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Open A TD AMERITRADE©
Brokerage Account Under Your IRA

Directly manage a brokerage account and execute your own trades, all with your self-directed IRA from American Estate & Trust (AE-Trust). In one IRA account from AE-Trust, with one combined statement and one small annual fee, you could own and hold a mix of asset types and a brokerage account, such as: precious metals, real estate, hi-yield money fund, etc., AND a TD AMERITRADE, web based brokerage account with their famously low $9.99 flat fee for all stock trades. Note: There are no fees for the brokerage account itself.

Stock Trading and Investing. With a TD AMERITRADE account under your AE-Trust IRA you pay only $9.99 per Internet trade for stocks, by far the lowest trading fees available. Whether it's 100 shares or 10,000 shares, you still pay only $9.99 per Internet stock trade!

Mutual Funds Investing. If you invest in mutual funds, your TD AMERITRADE account under your AE-Trust IRA provides access to more than 13,000 mutual funds from leading fund families - including over 1,300 no-transaction fee funds (NTFs) - and you get the tools to help identify which of these might be right for you. If you invest in no load funds you pay just $49.99 per trade* - no matter how much you invest in the fund. Also, you can place mutual fund trades with the assistance of a licensed TD broker for just $49.99 per trade.

Options, Bonds, Etc. Investing. Options trading, with or without broker assistance, can also be executed for $49.99 per trade with your TD AMERITRADE account under your AE-Trust IRA. And you can diversify your portfolio with a wide array of fixed-income investments, including all the common types of bonds plus mortgage backed securities, certificates of deposit, and unit investment trusts.

Web Based Account. The TD AMERITRADE account under your AE-Trust IRA is fully web based for your immediate access and trading activity from any computer. Included is an extensive array of state-of-the-art research and management tools plus extensive reporting of account status and activities, all on-line and operational from your web browser. Further, a TD account will help you make more informed investing decisions with powerful, independent market research from third-party industry leaders. For detailed information on the TD account web tools, go to: www.tdameritrade.com/trade/overview.html

Click Here for the AE-Trust Traditional IRA enrollment application form.

--Or--

Click Here for the AE-Trust Roth IRA enrollment application form

--And--

Click Here for the TD AMERITRADE brokerage account supplemental form to accompany either the Traditional or Roth IRA enrollment form you selected above.


For help or more information, contact Ben Barker at 1-866-654-6111 - Menu choice #3; or to request that we contact you, send an instant email message by submitting the information below.

First Name* Last Name*
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* TD AMERITRADE does not charge a trading or transaction commission to invest in mutual funds with a Load. However, such funds are subject to fees charged by the Fund Family as detailed in the fund prospectus.

Before investing in a mutual fund, carefully consider the fund's investment objectives, risks, charges and expenses. For this and other important information, contact the fund for a prospectus.

Please note: No-transaction fee (NTF) funds (except ProFunds and Rydex) held 180 days or less are subject to a Short-Term Redemption fee, which is a flat fee of $49.99. This fee is in addition to any fees addressed in the fund's prospectus.

TD AMERITRADE receives remuneration from fund companies participating in its no-load, no-transaction-fee program for record-keeping and shareholder services, and other administrative services. The amount of TD AMERITRADE's remuneration for these services is based in part on the amount of investments in such funds by TD AMERITRADE clients. No-transaction-fee funds have other fees and expenses that apply to a continued investment in the fund and are described in the prospectus.

™ © TD AMERITRADE is a trademark jointly owned by TD AMERITRADE IP Company, Inc. and The Toronto-Dominion Bank. © 2009 TD AMERITRADE IP Company, Inc. All rights reserved.