Build and track your investment goals

Put your investment goal in good hands: yours

Are you saving for retirement, a major purchase, or simply to grow your wealth? Once you've set a goal, putting a plan in place can help achieve it.

TD Direct Investing can help make this process simpler than ever. Easily set goals, track your progress and adapt your plan as you go - all within WebBroker.

Already a TD Direct Investing client? Log in to WebBroker to start setting your investment goals.


Planning made easier

  • Set your goal

    Tell us about your goal and your timeline to achieve it.

  • Review your plan

    See how various planning scenarios could impact your ability to reach your goal.

  • Monitor your plan

    Watch your plan come to life and monitor your progress toward your goals.


Ready to start investing on your own?

We offer two services for self-directed investors: TD Direct Investing with a variety of platforms and advanced tools; and TD Easy TradeTM, a simple, streamlined, mobile-only, trading app.

What can investment goal planning do for you?

Whether you’re planning for retirement, a major purchase or to build wealth, our new goal planning features could help you invest with more confidence.

  • Get started quickly and easily with a step-by-step process.
  • Validate your plan and monitor your progress all in one place with our goals-based dashboard.
  • Set multiple goals with different time horizons and investor profiles.

Want to learn more?

  1. Register for a free introductory Master Class to learn about how TD Direct Investing can help you put a plan into place for your financial goals.

  2. Review our Frequently Asked Questions page


Open an account online – it's fast and easy

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.

Have a question? Find answers here