TD Active Trader was built with you in mind 

TD Active Trader is a powerful online trading platform with advanced features for trading U.S. securities and options. It includes exciting capabilities including advanced digital charting, customizable workspaces, and features that simplify complex multi-leg trades. 

We've got you covered.

We are committed to making this transition as seamless for you as possible. You can expect the same customer service experience and support you have come to rely on. We are here to assist you every step of the way. Our video, Introducing TD Active Trader, is a great way to get informed on what to expect throughout your migration.

TD Active Trader delivers an intuitive interface and features that will help elevate your trading experience.

See a feature comparison with thinkorswim


How to access TD Active Trader  

TD Active Trader offers a variety of ways to access your workspace, so you can choose what works for you.

Access TD Active Trader without the need to download, install or update files

Visit https://tdactivetrader.td.com to access the TD Active Trader web-based version

Click the provided link to download the installer for your Windows operating system. Once download is complete, you can run the installer. 

After installation is complete, use the TD Active Trader icon on your desktop to launch the software.

Download for Windows

Coming Soon – We are committed to adding new features and enhancements. Look out for TD Active Trader for your Mac Operating System.


Coming Soon - The TD Active Trader App

Get quick and secure access with comprehensive features on the go. Monitor markets and execute complex trading strategies with the TD Active Trader app. Download the mobile app today and get access to our intuitive and comprehensive features right from your pocket.

To learn about key features in the TD Active Trader mobile app, take a tour of our video playlist.

Download the TD app

iOS 11 and Android OS 6.0

Download the TD app

iOS 11 and Android OS 6.0

Coming Soon

We are committed to adding new features and enhancements to empower your investment decisions. Look out for the iOS version of TD Active Trader app.

Coming Soon

We are committed to adding new features and enhancements to empower your investment decisions. Look out for the Android version of TD Active Trader app.


Learn to master TD Active Trader

Get to know TD Active Trader using the live interactive demo feature. You can also set preferences which you can export to a live account once you migrate.

Register here for an opportunity to attend an interactive workshop lead by an experienced instructor in our TD Active Trader Masterclass group sessions.


  • How to customize charts

    Learn how to customize charting layouts for fast access to the information you are looking for. 

  • Adding and managing widgets

    Discover the many ways to manage your widgets within TD Active Trader

  • How to place a multi-leg options trade

    Learn the many ways to place a multi-leg options trade


Have questions? Start with our FAQs

You will receive an email at least 30 days prior to your migration weekend which will include your migration date as well as some useful resources. We suggest monitoring your email inbox regularly for updates.

If you need to update the email address associated with your account, please follow the steps below:

1.       Log into WebBroker.

2.       On the menu bar, select the dropdown menu next to your name.

3.       Select the My Profile page, select Edit corresponding to the Email card.

4.       Input your new email address.

5.       Save and confirm your changes.

If you need any help, call us at 1-877-348-6722 Monday to Friday, between 7 a.m. to 10 p.m. ET.

Allow one business day for the changes to reflect on the My Profile page.


During the weekend of your migration, you will not be able to access thinkorswim or TD Active Trader. You will have the ability to view your account using WebBroker if needed. You will also have access to your Practice Account. You will be able to login to TD Active Trader before market hours on the Monday following your migration weekend.

Note: All migrations are taking place over the weekend to avoid disruption during market hours. Your migration will begin on Friday at 8pm ET and will be completed before 8am ET the following Monday.


You will not be able to access or place trades on thinkorswim once your migration has begun. Any open orders (including Good-Till-Cancelled [GTC] orders) in thinkorswim as of market close on the Friday before migration will be cancelled, and you will need to create any new orders on the TD Active Trader Platform on the Monday following migration weekend.


There are a few steps we suggest you take before your migration weekend:

  • Confirm your Connect ID is linked to your thinkorswim account by attempting to log in to WebBroker. If you do not see your thinkorswim account when you log in to WebBroker please call us at 1-877-348-6722 to obtain a new Connect ID.
  • Try the TD Active Trader Practice Account and create your custom layout, which can be saved and exported to the live version. We suggest trying to recreate any customizations that have significant importance in your Practice Account before your migration begins.

