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Banking and Investing
Make investing easy, convenient and affordable.
Get the ease of an automated portfolio along with goals-based advice through TD Automated Investing Plus.
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.
You'll have the option to work with a team of Personal Financial Advisors to establish an online financial plan based on your objectives and risk profile.
You have the option of speaking to us when you have questions about your account.
You'll pay an annual asset-based fee of 0.60% for advisory services.1
TD Automated Investing clients get access to TD Strategic Portfolios, which are designed by TD Wealth's financial professionals to match your goals and risk profile. TD Strategic Portfolios provide:
Seven globally diversified2 portfolios of ETFs and/or mutual funds designed to help meet differing risk profiles
Automated monitoring and rebalancing
Goals-based planning and advice from a TD Financial Advisor built around your unique financial objectives
TD's highest level of personalized client service and advice for banking, credit, investment and financial planning
Access our professionally managed portfolios with an affordable digital platform and low $5,000 account minimum
It's easy to open your TD Automated Investing Plus account today.
Learn more about TD Automated Investing Plus.
Customer Relationship Summary ("Form CRS") (PDF)
TDPCW Automated Investing and Automated Investing Plus Form ADV Part 2A (PDF)
FAQs—TD Automated Investing and TD Automated Investing Plus (PDF)
1Minimum account fee of $75/year. More information about fees and expenses is available in the TDPCW Automated Investing and Automated Investing Plus Form ADV Part 2A PDF.
2Diversification does not guarantee a profit or protect against a loss.
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Narr: If you’re like most people, you have financial goals and questions about how to reach them.
How much do I need to save?
Can I afford investment advice?
And where do I get started? Savings?
Now, TD Wealth offers two easy, convenient and low-cost ways to invest in your future.
TD Wealth (logo)
Introducing TD Automated Investing and TD Automated Investing Plus.
Through these robo capabilities you can access one of TD’s professionally managed Strategic Portfolios, conveniently and affordably,through TD Automated Investing or through TD Automated Investing Plus which gives you access to a team of Personal Financial Advisors who can answer your investment questions and help you refine and develop your investment goals.
It’s easy to get started. Just tell us about your financial goals Checkboxes: Retirement, Home/housing, Major Purchase, College, Other goals your risk profile and tolerance for market fluctuations and your investment time horizon.
Then, we’ll take your goals, risk tolerance and time horizon and match your responses to one of seven Strategic Portfolios designed by TD Wealth’s investment professionals.
Summary of Holdings (TD Strategic Portfolios—Moderate)
Your portfolio will be composed of Exchange-Traded Funds, or ETFs, and/or Mutual Funds carefully selected by TD Wealth’s investment professionals.
You’ll have 24/7 access to your TD Automated Investing or TD Automated Investing Plus portfolio to see how you’re doing. And we’ll automatically monitor and rebalance your portfolio in line with your risk profile.
What do you get with TD Automated Investing Plus?
TD Automated Investing and TD Automated Investing Plus
You’ll get all the capabilities of TD Automated Investing plus access to a team of TD Personal Financial Advisors. A member of our TD Personal Financial Advisor team can answer important questions about your account, refine your investment goals and even prepare a personalized financial plan for you.
If you’re looking for an investment service that’s easy, smart, and affordable and matches your stated financial goals and risk profile. TD Automated Investing and TD Automated Investing Plus could be exactly what you need.
Ready to get started? td.com/td-auto-invest