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How do I open a TD Direct Investing account?
TD Direct Investing accounts can be opened online.
Watch our video for a quick walkthrough of the account application process.
Accounts that can be opened online:
- Individual cash account
- Individual margin account
- Tax-Free Savings Account (TFSA)
- Retirement Savings Plan (RSP)
- Retirement Income Fund (RIF)
- Spousal Retirement Savings Plan (SRSP)
- Spousal Retirement Income Fund (SRIF)
- Registered Education Savings Plan (RESP)
- Registered Disability Savings Plan (RDSP)
- First Home Savings Account (FHSA)
Please note that a beneficiary designation on an RSP / RIF / TFSA / FHSA and a beneficiary or successor holder designation on a RIF / TFSA cannot be completed online.
Need help finding the account that best fits your needs? Check out our website for more information or watch our video to learn more about selecting an account that's right for you.
Need assistance when opening the account online or prefer to open a TD Direct Investing account over the phone? Contact Us for details.
Note: you must be an existing TD Canada Trust / TD Wealth client to open an account over the phone.
For all other account types, please complete an account application at a TD Canada Trust branch:
- Joint cash/margin accounts
- Corporate cash/margin accounts
- Informal trust accounts
- Locked-in Retirement Account (LIRA)
- Life Income Fund (LIF)
To set up an appointment at your convenience, you can book online or Contact Us.
Please note that the answers to the questions are for information purposes only for the products discussed. Individual circumstances may vary. In case of discrepancy, the documentation prevails.