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TD Ameritrade clients can securely trade directly through Twitter

TD Ameritrade Launches Market Access and Investor Education Through Twitter

February 8, 2018

TD Ameritrade clients can securely trade directly through Twitter

TD Ameritrade1 is bringing financial market updates, investor education, research and trading to retail investors through Twitter Direct Messages. Powered by artificial intelligence (AI) and backed by live client service support – retail investors now have one more way to do their research, access the markets and get support.

“We were one of the first in our industry to embrace the power of Twitter as a customer service tool because we recognize that consumers are turning to social platforms as the new 800 number,” said Sunayna Tuteja, director of emerging tech and innovation at TD Ameritrade. “Twitter is a platform that investors are already using to chat with us and get breaking news that can impact the markets, especially during busy times like these. Now, we’re taking their experience to a whole new level, further helping investors gather news, do their research, get real-time quotes, and take action — all without leaving the Twitter Direct Message platform.”

“TD Ameritrade is paving the way when it comes to how financial service firms connect with consumers,” said Jeff Melei, director of financial services client solutions at Twitter. “From their founding sponsorship of TicToc by Bloomberg to the chat bot they are launching today, TD Ameritrade has been consistently innovating and using Twitter in unique ways to provide their customers with access to a breadth of real-time data and customer service."

“This launch is a significant piece of our strategy to bring the power of TD Ameritrade’s investing technology to the platforms that people are using every day,” said Vijay Sankaran, chief information officer at TD Ameritrade. “By tapping into familiar interfaces like Twitter and using the power of AI to provide greater context, conversation and education, we hope to make investing simpler and more accessible for more people.”

By connecting with TD Ameritrade through Twitter Direct Messages, investors can get on-demand market information, news and events, quotes and sector information, plus social sentiment powered by LikeFolio* and more than 150 educational videos about investing. Existing TD Ameritrade clients can authenticate and log into their accounts and transact directly through the platform. In addition, Scottrade2 clients can quickly get answers to their questions regarding the transition to TD Ameritrade.

Investors can currently chat with TD Ameritrade through third-party platforms including Facebook Messenger, Amazon Alexa and Twitter DM.

About TD Ameritrade Holding Corporation
TD Ameritrade provides investing services and education to more than 11 million client accounts totaling more than $1 trillion in assets, and custodial services to more than 6,000 registered investment advisors. We are a leader in U.S. retail trading, executing more than 700,000 trades per day for our clients, nearly a quarter of which come from mobile devices. We have a proud history of innovation, dating back to our start in 1975, and today our team of 10,000-strong is committed to carrying it forward. Together, we are leveraging the latest in cutting edge technologies and one-on-one client care to transform lives, and investing, for the better. Learn more by visiting TD Ameritrade’s newsroom at www.amtd.com, or read our stories at Fresh Accounts.

*The social data discovery, filtering and analysis are provided by SwanPowers, LLC's LikeFolio. SwanPowers and TD Ameritrade are separate and unaffiliated firms.

Third party firms mentioned above are separate from and not affiliated with TD Ameritrade, which is not responsible for their services or policies.

1TD Ameritrade, Inc. (“TD Ameritrade”) is a broker-dealer subsidiary of TD Ameritrade Holding Corporation. Brokerage services provided by TD Ameritrade, Inc., member FINRA (www.FINRA.org) / SIPC (www.SIPC.org)

2Scottrade, Inc. (member FINRA/SIPC) and TD Ameritrade, Inc. are separate entities but are affiliated subsidiaries of TD Ameritrade Holding Corporation. Scottrade®, the Scottrade® logo and all other trademarks, whether registered or unregistered, are the property of TD Ameritrade IP Company, Inc.

Source: TD Ameritrade Holding Corporation