There are a few steps you may have to take once your account has migrated to TD Active Trader:

  • If you have not already, you will be prompted to sign our Exchange Agreements at first attempt to login to TD Active Trader. This step is mandatory, and you will not be able to access TD Active Trader until you have accepted your Exchange Agreements.
  • Recreate any open orders, including GTC orders, that were originally placed on thinkorswim.
  • Import your saved layout from the Practice Account to the TD Active Trader live version.

When you sign into the TD Active Trader live version for the first time, your credentials are automatically checked to confirm whether you have the required signed Exchange Agreements currently on file. You will be prompted to read and sign any Exchange Agreements that have not been previously signed. This step is mandatory, and you will not be able to use TD Active Trader until you have accepted the Exchange Agreements.

Helpful Tips for completing your Exchange Agreements

  • Ensure that pop-ups are enabled, or you will not be able to view your agreements. .
  • You will need to acknowledge the required Exchange Agreements by clicking on the applicable check box before you can "agree to all" and submit. .
  • If you are unable to submit once your Exchange Agreements are completed, this means you have incomplete personal information. You will need to fill out all pertinent client information fields that appear on screen before you can proceed to TD Active Trader.

We are unable to migrate many of these customizations due to the proprietary nature of the thinkorswim tools. It may be important for you to make notes, take screenshots or download specifications of your chart setups, alerts, custom scans or any other features you would like to recreate. After migration, access to your previous thinkorswim will be lost.


Note: The charts you created in TOS will not be migrated to TD Active Trader.
Any watchlists containing more than 4000 ticker symbols will not be migrated to TD Active Trader.


TD Active Trader offers you a practice version so that you can take the platform for a test drive and practice all your trading strategies without putting any real money at risk, for up to 6 months.

  1. Click on this link.
  2. Click Register now.
  3. Follow the on-screen directions to obtain your TD Active Trader practice account credentials.
  4. Start practicing your trading methods.

TD Active Trader offers you a practice account so that you can take the platform for a test drive without risking any real money.

To get access to the practice account you will need to create new credentials as Connect IDs do not work for the practice accounts.

  • Click here to get started with TD Active Trader practice account.
  • Click on Register Now to create your new credentials for the practice account.
  • Login to the practice account and start practicing your trading strategies.

Note: The practice account credentials are only valid for 6 months. After 6 months the credentials expire, and you will lose access to the practice account. If you want to access the practice account again you can create new credentials to get started again. 


No, you cannot use the same login credentials for the practice and the live version. The practice account has its own credentials, and the live account uses a Connect ID.

The live and practice accounts have their own URLs as well.

Click Contact us   if you have any questions.

 


TD Active Trader practice account:

  • Replicates the look and feel of the live version,
  • Simulates TD Active Trader's behavior,
  • Allows you to learn how to use TD Active Trader, and
  • Gives you the opportunity to test your trading strategies.

     

All without putting your money at risk.

Note: Your practice account allows access only to delayed market data.


Your account in the practice account of TD Active Trader has a starting, default balance of $100,000 USD. However, you can change this amount as required.

Follow these steps to change the balance:

  1. In the top right corner of your screen, click the system menu icon.
  2. Select the SIM account deposit option from the dropdown menu.
  3. Enter whatever custom amount you want to add to your practice account in the popup.
  4. Click on Add deposit.
  5. Your practice account's balance will be increased.

Click Contact us   if you have any questions.


Yes, customizations you created in your practice account can be transferred to the live account of TD Active Trader.

Saved layouts can be exported from the practice account to the live version by saving the layout locally on your device.

Save and download a layout from TD Active Trader practice account

  1. Log in to the practice account of TD Active Trader.
  2. When you have workspaces and widgets organized in a way that meets your requirements, click the Layouts icon located at the top, right corner. 
  3. Select Save Current Layout As… from the dropdown options.
  4. In the Save New Private Layout pop-up box, enter a name for your layout in the Layout Name field.
  5. Click the Save button.
  6. You will receive a confirmation dialogue box. Close the confirmation dialogue box.
  7. Return to Layouts.
  8. Corresponding to the layout saved under Private Layouts that you want to download, click the download icon.

Import saved layout into TD Active Trader live account

9.  Log in to the live account of TD Active Trader.

10.  Click on the Layout icon located in the top, right corner.

11.  Select import layout from file.

Select your saved layout file and select upload.


You can delete your Practice Account at any time. By choosing to delete your TD Active Trader Practice Account, you are choosing to have TD delete any and all personal identifiable information that was provided at the time of registration.

