zoom into the computer screen and show the user clicking on the trade tab and clicking on the futures and forex sub-tabs.
13. On-Screen Text:Review at-a-glance options
Animation:Update text and show appropri-ate trading screen.
15.On-Screen Text:Trade stocks nonstop
Animation:Update text and show appropri-ate trading screen.
14.On-Screen Text:You’re a serious trader
Animation:Transition title slide out and text in.
2.On-Screen Text:Expect More. Do More.Serious tools for serious traders.
Animation:Title slide
1. On-Screen Text:Access the the online broker Barron's named Best for Options Traders and earn 4.5 stars from Barron’s.
Disclaimer:TD Ameritrade was evaluated against 23 others in the 2011 Barron's Online-Broker review, March 14, 2011, and was named "Best for Options Traders", and one of the "Best for Long-Term Investing" (sharing the highest score with one other broker). TD Ameritrade earned the highestscore in the categories of "Research Amenities" and "Portfolio Analysis and Reports", and shared the highest score with one other broker in "Trade Experience" and "Range of Offerings". Barron's is a trademark of Dow Jones & Co., L.P. All rights reserved.
Animation:The TOS logo and text gets replaced by the Barron’s logo and new text.
7. On-Screen Text:Take the show on the road with TD Ameritrade Mobile Trader
Animation:Transition to screen with text and grid on it.
17.On-Screen Text:Trade complex optionsButterfliesCondorsOther multi-leg strategies
Disclaimer:The risk of loss in trading securities, options, futures and forex can be substantial. Clients must consider all relevant risk factors, including their own personal financial situation, before trading.Options involve risks and are not suitable for all investors.Multiple leg option transactions will incur contract fees on each leg.
Animation:Update text and show appropri-ate trading screen.
16. On-Screen Text:iPad®iPhone®BlackBerry®Android®Windows®
Animation:Show mobile devices slowly scrolling across the screen.
18. On-Screen Text:Scan real-time quotes
Disclaimer:Access to real-time market data is conditioned on acceptance of the exchange agreements. Professional access differs.
Animation:Show quotes screen
20.On-Screen Text:View customized charts
Animation:Show horizontal mobile device with a chart on it.
19. On-Screen Text:Get market alerts
Animation:Show the alert setup screen
21. On-Screen Text:Gain insights and knowledge from a wealth of third-party research.
Disclaimer: Third-party research and tools are obtained from companies not affiliated with TD Ameritrade, and are provided for informational purposes only. While the information is deemed reliable, TD Ameritrade does not guarantee its accuracy, completeness, or suitability for any purpose, and makes no warranties with respect to the results to be obtained from its use.
Animation:Transition to screen with text and grid on it.
23.On-Screen Text:Place trades and test strategies
Animation:Show the order ticker screen
22. On-Screen Text:S&PThomson ReutersCredit Suisse
Animation:Display three logos on the screen. Enlarge each one. One after another.
24. On-Screen Text:Low, flat-rate commissions
Animation:Animate grid elements and update text.
26.On-Screen Text:Tap 30 years of know-how and service
Animation:Transition to solid grid and text.
25. On-Screen Text:Asset protection guarantees and security safeguards
Animation:Animate grid elements and update text.
27. On-Screen Text:Expect moreDo more
Disclaimer:Past performance of a security does not guarantee future results or success. Market volatility, volume and system availability may delay account access and trade executions.All third parties shown are separate from and not affiliated with TD Ameritrade, and TD Ameritrade makes no warranties as to results obtained from the use of their products and services. Brokerage services provided exclusively by TD Ameritrade, Inc.TD Ameritrade, Inc., member FINRA/SIPC/NFA. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. © 2012 TD Ameritrade IP Company, Inc. All rights reserved. Used with permission.
Animation:Transition screen with a grid and photo on it. Display text in the white box.
29.On-Screen Text:24/7 support
Animation:Animate grid elements and update text.
28. On-Screen Text:It’s your rightAnd with TD Ameritrade you can
Disclaimer:Past performance of a security does not guarantee future results or success. Market volatility, volume and system availability may delay account access and trade executions.All third parties shown are separate from and not affiliated with TD Ameritrade, and TD Ameritrade makes no warranties as to results obtained from the use of their products and services. Brokerage services provided exclusively by TD Ameritrade, Inc.TD Ameritrade, Inc., member FINRA/SIPC/NFA. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. © 2012 TD Ameritrade IP Company, Inc. All rights reserved. Used with permission.
