Build and track your investment goals

Put your investment goal in good handscolon: 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?

You've got choices. Learn about TD Direct Investing intuitive trading platforms and advanced tools or TD GoalAssist™, a simplified easy-to-use 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?

  • 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.
  • Review our Frequently Asked Questions page

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