Note: Once you choose to delete your TD Active Trader Practice Account, we will be unable to retrieve any details or trace of your Practice Account in the future. All history, saved templates and layouts will also be deleted. This action is irreversible and immediate

Follow these steps to delete your TD Active Trader Practice Account:

  1. Log into your Practice Account and click on the hamburger menu in the top right corner.
  2. Select Frequently Asked Questions.
  3. Click Delete my Practice Account, found under 'How do I delete my Practice Account?'

Your practice account will be deleted immediately, and you will be logged out of the practice platform.


TD Active Trader is available for your desktop, browser and mobile.

TD Active Trader for the desktop and the browser both boast full capabilities. 

Follow these URLs and instructions to directly access or download and install TD Active Trader to your preferred platform.

Supported Versions

URLs to installer

Instructions

Desktop

Windows 10 or later

Mac OS X 10.11 or later

Windows installer

Coming Soon:

Mac installer

Use the provided URL to download the installer for your Windows or Mac machine. Once download is complete, you can run the installer. After installation is complete, use the TD Active Trader icon on your desktop to launch the software.

Web

TD Active Trader can be used from the last three major versions of any compatible browser

Use the provided URL to open TD Active Trader in your preferred browser from any device. 

Note: TD Active Trader cannot be used with Internet Explorer or Safari.

Mobile app

TD Active Trader can be used from the last three major versions of iOS, which is currently iOS 15 or later

Note: The TD Active Trader app does not support iPadOS

Use the provided URL to download the installer for your iOS device. After installation is complete, use the TD Active Trader icon on your device to launch the app. Look out for the Android version of the TD Active Trader mobile app coming soon.

Light User

Moderate User

Power User

Sample User Profiles

I place trades in TD Active Trader and use it to get a real-time view on my holdings and open orders

I do technical analysis with simple charting to get trading ideas

I only use one screen and organize my widgets in different workspaces

I don't typically view too many streaming widgets in one workspace; nor do I have too many streaming entries in any one widget

I use link mode to broadcast to other widgets

I use up to 2 screens total with popped out widgets

I have a few charts open for analysis and comparisons

I typically have a few streaming widgets in the same workspace and have a fair number of streaming entries within these widgets

I use a multi-screen setup (more than 2 screens total with popped out widgets)

I strategize with advanced technical analysis and sophisticated charting

I create complex workspaces with multiple charts alongside streaming entries and widgets

Connection Bandwidth

50 Mb/s

100 Mb/s

300 Mb/s

Processor

2.4 Ghz i5 or AMD equivalent

3 GHz i5 or AMD equivalent

3.5 GHz i7 or AMD equivalent

RAM

8 GB

16 GB

32 GB

Video Resolution

1920 x 1080

1920 x 1080

3840 x 2160 or multi-screen

Browser & Operating System

Most up-to-date version

Compatible Browsers

Google Chrome

Microsoft Edge

Mozilla Firefox

Browser Settings

Allow cookies for session (medium security level)


To get access to TD Active Trader make sure that you have your Connect ID with you.  TD currently offers 2 convenient platforms for our clients so that they can access TD Active Trader on their preferred platform.

To access the Website version of TD Active Trader, follow these steps:

  • Click here to access TD Active Trader.
  • Enter your Connect ID and password.
  • Click on login.
  • If you have signed up for two factor authorization, enter your One Time Password (OTP) and click on login.

To access the Desktop version of TD Active Trader, follow these steps:

  • Click here to download the desktop version of TD Active Trader for your computer.

Windows

MacOS

  • Click on the downloaded file and select install.
  • After installing TD Active Trader to your computer login to the platform using your Connect IDs.
  • If you have signed up for two factor authorization, enter your One Time Password (OTP) and click on login.

If, for any reason, you cannot log in to TD Active Trader then contact us at 1-877-348-6722 and we will help you.


No, you cannot use your thinkorswim (TOS) login credentials to sign into TD Active Trader. You need a Connect ID for the username (composed of alphanumeric characters) and a unique password to log in to TD Active Trader.

You may want to use your TD Active Trader credentials to log in to WebBroker and vice versa. This access to both WebBroker and TD Active Trader is very useful when you want to perform real-time money transfers to your TD Active Trader account.

If you do not have a Connect ID, forgot your Connect ID, require a temporary password for your first-time log in, or require your Connect ID to be associated with both your WebBroker and TD Active Trader accounts, then contact us at 1-877-348-6722 between 7 a.m. and 7 p.m. ET


Yes, you can use your existing Connect ID but only if you can see your Active Trader account listed when you log into WebBroker. This access to both WebBroker and TD Active Trader is very useful when you want to perform real-time money transfers to your TD Active Trader account.

If you do not have a Connect ID, forgot your Connect ID, require a temporary password for your first-time log in, or require your Connect ID to be associated with both your WebBroker and TD Active Trader accounts, then contact us at 1-877-348-6722 between 7 a.m. and 7 p.m. ET.


If you forgot your Connect ID, contact us at 1-877-348-6722 between 7 a.m. and 7 p.m. ET and we can retrieve it for you. 


As part of our commitment to providing you with the best possible service, we are streamlining our Exchange Agreements process to make it easier and more convenient for you to manage your investments with us.

Over the years, as TOS clients, you may have filled out paper Exchange Agreements or used a different Connect ID to complete your agreements. However, going forward, we are excited to announce that we will be making all Exchange Agreements electronic. This will allow us to better manage your agreements and ensure that you are setup properly now and in the future. 


You can use the Forgot your username or password? link on the TD Active Trader login page to change your username and/or password for TD Active Trader.

Create or change your username

You can use your alphanumeric, Connect ID in the username field to log in to TD Active Trader. If you want to create a username, or change an existing username, you must do this from WebBroker.

Follow these instructions to create or change your username in WebBroker:

  1. Log in to WebBroker.
  2. Select Accounts > Self Service > Customize Site.
  3. Select Security Settings tab.
  4. Click the Update or change settings button.
  5. On the Security Settings page, click the pencil icon corresponding to Username.
  6. In the Change Username field, enter a username that meets the username requirements such as, must be between 8 and 25 characters in length.
  7. Click the Done button.

Change your password

Note: These instructions are applicable only after you have completed first-time log in to TD Active Trader with your temporary password.

  1. Log in to WebBroker.
  2. Select Accounts > Self Service > Customize Site.
  3. Select Security Settings tab.
  4. Click the Update or change settings button.
  5. On the Security Settings page, click the pencil icon corresponding to Password.
  6. Enter your current password, new password, and re-type your new password to confirm the change.

Note: If you have forgotten your current password, you will need to call us at 1-877-348-6722, between 7 a.m. and 7 p.m. ET.

7.   Click the Done button.


When you log in to TD Active Trader for the first time you will be prompted to enter your phone number.

Once you have provided your phone number, you can confirm whether you want to receive a confirmation message to this phone number each time you log in to TD Active Trader.

If you confirm that you want to receive a message each time you log in to TD Active Trader, this is a two-step verification.

If you do not wish to receive a confirmation message to your mobile each time you log in to TD Active Trader, you can opt not to receive a confirmation message sent to your mobiles.


Those who are familiar with thinkorswim (TOS) will find a lot of similarities between the two trading platforms such as the ability to complete:

  • Complex orders; and
  • Options trading with 3- and 4-legged strategies.

Additionally with TD Active Trader you can perform real-time money transfers from WebBroker to your TD Active Trader account; TD Active Trader is completely customizable; and is accessible from anywhere and at any time as long as you have access to the internet.

Some of TD Active Trader's most popular features are:

Feature

Description

Charts 

You can manage your portfolio using charts. Active Trader offers 100 types of indicators, available in TD Active Trader, to build your chart. You can create a new chart for one or more symbols and customize and annotate a chart by using the drawing tools.

Each chart can be saved and organized in groups for maximum efficiency.

Customizable Workspace

You can have numerous workspaces and customize each according to your trading strategy.

Following is a list of the widgets you can use to customize your workspace:

·      Account Overview

·      Account Statement

·      Alerts

·      Calendar

·      Charts

·      Company Profile

·      Education Center

·      Earnings Analyzer

·      Heat Map

·      Option Chain

·      Orders

·      Market Depth

·      Messages

·      News

·      Notes

·      Positions

·      Risk Profile

·      Screener

·      Time and Sales

·      Trade History

·      Trade Journal

·      Trade Ladder

·      Video Lessons

·      Watchlist


You can add as many widgets as fits comfortably on one page, and there is no limit to the number of workspaces you can create and customize. 

