2002

Corporate Initiatives:

October - The "What's Your Share?" advertising campaign is launched to position Ameritrade as the champion of independent investors, by demonstrating the importance of stock ownership and the value of trading tools.

October - The Ameritrade innovative new product suite and simplified $10.99 pricing goes into effect-which includes free Streamer for all clients and other features.

September - Merger approved by Ameritrade and Datek shareholders, merger closes, new board of directors formed and the new Ameritrade is created. The company is now the leading broker for online equity trades per day.

May - Ameritrade Connection introduced to further leverage the competitive advantages of the Company to its institutional clients.

April - Merger with Datek Online Holdings Corp. is announced

January - Ameritrade launches the animated "Bull and Bear" advertising campaign that emphasizes client choice and customization with exceptional value.

2001    

Corporate Initiatives:

November -- Ameritrade Plus service platform begins operation, using most of NDB.com's features and investing tools with Ameritrade's state-of-the-art technology.

September -- Ameritrade Pro begins service, advancing the company's segmentation strategy by offering professional and highly active traders direct-access software and fast, reliable tools to better meet their needs.

July -- NDB.com acquisition added 319,000 accounts, $6.3 billion in assets and $265 million in margin balances to Ameritrade.

June - The largest company reorganization in the history of the company. It realigned the corporate and management focus around meeting the specific needs of its growing and diverse client base. The new management structure creates two principal business units, a Private Client division and an Institutional Client division.

February -- TradeCast acquisition adds significant strategic elements to Ameritrade by increasing a business-to-business presence and stronger offering for professional and highly active traders.

Partnerships and Marketing Alliances:

November -- Ameritrade offers a broad suite of brokerage and investment tools, as well as technology and financial planning infrastructure to Federated Department Stores, Inc.'s financial services web site www.iTrust.com.

October -- GMAC Bank - Ameritrade alliance is launched, giving GMAC and GM clients a comprehensive set of financial tools for great choice and customization to help them reach their financial goals.

March -- Principal Financial Group and Ameritrade announce a partnership to provide seamless self-directed brokerage account services to 1.4 million retirement plan members of The Principal.

February -- Persumma Financial (Mass Mutual) and Ameritrade partnership is announced allowing Persumma 401(k) participants the ability to invest in mutual funds, bonds and stocks through Ameritrade's self-directed online brokerage platform.

January -- Macquarie Bank Group and Ameritrade alliance establishes a trading link between the two companies, allowing Macquarie Bank Group's clients to trade U.S. securities through AmeriVest, Inc.

2000    

Corporate Initiatives:

November - Freetrade is formed as the "virtual" broker operating exclusively over the Internet. Freetrade.com provides commission-free Internet equity market trades and low-cost commission on option orders to the experienced individual investor.

October -- Ameritrade Institutional Services (AIS) is established and offered to investment professionals at one of the lowest commission rates in the industry, charging $8 for Internet equity market orders and stop and limit orders for just $5 more.

June -- Ten Bagger Inc. is acquired. The Maker of popular stock analysis tool, the BigEasy Investor. User-friendly stock research product that enhances the suite of products available to Ameritrade clients.

Partnerships and Marketing Alliances:

November - Established a trading link with SK Securities, allowing SK Securities clients to trade U.S. securities via the Ameritrade platform.

August -- AT&T Wireless and Ameritrade develop an alliance to offer AT&T Wireless Services clients access their Ameritrade accounts, place trades and receive stock alerts using their AT&T wireless phones.

August -- Nextel Communications and Ameritrade develop an alliance to offer Nextel Communications clients access their Ameritrade accounts, place trades and receive stock alerts using their Nextel wireless phones.

July -- NetBank and Ameritrade develop a partnership giving new Ameritrade applicants the opportunity to apply for a NetBank checking account. Also, providing new NetBank applicants the ability to apply for an Ameritrade account.

June -- OmniSky and Ameritrade reach an agreement to allow individuals to manage their investments from their personal digital assistants (PDA) through a Palm V PDA and OmniSky service. Ameritrade clients can retrieve real-time quotes and market information; access their accounts; and place equity orders from their PDAs.

May -- MBNA starts providing credit card services to Ameritrade's brokerage clients, and Ameritrade begins offering online brokerage services to MBNA's cardholders. It's the first time a bank and an online broker have offered such a reciprocal relationship to their clients.

1999   

Corporate Initiatives:

December -- Ameritrade launches the Online Investor Index, the first daily measurement of the behavior of online investors.

September -- Ameritrade announces it will offer extended hours trading via several providers, including the Island ECN, MarketXT, Knight Securities, and the Chicago Stock Exchange.

