Frequently Asked Questions

About Investools


1.   I've never heard of Investools from TD Ameritrade Holding Corp. before, who are you?
2.   Is Investools from TD Ameritrade Holding Corp. a brokerage firm?
3.   Does Investools from TD Ameritrade Holding Corp. provide advice?
4.   Some investment educators seem untrustworthy. I'd like to confirm Investools is not a scam.

About Investools Investor Education


5.   Is this day trading?
6.   What if I've never traded a stock before?
7.   What if I'm very experienced at trading? Is this for me?
8.   What exactly do I get?
9.   Are there any in-person workshops?
10.   What courses do you offer?
11.   How long does it take to complete the courses?
12.   How much time will I need to invest and manage my investments?
13.   Am I committing myself to appointments?
14.   Do you offer any additional products or services?
15.  What's the difference between Coaching and Trading Rooms®?
16.   Is this a software program that will tell me what to buy?
17.   Can my spouse take the course with me?
18.   Where do the instructors and coaches come from? How good are they?
19.   Are there any tests I have to take prior to enrolling in one of your programs?
20.   Will this course earn me any kind of degree or college credit?
21.   Are course materials sent in the mail?
22.   What happens when my Web time expires?

Enrollment Process and Payment


23.   Do you have a referral program?
24.   Will you charge my credit card right away?
25.   Are there payment plans available?
26.   Do I get access to the course immediately?
27.   What forms of payment can I use?
28.   What is your cancellation/refund policy?

Technical Requirements


29.   I'm not very online-savvy. Will I understand this?
30.  What are the computer requirements?
31.  Do I need an Internet connection?
32.  Do I need a brokerage account?

Start taking control in a Free* Investing Training online class.



Take this FREE* 45-minute investment training webcast and start learning to profit in any market with stocks.



Get a quick start with our Investing Foundation Program.



Start racing toward your goals with two courses, a wealth of easy-to-use tools, and our top-tier coaching support, in the program that helps you start managing your own portfolio.

LearnMore

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What Our Students Say:

"The [Investing Foundation] class ... helped me understand and read graphs ... It gave me confidence."
– Maximiliano Sanchez, Investools Student**




© 2013 TD Ameritrade IP Company, Inc. All rights reserved. Terms of use apply. Reproduction, adaptation, distribution, public display, exhibition for profit, or storage in any electronic storage media in whole or in part is prohibited under penalty of law. Neither Investools Inc. nor any of its officers, employees, representatives, agents or independent contractors are, in such capacities, licensed financial advisors, registered investment advisors or registered broker-dealers. Investools Inc. does not provide investment or financial advice or make investment recommendations, nor is it in the business of transacting trades, nor does it direct client commodity accounts or give commodity trading advice tailored to any particular client's situation. Nothing contained in this communication constitutes a solicitation, recommendation, promotion, endorsement or offer by Investools Inc. of any particular security, transaction or investment. The risk of loss in trading securities, options, futures and forex can be substantial. Customers must consider all relevant risk factors, including their own personal financial situation, before trading. Options involve risk and are not suitable for all investors. See the Options Disclosure Document: Characteristics and Risks of Standardized Options. Trading foreign exchange on margin carries a high level of risk as well as its own unique risk factors. Please read the following risk disclosure before considering the trading of this product: Forex Risk Disclosure. Futures and forex accounts are not protected by the Securities Investor Protection Corporation (SIPC). Brokerage services provided by TD Ameritrade, Inc., member FINRA/SIPC/NFA. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. Investools Inc. and TD Ameritrade, Inc. (member FINRA | SIPC | NFA) are separate but affiliated companies that are not responsible for each other's services or policies. The paperMoney® software application is for educational purposes only. Successful virtual trading during a one-time period does not guarantee successful investing of actual funds during a later time period—market conditions change constantly. Investools Online® monthly service is required to access programs purchased. †The Open House class is a condensed representation of an Investools from TD Ameritrade Holding Corp. Course, a fee-based program of study. *This class is a condensed representation of the Principles of Investing and Introduction to Trading Stocks Courses, fee-based programs of study. **The experience described in this testimonial is not necessarily indicative of the results other investors may expect to achieve. Results will vary. ±After your free month of One-to-One Coaching, Online Coaching, and Trading Rooms® has expired, you must subscribe to maintain access. ◊Terms and Conditions: Your subscription period begins the day you complete the online enrollment process. Your card will be charged when you complete the enrollment. The law states that You, the buyer, have three business days, from the day you complete the enrollment, to cancel this transaction. Notwithstanding the law, Investools is going to give you seven business days to cancel this transaction. Business days are defined to include all calendar days except Sundays and federal holidays. You understand that you will be charged the additional balance due for any conditions not met. Payment Method: Subscription costs will be automatically charged to the credit card you provide during the enrollment process. Web Site Terms of Use Apply. ΔUnlimited admission to live workshops for the course(s) in which you are enrolled as long as you maintain your Investor Toolbox® subscription. ^Investools from TD Ameritrade Holding Corp. has been approved as an Authorized Provider by the International Association for Continuing Education and Training (IACET), 1760 Old Meadow Road, Suite 500, McLean, VA 22102; (703) 506-3275. In obtaining this approval, Investools from TD Ameritrade Holding Corp. has demonstrated that it complies with the ANSI/ICET 1-2007 Standard which is recognized internationally as a standard of good practice. As a result of their Authorized Provider membership status, Investools from TD Ameritrade Holding Corp. is authorized to offer IACET CEUs for its programs that qualify under the ANSI/IACET 1-2007 Standard. ‡Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. §Online Coaching hours vary by course. Principles of Investing, Introduction to Trading Stocks, and Basic Options Online Coaching sessions are available 9 a.m.-11 p.m. ET on all trading days and 9 a.m.-1 p.m. ET on Saturdays. ∂TD Ameritrade was evaluated against 23 others in the 2011 Barron's Online-Broker review, March 14, 2011, and was named "Best for Options Traders". Barron's is a trademark of Dow Jones & Co., L.P. All rights reserved. Read the article . Neither Investools® nor its affiliate, TD Ameritrade, Inc., endorse or are responsible for the practices and standards of Facebook, YouTube, or Twitter. Investools, Inc. and Lifetime TV are separate and unaffiliated companies that are not responsible for each other's services or policies.