TD AMERITRADE TDA 1899: NYC Tradeshow Demo 2/06/12 Storyboard v 1.0
1. On-Screen Text: Expect More. Do More. Serious tools for serious traders. : Title slide 2. On-Screen Text: You re a serious trader : Transition title slide out and text in. 3. On-Screen Text: You need serious tools : Animate grid and text 4. On-Screen Text: TD Ameritrade has them : Animate grid and text 5. On-Screen Text: Real-time information Advanced analytics Mobile trading Objective research 6. On-Screen Text: : 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
6. On-Screen Text: Everything you need to get the job done and then some. : 7. On-Screen Text: Access the the online broker Barron's named Best for Options Traders and earn 4.5 stars from Barron s. 8. On-Screen Text: Put your investing strategy into action with Trade Architect - all the functionality, no training manual required. 9. On-Screen Text: Streamlined simplicity : Zoom into the computer screen 10. On-Screen Text: Intuitive customization : Show Edit Layout Screen 11. On-Screen Text: Integrated help and education : Update text and show appropriate Transition grid lines off the and show the Trade Architect trading screen. screen. Scale down photo. interface. Transition text in. 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. 3
12. On-Screen Text: For the trader who wants it all, get a powerful trading experience with thinkorswim. : The TOS logo appears along with text. 13. On-Screen Text: Access futures and forex markets 14. On-Screen Text: Trade stocks nonstop 15. On-Screen Text: Review at-a-glance options 16. On-Screen Text: Trade complex options Butterflies 17. On-Screen Text: : : Condors Update text and show appropriate Update text and show appropri- Other multi-leg strategies trading screen. ate trading screen. : Zoom into the computer screen and show the user clicking on the trade tab and clicking on the futures and forex sub-tabs. suitable for all investors. Multiple leg option transactions will incur contract fees on each leg. Take the show on the road with TD Ameritrade Mobile Trader : Transition to screen with text and grid on it. : Update text and show appropriate trading screen. 4
18. On-Screen Text: 19. On-Screen Text: 20. On-Screen Text: 21. On-Screen Text: 22. On-Screen Text: 23. On-Screen Text: ipad iphone BlackBerry Android Windows : Show mobile devices slowly scrolling across the screen. View customized charts : Show horizontal mobile device with a chart on it. Scan real-time quotes Access to real-time market data is conditioned on acceptance of the exchange agreements. Professional access differs. : Show quotes screen Get market alerts : Show the alert setup screen Place trades and test strategies : Show the order ticker screen Gain insights and knowledge from a wealth of third-party research. 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. 5
24. On-Screen Text: S&P Thomson Reuters Credit Suisse 25. On-Screen Text: Tap 30 years of know-how and service 26. On-Screen Text: Low, flat-rate commissions : 27. On-Screen Text: Asset protection guarantees and security safeguards 28. On-Screen Text: 24/7 support : 29. On-Screen Text: Expect more Do more Animate grid elements and Animate grid elements and update text. update text. : Display three logos on the screen. Enlarge each one. One after another. : Transition to solid grid and 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. 2012 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. 6
30. On-Screen Text: It s your right And with TD Ameritrade you can 31. On-Screen Text: New York Traders Expo Events February 2012 Speaking Topics 32. On-Screen Text: Monday, February 20th 10:30am 11:15am Don Kaufman Portfolio 33. On-Screen Text: Monday, February 20th 2:45pm- 3:30pm TD Ameritrade technology 34. On-Screen Text: Monday, February 20th 7:15pm- 9:15pm Trading the Markets with Tom! 35. On-Screen 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. 2012 TD Ameritrade IP Company, Inc. All rights reserved. Used with permission. : Slide old text up off the screen and new text up from the bottom of the screen. Enhancements Utilizing Options Please join TD Ameritrade s Don Kaufman as he takes you through the logic and criteria of enhancing your portfolio utilizing various option strategies. Don will cover using options, and futures to help mitigate the risk in a portfolio. suitable for all investors. Multiple leg option transactions will incur contract fees on each leg. Come learn the ins and outs of our technology as Don Kaufman guides you through thinkorswim s real-time charts, analytics and more. iphone, ipad, Blackberry, Android, desktop software, web based trading; if you need trading technology, we have a solution for you! suitable for all investors. Multiple leg option transactions will incur contract fees on each leg. Join Tom Sosnoff, CEO of tastytrade Inc. and co-founder of thinkorswim, in his back-bypopular-demand live evening appearance. Sosnoff is a widely watched industry veteran who has a distinct approach to trading. He will entertain and enlighten you in what promises to be one of the most talkedabout events of the Traders Expo! : : Change text to say It s your RIGHT. The change text to say And with TD Ameritrade you can. : : Tuesday, February 21st 10:30am-11:15am Live Trading with Tom Sosnoff Be there with 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. suitable for all investors. Multiple leg option transactions will incur contract fees on each leg. : 7
36. On-Screen Text: Tuesday, February 21st 11:30 am - 12:15pm Trading the Trend, Knowing When to Exit Brought to you by Investools from TD Ameritrade Holding Corp. To be a better investor, it s not enough to know when to enter; you need to know when to exit. Join Linda McCoy CMT, an experienced instructor from Investools from TD Ameritrade Holding Corp., to learn how the Investools Training System can teach you how to spot opportunities whichever way the trend is moving. There s too much at stake to be an emotional investor, especially when Investools can help you become a disciplined one. Investools, Inc. and TD Ameritrade, Inc., are separate but affiliated companies and are not responsible for each other s services or policies. suitable for all investors. Multiple leg option transactions will incur contract fees on each leg. : 8