Start Investing


Wherever you are in your life, you can begin investing and planning for the future.

Our wealth and investing solutions, along with brokerage services from our affiliate TD Ameritrade, are designed to make banking, lending and investing easier and fully accessible to a broad range of clients including you.

Explore a range of options and choose the ones that work with your current lifestyle and future financial goals. Let us help create a plan for you.


Services and products to help you start investing

You can include any or all of these options as part of your financial plan
Services and products to help you start investing item 1
Why add it to your plan
You are interested in investing in a brokerage account while having support and gaining knowledge along the way
How it helps you start investing
Ideas, validation support, investment guidance options and a wide range of investment products help you manage your portfolio your way
The benefits of working with TD
Special offers and access to powerful and innovative trading platforms, tools and investment guidance
When to start
When you have $3,000 or more to invest
Learn more
Get started
Open an account online or call 1-800-400-3603
Services and products to help you start investing item 2
Why add it to your plan
You have investable assets of $750,000+ and you're looking for an experienced partner to provide personalized wealth management and planning
How it helps you start investing
You'll get a holistic, team-based approach that considers your current assets as well as your goals, objectives and future dreams
The benefits of working with TD
Enjoy the highest level of personal service with a local dedicated Relationship Manager
When to start
When you have investable assets of $750,000+
Learn more
Get started
Services and products to help you start investing item 3
Why add it to your plan
You want to provide cash to your loved ones should something happen to you
How it helps you start investing
This is an easy first step in planning for your future because once you set it up, all you have to do is make payments
The benefits of working with TD
TD Wealth has preferred relationships with leading life insurance providers
When to start
The earlier you start, typically the less expensive the policies are
Learn more
Get started
Call to schedule an appointment with a Financial Services Representative at a TD Bank near you
Services and products to help you start investing item 4
Why add it to your plan
You want to reinforce your retirement nest egg, defer taxes and ensure a future income
How it helps you start investing
Annuities can help you reach your goals with guaranteed payments in retirement
The benefits of working with TD
A TD Personal Financial Services Representative will help you choose the annuity that's right for you
When to start
When you want to supplement your employer-provided 401(k), or use an annuity in place of a 401(k) or IRA
Learn more
Get started
Call to schedule an appointment with a Financial Services Representative at a TD Bank near you

Explore our investing and wealth insights

Discover tips, tools, videos and articles, including:

  • Retirement calculators: Discover how much you need to save, when to start and more
  • Wealth advice: Read articles from the TD Wealth leadership team and access research and education from TD Ameritrade
  • Interactive learning: Expand your knowledge on topics related to investing and retirement planning
  • Why TD Wealth: Discover the benefits of working with TD Wealth

Count on TD Wealth as a partner in your financial journey

Why TD Wealth

Take a look at how our approach and offerings can help you at every stage of your wealth journey

Investing Solutions for Individuals

Whether your focus is career, family, retirement or other financial goals, you have a partner in TD at every stage of your journey

Investing Solutions for Business Owners

Address your entire financial picture, including your business, with solutions based on the complex needs of business owners


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Important Information

Investment Products and Insurance:
Not FDIC Insured
Not a Bank Deposit
Not Insured by any Federal Government Agency
No Bank Guarantee
May Lose Value

TD Private Client Group is a unit of TD Wealth® in the United States, which is a business of TD Bank N.A., member FDIC (TD Bank). TD Private Client Group provides its clients access to bank and non-bank products and services. Banking, investment and trust services are available through TD Bank. Securities and investment advisory products are available through TD Private Client Wealth LLC, member FINRA/SIPC (TDPCW). TDAM USA Inc. and Epoch Investment Partners, Inc. (Epoch) are federally registered investment advisers that provide investment management services to TD Wealth. TD Bank, TDPCW, TDAM USA, and Epoch are affiliates.

The information on this web site does not provide individual financial, legal, tax, trading or investment advice. Past performance is no guarantee of future results.

The content contained here should not be considered as investment advice or a recommendation of any particular security, strategy or investment product. The products and services presented here are not suitable for all investors. Particular investment or trading strategies should be evaluated relative to each individual’s objectives and risk tolerance. Readers are urged to seek professional advice with respect to their specific financial, legal, tax, trading or investment matters.

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Investment Risks: Bonds are affected by a number of risks, including fluctuations in interest rates, credit risk, prepayment risk, and inflation risk. Corporate debt securities are subject to the risk of the issuer’s inability to meet principal and interest payments on the obligation and may also be subject to price volatility due to factors such as interest rate sensitivity, market perception of the creditworthiness of the issuer and general market liquidity. High yield, lower-rated securities are subject to additional risks such as increased risk of default and greater volatility because of the lower credit quality of the issues. Interest on municipal bonds is generally exempt from federal tax. However, some bonds may be subject to the alternative minimum tax and/or state or local taxes.

Equities may decline in value due to both real and perceived general market, economic industry conditions, and individual issuer factors.

International investing may not be suitable for every investor and is subject to additional risks, including currency fluctuations, political factors, withholding, lack of liquidity, absence of adequate financial information, and exchange control restrictions impacting foreign issuers. These risks may be magnified in emerging markets.

Contact a TD Wealth representative for more information about specific product or service offerings. Additional information is available upon request.

No legal or tax advice: TD Bank and its affiliates and associates do not provide legal or tax advice. In accordance with I.R.S. Circular 230, any tax advice in this material is not intended or written to be used, and cannot be used, by any recipient for the avoidance of penalties under federal tax laws.

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