Advanced Dashboard

Shift into high gear

Leverage real-time streaming market data, analytical tools, and advanced trading capabilities.

  • US and Canadian equity and option trading with streaming real-time market data, news, and charting
  • Advanced order types include conditional orders, multi-leg option strategies, and option rollovers
  • Wide range of customizable trading and application settings to suit your personal preferences

New to TD Direct Investing?


Stay Informed

  • Generate ideas by scanning Canadian and U.S. equities using pre-defined technical fundamental indicators with Equity Scanner
  • Filter Canadian and US markets for upcoming earnings announcements that range from today to the next two weeks
  • See where the action is at a glance with real-time streaming heat maps
  • Easily find single and multi-leg option strategies that match your market directional view and time horizon with Trade Finder
  • Track the most active equities and options during the trading day with the Market Movers feature

Evaluate your ideas

  • Advanced charting: technical studies, probability, drawing, and comparative tools in a customizable package
  • Earnings Analyzer: fundamental, technical, and probability analytics to evaluate a company’s past earnings and market expectations
  • Option Chains: real-time streaming analytics for single and multi-leg option strategies. Easily find bid/ask quotes, key P/L metrics, and the Greeks
  • Advanced Option Analytics: theoretical options pricing and probability models
  • Analyst evaluations: aggregated analyst recommendations from Thomson Reuters

Track your ideas

  1. With Advanced Dashboard, trade Canadian and US equities, options, and ETFs with streaming real-time Level I and II market data. Read more about market data

  2. Attach a bracket order directly to your opening trade and automate your exit strategy

  3. Customize your equity and option trading preferences so you’re ready to jump on opportunities

  4. Modify, cancel, copy, or create an opposite order in one click with In-Line Editing in Order Status


  1. Includes contingent orders and multi-leg option strategies

  2. Want to trade a straddle/strangle or a vertical, calendar, or a diagonal spread? In Advanced Dashboard, you can create your own spread or choose from 26 pre-defined option strategies in Strategy Chain

  3. Verify your entry and exit strategies and capture your potential profits or limit your potential losses with capabilities such as One-Cancels-Other, One-Triggers-Another, and First-Triggers-One-Cancels-Other


  1. A smooth ecosystem where your orders and holdings are synchronized in real-time between Advanced Dashboard, WebBroker, or the TD app for your mobile device.

  2. Close existing equity positions with limit, stop-limit, or bracket orders directly from your holdings

  3. Easily roll over existing option positions with Calendar or Diagonal Spreads

  4. Follow your daily and total portfolio P/L as it streams in real-time


Optimize your WebBroker experience

Minimum:

  1. Connection: High speed internet connection

  2. Operating System: Microsoft Windows XP or Mac OS X

  3. Java VM: Java SE 6 Update 41 or above

  4. Screen Resolution: 1024 x 768

  5. Browser: Internet Explorer, Chrome, Firefox, Safari, or Edge

  6. Browser Settings: Session cookies permitted (medium security level), Java Script activated, Java

Recommended:

  1. Connection: High speed internet connection

  2. Operating System: Microsoft Windows 7 or Mac OS X 10.8

  3. Java VM: Java SE 7 Update 21 or above

  4. Screen Resolution: 1366 x 768

  5. Browser: Internet Explorer, Chrome, Firefox, Safari, or Edge

  6. Browser Settings: Session cookies permitted (medium security level), Java Script Permitted, Java

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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 8 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.


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