Animation:Change text to say “It’s your RIGHT”.
The change text to say “And with TD Ameritrade you can”.
30. On-Screen Text:New York Traders Expo Events February 2012Speaking Topics
Animation:Slide old text up off the screen and new text up from the bottom of the screen.
31. On-Screen Text:Monday, February 20th 2:45pm-3:30pmTD Ameritrade technology
Come learn the ins and outs of our technology as Don Kaufman guides you through thinkorswim’s real-time charts, analytics and more. iPhone®, iPad®, Blackberry, Android, desktop software, web based trading; if you need trading technology, we have a solution for you!
Disclaimer:The risk of loss in trading securities, options, futures and forex can be substantial. Clients must consider all relevant risk factors, including their own personal financial situation, before trading.
Options involve risks and are not suitable for all investors. Multiple leg option transactions will incur contract fees on each leg.
Animation:Display schedule
33.On-Screen Text:Monday, February 20th 10:30am – 11:15amDon Kaufman – Portfolio Enhancements Utilizing Options
Please join TD Ameritrade’s Don Kaufman as he takes you through the logic and criteria of enhancing your portfolio utilizing various option strategies. Don will cover using options, and futures to help mitigate the risk in a portfolio.
Disclaimer:The risk of loss in trading securities, options, futures and forex can be substantial. Clients must consider all relevant risk factors, including their own personal financial situation, before trading.
Options involve risks and are not suitable for all investors. Multiple leg option transactions will incur contract fees on each leg.
Animation:Display schedule
32. On-Screen Text:Monday, February 20th 7:15pm-9:15pmTrading the Markets with Tom!
Join Tom Sosnoff, CEO of tastytrade Inc. and co-founder of thinkorswim, in his back-by-popular-demand live evening appearance. Sosnoff is a widely watched industry veteran who has a distinct approach to trading. He will entertain and enlighten you in what promises to be one of the most talked-about events of the Traders Expo!
Animation:Display schedule
34. On-Screen Text:Tuesday, February 21st 10:30am-11:15amLive Trading with Tom Sosnoff
Be there with Tom Sosnoff as he identifies potential opportunities and demonstrates order-entry techniques during this live trading session. Watch as he makes make 40 trades in 40 minutes. Blink and you might miss this one.
Disclaimer:The risk of loss in trading securities, options, futures and forex can be substantial. Clients must consider all relevant risk factors, including their own personal financial situation, before trading.Options involve risks and are not suitable for all investors. Multiple leg option transactions will incur contract fees on each leg.
Animation:Display schedule
35.On-Screen Text:Streamlined simplicity
Animation:Zoom into the computer screen and show the Trade Architect interface.
9. On-Screen Text:Integrated help and education
Animation:Update text and show appropri-ate trading screen.
11.On-Screen Text:Intuitive customization
Animation:Show Edit Layout Screen
10. On-Screen Text:For the trader who wants it all, get a powerful trading experience with thinkorswim.
Animation:The TOS logo appears along with text.
12. On-Screen Text:Tuesday, February 21st 11:30 am - 12:15pmTrading the Trend, Knowing When to ExitBrought to you by Investools® from TD Ameritrade Holding Corp.
To be a better investor, it’s not enough to know when to enter; you need to know when to exit. Join Linda McCoy CMT, an experienced instructor from Investools® from TD Ameritrade Holding Corp., to learn how the Investools Training System can teach you how to spot opportuni-ties whichever way the trend is moving. There’s too much at stake to be an emotional investor, especially when Investools® can help you become a disciplined one.
Disclaimer:Investools, Inc. and TD Ameri-trade, Inc., are separate but affiliated companies and are not responsible for each other’s services or policies.The risk of loss in trading securities, options, futures and forex can be substantial. Clients must consider all relevant risk factors, including their own personal financial situation, before trading.Options involve risks and are not suitable for all investors. Multiple leg option transactions will incur contract fees on each leg.
Animation:Display schedule
36.
