For Experienced Investors

You’ve been considering the benefits of trading and long-term investing and are ready to dive deeper. We’ve curated these tools and resources to help you take the next steps to becoming a skilled investor. Our intuitive platforms and educational content are designed to help you better understand market dynamics, so you can make informed investing decisions.

Platforms designed to meet your needs


Stay informed, identify opportunities, and act on them using TD's feature-rich WebBroker platform. Use our default settings coined by seasoned professionals or customize pages to your liking.

With its sleek and easy-to-navigate interface, WebBroker serves up the following details and more:

  • Account balances and holdings
  • Asset allocation
  • Investing activities
  • Stock performance
  • Projected income
  • Research and market insights

TD app

The TD app provides a way for you to monitor your investments and trade on the go. The app includes many of the same features available with WebBroker, all at your fingertips.

Some features you can look forward to on the TD app:

  • Snapshot of accounts and their performance
  • Customizable home screens
  • Projected income
  • Price and volume alerts
  • Watchlists
  • A robust investor education centre
  • Market insights

Explore other platforms

Discover what our other platforms have to offer. If you're beginning your investing journey, you may want to check out TD Easy TradeTM. Alternatively, if you're looking for more advanced investing strategies and tools, learn about Advanced Dashboard and TD Active Trader.

Educational resources for experienced investors

Build your foundation or expand your expertise with this collection of articles, videos, masterclasses and more. You’ll find educational resources catering to investors of any skill level.

How I'm managing my portfolio during higher inflation

In this webinar, Mark Seed of the blog "My Own Advisor" explains some of the ways to help shield a portfolio from the impact of high inflation, as well as which asset classes may help do so.

Pick your path

Where you begin your journey may depend on how much you know about investing. As you learn and grow, you can adapt your strategies to help unlock your full investing potential.

  • I'm a new investor

    Demystify investing and help me get started.

  • I'm an active trader

    Propel my investing skills using innovative strategies and trading platforms.

Funding your account

Once you’ve opened a TD Direct Investing account, you can use EasyWeb or the TD app to transfer funds to it.

  • 1

    Go to the Transfers & Withdrawals section of EasyWeb

    Pick the option that suits your transfer, then select the Between My TD Accounts tab. 

  • 2

    Fill in the transfer details

    Pick your accounts, enter the amount, then select Continue.

  • 3

    Review your transfer

    Review the details and select Confirm Transfer to complete the transaction or Back to make changes.

Once you've opened a cash account, you can instantly transfer1 up to your daily limit from your account(s) at other banks using Interac e-transfer.

Instantly transfer money from another bank using Interac e-Transfer®

  • 1

    Go to the Transfers & Withdrawals section of WebBroker

    Select the From Outside TD tab.

  • 2

    Fill in the transfer details

    Select the account you wish to transfer to, the amount and your email—then hit Continue.

  • 3

    Select your bank

    Select the bank you wish to collect the funds from and hit Accept Request.

  • 4

    Complete funding

    Sign into the bank account where the funds are coming from and complete the transaction.

Transferring an account from another brokerage?

You could be reimbursed for any fees—up to $150—when you transfer your accounts from another brokerage to TD Direct Investing2. To find out more, contact us to speak to one of our Investment Representatives – Monday to Friday 7 am to 9 pm ET at 1-800-465-5463.

Frequently asked questions

Active trading requires a firm grasp on market dynamics. You can use multiple active trading strategies to help you benefit from price movements. However, it may be helpful to evaluate how the pros and cons of these strategies fit with your goals and risk tolerance. Also, you may want to get familiar with trading tools—how to use fundamental and technical analysis, streaming quotes, charting tools, news, and other market insights to help you spot opportunities.  

Tools that provide fundamental and technical analysis can help you make informed decisions. Picking the right tool for you depends on where you are in your investing journey. If you’re starting out, learn about the TD Direct Investing Index and stock screeners

Options3 trading involves several steps. First, learn the basics like the terminology, concepts, etc. then set your goals and risk tolerance. Once confident, open a margin account. Also, consider attending these events to help build your knowledge. 

Open an account online – it's fast and easy

Whether you're new to self-directed investing or an experienced trader, we welcome you.

  • Apply online

    It's easy to open a cash, margin, RSP, or TFSA account.

  • Call us

    We're here for you. Monday to Friday, 7 am to 10 pm ET

    1-800-465-5463 1-800-465-5463
  • Book an appointment

    Let's chat, face-to-face at a TD location convenient to you.

Accounts to
serve your needs

Have a question? Find answers here