Topic

Short Term Redemption Fees at TD Ameritrade

It seems that TD Ameritrade has short term redemption fees of $49.95 for no fee funds held less than 180 days. This seems to create a large problem for TAA strategies as 6 months is certainly much too long to go without re-balancing. I'm not sure if it is possible to include these transaction fees in performance simulations to see if it makes a significant difference.

shanaw asked · 12/09/2013

Re.

#1
We are planning to discontinue support of TD Ameritrade mutual fund based portfolios (will still support commission free ETF plan) as the excessive 180 days requirement is non-sense and not necessary. We announced that in one of our previous newsletter and will officially do so in our forthcoming new web site.

Thanks,

John
Admin · 12/09/2013 13:37:00

Please register or login to answer a question.

Or Start FREE 30-day trial now >>

MyPlanIQ Newsletters

Get Started

2010 LTI Systems, Inc. Home Why MyPlanIQ Pricing Get Started Legal Privacy Policy Terms of Service Disclaimer

Investment Plan Model Portfolios for Brokerage Accounts Model Portfolios for Fixed Income Investors Retirement 401K, 403B, 457, 529, Annuities Browse Retirement Plans Methodologies Overall Introduction » Asset Allocation Composite » Tactical Asset Allocation » Strategic Asset Allocation - Optimal » Strategic Asset Allocation - Equal Weight

Advanced Advanced Strategies 360° Market Overview Asset Trends & Correlations SmartMoneyIQ Manager Smart Money Indicators ETFs in Asset Classes Market Indicators Browse ETFs, Mutual Funds

Articles Newsletters Support Help Community FAQs Glossary

Disclaimer: Any investment in securities including mutual funds, ETFs, closed end funds, stocks and any other securities could lose money over any period of time. All investments involve risk. Losses may exceed the principal invested. Past performance is not an indicator of future performance. There is no guarantee for future results in your investment and any other actions based on the information provided on the website including but not limited strategies, portfolios, articles, performance data and results of any tools.

The website is not operated by a broker, a dealer, a registered financial planner or a registered investment adviser.

Investment strategies, results and any other information presented on the website are for education and research purpose only. They do not represent financial planning and investment advice. MyPlanIQ does not provide tax or legal advice. They are generic in nature and do not take into account your detailed and complete personal financial facts and needs. You alone are responsible for evaluating the information provided and to decide which securities and strategies are suitable for your own financial risk profile and expectations.

Information provided by the website could be time-sensitive and out of date. There is no guarantee for accuracy and completeness for the contents on the website. Contents are subject to change without notice.

All rights are reserved and enforced. By accessing the website, you agree not to copy and redistribute the information provided herein without the explicit consent from MyPlanIQ.

Short Term Redemption Fees at TD Ameritrade

Members enjoy Free features

Join Now (Free)
No Credit Card Required

Login With Facebook:

Get portfolio suggestions for your
401k plan or brokerage accounts

Short Term Redemption Fees at TD Ameritrade

Members enjoy Free features

Join Now (Free) No Credit Card Required

Login With Facebook:

Get portfolio suggestions for your 401k plan or brokerage accounts

Join Now (Free)
No Credit Card Required

Get portfolio suggestions for your
401k plan or brokerage accounts