TD AMERITRADE TDA 1817: Trade Expo Demo - Las Vegas. 5/1/11 Storyboard v 4.0

Transcription

1 TD AMERITRADE TDA 1817: Trade Expo Demo - Las Vegas 5/1/11 Storyboard v 4.0

2 1. Expect More. Do More. Serious tools for serious traders. : Title slide 2. You re a serious trader : Transition title slide out and text in. 3. You need serious tools : Animate grid and text 4. TD Ameritrade has them : Animate grid and text 5. Real-time information Advanced analytics Mobile trading Objective research 6. : Show color box with Real-time information on it. Dislpay screen in the background that represents real-time information. Everything you need to get the job done and then some. : Transition grid lines off the screen. Scale down photo. Transition text in. 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. 2

3 7. Access the the software that helped make us #1 for option traders and earn 4.5 stars from Barron's. 8. Put your investing strategy into action with Trade Architect - all the functionality, no training manual required. 9. Streamlined simplicity : Zoom into the computer screen 10. Intuitive customization : Show Edit Layout Screen 11. Integrated help and education : Update text and show appropriate 12. and show the Trade Architect trading screen. interface. 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 highest score 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. : The TOS logo and text gets replaced by the Barron s logo and new text. : The Trade Architect Title appears along with text. For the trader who wants it all, get the ultimate trading experience with thinkorswim from TD Ameritrade. : The TOS logo appears along with text. 3

4 13. Access futures and forex markets 14. Trade stocks nonstop 15. Review at-a-glance options 16. Trade complex options Butterflies 17. Take the show on the road with TD Ameritrade Mobile 18. ipad iphone : : Condors BlackBerry Update text and show appropriate Update text and show appropri- Other multi-leg strategies Android trading screen. ate trading screen. Windows : Zoom into the computer screen and show the user clicking on the trade tab and clicking on the futures and forex sub-tabs. The risk of loss in trading before trading. Options involve risks and are not suitable for all investors. Multiple leg option transactions will incur contract fees on each leg. : Transition to screen with text and grid on it. : Show mobile devices slowly scrolling across the screen. : Update text and show appropriate trading screen. 4

5 19. View customized charts 20. Scan real-time quotes 21. Get market alerts 22. Place trades and test strategies 23. Gain insights and knowledge 24. S&P from a wealth of third-party Thomson Reuters research. Credit Suisse : Show horizontal mobile device with a chart on it. Access to real-time market data is conditioned on acceptance of the exchange agreements. Professional access differs. : Show quotes screen : Show the alert setup screen : Show the order ticker screen 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. : Transition to screen with text and grid on it. : Display three logos on the screen. Enlarge each one. One after another. 5

6 Tap 30 years of know-how and Low, flat-rate commissions Asset protection guarantees and 24/7 support Expect more It s your right service security safeguards Do more And with TD Ameritrade you can : Transition to solid grid and text. : Animate grid elements and update text. : Animate grid elements and update text. : Animate grid elements and update text. 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 TD Ameritrade IP Company, Inc. All rights reserved. Used with permission. 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 TD Ameritrade IP Company, Inc. All rights reserved. Used with permission. : Transition screen with a grid and photo on it. Display text in the white box. : Change text to say It s your RIGHT. The change text to say And with TD Ameritrade you can. 6

7 31. Las Vegas MoneyShow May 2011 Speaking Topics 32. Tuesday, May 10, :15 pm to 4pm Don Kaufman Option Volatility 33. Tuesday, May 10, pm to 9pm Trading the Markets with Tom 34. Wednesday, May 11, :45 am to 10:30am Live Trading with Tom Sosnoff 35. and Probability and Dave! : Slide old text up off the screen and new text up from the bottom of the screen. Let Don Kaufman from TD Ameritrade teach you the detailed criteria and logic behind constructing option spreads based on price, volatility and probability. All strategies taught in this fast-paced session will encompass defined risk option premium selling techniques and emphasize keeping time decay on your side. The risk of loss in trading before trading. Options involve risks and are not suitable for all investors. Multiple leg option transactions will incur contract fees on each leg. : Join TD Ameritrade s Tom Sosnoff and Dave Johnson from Investools from TD Ameritrade Holding Corp., in their back-bypopular-demand live joint appearance. Watch Tom and Dave as they present an extended version of their popular weekly market wrap. These two widely watched industry veterans, who have decidedly different approaches to trading, will entertain and enlighten you in what promises to be one of the most talked-about evening events of the Money Show! Investools, Inc. and TD Ameritrade, Inc., member FINRA/SIPC/NFA, are separate but affiliated companies and are not responsible for each other s services or policies. Investools, Inc., and TD Ameritrade, Inc. are wholly owned subsidiaries of TD Ameritrade Holding Corporation. Brokerage services provided exclusively by TD Ameritrade, Inc. Be there with TD Ameritrade s 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. before trading. Options involve risks and are not suitable for all investors. Multiple leg option transactions will incur contract fees on each leg. : Thursday, May 12, :45 am to 9:30 am Don Kaufman thinkorswim by TD Ameritade s Sneak-a-Peek at our new technology! thinkorswim by TD Ameritrade presents the latest in new technology with Don Kaufman. Don will share all the details about the new features of the thinkorswim platform and will take you into the future. Get ready for a sneak peek at our up and coming innovation. The risk of loss in trading before trading. Options involve risks and are not suitable for all investors. Multiple leg option transactions will incur contract fees on each leg. : : 7