In-app Education

Training videos and in-app help content are accessible from within the platform.

In-app Support

If you require help with the available tools, general navigation, or how to place a trade in TD Active Trader you can click 

Market data

Real-time streaming of Level I and II data for equities and options. 

Notes

Attach notes to symbols.

Notifications

Setup email or SMS notifications for information about order fills and receive margin alerts.

TD Active Trader for the desktop supports receiving event notifications such as corporate actions.

Orders

You can configure the following types of orders:

·   Extended Hours Orders (8 AM to 8 PM),

·   First Triggers Another (FTA),

·   FTA + 1 FTA,

·   FTA + 2 FTA,

·   FTA + 3 FTA,

·   FTA + 4 FTA,

·   FTA + 5 FTA,

·   FTA + 6 FTA,

·   FTA + 7 FTA,

·   First Trigger Sequence (FTS),

·   FTS + 1 FTS,

·   FTS + 2 FTS,

·   FTS + 3 FTS,

·   FTS + 4 FTS,

·   FTS + 5 FTS,

·   FTS + 6 FTS,

·   FTS + 7 FTS,

·   First Triggers Other (FTO) + OCO Pair,

·   FTO + 1 OCO,

·   FTO + 2 OCO,

·   FTO + 3 OCO,

·   Good 'til Cancelled,

·   Good 'til Date,

·   Limit,

·   Limit on Close,

·   Market,

·   Market on Close,

·   One Cancels Other (OCO) Pair,

·   Order Rules,

·   Stop Market,

·   Stop Limit,

·   Trailing Stop,

·   Trailing Stop Limit.

Positions

The Positions widget provides you with a detailed view of your account's current holdings. You can arrange them by Instrument, Trade Time, or by Order.

Screener

Build custom watchlists to help you find your next trade idea. Use filters built around stock and option metrics, company fundamentals or statistical studies.

Strategies

Configure 2-. 3-, and 4-legged option strategies. 

Trade Journal

After placing trades, you can add notes and tag trades to create a detailed trading journal.

Watchlist

Browse through our library of prebuilt watchlists or create/import a personal list of symbols.

There is no limit to the number of symbols you can add to a watchlist, and there is no limit to the number of watchlists you can create

We are committed to adding new features and enhancements to empower your investment decisions.


As we constantly work on enhancements to empower you with innovative resources and capabilities, there are some features that were available to you on TOS that will not be readily available to you at the launch of TD Active Trader.

These features include:

Feature

Description

Charts and Studies

While TOS has 400+ charts and studies; TD Active Trader will launch with about 100 charts and studies – we plan to expand this list in an upcoming release.

Direct Routing of Orders

On TOS, you have the ability to choose direct routing; on TD Active Trader you cannot specify your route and your orders may be re-routed as needed.

Order Scrutiny

Although most orders placed on TD Active Trader will process straight-through, some would require a trade review to assess risk management.

Scripting Language – ThinkScript

ThinkScript will not be available for TD Active Trader. ​ New scripting language will be available, and you will not be able to migrate ThinkScript.

Order Rule Types

TD Active Trader will not support complex order rules at launch. 

Live-Streaming 

CNBC Live tv streaming will not be available in TD Active Trader at launch.

Missing Tools 

The following trading tools are available in TOS, but are not currently available in TD Active Trader:

  • Probability analysis tools missing, thinkBack tool, OnDemand tool
  • Fred database – economic database
  • Some Screeners – spread book screener, spread hacker

Public Chat Room

Public chat rooms allow you to analyze and share with other pro-level traders. 

We are committed to improving and will continue to invest in new enhancements to evolve TD Active Trader based on your feedback. 


TD Active Trader and thinkorswim (TOS) may show a different "Trade Price" (per share) for your positions because when migrating this data, we used the "book value" from our Book of Record vs from the thinkorswim platform and divided this by the quantity of shares you own. Our Book of Record follows the CRA-approved methodology of Weighted Average Price per Share. This allowed many positions that may have been showing as a "blank" or $0 "Trade Price" on thinkorswim to be corrected based on our records and therefore may impact your overall Profit/Loss showing on TD Active Trader due to the corrected/updated data. 

However, going forward, TD Active Trader will continue to follow the same methodology as thinkorswim (TOS) regarding your "Trade Price". This is the First-In, First-Out (FIFO) method that thinkorswim has always followed. Migrated positions previously purchased in multiple lots will be considered as one position at the updated "Trade Price" and any new positions created will be captured at their respective purchase prices. 


