Ameritrade Case Study

TD Ameritrade Case Analysis

TD Ameritrade is a brokerage firm based in Omaha, Nebraska with a major trading center in St Louis, Missouri. The letters TD are derived from Toronto-Dominion Bank, the largest shareholder. The company provides services for individuals and institutions that are investing online. The company offers an electronic trading platform for the purchase and sale of financial securities including common stocks, preferred stocks, futures contracts, exchange-traded funds, options, mutual funds, and fixed income investments. It also provides margin lending, and cash management services.

As of September 30, 2018, Ameritrade had 11,514,000 funded client accounts and client assets of $1.297 trillion. In fiscal year 2018, the company executed an average of 811,110 client transactions per day.

In fiscal year 2018, the company derived 36.1% of its revenues from commissions and fees including payment for order flow, 28.3% of its revenues from Toronto-Dominion Bank for investment of idle cash balances, 23.3% of revenues from interest, 10.2% from investment product fees, and 2.1% from other sources.

TD Ameritrade Case Study
Industry Financial services
Founded 1971; 47 years ago
Headquarters Omaha, Nebraska, U.S.
Key people
Tim Hockey, CEO
Joe Moglia, Chairman
J. Joseph Ricketts, Founder
Steve Boyle, CFO

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