在投资之前应谨慎考虑底层基金的目标、风险以及费用和花费。请拨打888-310-7921联系我们获取包含每一基金以及其他重要信息的公开说明书。投资前请仔细阅读。
所有投资都涉及风险，包括失去本金。过去的表现并不保证未来的结果或成功。投资过程不能保证投资成功。资产配置和多样化并不能消除经历投资损失的风险。
ETF涉及的风险类似于直接拥有证券，包括但不限于市场、行业或产业风险。一些ETF可能涉及国际风险、货币风险、商品风险、和利率风险。 交易价格可能无法反映底层证券的净资产值。
共同基金涉及市场、汇率、政治、信贷、利率和预付款的风险，这取决于共同基金的类型。
专有顾问服务是由德美利投资管理 (TD Ameritrade Investment Management, LLC. “TDAIM”) 收费提供，其为注册投资顾问，是The Charles Schwab Corporation的子公司。经纪服务由德美利证券提供。要获取更多信息，包括投资风险，请查阅 公开声明 (表格ADV Part 2A)。
德美利投资管理将根据您的德美利证券投资账户中的资产价值评估收取年度咨询费用。费用将在每个季度开始对该季度进行评估前收取，并将在该季度开设和关闭的账户时比例分配费用。德美利证券将不会在您德美利投资管理账户中的合格证券交易收取佣金。所有费用可能会有更改。
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.
这不是我们在没有授权开展业务的任何司法管辖区的优惠或招揽或此等优惠或招揽违反当地法律法规的司法管辖区，包括但不限于澳大利亚、加拿大、香港、日本、沙特阿拉伯、新加坡、英国和欧盟国家。
德美利证券提供为FINRA/SIPC成员，并是The Charles Schwab Corporation的子公司。德美利证券为TD Ameritrade IP Company, Inc.与The Toronto-Dominion Bank共同拥有的商标。© 2022 嘉信理财版权所有。