Although we have made every attempt to link your accounts in the same manner they were on the thinkorswim platform, when you first start using TD Active Trader, some of your linked accounts may not be visible or may have been removed.

Follow these steps to view all your linked accounts:

  1. Click on the account option in top right corner of your screen.
  2. A dropdown will appear which will display all your linked accounts.
  3. If there are any missing accounts call us at 1-877-348-6722 and we will be happy to assist you

You can view your account balances from the account overview, found in the top right corner of your screen.

To see additional balances not displayed in the account overview, follow these instructions:

  1. Log in to TD Active Trader > TD Active Trader.
  2. Click on any of the balances shown in the top right corner of your TD Active Trader window (ex. Cash, Buying Power, Net Liq or Day P/L).

A dropdown window details additional balances, including Net Liquidation, Buying Power, Cash, Total Market Value, Stock Market Value Long, Stock Market Value Short, Option Market Value Long, Option Market Value Short, Est. Portfolio Cost, Open P/L, Day P/L, YTD P/L, and Commission YTD.


Funding your TD Active Trader account is quicker and easier. Online deposits and withdrawals now take place in real-time in TD Active Trader.

TD Canada Trust Account

Make a deposit from your TD Canada Trust account using EasyWeb

  1. Login to your EasyWeb account using your TD username or Access Card number
  2. Simply click the Transfers button at the top of your browser. A new window will appear that allows you to select the from account, as well as the to account.
  3. If the accounts you selected are the same currency, you will then enter a dollar amount for the transfer. If the accounts you selected are different currencies, an extra drop-down list will appear that prompts you to select a currency for the transfer amount – either in Canadian or US dollars.
  4. If you need to make any changes, click the back button. If you're satisfied with the transfer details, click the Confirm Transfer button to execute the transfer and view the transaction.

Make a deposit from your TD Canada Trust account using WebBroker

  • Login to your WebBroker account using your TD username or connect id.
  • Select Accounts and click on Transfer within TD
  • Select between my TD Accounts
  • Select the account you wish to transfer from, the account to transfer to and the amount
  • Click the confirm transfer button to execute the transfer

Interac e-Transfer® from other Financial Institution(s)

You can now transfer up to your daily limit from your account(s) at other financial institution(s) to your TD Active Trader account(s) using Interac e-Transfer®.

  • Login to WebBroker using your TD username or connect id
  • In the Transfers section of WebBroker, select the From Outside TD tab
  • Select the account you wish to transfer to, the amount and your email – then hit Continue
  • Select the financial institution you wish to collect the funds from and hit Accept Request
  • Once you've signed into your account at the other financial institution and completed the transaction, the funds will be transferred to your TD Direct Investing account and you're ready to get started!
  • If your transaction is declined, it may be because your limit is less than what you requested. Please contact your financial institution to view or change your limit.

Click Contact us   if you have any questions.

Note: TD Active Trader currently only offers USD margin account.

Disclosure

Instant transfers can usually be made Monday to Friday between 6:00 AM and 8:00 PM ET. Any requests made after 8:00 PM, on weekends or holidays will be processed the following business day.

If your financial institution chooses to hold the funds, it may take up to 24 hours to process the transaction. Please contact your financial institution if money has been withdrawn but not yet deposited.


TD Active Trader allows you to place a trade from any of the widgets in the platform, such as charts, orders, positions, and watchlist. Here's how you place an order from a Watchlist:

1.     Log in to TD Active Trader.

2.     Select Trading > Watchlist.

3.     Click on the arrow button to select from the different groupings of symbols such as, Public, Indices, By Industry, and so on.

4.     Right-click on a symbol listed in your Watchlist.

5.     Corresponding to the symbol you want to buy or sell, click on the symbol's Bid or Ask entry. The order entry panel opens.

6.     Enter Side, Quantity, Order Type, Limit Price, Stop Price, and Duration.

7.     Review the details of your order.

When you're satisfied with your order, click the Confirm & Send button.


Invest account transfers from third-party financial institutions can be initiated by our Investment Representatives. How quickly a transfer is completed depends on the account type, delivering institution, the investments you hold and seasonal volumes. We will review and discuss these details with you further.

To set up an appointment at a time convenient for you, call 1-877-348-6722.


The Positions widget provides you with a detailed view of your account's current holdings. You can arrange them by Instrument, Trade Time, or by Order.

Manage your position

1.     Log in to TD Active Trader.

2.     Select Account > Positions.

3.     Select a position.

4.     Right-click on the selected position and select Closing Order or Rolling Order.

Aggregate your position in different views

1.     Log in to TD Active Trader.

2.     Select Account > Positions.

3.     Click Aggregate.

4.     Configure the columns by dragging and dropping up to three columns from AVAILABLE COLUMNS to AGGREGATED COLUMNS.

5.     You can re-order the columns under AGGREGATED COLUMNS.

6.     If you need to restart, click the Restore to Defaults.

7.     Select between Instrument, Trade time, or Order.

Click the Apply button when you're done.


Currently, if your balance in Active Trader is greater than $5000 USD, then you have access to real-time, Level I and Level II data. If your balance is less than $5000 USD then you will only have access to real-time, Level I data.

Note: We reserve the right to amend the balance requirements, referenced above, or change your access to real-time market data at any time at our discretion.


The same fees that you paid when using Thinkorswim (TOS) are applicable to TD Active Trader such as, commissions, margin interest, Securities and Exchange Commission (SEC) fees. Click here to learn more about our fees and pricing.

Note: Commissions and interest rates are subject to change without notice. All other rates and fees are subject to change upon 60 days prior notice. For the most current schedule of rates and fees refer to the Commission Schedule and Statement of Disclosure of Rates & Fees.


Some deposits added to your account balance may remain unavailable for a short period. The reason is that a cheque is not same as cash – it is a promise to pay by one party to another party. If the first party doesn't have sufficient funds in their account at another financial institution, or if the cheque or instrument is fraudulent, the other financial institution can refuse to pay return the cheque unpaid to us.

A hold period allows sufficient time for us to verify that funds will be available to pay the item.

TD Direct Investing will consider funds as uncleared until:

1.       7 consecutive business days (not including the deposit date) have passed if the cheques, denominated in CAD or USD, is drawn on a Canadian Financial Institution.

2.       21 consecutive business days (not including the deposit date) have passed if the cheques, is drawn on a U.S. financial institution.

If you would like to discuss how these funds could be cleared sooner, or have any questions, please use the Support icon to chat with us.


The TD Active Trader app is only available to registered TD Direct Investing clients previously using thinkorswim at this time.

The TD Active Trader app is currently available to download on iOS devices. We are committed to adding enhancements and are currently working to bring you TD Active Trader for Android.

Follow these steps to download TD Active Trader on your iOS device:

  1. Click here to download the iOS version of TD Active Trader to your mobile device.
  2. Select Get to install.
  3. Once installation is complete select Open to launch the TD Active Trader app.
  4. Login to the platform using your Connect ID and password.
  5. If you have signed up for two factor authorization, enter your One Time Password (OTP) and click on login.

If, for any reason, you cannot log in to TD Active Trader then contact us at 1-877-348-6722 and we will help you.


The TD Active Trader app is currently available for iOS to TD Direct Investing clients who were previously using thinkorswim. We are committed to adding enhancements and are currently working to bring you TD Active Trader for Android.

Follow the URL and instructions to download and install the TD Active Trader app.

Supported Versions

URLs to installer

Instructions

Mobile

TD Active Trader can be used from the last three major versions of iOS

Note: The TD Active Trader app does not support iPadOS

Coming Soon

Look out for the TD Active Trader app coming soon.


Yes, the securities you are currently monitoring are available in your TD Active Trader app Watchlist. You can also create new Watchlists from within the app, by tapping the plus symbol when in your personal Watchlists.

To add a symbol to an existing personal Watchlist, follow these steps:

  1. Tap the pencil icon at the top of the screen, and then the plus symbol.
  2. Type your symbol into the search area, tap Done, and then Save.

You also can edit the columns displayed in your Watchlists by following these steps:

  1. Tap the gear in the top left of your Watchlist.
  2. Tap the green plus button to add the hidden columns you'd like to add to your watchlist, and then arrange them accordingly.
  3. To view the additional columns added, simply swipe on your list to the left to scroll.

Changes to your TD Active Trader Watchlist are automatically synced, whether done through web, desktop, or app.


