TD Ameritrade Institutional

At City Center Financial it is our mission to provide safety and security for our client's accounts. This is why we carefully select our custodians.  TD Ameritrade Institutional provides our clients with significant value, security, and safety.

Low Costs

One important factor when we select our custodian, is the costs that the custodian will charge to our clients. These fees simply get absorbed by our clients, so we go out of our way to find high-quality custodians with low on-going costs!

Process for Opening & Funding Accounts

We help our clients open and fund accounts in a deliberate, step-by-step process. We monitor the movement of funds at every step of the way to ensure that all of our client's dollars end up where they're supposed to. When you hire our firm, we implement the following process:

  1. Sign Completed New Account Paperwork via DocuSign

  2. Transfer Assets from Current Custodians to TD Ameritrade

  3. Implement Investing Strategies Selected to Improve Your Portfolio

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