TD Ameritrade 2018 Annual Report

vi The client experience remains paramount to all that we do. Emily G. Assistant TeamManager, Client Account Services Omaha, NE While converting 4 million accounts to our systems was a HUGE deal, what’s even more energizing is the attention our employees showed to getting it done right, with a laser-like focus on the client experience. Engagement and overall satisfaction among converted Scottrade clients continues to improve as they increase adoption of our platforms, education, tools, products, and other solutions. We also introduced millions of TD Ameritrade clients to a more accessible branch network—with hundreds of new locations to choose from across the country—and we’re seeing promising trends as TD Ameritrade clients embrace legacy Scottrade locations and vice versa. The Scottrade integration taught us a lot about who we are and the value we bring to investors. It also reminded us that the client experience remains paramount to all that we do, and with the conversion now behind us, we are making sure it stays top of mind by making it our No. 1 priority across the firm. We’re proud to add the S cottrade conversion to the top of our list of 2018 accomplishments. Growing the brokerage by four million. Scottrade

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