8
TD AMERITRADE | TDA 1899: NYC Tradeshow Demo | 2/07/12 | v1.0
Animation
On-Screen Text:Put your investing strategy into action with Trade Architect - all the functionality, no training manual required.
Animation:The Trade Architect Title appears along with text.
8.On-Screen Text:Real-time informationAdvanced analyticsMobile trading Objective research
Animation:Show color box with “Real-time information” on it. Dislpay screen in the background that represents real-time information.
Repeat for the Mobile Trading and Objective Research.
Each time the text changes, the color box flips over until it meets the right side side of the right-most grid line.
5. On-Screen Text:Everything you need to get the job done and then some.
Animation:Transition grid lines off the screen. Scale down photo. Transition text in.
6.On-Screen Text:TD Ameritrade has them
Animation:Animate grid and text
4.On-Screen Text:You need serious tools
Animation:Animate grid and text
3. On-Screen Text:Access futures and forex markets
Animation:Zoom into the computer screen and show the user clicking on the trade tab and clicking on the futures and forex sub-tabs.
13. On-Screen Text:Review at-a-glance options
Animation:Update text and show appropri-ate trading screen.
15.On-Screen Text:Trade stocks nonstop
Animation:Update text and show appropri-ate trading screen.
14.On-Screen Text:You’re a serious trader
Animation:Transition title slide out and text in.
2.On-Screen Text:Expect More. Do More.Serious tools for serious traders.
Animation:Title slide
1. On-Screen Text:Access the the online broker Barron's named Best for Options Traders and earn 4.5 stars from Barron’s.
Disclaimer:TD Ameritrade was evaluated against 23 others in the 2011 Barron's Online-Broker review, March 14, 2011, and was named "Best for Options Traders", and one of the "Best for Long-Term Investing" (sharing the highest score with one other broker). TD Ameritrade earned the highestscore in the categories of "Research Amenities" and "Portfolio Analysis and Reports", and shared the highest score with one other broker in "Trade Experience" and "Range of Offerings". Barron's is a trademark of Dow Jones & Co., L.P. All rights reserved.
Animation:The TOS logo and text gets replaced by the Barron’s logo and new text.
7. On-Screen Text:Take the show on the road with TD Ameritrade Mobile Trader
Animation:Transition to screen with text and grid on it.
17.On-Screen Text:Trade complex optionsButterfliesCondorsOther multi-leg strategies
Disclaimer:The risk of loss in trading securities, options, futures and forex can be substantial. Clients must consider all relevant risk factors, including their own personal financial situation, before trading.Options involve risks and are not suitable for all investors.Multiple leg option transactions will incur contract fees on each leg.
Animation:Update text and show appropri-ate trading screen.
16. On-Screen Text:iPad®iPhone®BlackBerry®Android®Windows®
Animation:Show mobile devices slowly scrolling across the screen.
18. On-Screen Text:Scan real-time quotes
Disclaimer:Access to real-time market data is conditioned on acceptance of the exchange agreements. Professional access differs.
Animation:Show quotes screen
20.On-Screen Text:View customized charts
Animation:Show horizontal mobile device with a chart on it.
19. On-Screen Text:Get market alerts
Animation:Show the alert setup screen
21. On-Screen Text:Gain insights and knowledge from a wealth of third-party research.
Disclaimer: Third-party research and tools are obtained from companies not affiliated with TD Ameritrade, and are provided for informational purposes only. While the information is deemed reliable, TD Ameritrade does not guarantee its accuracy, completeness, or suitability for any purpose, and makes no warranties with respect to the results to be obtained from its use.
Animation:Transition to screen with text and grid on it.
23.On-Screen Text:Place trades and test strategies
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22. On-Screen Text:S&PThomson ReutersCredit Suisse
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24. On-Screen Text:Low, flat-rate commissions
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26.On-Screen Text:Tap 30 years of know-how and service
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25. On-Screen Text:Asset protection guarantees and security safeguards
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27. On-Screen Text:Expect moreDo more
Disclaimer:Past performance of a security does not guarantee future results or success. Market volatility, volume and system availability may delay account access and trade executions.All third parties shown are separate from and not affiliated with TD Ameritrade, and TD Ameritrade makes no warranties as to results obtained from the use of their products and services. Brokerage services provided exclusively by TD Ameritrade, Inc.TD Ameritrade, Inc., member FINRA/SIPC/NFA. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. © 2012 TD Ameritrade IP Company, Inc. All rights reserved. Used with permission.
