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

  • Access to a personalized financial plan

    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.

  • Live TD Customer support

    You have the option of speaking to us when you have questions about your account.

  • Affordable automated investing

    You'll pay an annual asset-based fee of 0.60% for advisory services.1

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:

  1. Seven globally diversified2 portfolios of ETFs and/or mutual funds designed to help meet differing risk profiles

  2. Automated monitoring and rebalancing

Related investing and financial information

  • TD Investment Services (US)

    Goals-based planning and advice from a TD Financial Advisor built around your unique financial objectives

  • TD Wealth Private Client Group

    TD's highest level of personalized client service and advice for banking, credit, investment and financial planning

  • TD Automated Investing

    Access our professionally managed portfolios with an affordable digital platform and low $5,000 account minimum

Get started with TD Automated Investing Plus

  • Online

    It's easy to open your TD Automated Investing Plus account today.

  • Questions?

    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.