SYS-CON MEDIA Authors: Yeshim Deniz, Elizabeth White, Pat Romanski, Liz McMillan, William Schmarzo

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TD Ameritrade Supports the Launch of Apple Business Chat

TD Ameritrade1 is launching Apple Business Chat support to deliver financial market updates, investor education, research and trading information to customers using the Messages app on iPhone and iPad. With Apple Business Chat, investors have a powerful new way to connect with TD Ameritrade where and when they want to.

“Our goal is to make investing simpler and more accessible, and one way we are doing that is bringing the best of TD Ameritrade to the platforms people use every day. The Messages app is one of the most popular ways to communicate, and we know that nearly 75 percent of our clients use an iPhone or iPad,” said Sunayna Tuteja, head of partnerships and emerging tech. “We are thrilled to support the launch of Apple Business Chat, and bring TD Ameritrade’s education, knowledge and experience to investors through this powerful new platform.”

“By leveraging technology to break down traditional barriers and meet consumers where they are with relevant education and engaging experiences, we can empower more consumers to take charge of their financial futures,” said Vijay Sankaran, chief information officer at TD Ameritrade. “The power of AI and machine learning in the experience we built for Apple Business Chat enables clients to access information with speed, but also layers in relevant context, to make sense of the information so they can make more confident decisions.”

Anyone can converse with TD Ameritrade using the Messages app on an iPhone or iPad and get help with things like:

  • Getting a quote, track company events and add them to your calendar
  • Get updates on markets, indices and sectors
  • Learn about investing with more than 200 educational videos and test your knowledge with lessons and quizzes
  • Find the closest branch
  • Chat with an automated agent or a live agent any time

Once authenticated, existing clients can also:

  • Check account balances, positions, order status and place trades
  • Access tax documents for the last seven years

In addition, Scottrade clients can quickly get answers to their questions regarding the transition to TD Ameritrade.

How does it work?

By searching for TD Ameritrade in Maps, Safari, Search or with Siri, on an iPhone or iPad with iOS 11.3, users can simply tap the Messages icon that appears next to the search result to get started. The conversations can be continued on Apple Watch or Mac. Users can chat with an automated agent or choose a live agent at any time by typing ‘agent.’

When developing the experience for Apple Business Chat, TD Ameritrade based the use cases on the most frequently asked questions in its call centers to ensure maximum utility. Responses to those inquiries were then rendered for Apple Business Chat in a simple and engaging way.

“Part of offering a better investing experience is allowing clients to use the channel of their choice and the experience of their choice – automated or human,” said Tuteja.

Investors across the U.S. can now chat with TD Ameritrade using Apple Business Chat.

About TD Ameritrade Holding Corporation

TD Ameritrade provides investing services and education to more than 11 million client accounts totaling more than $1 trillion in assets, and custodial services to more than 6,000 registered investment advisors. We are a leader in U.S. retail trading, executing more than 700,000 trades per day for our clients, nearly a quarter of which come from mobile devices. We have a proud history of innovation, dating back to our start in 1975, and today our team of 10,000-strong is committed to carrying it forward. Together, we are leveraging the latest in cutting edge technologies and one-on-one client care to transform lives, and investing, for the better. Learn more by visiting TD Ameritrade’s newsroom at www.amtd.com, or read our stories at Fresh Accounts.

Third party firms mentioned above are separate from and not affiliated with TD Ameritrade, which is not responsible for their services or policies.

1TD Ameritrade, Inc. (“TD Ameritrade”) is a broker-dealer subsidiary of TD Ameritrade Holding Corporation. Brokerage services provided by TD Ameritrade, Inc., member FINRA (www.FINRA.org) /SIPC (www.SIPC.org)

Source: TD Ameritrade Holding Corporation

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