14TD Direct Investing Offer: Earn up to $199.90 in value with TD Direct Investing for an offer of a single Cash and Trade Reward for up to $100 cash as well as up to 10 rebated trades ($9.99 per trade). Offer applies to any qualifying new TD Direct Investing client who is a Canadian resident of age of majority in their province or territory by March 1, 2024
Cash and Trade Reward Details: To qualify for the Cash and Trade Reward, a client must:
1. Be participating in the New to Canada banking package prior to the completion of a New Account application (as described below). Confirm enrollment through a TD branch or by calling Easyline. Please see the complete terms and conditions for the New to Canada Banking package for eligibility.
2. Open a NEW TD Direct Investing account ("New Account") by June 3, 2024 using the promo code STARTSAVE. A New Account may not be a TD Easy Trade™ account. The account type opened must be a: Cash (single or joint account holder), Margin (single or joint account holder), TFSA, or RSP account. Locked-in registered, non-personal, joint, RESPs, RIFs and RDSP accounts do not qualify for this offer. Temporary residents are only eligible for a Non-Registered Cash account.
3. Transfer into the New Account $1,000 or more in investable assets or cash from another Canadian financial institution(s) or a TD Canada Trust account ("Qualifying Assets") by July 3, 2024 noting:
a. The Qualifying Assets must be in the New Account by no later than July 3, 2024.
b. Transfers originating from pre-existing TD Direct Investing, TD Easy Trade™, TD Wealth Financial Planning, TD Wealth Private Investment Advice, TD Wealth Private Trust and TD Wealth Private Investment Counsel accounts are not included in the Qualifying Assets.
c. Qualifying assets exclude any securities that are restricted, subject to a cease trade order or that are non-listed and without independent evidence of current value acceptable to TD Direct Investing.
d. Qualifying Assets will be measured according to the combined value of Canadian and U.S. denominated assets deposited in that currency component of a New Account. USD balances will be converted into CAD to determine eligibility.
e. Where a client opens multiple New Accounts, the Qualifying Assets will be calculated by combining the value of the assets transferred into the New Accounts.
4. Place commissionable trades in the New Account within 12 months of its opening date. Rebates apply only to trades placed on WebBroker during this period. Trades placed over the phone with the assistance of an Investment Representative are not included. Up to 10 commission rebates ($9.99 per trade) will be applied to Canadian and U.S. equity, ETF, and/or option trades which incur a commission charge. For options trades, only the flat portion of the trade commission will be eligible for rebate, the commission fee per contract is not rebate eligible. Fixed income, mutual funds, bullion, new issues, and trades placed on markets which are not in the U.S. or Canada are excluded from this promotional offer.
Clients requiring assistance to register or otherwise apply for this offer should contact an Investment Representative at 1-800-465-5463 or ask for assistance at their TD Canada Trust branch.
Further Terms and Conditions:
- Clients must maintain a minimum of $1,000 in the New Account until August 3, 2024 following the transfer(s) of the Qualifying Assets (the "Qualification Period"). If withdrawals, deregistration, or transfers during the Qualifying Period reduce the amount of the client's Qualifying Assets below $1,000, no reward will be granted. The value of Qualifying Assets will not be reduced if market value drops below threshold due to market events.
- Margin debit balances are allowed and will not be counted against the value of assets held on account. To receive commission rebates, a participant must keep their New Account in good standing with TD Direct Investing for 1 year following the account open date. Good standing requires that a New Account must not go into a debit position or into a margin call. Debit positions on margin accounts are acceptable.
- Customers who previously opened a TD Direct Investing account under the New to Canada promo will not be eligible.
- Employees of TD Bank Group are not eligible for this offer.
- This offer may be changed, extended or withdrawn at any time without notice.
- This offer cannot be used in conjunction with any other TD Direct Investing offer.
- This offer is not transferrable to other clients or, if the client joins an existing household, to any preexisting account belonging to the household.
- There may be tax implications associated with the commission rebate. Clients should consult with their personal tax advisor for more information. For registered plans, the commission rebate is paid directly to the plan and is not considered a contribution.
- A new joint account refers to the cash or margin account that has more than one owner. The award is paid in full into the joint account and does not get allocated to each joint account owners. Joint account holders will share a single promotion only and is not eligible for an additional promotion individually. TD Direct Investing is not responsible for how the payout is distributed amongst joint account owners once the award is paid out.
- Up to 10 trade commissions will be rebated.
- If trades are placed in CAD, the commission will be rebated to a maximum of $9.99/trade CAD. Trade commissions placed in USD will be rebated in USD to a maximum of $9.99/trade USD.
- Commission fees will be rebated to the New Account which was charged the commission on a first-in first-out basis from the date the account is opened, up to 10 trades.
- Terms of fee rebates: TD Direct Investing will apply a bulk rebate of eligible trades to the New Account on July 31, 2024 and then rebate eligible commissionable trades to the New Account by every last business day of the month (starting August 31, 2024) for commissionable trades placed in the previous month. If last day of the month is a holiday, commission rebates will be applied within the next two business days.
- Terms of Award Payment: The cash award will be paid in CAD to the eligible client account by September 15, 2024. Where the client's Qualifying Assets are transferred to a single account, the Cash Reward will be deposited into that account. Where the client's Qualifying Assets are transferred to multiple accounts, the Cash Reward will be divided and deposited to each account in proportion to the value of the Qualifying Assets transferred into each account.
TD Direct Investing, TD Wealth Financial Planning and TD Wealth Private Investment Advice are divisions of TD Waterhouse Canada Inc., a subsidiary of The Toronto-Dominion Bank.
TD Easy Trade™ is a service of TD Direct Investing, a division of TD Waterhouse Canada Inc., a subsidiary of The Toronto-Dominion Bank.
TD Wealth Private Investment Counsel represents the products and services offered by TD Waterhouse Private Investment Counsel Inc., a subsidiary of The Toronto-Dominion Bank.
TD Wealth Private Trust services are offered by The Canada Trust Company.
TD Bank Group means The Toronto-Dominion Bank and its affiliates, who provide deposit, investment, loan, securities, trust, insurance and other products or services.
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