TD Ameritrade Adds AI-Based Learning Platform

By year-end, the firm expects the platform to pull demographic information voluntarily provided by clients, such as age and marital status, and to suggest more relevant content for them. In early 2018, a TD Ameritrade poll found that close to 90% of investors say AI and machine-learning-based suggestions they experiences with Amazon and Netflix are useful.

The firm believes education is “absolutely critical to investing,” according  Lee McAdoo, head of investor education at discount brokerage firm, which also works with some 6,000 registered investment advisors. It also knows investors have “limited time and evolving expectations,” so it built “a customized, curated experience that will meet clients at any stage of financial fluency, enabling them to become smarter, faster,” she says.

TD Ameritrade’s content library includes almost 500 videos, seven courses and 2,000-plus articles.