Your Money Movement questions, answered.

Looking to fund your account, make a transfer, or for more information on registered plans as they relate to your TD Direct Investing account? You've come to the right place. Welcome to the Money Movement Resource Centre.

Funding your Account

How do I fund a TD Direct Investing account?

How do I deposit cash and securities into my TD Direct Investing account?

How do I transfer cash and securities to my TD Direct Investing account from other financial institutions/brokerages?

What security certificates are eligible for deposit?

How do I deposit a Physical Certificate?
Transfers In

How do I transfer an account to TD Direct Investing from another financial institution?

Can TD Direct Investing clients wire funds?

How do I set up a monthly contribution plan or pre-authorized deposit with TD Direct Investing?

Why don't I see my money transfer on WebBroker?
Transfers Between Accounts

How do I transfer cash and securities between TD accounts?

How do I add an Electronic Funds Transfer (EFT) to my TD Direct Investing account?

How do I set up an automatic Mutual Fund purchase or withdrawal?

What online-eligible security transfers are available in the TD app?

Can I do a funds conversion/foreign exchange in WebBroker?
Transfers Out

How do I request a transfer out from my TD Direct Investing account to my account at another institution?

How do I transfer out the balance of an TD Direct Investing account?

How do I make a cheque withdrawal request from my TD Direct Investing account and how long does it take?

How do I cancel a transfer?
Registered Plans

How can I make an in-kind contribution to a Registered Account from a U.S. dollar trading account?

How do I make an RESP contribution?

How do I contribute to a Registered Disability Savings Plan (RDSP)?

How do I withdraw funds from my RESP?

How do I withdraw money from my TD Direct Investing Registered Disability Savings Plan (RDSP)?

How can clients move money into the new U.S. Dollar Component for RSPs/TFSAs?

Which types of withdrawals are permitted from a LIRA / LRSP / RLSP / LIF /PRIF / LRIF / RLIF?
Registered Retirement Savings Plan (RSP)

How do I transfer my RSP to TD Direct Investing?

How do I make an RSP contribution to TD Direct Investing?

How do I make an RSP withdrawal?

Can I make an RSP withdrawal in-kind?

Can I make a contribution to my TD Direct Investing Spousal RSP account online

Visit our Tax Centre
Retirement Income Fund (RIF)

How can I withdraw funds from my LRIF?

How can I withdraw money/cash from my RRIF/RIF?

Can I make a RIF payment/withdrawal in kind?

Visit our RIF Centre
Tax-Free Savings Account (TFSA)

Can I contribute to my spouse's TFSA?

Are there any restrictions on TFSA withdrawals?

Can I make a TFSA withdrawl in kind?

How do I make a TFSA withdrawal?

When can I withdraw my money from my TD Direct Investing TFSA?
Pensions and Forms

What are the procedures for transferring a Pension?

Can TD Direct Investing or TD accept UK Pension transfers (i.e.; UK pension) into a Locked-In Registered Account in Canada?

Where do I submit my transfer form or supplementary documentation?

View More