Please direct all sales and support questions to Morningstar at 866-431-3969, option #2.

TD AMERITRADE and Morningstar are pleased to offer three customized edtions of Advisor Workstation.

Solution 1: Research and Clients & Portfolios Modules.

Solution 2: Research, Clients & Portfolios and Sales/Hypotheticals Modules.

Solution 3: Research, Clients & Portfolios, Sales/Hypotheticals and Planning Modules.

All solutions include the following investment universes: mutual funds, closed-end funds, exchange traded funds (ETFs), stocks, variable annuity/life products, 529 plans and separate accounts.