How to use Clari™ on the TD app



Step 1: Find Clari

Select menu

Select the Menu at the top left corner of the home screen.

Select the TD Clari button

Select the TD Clari button.

Select Get Started

Select the Get started button.



Step 2: Accept Terms of Use

Review TD Clari Terms

To review the Clari Terms of Use disclosure, select the Read the Terms of Use link.

To close the disclosure, select the X (close) icon in the top left corner.

Select Accept to agree to Terms

If you agree to the Terms of Use, select the Accept button.



Step 3: Ask questions

Clari responds to your questions and statements

Clari responds to your banking questions and statements.

You can inquire about your spending, accounts and more.

Enter your question, topic or action

Enter a question, topic of interest or action in the Ask me something field and select the Send button.

Clari also works with voice commands if you have this feature enabled.

Enter sample prompt Open investing account

For demonstration, we'll run through some examples.

Let's say you'd like to open an investing account.

Enter "Open investing account" and Clari will reply with instructions on how to apply for a TD Direct Investing account.

To read more details, select the View more button.

Some answers Clari provides include external links that open in your mobile browser.

Ask Clari about account balance

What if you're looking for details about your account?

Enter "Show my account balance" and Clari will reply with your current balance and offer to break it down in more detail.

You can select a pre-set response (such as Recent transactions) or enter your own question.

Ask Clari about spending in January

Let's say you want to find out how much you spent in January.

Clari will reply with the total and offer to break it down in more detail.

You can sort by different criteria like merchant (Ex. Starbucks), and date range.

In this case, we'll select Spending categories.

View Spending categories

When you select Spending categories, Clari breaks down your monthly spending by category (Ex. groceries).

View your categories using the slider.

E-transfer send and tutorial complete

What if you want to send an Interac e-Transfer®?

Clari will reply with instructions on how to send an e-Transfer and offer to move you to the TD app to send your transfer.

Selecting the Go now link will direct you to the TD app Send Money screen.

While these examples highlight some things Clari can do, we encourage you to try the virtual assistant for yourself.

Congratulations! You've completed this tutorial.


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