TD AMERITRADE TDA 1887: Veo Open Access Animation. 11/22/11 Storyboard v 4.0

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1 TD AMERITRADE TDA 1887: Veo Open Access 11/22/11 Storyboard v 4.0

2 1. : Static Screen Experience Truly Open Integration 2. : Show text on the screen Have more control over your technology solution. 3. : Zoom into the globe, it flips over and becomes a circle labeled Advisor with a ring encompassing it labelled Core technology Solutions. 4. : Pan up to the Veo circle. Determine the applications that will best suit your needs. Veo - Our core account management and trading platform for independent advisors. 5. : Show animated Open Acces Diagram. Now Veo gives you even more flexibility with its open access capabilities. Your client information flows seamlessly and securely between Veo, your CRM, portfolio management, financial planning, portfolio rebalancing, and forms and documents applications. TD AMERITRADE TDA 1887: Veo Open Access 11/22/11 v 4.0 2

3 6. : The diagram slides over. data entry fields appear on the right. Data is enetered. And then the data drops onto each of the circle. When the data drops onto a circle, a check mark appears on the circle. 7. : Display Quote Advisors with all their tools integrated spend 52% of their time with clients. However advisors with no tools integrated only spend 13% of their time with 8. : Diaplay the Veo icon and a screenshot of the Veo platform. Choice and flexibility have always been the backbone of Veo. 9. : Screenshot goes away and words that represent evolving business and regulatory requirementds scroll across the screen. The Veo logo pulses. Each time it pulses, one of the streaming phrases turnsveo green. 10. : Display Quote No need to re-key data. Your workflows are customized to suit your firm s unique needs and existing processes. their clients Efficiency Chart: Aite Group s survey of registered investment advisors 2007/2008 Veo s open architecture is designed to be flexible and to adjust as your needs change to help you stay ahead of evolving business and regulatory requirements, and competitive pressures. TD Ameritrade Institutional open access approach is unique and they have an impressive lineup of integration partners Joel P. Bruckenstein, CFP Publisher, Technology Tools for Today (T3) TD AMERITRADE TDA 1887: Veo Open Access 11/22/11 v 4.0 3

4 11. : X 12. : X 13. : Display Quote 14. : 15. : Pan a diagram of the folowing workflow accross the screen: We listen to you. Only you know which applications will suit you best. Our growing, open access provider network is a reflection of your feedback. Gain more from your existing technology solution by integrating third-party software tools you may already use. I believe the integration with Veo open access will allow us to efficiently take our business and client service to the next level. Ray Mignone, Ray Mignone & Associates Incorporated. Advisor role: Advisor enters prospect info into CRM Populates new account forms s to prospect Prospect Role: Prospect reviews and esigns paperwork Submits/ s it back Advisor Role: Advisor reviews paperwork for completeness Submits paperwork to custodian for processing TDAI Role: Custodian approves paperwork Custodian opens account With Veo s open access capabilities, you can take advantage of customized workflows and data integration Access critical information within other technology providers applications TD AMERITRADE TDA 1887: Veo Open Access 11/22/11 v 4.0 4

5 TBD 16. : 17. : 18. : 19. : 20. :. TDA screenshot should visually tie to the Veo Alerts tab on the top of the bottom-most screenshot. Stay current with your Veo alerts and announcements View changes to your clients balances, positions and transactions Monitor the key securities impacting your clients portfolio through your quote list Work from your application of choice and experience the efficiencies of your data seamlessly integrating with Veo s functionalities You will soon be able to generate orders or prepare block orders from your portfolio rebalancing tool, and place them right into Veo. 5 TD AMERITRADE TDA 1887: Veo Open Access 11/22/11 v 4.0

6 21. : 22. : 23. : 24. : 25. : 2 And you ll soon be able to rearrange your allocations as needed. You will also be able to initiate cash management requests such as checks, transfers, ACH s and wires from outside Veo And you ll be able to change your client s address, phone number or account profile information in your CRM and it automatically updates in Veo Become more efficient by taking advantage of key workflows integrated across applications You will be able to complete new account forms on-line using e-signature capabilities 6 TD AMERITRADE TDA 1887: Veo Open Access 11/22/11 v 4.0

7 26. : 27. : 28. : 29. : 30. : Display quote Tap into critical business information anytime and anywhere in a dashboard with Veo Mobile And coming soon- Leverage intuitive navigation between Veo and other applications using single sign-on to quickly access data and to efficiently execute tasks Veo s open access capabilities shows that TD Ameritrade Institutional listens to advisors. I get to choose the software that I want to use. Alex Murguia, McLean Asset Management Corporation Veo s open access capabilities - helping you to run your business your way. 7 TD AMERITRADE TDA 1887: Veo Open Access 11/22/11 v 4.0

8 31. : Display Quote The Game Changer Advisor Products and Financial Advisor Magazine 32. : Transition to closing screen To learn more about Veo s open access capabilities, call , or visit If you already custody assets with us, please call Technology Services at , option 3. Disclosers: *irebal products and services property of ThinkTech, Inc., an affiliate of TD Ameritrade, Inc. **thinkpipes is a service provided through TD Ameritrade, Inc. Access to Veo and the services presented is provided solely as a service to financial advisors using the brokerage, execution and custody services of TD Ameritrade Institutional. TD Ameritrade and companies named in the presentation are separate and unaffiliated and are not responsible for each other s policies or services. TD Ameritrade is not responsible for third-party information or services, including market data provided by the exchanges. TD Ameritrade does not make recommendations or determine the suitability of any security or strategy. Past performance of a security or strategy does not guarantee future results. 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. Specific companies appearing in examples are not recommendations. This material is designed for a financial professional audience, primarily registered investment advisors. Advisors have not received remuneration for participation in providing these testimonials. Advisor testimonials may not represent the experience of all advisors using TD Ameritrade brokerage services. The advisors mentioned are not affiliated with TD Ameritrade Institutional. More information about the advisors is available on the SEC website ( Brokerage services provided by TD Ameritrade Institutional, Division of 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 TD Ameritrade IP Company, Inc. All rights reserved. Used with permission. 8 TD AMERITRADE TDA 1887: Veo Open Access 11/22/11 v 4.0