TD Asset Management Advisor Dashboard FAQ

As a registered user of the Advisor Dashboard, you'll have access to a suite of tools and resources. Below are some frequently asked questions (FAQs).

Top FAQ

General access:

  1. View and favorite TD Funds and series

  2. Access tools and calculators, including Custom Fund Analyzer and TD MAP Proposal Generator

  3. Link to new thought leadership & TDAM insights

  4. Link to Client Account Information (CAI) to access client reporting

  5. Contact information for your Wholesaler and Business Development Manager

Book of business access:

  1. View your TD investments, current market value and investment breakdown

  2. View your client information using "Account Records" menu options

    • Single sign-on access to myserv portal (available to fundserv members)
    • Access eDocument services including client statements, tax documents, and trade confirmations
    • Access advisor reporting including client transaction, total sales, gross trailor paid, deferred sales charge (DSC), rate of return (ROR), and realized gain/loss

Only advisors that have authenticated their account will have access to book of business content, which includes eDocuments Services, Reporting, and myserv.

Yes. General dashboard access is available immediately after online registration.

No. To have your book of business mapped to your dashboard account, you must telephone Client Services to authenticate your account at 1-800-588-8054.

TD financial planners should access client account information using TD's internal eDocs portal.

Approximately 5 minutes with a 3-step security set-up process.

Username information is a custom identifier selected by each individual at time of registration.

TD Advisor Client Account Information Tool users can access the Advisor Dashboard using the same credentials.

Important: Keep a record of your username for future logins.

Click the forgot your username or password? link located under the login button on the login page, which will take you through the steps to retrieving this information.

You cannot change your username, but you can change your password by accessing profile settings, which is displayed with a cog image on the left-hand side of your dashboard.

Your session will expire after 2 hours of inactivity.

If you are unable to resolve the issue following the self-serve prompts, you can contact our Client Services team for assistance, Monday to Friday from 8am to 6pm (ET) at 1-800-588-8054 or email tdadvisor@td.com. Note that higher than normal call volumes and wait times are expected during tax season.

Technical Support

A responsive mobile experience is supported on all devices. The website is optimized for Safari and Chrome.

Cache has been designed to improve performance and reduce network traffic. When you view a web page, it is stored in both your browser's memory cache and your computer's disk cache.

Your browser relies on its memory cache when you use the browser "Back" button. Rather than going to the network to retrieve the page, the page is retrieved from the browser memory cache. To protect the confidential nature of your client information, we recommend that you clear your browser's memory cache or close your browser (which will also clear the browser memory cache) after your session.

You should also be aware that by retrieving a page from cache, you might be provided with stale information.

In most cases the "Settings" or "Tools" menu of your internet browser will allow you to clear your browsing history, further information is available in your browser's help file.