Here's how you can qualify for the cash reward

We offer different types of accounts, some of these are TFSA, RRSP, cash and margin accounts. You can open them online using the promo code INVESTNOW or book an appointment with a TD representative at the branch. If an account is opened at the branch or over the phone, clients must request that a TD representative register the client for the offer using the promo code INVESTNOW. 

Clients can transfer cash or investable assets into their new TD Direct Investing account from TD Canada Trust bank accounts or other Canadian financial institutions. Investable assets can include Stocks, Bonds Mutual Funds and more. Investable assets exclude any securities that are restricted, subject to a cease trade order or that are non-listed and without independent evidence of current value acceptable to TD Direct Investing.

Transfers originating from pre-existing TD Direct Investing, TD Easy Trade™, TD Wealth Financial Planning, TD Wealth Financial Planning Direct, TD Wealth Private Investment Advice, TD Wealth Private Trust and TD Wealth Private Investment Counsel accounts are not included in the Qualifying Assets.

A self-directed investing account gives you more active access to managing your investments and we help you with a set of online tools, resources and educational material, while with a managed services account your investments are managed in collaboration with an advisor. Another key difference between the two services is that with a self-directed investing account, you can buy and sell any assets or securities listed on an exchange, while with a managed services account, you can generally only invest in assets offered by the financial institution you are opening an account with.

Yes, you could be reimbursed for any fees—up to $150—when you transfer funds from another brokerage⁶. The reward offer can be used in conjunction with the transfer fee offer only, where applicable.