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Transfer and invest in an eligible account and you could get up to $3,000†
†Conditions apply. Offer ends March 2, 2026.
Here's how you could get up to $3,000†
Get up to a maximum of $3000 when you transfer your investments to TD using one or a combination of the following offers:
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Personal Savings & Investing
2026 TD Investing Campaign Terms & Conditions
Below are the terms and conditions that apply to the 2026 TD Investing Campaign (the "Offer") by TD Canada Trust or TD Investment Services Inc., as applicable. This Offer begins on November 3, 2025 and ends on March 2, 2026.
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Personal Savings & Investing |
1. Which Plans qualify for the award |
A Qualifying Plan means any one of the following; a new or existing:
The Award (as defined in Section 3 below) does not apply to any of the following accounts (including but not limited to): Locked-in Registered Retirement Savings Plan, including Locked-in Retirement Account (LIRA), Locked-in Registered Retirement Savings Plan (LRRSP) and Restricted Locked-in Savings Plan (RLSP), locked-in types of RIF, any Registered or Non-Registered TD Waterhouse accounts and non-personal accounts. |
2. Which Products qualify for the award |
A Qualifying Product means any following:
o Fund TDB162 - TD Canadian Bond Fund - I o Fund TDB622 - TD Monthly Income Fund - I o Fund TDB627 - TD Dividend Income Fund - I o Fund TDB885 - TD Comfort Balanced Income Portfolio - I o Fund TDB886 - TD Comfort Balanced Portfolio - I o Fund TDB887 - TD Comfort Balanced Growth Portfolio - I o Fund TDB888 - TD Comfort Growth Portfolio- I o Fund TDB889 - TD Comfort Aggressive Growth Portfolio- I o Fund TDB972 - TD Dividend Growth Fund - I o Fund TDB2440 - TD Comfort Conservative Income Portfolio - I o Fund TDB2740 - TD Retirement Conservative Portfolio - I |
3. How to qualify for the Award (referred to as 'Award' across both Registered and Non-Registered Plans)
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ELIGIBILTY UNDER REGISTERED PLANS |
ELIGIBILTY UNDER NON-REGISTERED PLANS |
Assets transferred between $10,000 and $150,000 are eligible for a 2% Award. To qualify for the Award: i. Customer must be registered for the offer via the campaign registration form by a TD Personal Banker ii. The customer has met with a TD Personal Banker who initiated and completed an asset transfer form to transfer funds from another Canadian Financial Institution into a new or existing Qualifying Plan(s) iii. To qualify for the Award, assets from $10,000 to $150,000 are transferred in from another Canadian financial institution using a T2033 form, RC720, RC721 for FHSA and/or Smartform for TFSA completed by a TD Personal Banker. Customers who initiate and complete their own transfers will not be eligible. iv. The T2033, RC720 and/or RC721 or Smartform for TFSA is submitted between November 3rd, 2025, and March 2nd, 2026 11:59 p.m., Eastern Standard Time (the "Offer Period") v. The Assets are received from another Canadian financial institution and invested in Qualifying Product(s) by April 1st 2026 at 11:59 p.m. Eastern Standard Time vi. In the case of a TD Canada Trust Tax-Free Savings Account containing a High Interest TFSA Savings Account (TFSA HISA) only, an investment in a qualifying product is not required. To qualify, a cash transfer-in from OFI into the TFSA HISA account via the transfer in process outlined above is required. vii. Assets are maintained in the Plan in Qualifying Product(s) and/or in the TFSA HISA until January 29th, 2027 at 11:59 p.m. Eastern Standard Time; viii. The 2% Award will be paid on the total amount of assets received from another Canadian Financial Institution as indicated on the completed T2033 / RC720 / RC721 / TFSA Smartform and in addition to the completion of the steps listed above
To facilitate the payment of the 2% Award, the Plan along with the Qualifying Products within the Plan must remain open until January 29th, 2027.
