TD Direct Investing Help Centre

We want to help you find the information you need. Our top client questions and trouble-shooting FAQs are curated right here in the Help Centre. You can also enter your query in the search window above, check out the top 10 FAQs or watch our videos about self-help tools to learn more.

Looking for information about TD Easy Trade™? Visit Help Centre

Login help!

How do I sign in to WebBroker and the TD app?

How do I change my WebBroker Password?

What do I do if I have forgotten my WebBroker Password?

Why does TD Direct Investing offer Two-Step Verification?
Open an account

How do I open a TD Direct Investing account?

How long does it take to open a new TD Direct Investing account?

I do not reside in Canada. Can I open an account at TD Direct Investing?

Where can I find important TD Direct Investing forms?
Funding your account

How do I transfer an account to TD Direct Investing from another financial institution?

How do I deposit cash and securities in my TD Direct Investing account?

How do I transfer cash and securities between TD accounts?

How do I transfer cash and securities to my TD Direct Investing account from other financial institutions/brokerages?
Contributions and withdrawals

Visit our RIF Centre

How do I make an RSP contribution to TD Direct Investing?

How do I transfer my RSP to TD Direct Investing?

How do I set up a monthly contribution plan with TD Direct Investing?

How can I withdraw funds from my TD Direct Investing RESP?
Manage your account

How do I change my name on my TD Direct Investing account?

How do I change my address and/or account information at TD Direct Investing?

What is my trading password?

How do I contact TD Wealth or TD Direct Investing?
Filing taxes

As a TD Direct Investing / Easy Trade client, what are the key tax dates and when should I expect my documents?

Do you offer a capital gain/loss report and can I use it for my tax returns?

Visit our Tax Centre
WebBroker

What is WebBroker?

How do I register for WebBroker?

How do I set up alerts in WebBroker and the TD app?
Fees

Do you have a list of all TD Direct Investing fees?

What are the TD Direct Investing Maintenance Fees and when will I be charged?

How can I save on the TD Direct Investing quarterly maintenance fee?
What's new

What's new in WebBroker?

What's new in the TD app for Direct Investing?

What's new in Advanced Dashboard?

What's new in TD Easy Trade?

What's new in TD Direct Investing?
Margin accounts

How do I open a Margin account at TD Direct Investing?

What are your margin requirements and concentration guidelines?

What are the margin requirements for options?

Visit our Margin Centre
Learn about investing

Do you offer investing education online?

How do I get started investing quickly with TD Direct Investing?

How do I learn more about TD Direct Investing tools on the TD app?
eServices

What is eServices in WebBroker and how do I sign up?

How do I access Statements and documents in WebBroker?

How long are my statements and documents available in WebBroker?
Foreign exchange

Where can TD Direct Investing clients find foreign exchange rates in WebBroker?

How do I view my fund conversion/foreign exchange in WebBroker?

How do I reverse/cancel my foreign exchange/funds conversion in WebBroker?
TD app for Direct Investing

How do I download the TD app to access my TD Direct Investing account?

How do I trade using the TD app?

What online-eligible security transfers are available in the TD app?
Advanced Dashboard

What is Advanced Dashboard?

How much does it cost to use Advanced Dashboard?

How do I gain access to Advanced Dashboard?

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