TD Active Trader Release Notes

We heard your feedback and have enhanced your online trading experience. Your web and desktop platforms will automatically update with the new changes.

Check out the upgrades:

1. Chart updates

• New chart indicators: The TD Active Trader Chart has been enhanced with additional technical indicators. These updates strengthen the platform’s analytical capabilities and support more informed market analysis and client discussions. New indicators include: Chaikin Money Flow, Bollinger Band % (B%), Hull Moving Average, Historical and Implied Volatility, Volume Average, Acceleration Bands, Donchian Channel, Elder Force Index, EMA Clouds, Stochastic RSI, and Super Trend.
• Multi‑Chart Crosshair Sync: A Crosshair Sync option has been added when viewing charts in the multi‑chart tool, allowing crosshairs to move in sync across charts.
• Volume Profile drawing types: Two new drawing types have been added - Range Volume Profile and Anchored Volume Profile.
• Multiple indicator scales: Indicators can now be displayed on different scales. The scale can be selected under Overlaying in the indicator settings when adding an indicator to a chart.
• Horizontal Grid Setting: A new horizontal grid option has been added to chart settings and can be enabled by selecting the horizontal grid checkbox.
  
  

2. Orders widget updates

• Order Status Shortcut Filters: New shortcut filters provide quick access to Open, Filled, and Cancelled orders. The All view supports custom filtering while displaying all orders.
• Updated Underlying Filter: The Underlying filter has been updated to allow selection by underlying symbol, returning all related orders, including options orders.
  
  

3. Account statement updates

• Cash transaction symbols: Cash transactions, including dividend payments, now display the symbol of the associated security.
  
  

4. Screener Widget Updates

• Screener results data points: Additional data points have been added to the Results section of the screener tool, including Mark Change, Mark % Change, Quote Trend, Days to Expiration, Ex‑Div Date, Dividend Frequency, Dividend Pay Date, Industry, and Industry Group.
  
  

5. Risk profile widget updates

• Delta and Position Delta metrics: Delta and Position Delta calculations have been updated to include values for non‑option instruments.
  
  

6. General updates

• Alert notifications: SMS, email, and push notifications are now available for both Price and Calendar alerts, with support for English and French. Notification preferences can be managed in Notification Settings once a phone number and/or email address is set up.
• Position and Order icons: Position (Long/Short) and Order (Buy/Sell) icons have been added across the platform to make it easier to identify securities with open positions or orders, for both equities and options. These icons appear in most widgets with symbol search, including Option Chain, Positions, and Watchlist, and can be shown or hidden through individual widget settings.
• Detached workspaces: The Detach Widget option has been removed from individual widgets and replaced with the ability to detach an entire workspace from the workspace menu. This update simplifies multi‑monitor setups by allowing a workspace with one or more widgets to be detached and managed as a single unit.
• Export to CSV: Export to CSV has been added to the Orders, Trade History, Trade Journal, and Account Statement widgets. This option is available from the hamburger menu in the upper‑right corner of each widget.

With this release, as an iOS or Android mobile app user, some of your customized settings may not carry over to the upgraded version automatically. You may have to reconfigure the app settings to your preferences. We appreciate your patience as we make efforts to improve your overall experience with the TD Active Trader mobile app.

Note: The TD Active Trader mobile app updates will follow shortly after the web/desktop upgrades.

1. Orders widget updates

• Order status shortcut filters: New shortcut filters provide quick access to Open, Filled, and Cancelled orders. The All view supports custom filtering while continuing to display all orders.
• Updated Underlying Filter: The Underlying filter has been updated to allow selection by underlying symbol, returning all associated orders, including options orders.
  
  

2. Order editor updates

• Position Effect for Options Legs: A Position Effect field has been added to options legs to clearly identify opening and closing positions.
• Credit and debit indicators: Credit and debit labels have been added to options trades to clearly identify the monetary impact of each trade.
• Order field layout: Order fields have been rearranged to provide a more intuitive and logical flow.
  
  

3. Additional mobile updates

• Retention of user settings: Customized user settings are now retained across new releases and phone upgrades.
• Positions sorting: The sorting logic in the Positions view has been updated to display securities in alphabetical order instead of chronological order.
• Persistence of user settings: Additional user preferences are now stored and maintained after logout or force close, including expand/collapse states, filters, position grouping, trade data customizations, and watchlist column sorting, resizing, and configuration.
  
  
• Custom strategy underlying quantity: The quantity of the underlying leg can now be edited when building a custom strategy in the order editor.

With our latest release, you will be required to update your TD Active Trader app to accommodate our newest enhancements, all designed with you in mind.

Your mobile app will either be automatically updated or you will receive a prompt stating you must update to continue, dependent on your phone settings.

Most of your workspace and settings will be retained, but there are some customizations which will be reset to their default setting.

We understand that having to recreate customizations can be an inconvenience, and we thank you for understanding this is part of an effort to make improvements to the overall experience within the TD Active Trader mobile app.

We're happy to announce the launch of TD Active Trader French for mobile app.

You can now choose French when logging in to the TD Active Trader app to better suit your language preferences.

Note to Android users

You may need to add French to your preferred system languages to access the TD Active Trader mobile app in French. 

To add French as a system language:

*Some steps may vary based on your Android version*

1. Navigate to your Android phone's settings and choose System settings.

2. Go to your Language settings, then navigate to your Preferred System Languages.

3. Choose to Add a language and add Francais (Canada) or similar based on the options provided.

4. Once the update is complete, launch the TD Active Trader app to login using the French option that should now be available to use.

Also note, that you do not need to add French as your default language as it will affect the language of your phone overall. You can simply add French as a 2^nd or 3^rd in your Android's language list to be able to access TD Active Trader in French.