August -- Accutrade acquires The R.J. Forbes Group, Inc. online brokerage firm.

June -- The Company announces a three-for-one stock split.

February -- Ameritrade Holding announces a two-for-one stock split.

Partnerships and Marketing Alliances:

November -- Ameritrade Holding, Schwab, and TD Waterhouse join forces with three venture capital firms to build a new online investment bank.

October - Announced an agreement with Sprint PCS that will enable Sprint PCS customers to access their Ameritrade accounts, place trades and receive stock alerts using the Sprint PCS Wireless Web. The two-way transactional service is the first of its kind via wireless phones.

March -- Ameritrade and Cortal, a leading European discount broker, announce an agreement to allow clients to invest in French and U.S. securities markets.

1998   

Corporate Initiatives:

August -- Ameritrade introduces Darwin: Survival of the Fittest, the first interactive, CD-ROM-based options trading simulator.

July -- Ameritrade Holding announces a two-for-one stock split.

February -- Ameritrade Holding conducts its first annual meeting.

January -- The clearing firm of Ameritrade Holding changes its name to Advanced Clearing, Inc.

Partnerships and Marketing Alliances:

November -- Ameritrade Holding and Deutsche Bank AG form a joint marketing agreement to allow their customers to trade online in both the German and U.S. securities markets.

August -- Ameritrade partners with PostX to offer the world's first electronic trade confirmations.

July -- Ameritrade Holding announces a partnership with Data Broadcasting for Internet-delivered stock quotes.

January -- Ameritrade Holding and TheStreet.com announce a partnership agreement.

1997   

Ameritrade's Initial Public Offering (IPO) Activity:

March -- Ameritrade's IPO opens with an initial price of $15 per share (split adjusted: $1.25).

February -- Ameritrade Holding Corporation files its registration statement with the SEC with respect to its initial public offering (IPO).

Corporate Initiatives:

October -- Ameritrade Holding launches Ameritrade, Inc., incorporating the most popular features of Aufhauser, Ceres, and eBroker in one firm and offering breakthrough pricing of $8 Internet trades.

April -- Ameritrade Holding announces the development of OnMoney®, an Internet-based financial services mall.

Partnerships and Marketing Alliances:

November -- Ameritrade announces an agreement with Infoseek to provide a direct connection to Ameritrade through Infoseek's Personal Finance Channel.

October -- Ameritrade announces an agreement for a marketing presence on the new Excite Business & Investing by Quicken.com Channel.

October -- Ameritrade and Yahoo!, Inc. announce a marketing agreement to offer one-touch account and trading access to users of the Yahoo! Finance site.

September -- Ameritrade Holding announces an agreement with The Motley Fool, Inc. to sponsor the Motley Fool's RealAudio® Evening Broadcast.

September -- Ameritrade Holding announces an agreement with Intuit Inc. to enable Ameritrade clients to access account information and place trades through the newest version of Quicken® for Windows®.

September -- Ameritrade Holding and MSN, The Microsoft Network online service, announce that Ameritrade will appear on MSNBC, Microsoft Investor, Slate, and several other informational services and programs on MSN.

June -- Ameritrade Holding and Microsoft announce a new partnership to give Microsoft Investor users direct access to Accutrade and Ceres.

April -- Ameritrade Holding Corporation and America Online sign an agreement to provide America Online's 8 million members with a new direct link to Accutrade and Ceres.

1996   

November -- TransTerra Co. becomes Ameritrade Holding Corporation.

May -- The Company launches eBroker™, a trade name and division of All American Brokers, Inc., an Internet-only broker.

January -- Accutrade launches Accutrade® for Windows®, the first online investing system that permits individual investors to engage in program investing and basket trading.

1995

Accutrade offers trading via a portable communication device.
Company acquires K. Aufhauser & Company, Inc.™

October -- The Company acquires All American

1994

Aufhauser is the first brokerage firm to offer Internet trading via its WealthWEB® (August 1994).
Company launches Ceres Securities, Inc.®

1988   

Accutrade introduces touch-tone telephone trading.

1987

The Company becomes TransTerra Co., the holding company for AmeriTrade Clearing and the Company's discount brokerages.

1983

AmeriTrade Clearing, Inc. (formerly AmeriTrade, Inc.) is established as a clearing broker.

1975   

First Omaha Securities, Inc., later named First National Brokerage Services, Inc. and then Accutrade®, Inc., opens its doors as a retail discount stockbrokerage firm.

May -- Deregulation of the brokerage industry. Negotiated commissions become available to individual investors. J. Joe Ricketts and his partners start one of the first firms to offer negotiated commissions - later to become known as discount brokerage.

1971

The Company is established as a local investment banking firm.