Just a few days after adding support for peer-to-peer payments with PayPal, Facebook Messenger today has gained support for placing trades with TD Ameritrade. The online broker announced the new partnership in a press release, saying that it is “going where customers are to deliver the best of TD Ameritrade.”

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TD Ameritrade offered “chat bot” via Messenger since August, but today’s update gives it a host of new functionality. First off, TD Ameritrade’s chat bot now supports equity and ETF trading. Users can fund their investment account with ACH deposits via Messenger. This means that users can sell and buy without leaving the Messenger app.

TD Ameritrade explains that users can rely purely on the chat bot to place trades, or do it themselves. If they go through the chat bot, the bot will “do most of the work,” but the user will still have to confirm the trade before it is officially placed.

Furthermore, Essential Portfolio users can view their accounts and statements via Messenger, while the bot will also now offer a weekly summary of the financial market.

  • Equity and ETF trading is now available through the TD Ameritrade experience on Messenger.
  • Clients can now fund their eligible TD Ameritrade accounts by making ACH deposits through the secure TD Ameritrade experience via Messenger.
  • Clients using the Essential Portfolios offered by TD Ameritrade Investment Management, LLC can now get access to those accounts and their quarterly performance video statements.
  • TD Ameritrade’s bot for Messenger now shares a weekly financial market recap – an alert summarizing market moves and sector highlights – and offers a new line-up of financial education content.

More information can be found in the press release below:

TD Ameritrade Enables Trading Through Messenger

OMAHA, Neb.–(BUSINESS WIRE)– TD Ameritrade1 today announced significant upgrades to its chat bot for Messenger, giving retail investors yet another channel through which they can trade and engage with their investment accounts. The company also added new financial market research and education content to the automated experience on Messenger.

Equity and ETF trading is now available through the TD Ameritrade experience on Messenger. Clients can now fund their eligible TD Ameritrade accounts by making ACH deposits through the secure TD Ameritrade experience via Messenger. Clients using the Essential Portfolios offered by TD Ameritrade Investment Management, LLC* can now get access to those accounts and their quarterly performance video statements. TD Ameritrade’s bot for Messenger now shares a weekly financial market recap – an alert summarizing market moves and sector highlights – and offers a new line-up of financial education content. “We’re going where consumers are to deliver the best of TD Ameritrade education, knowledge and experience,” said Vijay Sankaran, chief information officer for TD Ameritrade. “Allowing clients to seamlessly access TD Ameritrade features and functionality via Messenger offers a conversational channel they are already familiar with and helps make investing simpler and more accessible.”

Clients have the choice to independently take action or rely on the bot for support while performing tasks, such as placing a trade. Through a dialogue with the client, the bot will do most of the work and leave the client to handle the final step – clicking a single button to complete the task.

TD Ameritrade’s bot for Messenger, first launched on Aug. 21, 2017, is driven by artificial intelligence (AI) technology and backed by live client service support. One part of the company’s larger conversational commerce strategy, the underlying AI engine was built to be applied to a variety of client interaction points with little additional development.

“The experience provides context, conversation and education,” continued Sankaran. “Whether you choose the self-serve option or opt for human support, the bot exists to provide assistance along the way – sharing educational videos or quotes – to create a high-tech, high-touch guided experience.”

To access the experience, clients can simply connect with TD Ameritrade on Facebook Messenger.

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) http://www.tdameritrade.com/forms/TDA4855.pdf

About TD Ameritrade Holding Corporation Millions of investors and independent registered investment advisors (RIAs) have turned to TD Ameritrade’s (Nasdaq:AMTD) technology, people and education to help make investing and trading easier to understand and do. Online or over the phone. In a branch or with an independent RIA. First-timer or sophisticated trader. Our clients want to take control, and we help them decide how — bringing Wall Street to Main Street for more than 40 years. TD Ameritrade has time and again been recognized as a leader in investment services. Please visit TD Ameritrade’s newsroom or http://www.amtd.com for more information.


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