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Past performance is not indicative of future results. Hypothetical performance (such as back tested results or projected performance) does not reflect the performance of actual accounts and are not intended to serve as a guarantee of future results. Differences in account size, timing of transactions and market conditions prevailing at the time of investment may lead to different results, and clients may lose money. References to “free” services refers to the fact that FutureAdvisor does not charge an advisory fee or receive other compensation in connection with certain services. Clients should understand that they will still incur additional costs and expenses associated with investing, including the underlying fees and expenses of the funds in which they invest, trading costs and taxable gains/losses associated with their investments. The tax loss harvesting strategy discussed should not be interpreted as tax advice and it does not represent in any manner that the tax consequences detailed will be obtained or that its tax loss harvesting strategy will result in any particular tax consequence. Clients should consult with their personal tax advisors regarding the tax consequences of investing. Read more about this in our full disclosure. SEC registration does not constitute an endorsement of the firm by the Commission or does not imply a level of skill or training. TD Ameritrade, Inc. is one of the firms that we use to custody our client assets. TD Ameritrade, FutureAdvisor, and the other entities named are separate and unaffiliated firms, and are not responsible for each other’s services or policies. TD Ameritrade does not endorse or recommend any advisor and the use of the TD Ameritrade logo does not represent the endorsement or recommendation of any advisor. Brokerage services provided by TD Ameritrade Institutional, Division of TD Ameritrade, Inc., member FINRA/SIPC. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. Used with permission. Fidelity Investments is an independent company, unaffiliated with FutureAdvisor. Fidelity Investments is a service provider to FutureAdvisor. There is no form of legal partnership, agency affiliation, or similar relationship between your financial advisor and Fidelity Investments, nor is such a relationship created or implied by the information herein. Fidelity Investments has not been involved with the preparation of the content supplied by FutureAdvisor and does not guarantee, or assume any responsibility for, its content. Fidelity Investments and Fidelity Institutional Wealth Services are registered service marks of FMR LLC. Clearing, custody, or other brokerage services may be provided by National Financial Services LLC or Fidelity Brokerage Services LLC. 728199.1.0