To place a stock trade on the TD Active Trader app, follow the below steps:

  1. Starting from the Watchlist, tap the stock that you'd like to trade or use the magnifying glass in the top right of your screen to search for a new security and choose the correct stock.
  2. Tap either the Buy or Sell button at the top of the screen to prompt the order ticket.
  3. Select Order Type to make any changes.
  4. Edit the order quantity, limit price, and time in force by tapping on the field in question.
  5. Tap Confirm and Send, confirm details, and then click Agree and Send at the bottom of your screen to place your stock trade.

You can track your trade status by tapping the Orders icon at the bottom, which also allows you to cancel or modify your trade.


To place a single leg options order on the TD Active Trader app, follow the below steps:

  1. Starting from the Watchlist, tap the stock that you'd like to trade or use the magnifying glass in the top right of your screen to search for a new security and choose the correct stock.
  2. From the options tab, tap the filters icon to customize expirations, the number of strikes, and the columns in the options chain.
  3. Tap the bid or ask, next to the strike price to buy or sell.
  4. To adjust the strike price and expiration, tap the options symbol, and then tap to save once the changes are made.
  5. Select Order Type to edit the orders contract quantity, limit price, and time in force.
  6. Once your selections are complete, tap confirm and send. Confirm the details, then click agree and send at the bottom of your screen.

You can track your trade status by tapping the Orders icon at the bottom, which also allows you to cancel or modify your trade.


The TD Active Trader app is currently available for iOS, to registered TD Direct Investing clients previously using thinkorswim. We are committed to adding enhancements and are currently working to bring you the TD Active Trader app for Android.

As we constantly work on enhancements, there are some features that are available to you on TD Active Trader Web/Desktop that will not be readily available to you at the launch of the TD Active Trader app.

These features include:

Feature

Description

Customizable Workspace

Due to limited screen space, the TD Active Trader app has limited workspace customizations.

Co-Browse

The TD Active Trader app does not currently support Co-Browse.

App Notifications

On the TD Active Trader Mobile app, In-app and Push notifications are available for Orders and Margin Alerts. In-app notifications ONLY available for Market Alerts, News Alerts and Calendar.

Real Time Cash Movement

Real Time Cash Movements must be completed using TD Active Trader Web/Desktop.

Uncleared Funds

Uncleared Funds must be viewed using TD Active Trader Web/Desktop.

1-click Trade

This functionality is not currently available in the TD Active Trade app.

Market Data and Content

The following tools are not currently available on the TD Active Trader app and must be viewed in TD Active Trader Web/Desktop:

·         Company Data

·         Time and Sales

·         Alerts

·         Trading Journal

·         Stock & Options Screeners

·         Heatmaps

·         Earnings Analyzer

We are committed to improving and will continue to invest in new enhancements to evolve the TD Active Trader app.


The TD Active Trader app is designed to be user friendly and easy to use. To navigate the TD Active Trader app, you will notice four icons at the bottom of your screen as follows:

Watchlists: This icon gives you the ability to stay up to date with the markets, search for symbols, and place trades.

Positions: Allows you to monitor the holdings in your account and take action to manage or exit your positions.

Orders: This is where you can track all active, filled, cancelled, and expired trades.

Menu: This icon allows you to view your balances, messages, market data, access FAQs and customize the app experience.

You can also Contact Us or Logout of the app via the Menu icon if needed.


You can place a multi-leg options trade on the TD Active Trader app in just a few taps, starting from your Watchlist icon:

  1. Tap the stock that you'd like to trade or use the magnifying glass in the top right of your screen to search for a new security and choose the correct stock.
  2. From the options tab, click single to change spread type.
  3. hoose any Iron Condor.
  4. Proceed or choose additional legs by selecting Edit.
  5. Tap the variable fields such as Put/Call, Strike, Expiration, and Quantity to adjust accordingly.
  6. Once complete, verify order details and tap Confirm and Send.

When updates for the TD Active Trader app are available, you will be notified through the application download portal on your device (i.e., Apple App Store). Simply follow the prompts within the application download portal on your device to update the TD Active Trader app.



Get help when you need it

  • All the support you need to get started with TD Active Trader.

  • Chat with us

    Get in touch with a knowledgeable investment representative by selecting the chat icon from the TD Active Trader taskbar.

  • Call us

    Call +1 (877) 348-6722 Mon-Fri, 7 AM to 10 PM ET.