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29.On-Screen Text:24/7 support
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28. On-Screen Text:It’s your rightAnd with TD Ameritrade you can
Disclaimer:Past performance of a security does not guarantee future results or success. Market volatility, volume and system availability may delay account access and trade executions.All third parties shown are separate from and not affiliated with TD Ameritrade, and TD Ameritrade makes no warranties as to results obtained from the use of their products and services. Brokerage services provided exclusively by TD Ameritrade, Inc.TD Ameritrade, Inc., member FINRA/SIPC/NFA. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. © 2012 TD Ameritrade IP Company, Inc. All rights reserved. Used with permission.
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30. On-Screen Text:New York Traders Expo Events February 2012Speaking Topics
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31. On-Screen Text:Monday, February 20th 2:45pm-3:30pmTD Ameritrade technology
Come learn the ins and outs of our technology as Don Kaufman guides you through thinkorswim’s real-time charts, analytics and more. iPhone®, iPad®, Blackberry, Android, desktop software, web based trading; if you need trading technology, we have a solution for you!
Disclaimer:The risk of loss in trading securities, options, futures and forex can be substantial. Clients must consider all relevant risk factors, including their own personal financial situation, before trading.
Options involve risks and are not suitable for all investors. Multiple leg option transactions will incur contract fees on each leg.
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33.On-Screen Text:Monday, February 20th 10:30am – 11:15amDon Kaufman – Portfolio Enhancements Utilizing Options
Please join TD Ameritrade’s Don Kaufman as he takes you through the logic and criteria of enhancing your portfolio utilizing various option strategies. Don will cover using options, and futures to help mitigate the risk in a portfolio.
Disclaimer:The risk of loss in trading securities, options, futures and forex can be substantial. Clients must consider all relevant risk factors, including their own personal financial situation, before trading.
Options involve risks and are not suitable for all investors. Multiple leg option transactions will incur contract fees on each leg.
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32. On-Screen Text:Monday, February 20th 7:15pm-9:15pmTrading the Markets with Tom!
Join Tom Sosnoff, CEO of tastytrade Inc. and co-founder of thinkorswim, in his back-by-popular-demand live evening appearance. Sosnoff is a widely watched industry veteran who has a distinct approach to trading. He will entertain and enlighten you in what promises to be one of the most talked-about events of the Traders Expo!
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34. On-Screen Text:Tuesday, February 21st 10:30am-11:15amLive Trading with Tom Sosnoff
Be there with Tom Sosnoff as he identifies potential opportunities and demonstrates order-entry techniques during this live trading session. Watch as he makes make 40 trades in 40 minutes. Blink and you might miss this one.
Disclaimer:The risk of loss in trading securities, options, futures and forex can be substantial. Clients must consider all relevant risk factors, including their own personal financial situation, before trading.Options involve risks and are not suitable for all investors. Multiple leg option transactions will incur contract fees on each leg.
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35.On-Screen Text:Streamlined simplicity
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9. On-Screen Text:Integrated help and education
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11.On-Screen Text:Intuitive customization
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10. On-Screen Text:For the trader who wants it all, get a powerful trading experience with thinkorswim.
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12. On-Screen Text:Tuesday, February 21st 11:30 am - 12:15pmTrading the Trend, Knowing When to ExitBrought to you by Investools® from TD Ameritrade Holding Corp.
To be a better investor, it’s not enough to know when to enter; you need to know when to exit. Join Linda McCoy CMT, an experienced instructor from Investools® from TD Ameritrade Holding Corp., to learn how the Investools Training System can teach you how to spot opportuni-ties whichever way the trend is moving. There’s too much at stake to be an emotional investor, especially when Investools® can help you become a disciplined one.
Disclaimer:Investools, Inc. and TD Ameri-trade, Inc., are separate but affiliated companies and are not responsible for each other’s services or policies.The risk of loss in trading securities, options, futures and forex can be substantial. Clients must consider all relevant risk factors, including their own personal financial situation, before trading.Options involve risks and are not suitable for all investors. Multiple leg option transactions will incur contract fees on each leg.
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