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Neither Investools Inc. nor any of its officers, employees, representatives, agents or independent contractors are, in such capacities, licensed financial advisors, registered investment advisers or registered broker-dealers. Investools Inc. does not provide investment or financial advice or make investment recommendations, nor is it in the business of transacting trades, nor does it direct client commodity accounts or give commodity trading advice tailored to any particular client’s situation. Nothing contained in this communication constitutes a solicitation, recommendation, promotion, endorsement or offer by Investools Inc. of any particular security, transaction or investment.
Trading securities can involve high risk and the loss of any funds invested. Investment information provided may not be appropriate for all investors, and is provided without respect to individual investor financial sophistication, financial situation, investing time horizon or risk tolerance.
The Investools free trial is valid for new Investools clients only. New Investools clients are able to select an Investools free trial for either the Stock Investing course or the Income Investing course. Investools reserves the right to restrict or revoke this offer at any time. This is not an offer or solicitation in any jurisdiction where Investools is not authorized to do business. A valid email address is required to participate.
Please allow 1 week from requesting the free trial to receive an email from Investools with information on how to access your Investools free trial. The Investools free trial includes access to either the Stock Investing or Income Investing online course, online and in-person workshops, one-to-one coaching, online coaching, Investor Toolbox®, and Trading Rooms®. After the Investools free trial ends, you must subscribe to maintain access. Cost for the Stock Investing course for non-TD Ameritrade clients will be $699. Cost for the Stock Investing course for TD Ameritrade clients will be $499. Cost for the Income Investing course for non-TD Ameritrade clients will be $2,199. Cost for the Income Investing course for TD Ameritrade clients will be $1,549.
*Offer is valid for either 1) a qualifying deposit or external transfer into an existing TD Ameritrade account or an existing eligible account using the Amerivest service with a minimum of $10,000 within 45 days of enrolling in an Investools education program OR 2) a new TD Ameritrade account opened and funded with a minimum of $10,000 or an eligible account using the Amerivest service funded with a minimum of $25,000 within 45 days of enrolling in an Investools education program. If you have not yet enrolled in an education program, please call an Investools Education Counselor at 1-800-958-5950, and enroll by 9/30/2017 and fund within 45 days of enrolling in an Investools educations program. To register existing TD Ameritrade account or eligible account using the Amerivest service for this offer, please contact your Investment Consultant. To open a new TD Ameritrade account, please go to http://www.tdameritrade.com/investoolsoffer. To open an account using the Amerivest service, please visit http://www.tdameritrade.com/planningretirement /portfolioguidance/overview.html. For every $10,000 that is agreed between the client and Investools to be deposited or transferred into your new or existing TD Ameritrade account or eligible account using the Amerivest service, Investools agrees to reduce the tuition cost of the selected Education Program by $50. TD Ameritrade will communicate to Investools, Inc. the date and amount of funding received. If TD Ameritrade account is not funded within 45 days from the date of enrollment, or if the account does not maintain the minimum agreed upon funding requirement for 12 months, Investools may at their discretion, charge the full amount of the education program selected. If the actual amount funded is less than the amount agreed upon, Investools may, at their discretion, adjust the charge to reflect a discount appropriate to the actual funding amount. Offer is not transferable and not valid with internal transfers, TD Ameritrade Institutional accounts, or with other offers.
Amerivest is an investment advisory service of Amerivest Investment Management, LLC, an affiliated registered investment advisor.
After free trial access to online courses, One-to-One Coaching, Online Coaching, and Trading Rooms has expired, you must subscribe to maintain access. An active subscription to the Investor Toolbox is required to access programs purchased.
†Investools Inc. is recognized as an Authorized Provider by the International Association for Continuing Education and Training (IACET). Investools Continuing Education Credits (CEUs) are also registered with the Certified Financial Planner (CFP®) Board of Standards, Inc. as well as the National Association of State Boards of Accountancy (NASBA) for CPAs as a sponsor of continuing professional education on the National Registry of CPE Sponsors. Investools is not an accredited education institution and does not provide degree programs. Eligibility for use of CEUs is determined by the accepting organization and not by Investools.
Investools Inc. and TD Ameritrade, Inc. (member FINRA | SIPC) are separate but affiliated companies that are not responsible for each other’s services or policies.