For New Investors

If you're looking to get started with self-directed investing, we can help. At TD Direct Investing, we understand no one starts off as an expert. That's why we have a range of trading platforms, tools, and educational resources to meet you at this stage of your investing journey.

Platforms designed to meet your needs

TD Easy TradeTM

Kick-start investing with TD Easy TradeTM, our commission-free, easy-to-use mobile app that lets you start trading with a few taps. 


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
  • Projected income
  • Research and market insights
  • Stock performance

TD app

Monitor your investments and trade on the go using the TD app. Access many of the same features available in WebBroker, all at your fingertips.

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

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

Explore other platforms

Consider our other solution, Advanced Dashboard, for your investing needs.

Educational resources for new 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 we developed our unique investing styles (and you can too!) 

Three DIY do-it-yourself investors each share their journeys to developing their approach to investing

  • Gain insights into investing on your own. Learn about the different types of investments and investment accounts available.

  • Investing can seem less daunting when you grasp the intricacies of the stock market. Uncover what it is and how it works.

  • Adopt these nine habits to help stay on track with your finances like avoiding high-interest debt, building a budget, and more.

Pick your path

Looking to go beyond beginner-friendly investor education? Gain essential skills wherever you are in your investing journey. Check out other curated content.

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, call our Investment Representatives – Monday to Friday 7 am to 9 pm ET at 1-800-465-5463.

Frequently asked questions

Buying stocks can be rewarding for beginners if done responsibly with research and investing education. It is important to consider your time horizon (how long you would like to invest) to determine if your investing consideration will take on a long- or short-term approach.  

Every investor is unique and has their own investment style based on their current financial situation, individual preferences, and risk appetite, however, the first step in investing on your own is to select a brokerage firm. To shape your personal investment strategy as a self-directed investor, it's important to build a portfolio that fits your lifestyle, risk tolerance, and goals. You can learn more about it in this article on how to start investing in stocks.

Buying stocks regularly over time, even small amounts, can help average out the cost of your investment. Dollar cost averaging is a technique that helps you do this. Try this technique with a Dividend Reinvestment Plan or Systematic Investment Plan.

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.

Start investing

Have a question? Find answers here