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Assets transferred between $10,000 and $150,000 are eligible for a 1% Award To qualify for the Award: i. Customer must be registered for the offer via the campaign registration form by a TD Personal Banker ii. To qualify for the Award, assets from $10,000 to $150,000 are transferred in from another Canadian Financial Institution into a TD account. Funds must deposited as: cheque, electronic wire transfer or bank draft. iii. Funds must be used to purchase a Qualifying Product in a TD Mutual Funds Non-Registered Account, TD Non-Registered Guaranteed Investment Certificate and/or TD Multi-Holding Non-Registered Account iv. Assets must be transferred in from another Canadian Financial Institution between November 3rd, 2025, and March 2nd, 2026 11:59 p.m., Eastern Standard Time (the "Offer Period") v. Once funds have been deposited to a TD account, a Qualifying Product must be purchased within 15 calendar days. vi. Assets are maintained in the Plan in Qualifying Product(s) until January 29th, 2027 at 11:59 p.m. Eastern Standard Time; vii. The 1% Award will be paid on the total amount of assets received from another Canadian financial institution.
To facilitate the payment of the 1% Award, the Plan along with the Qualifying Products within the Plan must remain open until January 29th, 2027.
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4. How Award is Calculated |
The Award will be calculated based on the aggregate book value of all, transfers-in that are invested in the Qualified Plan at time of fulfillment less withdrawals from any existing TD accounts between November 3rd, 2025, and March 2nd, 2026 11:59. |
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5. How Customers will receive the Award |
For a Spousal Plan, the eligible Award will be paid into that Plan and not paid to the contributor.
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6. Tax Implications |
There may be tax implications associated with the Award. Customers should consult with their personal tax advisor for more information. No tax receipt will be issued for the Award. Customers are solely responsible for ensuring that no contribution to their FHSA, TFSA, or RRSP, or RRIF and RESP exceeds their contribution limits under the applicable tax legislation. | ||||||||||||||||||||
7. Limitations and Exclusions |
i. Customers do not qualify for the Award(s) if the Plan has been closed at time of fulfillment. ii. The maximum Award cannot exceed $3,000 per customer (2% of a maximum transfer and investment of $150,000). If a customer invests in both a Registered and a Non-registered account, they will receive the award in the following order until the maximum of $3,000 is reached: a. 2% in Registered Account b. 1% in Non-Registered Account iii. Customers that qualified for the 2025 TD Investor Confidence February Offer do not qualify for the 2026 TD Investor Confidence Advice Program iv. The Offer is limited to one Award per individual. v. If an individual becomes eligible for this Award under more than 1 Plan, the Award will be paid in the following priority: a. into the RRSP b. into the TFSA c. into the FHSA d. into the RESP e. into the RIF f. into the Non-Registered Multi-Holding Account g. into the Non-Registered Mutual Fund Account h. into the Non-Registered GIC vi. Employees and family members of TD Bank Group employees are eligible for this Offer. vii. Monies cannot be transferred-in from the above mentioned Qualifying Plans and/or any other Registered or Non-Registered plans held at TD Bank Group viii. This Offer may be changed, extended, or withdrawn at any time and without notice and cannot be used in conjunction with any other offer, other than as may be set out above. |
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8. Transfer Fees |
TD Canada Trust or TD Investment Services Inc., as applicable, will not reimburse transfer fees incurred by individuals who transfer funds from another financial institution. | ||||||||||||||||||||
9. Currency |
All currency referenced above is in Canadian dollars. | ||||||||||||||||||||
10. Disclosures |
1If the TD Mutual Fund(s) is no longer available for new purchases; the Award will be deposited into a Money Market Fund in the name of the customer. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the fund facts and prospectus, which contain detailed investment information, before investing. Mutual funds are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer and are not guaranteed or insured. Their values change frequently. There can be no assurances that a money market fund will be able to maintain its net asset value per unit at a constant amount or that the full amount of your investment will be returned to you. Past performance may not be repeated. TD Mutual Funds and the TD Managed Assets Program Portfolios are managed by TD Asset Management Inc., a wholly owned subsidiary of The Toronto-Dominion Bank, and available through authorized dealers. TD Bank Group means The Toronto-Dominion Bank and its affiliates, who provide deposit, investment, loan, securities, trust, insurance and other products or services. Mutual Fund Representatives with TD Investment Services Inc. distribute mutual funds at TD Canada Trust. ®The TD logo and other TD trademarks are the property of The Toronto-Dominion Bank or its subsidiaries |
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Personal Savings & Investing |
