Yes, corporate accounts can be registered for this offer. However, they are considered separate from your personal profile and must be registered separately. Corporate accounts are not available through TD Easy Trade. To register your corporate account, you must fill out the registration form which can be found on the 2026 TD Direct Investing and TD Easy Trade Easy Cash Offer page.

To be eligible for the offer, you must transfer cash or investable assets from other financial institutions unassociated with TD Bank Group directly to your eligible TD Direct Investing or TD Easy Tade account. Investable assets can include Stocks, Bonds, Mutual Funds, and more. Transfers originating or transferred from any TD Line of Business will not be considered part of the TFA. Transfer timelines may vary and can take up to 30 business days or more depending on the delivering institution and the type of transfer.

On minimum transfers of $25,000 CAD¹ , you can get reimbursed up to $150 per account, to a maximum of 4 accounts or $600 per household. Please reach out to a TD representative with confirmation of the transfer-out charges.

¹Switch and Save Rebate: this offer is applicable to any new or existing client who opens a new TD Direct Investing account and transfers $25,000 or more in assets to the new account from another financial institution.

To qualify, a client must provide evidence of transfer expenses charged by the outgoing financial institution in an account statement that shows the transfer charge. Reimbursement for a transfer that qualifies will be deposited into the new account in the calendar month following completion of the transfer process. Each client is eligible to be reimbursed to a maximum of $150 for each eligible transfer for up to four transfers. A client is defined as a person or people with a grouping of accounts with the same 6-digit identifier, which can be found on account statements.

There may be tax implications associated with the reimbursement. Clients should consult with their personal tax advisor for more information. For registered plans, the amounts reimbursed are paid directly to the plan and are not considered a contribution to an RSP, RESP, TFSA, or RIF.

All account types qualify for this offer other than locked-in registered accounts and RDSP accounts which are not eligible for this offer.

The reimbursement will be paid in Canadian dollars to the qualifying account(s).

This offer may be changed or withdrawn at any time without notice.

Yes, you can make a withdrawal from your account anytime, your money is not locked in however withdrawals from any eligible account(s) during the Campaign Period July 2, 2026, to [November 30, 2028]) will reduce your TFA. This includes the withdrawal of assets that were in your account prior to the start of the campaign and includes withdrawal of dividends and interest. Withdrawals from any non-eligible accounts will not impact your TFA.

Assets can be moved between eligible accounts. If you transfer assets between accounts from different tiers, the TFA for the purpose of calculating the reward will be determined as per the tier of the original transfer. For example, if you transfer assets from a 1% tier account to a 3% tier account, your reward will be calculated based on the TFA qualifying for a 1% reward.

However, if you transfer assets from an eligible account to a non-eligible account, it will be considered a withdrawal as assets in non-eligible accounts are not considered for this offer.

Yes, as long as you do not engage in an action that is attributed to removing assets, such as withdrawing, deregistering, or transferring assets, you are still eligible.

The cashback reward will be paid in two installments.

• The First Reward Payment will be paid by December 31, 2027, provided all Offer conditions have been met. This portion of the Reward will be 50% of the Reward you are eligible for based on the TFA maintained in the eligible account(s) until November 30, 2027.
• The Final Reward Payment will be paid by December 31, 2028, provided all Offer conditions continue to be met. This portion of the Reward will be calculated based on the TFA maintained in the eligible account(s) until November 30, 2028 , minus the amount received in the First Reward Payment. Any withdrawals that occur between December 1, 2027 and November 30, 2028 will be subtracted from the TFA used to calculate the Final Reward Payment.

Reward Payment Example: 

• First Reward Payment: If you met all offer requirements and had a TFA of $10,000 as of November 30, 2027 in an eligible registered account, your total Reward would be 3% of $10,000, or $300. You would receive 50% of that amount, which is $150, as your First Reward Payment by December 31, 2027.
• Final Reward Payment: If you continued to meet all offer requirements and maintained a TFA of $10,000 in that eligible registered account until November 30, 2028, your total Reward would remain $300. Since you already received $150 in the First Reward Payment, the Final Reward Payment would be $150, paid by December 31, 2028. If any withdrawals occurred between December 1, 2027 and November 30, 2028, those withdrawals would reduce the TFA used to calculate the Final Reward Payment.

The total cash back reward will be calculated based on 3% of the TFA of any eligible registered account as defined above and 1% of the TFA in any eligible non-registered accounts as defined above, up to a maximum of $15,000 CAD.

If you only transfer assets to one account, the total cash back Reward will be deposited into that account.

If you have transferred assets to multiple accounts, the total cash back Reward will be divided and deposited proportionately into each account based on the amount of assets transferred into each account.

The TFA will be measured according to the combined value of Canadian and U.S. denominated assets deposited to each currency component of an account(s). Any USD transfers will use the CAD equivalent at the time of deposit to determine the value of the TFA for eligibility.

¹Switch and Save Rebate: this offer is applicable to any new or existing client who opens a new TD Direct Investing account and transfers $25,000 or more in assets to the new account from another financial institution.

To qualify, a client must provide evidence of transfer expenses charged by the outgoing financial institution in an account statement that shows the transfer charge. Reimbursement for a transfer that qualifies will be deposited into the new account in the calendar month following completion of the transfer process. Each client is eligible to be reimbursed to a maximum of $150 for each eligible transfer for up to four transfers. A client is defined as a person or people with a grouping of accounts with the same 6-digit identifier, which can be found on account statements.

There may be tax implications associated with the reimbursement. Clients should consult with their personal tax advisor for more information. For registered plans, the amounts reimbursed are paid directly to the plan and are not considered a contribution to an RSP, RESP, TFSA, or RIF.

All account types qualify for this offer other than locked-in registered accounts and RDSP accounts which are not eligible for this offer.

The reimbursement will be paid in Canadian dollars to the qualifying account(s).

This offer may be changed or withdrawn at any time without notice.