Making Investing Responsive & Accessible

Background

TD Ameritrade is a brokerage firm based in Omaha, NE with over 1,000 employees known for its notable products like thinkorswim and other world-class trading platforms.

The company’s main trading platform is a website built and optimized for desktop. In 2017, I joined an Agile team whose main goal is to provide a responsive platform that can be accessed in all breakpoints, from mobile to desktop, while delivering the same features and user-friendly experience. I joined as the team’s first design pair working on building out the responsive platform and enhancing features such as profile page patterns for securities, advanced chart functionality and markets pages.

While working on enhancing the responsive platform, an opportunity came up to provide a simpler product offering for novice investors. I worked on validating initial hypothesesis for a simpler trading platform and initial concepts with potential clients who had little-to-no investing backgrounds resulting in an innovative trading platform that incorporates e-commerce patterns for investing.

TD Ameritrade is a brokerage firm based in Omaha, NE with over 1,000 employees known for its notable products like Thinkorswim and other world-class trading platforms.

The company’s main trading platform was a website built and mostly optimized for desktop. In 2017, I joined an Agile team whose main goal is to provide a responsive platform that can be accessed in all breakpoints, from mobile to desktop, while delivering the same features with an easy-to-use experience.

I joined as the team’s first design pair working on building out the responsive platform and enhancing features such as profile page patterns for securities, advanced chart functionality and markets pages.

While working on enhancing the responsive platform, an opportunity came up to provide a simpler product offering for novice investors. I worked on validating initial hypothesesis for a simpler trading platform and initial concepts with potential clients who had little-to-no investing backgrounds. The result is an innovative trading platform that incorporates e-commerce patterns for investing.