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1. Which Plans qualify for the award |
A Qualifying Plan means any one of the following; a new or existing:
The Award (as defined in Section 3 below) does not apply to any of the following accounts (including but not limited to): Locked-in Registered Retirement Savings Plan, including Locked-in Retirement Account (LIRA), Locked-in Registered Retirement Savings Plan (LRRSP) and Restricted Locked-in Savings Plan (RLSP), locked-in types of RIF, any Registered or Non-Registered TD Waterhouse accounts and non-personal accounts. |
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2. Which Products qualify for the award |
A Qualifying Product means any following:
AND / OR
o Fund TDB162 - TD Canadian Bond Fund - I o Fund TDB622 - TD Monthly Income Fund - I o Fund TDB627 - TD Dividend Income Fund - I o Fund TDB885 - TD Comfort Balanced Income Portfolio - I o Fund TDB886 - TD Comfort Balanced Portfolio - I o Fund TDB887 - TD Comfort Balanced Growth Portfolio - I o Fund TDB888 - TD Comfort Growth Portfolio- I o Fund TDB889 - TD Comfort Aggressive Growth Portfolio- I o Fund TDB972 - TD Dividend Growth Fund - I o Fund TDB2440 - TD Comfort Conservative Income Portfolio - I
o Fund TDB2740 - TD Retirement Conservative Portfolio - I |
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3. How to qualify for the Award (referred to as 'Award' across both Registered and Non-Registered Plans) |
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4. How Award is Calculated |
The Award will be calculated based on the aggregate book value of all, transfers-in that are invested in the Qualified Plan at time of fulfillment less withdrawals from any existing TD accounts between November 3rd, 2025, and March 2nd, 2026 11:59. |
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5. How Customers will receive the Award |
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6. Tax Implications |
There may be tax implications associated with the Award. Customers should consult with their personal tax advisor for more information. No tax receipt will be issued for the Award. Customers are solely responsible for ensuring that no contribution to their FHSA, TFSA, or RRSP, or RRIF and RESP exceeds their contribution limits under the applicable tax legislation. |
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7. Limitations and Exclusions |
i. Customers do not qualify for the Award(s) if the Plan has been closed at time of fulfillment. ii. The maximum Award cannot exceed $3,000 per customer (2% of a maximum transfer and investment of $150,000). If a customer invests in both a Registered and a Non-registered account, they will receive the award in the following order until the maximum of $3,000 is reached: a. 2% in Registered Account b. 1% in Non-Registered Account iii. Customers that qualified for the 2025 TD Investor Confidence February Offer do not qualify for the 2026 TD Investor Confidence Advice Program iv. The Offer is limited to one Award per individual. v. If an individual becomes eligible for this Award under more than 1 Plan, the Award will be paid in the following priority: a. into the RRSP b. into the TFSA c. into the FHSA d. into the RESP e. into the RIF f. into the Non-Registered Multi-Holding Account g. into the Non-Registered Mutual Fund Account h. into the Non-Registered GIC vi. Employees and family members of TD Bank Group employees are eligible for this Offer. vii. Monies cannot be transferred-in from the above mentioned Qualifying Plans and/or any other Registered or Non-Registered plans held at TD Bank Group viii. This Offer may be changed, extended, or withdrawn at any time and without notice and cannot be used in conjunction with any other offer, other than as may be set out above. |
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8. Transfer Fees |
TD Canada Trust or TD Investment Services Inc., as applicable, will not reimburse transfer fees incurred by individuals who transfer funds from another financial institution. |
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9. Currency |
All currency referenced above is in Canadian dollars. |
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10. Disclosures |
1If the TD Mutual Fund(s) is no longer available for new purchases; the Award will be deposited into a Money Market Fund in the name of the customer. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the fund facts and prospectus, which contain detailed investment information, before investing. Mutual funds are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer and are not guaranteed or insured. Their values change frequently. There can be no assurances that a money market fund will be able to maintain its net asset value per unit at a constant amount or that the full amount of your investment will be returned to you. Past performance may not be repeated. TD Mutual Funds and the TD Managed Assets Program Portfolios are managed by TD Asset Management Inc., a wholly owned subsidiary of The Toronto-Dominion Bank, and available through authorized dealers. TD Bank Group means The Toronto-Dominion Bank and its affiliates, who provide deposit, investment, loan, securities, trust, insurance and other products or services. Mutual Fund Representatives with TD Investment Services Inc. distribute mutual funds at TD Canada Trust. ®The TD logo and other TD trademarks are the property of The Toronto-Dominion Bank or its subsidiaries |