
Investing made simple.
TD Wealth offers a new way to reach your financial goals.
Introducing TD Automated Investing and TD Automated Investing Plus. Through these easy and convenient digital tools, you can take advantage of our professionally managed TD Strategic Portfolios, simply and affordably. We’ll match your goal to a diversified portfolio that is automatically rebalanced in line with your risk profile. To learn more, watch a short video.
Get started in three easy steps:
Answer a few simple questions about your goals, risk appetite and time horizon.
Based on your responses, we’ll recommend a portfolio of exchange-traded funds (ETFs) and/or Mutual Funds carefully selected by TD investment professionals.
Open your TD Automated Investing or TD Automated Investing Plus account with as little as $5,000.
Once your account is open, you can view your portfolio 24/7 digitally
Learn more. View FAQs.

TD Automated Investing.
Make investing easy, convenient and affordable.
Access TD Wealth’s professionally managed Strategic Portfolios through a simple digital platform. Open your account with as little as $5,000.

TD Automated Investing Plus.
Automated investing + goals-based investment advice.
Get all the capabilities of TD Automated Investing, plus the assistance of a team of Personal Financial Advisors, who will help you develop a financial plan. Get started with as little as $25,000.
Invest on your terms.
TD Automated Investing | TD Automated Investing Plus | |
---|---|---|
Easy, digital account opening and onboarding | ✓ | ✓ |
Access to TD Wealth’s professionally managed Strategic Portfolios | ✓ | ✓ |
Automatic account rebalancing | ✓ | ✓ |
Access to a team of Personal Financial Advisors for goal-based advice and an interactive financial plan | ✓ | |
Access to live customer support | ✓ | |
Minimum investment | $5,000 | $25,000 |
Annual Fee | 0.30%1 | 0.60%2 |
1Minimum account fee of $75/year for TD Automated Investing.
2Minimum account fee of $250/year for TD Automated Investing Plus

TD Strategic Portfolios.
For TD Automated Investing and TD Automated Investing Plus.
Your portfolio will consist of one of seven professionally managed TD Strategic Portfolios, which consist of ETFs and/or Mutual Funds are matched to your goal and risk profile.