在投資之前應謹慎考慮底層基金的目標、風險以及費用和花費。請撥打888-310-7921聯繫我們獲取包含每一基金以及其他重要信息的公開說明書。投資前請仔細閱讀。
所有投資都涉及風險，包括失去本金。過去的表現並不保證未來的結果或成功。投資過程不能保証投資成功。資產配置和多樣化並不能消除經歷投資損失的風險。
ETF涉及的風險類似於直接擁有證券，包括但不限於市場、行業或產業風險。一些ETF可能涉及國際風險、貨幣風險、商品風險、和利率風險。交易價格可能無法反映底層證券的淨資產值。
共同基金涉及市場、匯率、政治、信貸、利率和預付款的風險，這取決於共同基金的類型。
專有顧問服務是由德美利投資管理 (TD Ameritrade Investment Management, LLC. “TDAIM”) 收費提供，其為註冊投資顧問，是The Charles Schwab Corporation的子公司。經紀服務由德美利證券提供。要獲取更多信息，包括投資風險，請查閱 公開聲明 (表格ADV Part 2A)。
德美利投資管理將根據您的德美利證券投資賬戶中的資產價值評估收取年度諮詢費用。費用將在每個季度開始對該季度進行評估前收取，並將在該季度開設和關閉的賬戶時比例分配費用。德美利證券將不會在您德美利投資管理賬戶中的合格證券交易收取佣金。所有費用可能會有更改。
TDAIM and TD Ameritrade provide periodic comprehensive reporting services, which can incorporate all of the client’s investment assets including those investment assets that are not part of the assets managed by TDAIM (the "Excluded Assets") (assets over which the client maintains trading authority vs. trading authority designated to another investment professional). The service relative to the Excluded Assets is limited to reporting services only, which does not include investment implementation. Because TDAIM and TD Ameritrade do not have trading authority for the Excluded Assets, to the extent applicable to the nature of the Excluded Assets , the client (and/or the other investment professional), and not TDAIM or TD Ameritrade shall be exclusively responsible for directly implementing any recommendations relative to the Excluded Assets.
The client and the client's advisors that maintain trading authority, and not TDAIM or TD Ameritrade, shall be exclusively responsible for the investment performance of the Excluded Assets. Without limiting the above, TDAIM and TD Ameritrade shall not be responsible for any implementation error (timing, trading, etc.) relative to the Excluded Assets.
The construction of your Personalized Portfolio(s) is based solely on the information provided by you to TDAIM and is assembled in consideration of the suitability and risk tolerance presented specific to this account or accounts. A Personalized Portfolio is not intended to provide a complete financial plan. Assets held at other financial institutions, while used in the assessment of your overall investment and risk profile, are a snapshot in time and are not monitored, reviewed, or in any way evaluated in the ongoing management of the advisory accounts by TDAIM. You are responsible to contact your Financial Consultant if you have changes to your assets not managed by TDAIM or if there is a change to your financial circumstances that would necessitate the need for an updated assessment of your Personalized Portfolio.
這不是我們在沒有授權開展業務的任何司法管轄區的優惠或招攬或此等優惠或招攬違反當地法律法規的司法管轄區，包括但不限於澳大利亞、加拿大、香港、日本、沙特阿拉伯、新加坡、英國和歐盟國家。
德美利證券提供為FINRA/SIPC成員，並是The Charles Schwab Corporation的子公司。德美利證券為TD Ameritrade IP Company, Inc.與The Toronto-Dominion Bank共同擁有的商標。 © 2022 嘉信理財版權所有。
