TD AMERITRADE Announces Portfolio Planner Enhancements to Help Investors Manage Investment Allocation

The recent market volatility has more than one investor taking a closer look at their investment portfolio. TD AMERITRADE Holding Corporation (NASDAQ: AMTD), through its self-directed investment tool, Portfolio Planner, now helps investors analyze their current portfolio and create an asset allocation that meets their investing needs.

“Portfolio Planner helps investors identify a target allocation for their risk profile and to analyze their current portfolio to see how well it matches that allocation,” says Bill Vulpis, Managing Director, Investment Product Management at TD AMERITRADE. “If you’re overweight or underweight in an asset class, such as large-cap growth or fixed-income, it will show investors how to make the necessary trades that can help bring their portfolio into balance. A well-diversified portfolio is more likely to deliver optimal risk adjusted returns over time and is more critical than ever in today’s turbulent markets.”

Investors can choose from three methods to create a new strategic asset allocation for the assets in their account. First, Portfolio Planner offers pre-built allocations that have been developed to meet one of five possible trading strategies: conservative, stable, balanced, growth and aggressive. Second, investors can choose the percentages they prefer to hold within each asset class and sub-class. And, third, investors can build a “basket” of securities regardless of the asset class or sub-class to which they belong. Investors can then place trades to satisfy the allocations created by the tool, track the portfolio against the target allocation for drift, and generate trades to keep them in alignment with their target.

Clients now also have the benefit of including mutual funds when determining their allocation strategy or rebalancing their portfolio. Portfolio Planner provides access to more than 12,000 mutual funds offered through TD AMERITRADE.

Portfolio Planner’s new functionalities include:

• The ability to utilize the TD AMERITRADE Premier List of mutual funds to help select compatible funds. Morningstar Associates, LLC, updates the list quarterly by regularly evaluating more than 30 different categories of funds available through TD AMERITRADE. Clients can use this exclusive list to find funds that enhance their portfolio and reflect their investment goals.*
• Access to more than 1,300 no-load, no-transaction-fee mutual funds.**
• The means to compare existing portfolio(s) with one of TD AMERITRADE’s pre-built target allocation models, to see how their current allocation measures up.
• The ability to create their own custom allocation to compare their existing portfolio to and select securities to fill gaps in their investment portfolio.
• The ability to invest new monies or rebalance their portfolio to keep them in alignment with their target allocation.

About TD AMERITRADE Holding Corporation

TD AMERITRADE Holding Corporation, through its brokerage subsidiaries,1 provides a dynamic balance of investment products and services that make it the investment firm of choice for millions of retail investor and independent registered investment advisor (RIA) clients. Listed by Forbes as one of America's best big companies, the Company offers a full spectrum of investment services, including a leading active trader program, intuitive long-term investment solutions and a national branch system, as well as relationships with one of the largest independent RIA networks.2 The Company’s common stock trades under the ticker symbol AMTD. For more information, please visit www.amtd.com.

Before investing in investment company securities, be sure to carefully consider the security's objectives, risks, charges, and expenses. For a prospectus containing this and other important information, contact the investment company or a TD AMERITRADE Client Services representative. Please read the prospectus carefully before investing.

*Premier List disclosures: Copyright ©2008. Morningstar Associates, LLC. All Rights Reserved. Morningstar Associates, LLC is a registered investment advisor and wholly owned subsidiary of Morningstar, Inc. The information, data and opinions contained herein include proprietary information of Morningstar Associates, LLC and may not be copied or redistributed for any purpose. The mutual funds selected by Morningstar Associates, LLC for the Premier List have been derived from a universe of mutual funds made available through TD AMERITRADE. Morningstar Associates, LLC does not warrant this information to be accurate, complete or timely. Morningstar Associates, LLC is not responsible for any damages or losses arising from the use of this information. Particular mutual funds on the Premier List may not be appropriate investments for you under your circumstances, and there may be other mutual funds or investment options offered by TD AMERITRADE that are appropriate. Past performance is no guarantee of future results.

**TD AMERITRADE receives remuneration from fund companies participating in its no-load, no-transaction-fee program for record-keeping and shareholder services, and other administrative services. The amount of TD AMERITRADE's remuneration for these services is based in part on the amount of investments in such funds by TD AMERITRADE clients. No-transaction-fee funds have other fees and expenses that apply to a continued investment in the fund and are described in the prospectus.

1TD AMERITRADE, Inc., member FINRA (www.FINRA.org) /SIPC (www.SIPC.org), receives clearing and custodial services from TD AMERITRADE Clearing, Inc., member FINRA/SIPC. TD AMERITRADE, Inc. and TD AMERITRADE Clearing, Inc. are subsidiaries of TD AMERITRADE Holding Corporation.

2More info on the Forbes award is available at www.forbes.com/platinum.