TD Wealth Commitment to Accessibility and Multi-Year Accessibility Plan
This Commitment to Accessibility and Multi-Year Accessibility Plan applies to TD Waterhouse Private Investment Counsel Inc. and TD Waterhouse Canada Inc., including its divisions, TD Direct Investing (including TD Easy Trade, which is a service of TD Direct Investing), TD Wealth Financial Planning (including TD Wealth Financial Planning Direct which is a service of TD Wealth Financial Planning) and TD Wealth Private Investment Advice (collectively, "TD Wealth").
Commitment to Accessibility
TD Wealth is committed to ensuring that every employee and client receives equitable treatment with respect to employment and services, without discrimination, and receives accommodation where required.
Through progressive policies, communication and training, accommodation measures and recruitment practices, TD Wealth strives to provide a fully inclusive, barrier-free environment.
TD Wealth is dedicated to creating a welcoming, fair, and inclusive environment for TD Wealth clients and employees and complying with legal and regulatory requirements.
Our commitment and the TD Wealth Accessibility Policy is aligned with the TD Accessibility Policy (Canada) which includes the following commitments:
TD is committed to meeting the accessibility needs of persons with disabilities in a timely manner. TD goods, services, facilities, employment, accommodation, buildings, structures of premises will be made accessible to meet the needs of persons with disabilities:
- TD will accommodate the accessibility needs of employees in the workplace and applicants with disabilities in its recruitment processes.
- TD will provide training on accessibility in the workplace and with respect to providing products, services, and facilities to persons with disabilities.
- TD will design and provide products, services, and facilities to meet the accessibility needs of persons with disabilities.
Additional information is available on the TD Accessibility page
TD Wealth Multi-year Accessibility Plan 2020-2025
TD Wealth has established a multi-year accessibility plan ("the Plan") which outlines our strategy to prevent and remove barriers to meeting the accessibility needs of people with disabilities. The Plan will be reviewed and updated at least once every five years.
The Plan is available in an accessible format upon request.
Accessibility Policies
Diversity and inclusiveness play a big part in TD Wealth's corporate responsibility model. TD Wealth is committed to be a welcoming place for all our clients and employees. Although TD Wealth has implemented policies and processes relating to accessibility for our clients and employees, we are committed to reviewing these policies and enhancing them as our reality changes.
The TD Wealth Accessibility Policy is available in an accessible format upon request.
Communicating with our clients
TD Wealth is committed to communicating with people with disabilities in ways that consider their disability. TD Wealth will implement accessibility requirements under the information and communication standards to ensure that information and communication systems and platforms are accessible and are provided in an accessible format that meet the needs of persons with disabilities.
Assistive Devices
We are committed to serving people with disabilities who use assistive devices to obtain or use our products and services.
We will ensure that employees know what assistive devices are available and how to access information about assistive technologies.
Use of service animals and support persons
People with disabilities may bring a service animal onto public TD Wealth premises. TD Wealth will provide training for all employees, contractors, volunteers, and others who represent TD Wealth regarding how to interact with people with disabilities who are accompanied by a service animal.
Any person with a disability who is accompanied by a support person will be allowed to enter TD Wealth premises that are open to the public with their support person. At no time will a person with a disability be prevented from accessing their support person while on TD Wealth premises.
In situations where TD Wealth has obligations under privacy laws or has issues of confidentiality, a support person may be requested to agree to the requirements of service just as the person with a disability does.
When support persons are required (e.g., sign language interpreters, attendants) for meetings, consultations, or other events, we will work together with the person with the disability to meet their needs.
Feedback process
We welcome feedback on how we're doing in the delivery of our products and services from all clients.
TD Wealth will use our standard feedback processes to receive feedback under the TD Wealth Accessibility Policy. To provide feedback please call 1-800-831-1158 or TTY 1-800-361-1180, Monday to Friday from 8am to 8pm (ET) or email customer.service@td.com or td.waterhouse@td.com
Feedback/responses will be in a format that is accessible to the client.
Accessible Formats
TD Wealth is committed to providing clients with the choice of document format that best suits the client's needs.
On request, clients can receive documentation in formats designed for the visually impaired. These alternative formats include, but are not limited to, Braille, Large Format and Audio Recording.
TD Wealth will record the format preference and send future documentation or communication in the format desired on a best effort basis.
Accessible Websites and Web Content
TD Wealth will make websites accessible to people with disabilities by conforming to international standards for website accessibility, the World Wide Web Consortium Web Content Accessibility Guidelines (WCAG).
TD Wealth websites and content on those sites will be compliant with the expectations and timelines under the Accessibility for Ontarians with Disabilities Act, 2005 and associated regulations.
Temporary disruptions
In the event of a planned or unexpected disruption in facilities or services, we will provide information about the reason for the disruption, how long it is expected to last, and a description of any alternative facilities or services available (where applicable).
Training
TD Wealth will provide accessibility training focused on the provision of products and services to our clients.
Training will also be provided to employees involved in the development of policies, practices, and procedures regarding the provision of products and services.
Training will be provided to each person as soon as possible after they are assigned applicable duties.
