Mutual Funds
Mutual funds allow you to diversify your portfolio without having to select specific securities. TD Direct Investing lets you select from dozens of fund families and access innovative research tools to help you find funds that address your investment needs.
Types of Funds
Types of Mutual Funds
Full range of professionally managed funds and portfolios across all asset classes, including:
Low Cost Solutions – D-Series
D-Series were specifically created with the self-directed investor in mind. D-Series are offered by a number of providers, covering a variety of asset classes and geographic regions, to provide you with a range of low-fee options.
Index Solutions
Index funds add the investment exposure of stock and bond markets indexes to your portfolio, typically with lower Management Expense Ratios than actively managed funds. In addition to the range of index funds we offer from other fund companies, we also offer TD e-Series Funds – designed for TD clients investing online.
Cash Flow Solutions - H-Series
These mutual funds provide you with a way to receive consistent, tax-efficient, monthly distributions from your investments to help you maintain financial freedom.
Tax-advantaged Solutions
No one wants to pay more taxes on investment returns than is necessary. Mutual funds designed with this in mind will help you defer and pay less tax on your non-registered investments.
Are you a client? Discover the Mutual Fund centre in the Research section of WebBroker and benefit from these powerful research tools:
- Fund comparisons
- Featured mutual fund screeners
- Analyst Choice Fund List
- Morningstar commentary And more
Analysts' Choice Funds
Analysts' Choice Funds (ACF) are mutual funds across broad asset classes that have typically delivered above-average consistent long-term returns, relative to their peers.
Purchasing Mutual Funds
Whether on the phone, in person or through Electronic Channels, TD Direct Investing clients can purchase mutual funds in a variety of convenient ways.
The first step is to open an account with WebBroker access. Once you have received your new account number, or if you already have an active account, you have the following options:
Buy through our
Electronic Channels
Use one of our Electronic Brokerage Services (EBS) such as WebBroker, TalkBroker or TeleMax to buy, sell, or switch mutual funds.
Purchase by Phone
For help with mutual funds and related portfolio questions, contact an Investment Representative at
Create a Systematic Investment Plan
A Systematic Investment Plan lets you regularly invest in mutual fund units from some of the top fund companies in Canada for as little as $25 a month.
Talk to us in person
You always have the option of making your mutual fund purchases in person at one of our branches across the country.
Get the Support You Need
Get help and support from Investment Representatives at TD Direct Investing. Through our team, clients can get detailed information on mutual funds to help them make informed investment decisions.
Our Investment Representatives have a thorough understanding of the mutual fund market and access to the latest independent research as well as advanced analytical tools. We can help you:
- Access detailed comparative information on returns, rankings and holdings for funds available through TD Direct Investing
- Stay connected to the latest trends affecting the mutual fund industry
- Assist you with placing mutual fund orders
Put our Investment Representatives to work for you. For help with mutual funds and related portfolio questions, contact an Investment Representative at 1-800-465-5463. At TD Direct Investing, we’re here to assist you any time, 24 hours a day, seven days a week.
Mutual Fund Commission Schedule
No commissions apply1 to buy, sell or switch2. A short-term redemption fee may apply (see below).
Contact an Investment Representative at
Expand Short-Term Redemption Fee Policy
Expand Other Mutual Fund Investment Policies
1Mutual fund charges imposed by the Fund companies (i.e. set-up fees, early redemption fees) are in addition to those charged by TD Direct Investing (if any). These charges vary with particular funds. The minimum purchase amount to trade through TD Direct Investing is $1,000. Minimum purchase amounts may vary with particular funds. Please refer to the simplified prospectus of each fund before investing.
2For details of inclusions and exceptions, please contact us at 1-800-465-5463. We reserve the right to change the status of any mutual fund offering with respect to pricing at any time without prior written notice.