Download Transamerica ONE and Transamerica ALPHA Digital

Transamerica ONE
and Transamerica ALPHA
Digital Investment Program
Your Money Management Options
®
Investing in your future requires crafting an appropriate
financial strategy, having a broad selection of investment
options, monitoring the growth of your portfolio, allowing
you to adjust to changes in the market: all things that a
Transamerica Financial Advisors (TFA) Investment Advisor
Representative (IAR) can offer you.
Through the Transamerica® ONE Wealth Management
Platform or the Transamerica ALPHA Digital Investment
Program (Transamerica ALPHA), a wealth of financial tools
are at your and your TFA Representative’s disposal. These
tools can keep you connected to your investment portfolio
and offer resources to monitor performance and make
adjustments, as needed, to help you reach your financial goal.
Available exclusively through your TFA IAR, both programs
help your money work for you. Through Transamerica ALPHA
and Transamerica® ONE, you can have a regular investment
account, a Roth IRA, a traditional IRA or trust account.
Additionally, you can invest in customized, diversified
portfolios of stock and bond exchange traded funds (ETFs),
saving time and money through automation.
Your TFA IAR can oversee your managed accounts through
both programs. You’ll have access to online consolidated
statements and your IAR can provide you with a
personalized investment proposal.
Talk with a TFA professional
to determine which program
is appropriate for you.
Transamerica® ONE
Transamerica ALPHA*
Diversified Portfolio
Yes
Yes
Active Money Management
Yes
No
Money Manager
Core and Satellite Strategy
Multiple
One
Yes
No
Yes: $25,000
No
Stock and Bond ETFs
Yes
Yes
Customized Allocations
Yes
Yes
Tax Optimization
Yes
Yes
Online Statement and Tax Reports
Yes
Yes
Single, Consolidated Statement
Yes
Yes
Online Only
No
Yes
Transaction Charges
No
No
Transamerica Proprietary Program
Yes
No
Minimum Investment
TFA is dedicated to serving people from all walks of life by helping them create an
individualized investment strategy. Meet with a TFA Investment Advisor Representative
to determine if the Transamerica® ONE Wealth Management Platform or the
Transamerica ALPHA Digital Investment Program is an appropriate strategy for you to
work toward securing your family’s financial future.
* Transamerica Financial Advisors, Inc. (TFA) is a SEC Registered Investment Advisor. Betterment LLC provides automated investment advisory services by managing
investments in a customized portfolio for TFA clients through the Transamerica ALPHA Digital Investment Program. Betterment LLC acts as a sub-advisor in this
capacity and is also a SEC Registered Investment Advisor. Assets in a Transamerica ALPHA account will be held at Betterment Securities, a SEC registered
broker-dealer, member FINRA and SIPC.
Securities and Investment Advisory Services offered through
Transamerica Financial Advisors, Inc. (TFA), Transamerica Financial
Group Division - Member FINRA, SIPC, and Registered Investment
Advisor.
Investments: Not FDIC Insured • No Bank Guarantee • May Lose Value.
Investing in securities involves risks, including the possible loss of principal.
Before investing, consider your investment objectives and all applicable fees
and expenses.
TFA Headquarters: 570 Carillon Parkway, St. Petersburg, FL 33716.
Phone: 800.322.7161
©2015 Transamerica Financial Advisors, Inc.
TFG2975/7.15