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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.
Features of TD Automated Investing Plus
TD Strategic Portfolios
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
Related investing and financial information
Get started with 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.