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:
- View and favorite TD Funds and series
- Access tools and calculators, including Custom Fund Analyzer and TD MAP Proposal Generator
- Link to new thought leadership & TDAM insights
- Link to Client Account Information (CAI) to access client reporting
- Contact information for your Wholesaler and Business Development Manager
Book of business access:
- View your TD investments, current market value and investment breakdown
- 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
TD financial planners should access client account information using TD's internal eDocs portal.
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.
Technical Support
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.