Wearable Portfolio: TD Ameritrade Mobile Trading App

Check your investment account info and progress toward your financial goals—directly from your smartwatch.

Print
https://tickertapecdn.tdameritrade.com/assets/images/pages/md/Smartwatch: Check your investment portfolio
5 min read

Key Takeaways

  • As the market for wearable technology has grown, so has the number of apps and functionalities available
  • Investors in the managed portfolio solutions offered by TD Ameritrade Investment Management, LLC can now access account info from an Apple or Android smartwatch

Just because you’re not at your desk or don’t have your phone doesn’t mean you can’t access your portfolio.

Wearable technology has become a popular way to quickly access information by simply looking at your wrist. These devices started to take off with the introduction of the Fitbit (FIT) around 2009; they mostly tracked physical activity, but since the debut of smartwatches—the Samsung Galaxy Gear in 2013 and Apple’s (AAPL) Apple Watch in 2015—demand for this sector has taken off.

According to International Data Corporation, worldwide shipments of higher-end wearables grew 28.4% in the first quarter as consumers’ preferences shift to smarter devices. Research and advisory firm Forrester estimated that the U.S. wearables market will grow from $4.8 billion in 2016 to $9 billion in 2022, representing a compound annual growth rate of 9% from 2017 to 2022. And it’s only a matter of time before we can do more—and expect more—from our wearable devices.

Omnichannel Access

We know you’re busy, and for us, it’s important you can access your account anytime and anyplace you want. With that in mind, we’ve made it easier to access your account from any device—desktop, mobile app, and now smartwatch. Investors in Essential Portfolios and Selective Portfolios, two managed portfolio solutions available from TD Ameritrade Investment Management LLC, have had on-the-go access to their portfolios via the TD Ameritrade mobile apps. Now, we’ve enabled that same functionality for Apple Watch and for all Android watches.

We hope that by providing you with portfolio access on your smartwatch, tracking your savings goals can become as habitual as tracking your fitness targets or other lifestyle goals.

All the core capabilities are available via your favorite smartwatch. Want to know your account balance? Check. Interested in your historical performance? Check. Curious where you are on reaching your goals? Check. Those are just some of the capabilities available with a few simple taps of your wearable device.

Get Started

Ready to try it out? Get started by downloading the TD Ameritrade Portfolios app. Once that’s installed, look for our icon, and you can start navigating. From there you’ll be able to access portfolio information and charts in an easy-to-read, mobile-friendly format made for viewing on a watch.

FIGURE 1: PORTFOLIOS APP—DOWNLOAD AND TAP. Today's wearable technology allows users to track progress toward financial goals in a manner similar to that of tracking fitness goals. Image source: TD Ameritrade Portfolios app. For illustrative purposes only.  

Want to get a sense of how core capabilities look on your watch? Start by calling up a chart that shows you the progress you’ve made toward your goals—one of the most popular charts among clients. Are you on track with your short-term goals such as the purchase of a big-ticket item? What about your long-term goals such as retirement? 

In today’s market, it’s important to have information at your fingertips in an easily digestible format to reassure you about your plans or consider new actions to take in order to pursue your targets. Having this information on your smartwatch may help you make a confident decision more quickly.

Call Us
800-454-9272

Before investing carefully consider the underlying funds’ objectives, risks, charges, and expenses. For a prospectus containing this and other important information about each fund, contact us at 888-310-7921. Please read the prospectus carefully before investing.

All investments involve risk, including loss of principal. Past performance does not guarantee future results. There is no assurance that the investment process will consistently lead to successful investing. Asset allocation and diversification do not eliminate the risk of experiencing investment losses.

Advisory services are provided by TD Ameritrade Investment Management, LLC (“TD Ameritrade Investment Management”), a registered investment advisor. Brokerage services provided by TD Ameritrade, Inc. TD Ameritrade Investment Management provides discretionary advisory services for a fee. Risks applicable to any portfolio are those associated with its underlying securities. For more information, please see the Disclosure Brochure (Form ADV Part 2A).

adChoicesAdChoices

Market volatility, volume, and system availability may delay account access and trade executions.

Past performance of a security or strategy does not guarantee future results or success.

Options are not suitable for all investors as the special risks inherent to options trading may expose investors to potentially rapid and substantial losses. Options trading subject to TD Ameritrade review and approval. Please read Characteristics and Risks of Standardized Options before investing in options.

Supporting documentation for any claims, comparisons, statistics, or other technical data will be supplied upon request.

The information is not intended to be investment advice or construed as a recommendation or endorsement of any particular investment or investment strategy, and is for illustrative purposes only. Be sure to understand all risks involved with each strategy, including commission costs, before attempting to place any trade. Clients must consider all relevant risk factors, including their own personal financial situations, before trading.

This is not an offer or solicitation in any jurisdiction where we are not authorized to do business or where such offer or solicitation would be contrary to the local laws and regulations of that jurisdiction, including, but not limited to persons residing in Australia, Canada, Hong Kong, Japan, Saudi Arabia, Singapore, UK, and the countries of the European Union.

TD Ameritrade, Inc., member FINRA/SIPC. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. © 2018 TD Ameritrade.

Scroll to Top