Company Accounts & Trusts


A Trust account allows the account owner to transfer assets to one or more recipients, called trustees, who hold legal title to the transferred assets and manage the assets for the benefit of the owner or other named beneficiaries. Trough TD Ameritrade we offer legally established taxable living, revocable, irrevocable and testamentary trusts. They must already have the trust created by an Attorney and then they may open a brokerage account.

Limited Partnership

A Limited Partnership (LP) account is established by two or more individuals who carry on a business for profit. At least one partner bears unlimited liability, and additional partners are liable only to the extent of their investment.


A Partnership account is established by an association of two or more persons who have an established partnership agreement to carry on, as co-owners, a business for profit. The accounts are not subject to taxation. Instead, the taxes flow through to the individual partners and are reported on their personal income tax returns.

Investment Club

An Investment Club account is established by a group of people who meet regularly and pool their funds to invest in securities. Since most investment clubs are formed as partnerships, their dividends and realized capital gains and losses are passed through for tax reporting by the individual members.

Limited Liability

A Limited Liability account offers some of the most popular benefits of partnership and corporate accounts. It offers the pass through tax status of the partnerships, and the limited personal liability of corporations. The liability of the company and its owners is limited to their investment. TD Ameritrade offers accounts for legally established LLCs.

Sole Proprietorship

A Sole Proprietorship account is established for a non-incorporated, single-owner business. With this type of account, the owner and the owner's company are considered a single entity for tax and liability purposes.

Corporate (profit or non-profit)

A Corporate account is established by a legal entity, authorized by a state, ordinarily consisting of an association of numerous individuals. A corporation can acquire assets, enter into contracts, sue or be sued, and pay taxes in its own name.


A Non-Incorporated account is established by non-incorporated, non-profit organizations. 
These are not chartered as corporations, therefore lacking the powers and immunities of a corporate enterprise.

Small Business Plans

Accounts designed specifically for small businesses, these accounts make it possible for growing companies attract and retain valuable employees by helping owners provide for their financial future.

Examples of small business retirement plans include: