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Frequently Asked Questions about WebBroker Advanced Dashboard

1. What do I get with Advanced Dashboard?
2. What markets can I access?
3. How do I gain access to Advanced Dashboard?
4. What types of investments can I trade?
5. What do I need to use the service?
6. How much does it cost to use Advanced Dashboard?
7. When registering for Advanced Dashboard, I am identified as a Professional User. What do I do?
8. I have already registered for Advanced Dashboard, but I no longer wish to be charged for it. What do I do?
9. How do I change the account that my data fee is charged to?
10. What features will I get by using Advanced Dashboard?
11. How long can I remain in my WebBroker and Advanced Dashboard before my session times out?
12. Who do I contact if I need assistance or support?
13. When I launch Advanced Dashboard, a Java security warning pops up. What should I do?
14. I already have Java installed but I’m having trouble running Advanced Dashboard. What steps should I take?

1. What do I get with Advanced Dashboard?
With Advanced Dashboard, available through our WebBroker trading platform, you can take advantage of a suite of powerful, intuitive tools including:
  • Streaming Level II quotes for major Canadian and U.S. markets
  • Customizable Charting with Advanced Technical Studies
  • Advanced Option Analytics including Theoretical Options Pricing and Probability Models
  • Integrated Trade Ideas with Market Heat Maps, Equity and Option Strategy Screeners and Analyst Recommendations
  • Customization features that let you add, position and link common trading tools together to create your own unique trading view
For more details, see FAQ #10 below.
Note: The Advanced Dashboard service is currently available in an English language version. A French language version will be made available in the near future.
2. What markets can I access?
Advanced Dashboard comes fully equipped with streaming Level I market data feeds for all major Canadian and U.S exchanges including TSX, NYSE, NYSE MKT, NASDAQ, and OPRA. Delayed streaming quotes are also provided for the TSX Venture and Montréal Exchanges. You can also sign up for our “Optional” data plan to access streaming Level 2 quotes for TSX and NASDAQ.
3. How do I gain access to Advanced Dashboard?
You will need a TD Direct Investing account with access to our WebBroker trading platform. Once your account with WebBroker access is opened, simply login to WebBroker and select the “Advanced Dashboard” link on the left navigation bar to begin the fast, convenient three step enrollment process. Once complete, access the dashboard every time you login to WebBroker by selecting “Advanced Dashboard” on the left navigation bar.
4. What types of investments can I trade?
Advanced Dashboard is an additional WebBroker service that provides streaming market data and powerful tools to help you trade Canadian and U.S. equities and options with confidence. When you register, you still have complete access to WebBroker so you can continue to monitor your accounts, research opportunities and trade all the products online that you currently do today.
With Advanced Dashboard, you can trade Canadian and U.S. equities and options. Quotes and data for Fixed Income products and Mutual Funds are not available through Advanced Dashboard. However, you can place orders for these investment choices in WebBroker by selecting the Fixed Income and Order Entry > Mutual Funds links on the left navigation bar.
Tip:To access your account information such as Balances and Holdings, select the “Account Details” tab on the left navigation bar of WebBroker as you do today.
Coming Soon:With Advanced Dashboard, you will soon enjoy integrated single-click order entry and advanced order and position management capabilities.
5. What do I need to use the service?
To get the most out of our Advanced Dashboard, please ensure your computer meets the following requirements:
  Minimum Recommended
Connection High speed Internet connection High speed Internet connection
Operating System Microsoft Windows XP or Mac OS X Microsoft Windows 7 or Mac OS X 10.8
Java Virtual Machine Activated with Java SE 6 Update 41 or above Activated with Java SE 7 Update 21 or above
Screen Resolution 1024 x 768 1366 x 768
Browser Types Internet Explorer, Chrome, Firefox, Safari Internet Explorer, Chrome, Firefox, Safari
Brower Settings Session cookies permitted (medium security level), Java Script activated, Java Session cookies permitted (medium security level), Java Script activated, Java
Internet Connection
We recommend that you use a broadband connection - DSL, cable or faster.
Access from Multiple Locations
All of your personal data are stored securely on our servers, so you can login and access your account(s) from any computer that meets the minimum system requirements.
6. How much does it cost to use Advanced Dashboard?
There are no fees to sign up for Advanced Dashboard, and if you complete 30 trades each quarter you will be able to access the service at no charge.
Fees will be assessed each calendar month that you launch Advanced Dashboard. If you selected the Optional Package for any time period within a given month, the Optional Package rate will apply.
Household Trading Activity1
  30 or more Trades per Quarter Less than 30 Trades per Quarter
Premium Market Data Package Free $29 flat per month
Optional Package – add NASDAQ Level 2 Free $20 flat per month
If you are classified as a Professional User, additional exchange fees may apply2. Additionally, orders executed through Advanced Dashboard are subject to our competitive Commission Schedule.
1Household accounts are defined as those TD Direct Investing accounts for clients living in the same household, with the same address. For more details, call TD Direct Investing at 1-800-465-5463.
2A "Professional User" is any one of the following:
  • An employee of a member of any stock exchange or the Investment Industry Regulatory Organization of Canada (IIROC), or of any business registered under any securities law or regulation.
  • An individual or entity trading in the account as a paid agent for a third party.
  • An individual or entity whose account is in the name of a corporation, partnership or sole proprietorship.
7. When registering for Advanced Dashboard, I am identified as a Professional User. What do I do?
Please call TD Direct Investing 24/7 at 1-866-638-5258. If you are a Professional User, additional exchange fees may apply. Our knowledgeable Investment Representatives will explain what being a Professional User means and let you know what pricing options are available to you.
8. I have already registered for Advanced Dashboard, but I no longer wish to be charged for it. What do I do?
Because we only assess a fee in months where you have launched the dashboard, simply do not launch the dashboard, and you will not be assessed a fee. This provides you with the convenience of always being able to take advantage of the latest innovations, whenever you choose.
If you wish to remove the link to the Advanced Dashboard permanently, please call TD Direct Investing 24/7 at 1-866-638-5258 to help you with this request.
9. How do I change the account that my data fee is charged to?
Please contact the Electronic Brokerage Services Help Desk at TD Direct Investing, available 24/7 by calling 1-800-667-6299.
10. What features will I get by using Advanced Dashboard?
Our new Advanced Dashboard service offers a powerful and intuitive suite of tools, analytics and research features to help you seize opportunities. Here’s just a sample of the exciting features and functionality available to you:
Advanced Dashboard – Tools to help you trade smarter
Streaming Quotes Get real-time streaming quotes for major Canadian and U.S. markets as part of our Premium plan. To add TSX and NASDAQ Level 2 quotes, choose our Optional package.
Advanced Charting Capabilities Add dozens of technical indicators, compare performance against other equities and indices, and use interactive drawing tools and markers.
Probability Range Indicator for Charts Easily plot and view the market’s future price range expectations for Canadian and U.S. equities as an indicator on your price chart.
Theoretical Options Pricing Quickly determine the potential change in an option’s price by modifying the number of days to expiration, the underlying equity price and the implied volatility.
Streaming Option Greeks and Probabilities Access advanced options analytics including option Greeks, probability of expiring in-the-money, and probability of touching before expiry – all directly in the options chain.
Customized Trading View Add, position and link common trading tools together on a single view in three easy steps.
Link Tools for Single Click Analysis Link tools together by allowing them to broadcast and receive symbols on channels, letting you quickly retrieve detailed quotes, charts, news and analytics – all with just a single click.
Market Heat Maps At a glance, instantly visualize which sectors and stocks are driving movement in Canadian and U.S. markets.
Options Strategy Screener Identify covered call and calendar strategies based on annualized returns, days to expiration, probabilities of expiry and more.
Coming Soon: Single Click Order Entry Conveniently pre-fill an order entry ticket without leaving your trading screen by simply clicking the buy / sell buttons or the bid / ask quote.
11. How long can I remain in my WebBroker and Advanced Dashboard before my session times out?
The session time out feature in Advanced Dashboard works the same as your WebBroker time out settings. In WebBroker, you can customize your time out period by selecting Preferences on the top navigation bar. By actively using Advanced Dashboard, your WebBroker session will remain alive.
12. Who do I contact if I need assistance or support?
If you require assistance or help, please call one of our knowledgeable Investment Representatives at 1-866-638-5258. Our team is happy to assist you 24 hours a day, seven days a week.
Tip: You can also access detailed help for any feature in Advanced Dashboard by simply selecting Help at top right.
13. When I launch Advanced Dashboard, a Java security warning pops up. What should I do?
We recommend using the latest version of Java on your computer for security purposes. Please select the checkbox to accept the warning and click “Run.”
14. I already have Java installed but I’m having trouble running Advanced Dashboard. What steps should I take?
If you have more than one version of Java installed, please uninstall all versions of Java and install the latest Java version from http://www.java.com.



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