TD Investment Services (US)

Get personalized, goals-based advice – and qualify for a cash bonus award*

*TERMS AND CONDITIONS APPLY.

Qualify for a cash bonus in 4 simple steps*

  • 1

    Call 1-800-893-9041 to be connected with a TD Wealth® Financial Advisor to learn more about TD Investment Services (US) and open a new account before June 30, 2025

  • 2

    Fund your TD Investment Services (US) account with qualifying funds within 30 calendar days of opening a TD Investment Services (US) account

  • 3

    90 calendar days after your TD Investment Services (US) account is approved, the cash bonus payment will be determined based on the net deposit amount in your TD Investment Services (US) account

  • 4

    A cash bonus will be credited to your new TD Investment (US) account within 15 calendar days of meeting eligible offer requirements

* TERMS AND CONDITIONS APPLY.

Ready to take the first step?

Call 1-800-893-9041

Cash bonus tiers

Goals-based investing with TD Investment Services (US)

  • Personalized TD Wealth Plan1

    Start with a personalized TD Wealth Plan. Your TD Wealth Financial Advisor will work with you to develop a plan built around your financial goals and objectives

  • Access to a dedicated Financial Advisor

    Your dedicated TD Wealth Financial Advisor will work with you to provide advice and guidance, in person, by the phone or digitally

  • Professionally managed portfolios

    Access to TD Managed Portfolios, managed and monitored by experienced investment professionals. These portfolios consist of Exchanged Traded Funds (ETFs), Mutual Funds, and cash, consistent with your risk profile

  • Evolving with you

    As your objectives or goals change, we'll work with you to modify your TD Wealth Plan based on your priorities

Planning Process

Define your investment goals
Work with your dedicated TD Wealth Financial Advisor to understand your financial goals and priorities.

Getting to know you
Our TD Wealth Financial Advisors take the time to develop a relationship with you in order to provide a detailed TD Wealth Plan and recommendation.

Monitor your progress
We regularly review your performance and adjust to your evolving goals.  

  • Understanding your financial goals

    We’ll get to know you, defining your financial goals and priorities as we create a personalized TD Wealth Plan

  • Getting to know the full picture

    Our TD Wealth Financial Advisors recommend a TD Managed Portfolio that aligns to your investment goals and risk tolerance

  • Ongoing rebalancing

    We regularly review your performance and adjust to your evolving goals

  • Monitor your progress anytime

    Use the TD Wealth Portal2 to easily track your investments and view account updates

Connect with a TD Wealth Financial Advisor  

Meet with one of our TD Wealth Financial Advisors to start a conversation about your future financial goals. Find a local TD Wealth Financial Advisor near you or request a call to discuss your unique financial needs. 

Guidance for all areas

Your TD Wealth Financial Advisor can provide investment guidance on:

  • Development of your asset allocation strategy
  • Driving income
  • Growth and capital appreciation
  • Active and passive investments

TD Investment Services (US) FAQs

A TD Wealth Plan is a diagnostic financial planning tool to help you understand your current financial situation, your income needs, and short and long-term financial objectives. 

TD Investment Services (US) is available to clients with $100,000 or more in investable assets.  

TD Managed Portfolios is a discretionary investment advisory offering managed by professional portfolio managers at TD Private Client Wealth LLC (TDPCW). TD Managed Portfolios utilizes unaffiliated mutual funds and exchange traded funds ("ETFs"). 

Your dedicated TD Wealth Financial Advisor can discuss the TD Managed Portfolio selection that aligns with your investment goals and risk tolerance. 

Take the next step with TD Investment Services (US)

  • Find a TD Wealth Financial Advisor

    Find background and contact information for TD Wealth Financial Advisors in your area

    Find an advisor

  • Talk to a TD Wealth Financial Advisor 

    A TD Wealth Financial Advisor is ready to help you work towards your financial goals

    Request a call

INVESTMENTS AND SECURITIES
NOT A DEPOSIT NOT FDIC-INSURED NOT BANK GUARANTTED MAY LOSE VALUE

 

TD Wealth® is a business of TD Bank (Member FDIC). Banking, investment management and trust services are available through TD Bank. Securities and investment advisory services are available through TDPCW. Epoch Investment Partners, Inc. (Epoch) is a US Securities and Exchange Commission registered investment adviser that provides investment management services TD Bank and TDPCW. TD Bank, TDPCW and Epoch are affiliates.

1The projections or other information generated from TD Wealth Plan regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual results and are not guarantees of future results. 

2TD Wealth Portal is an online digital tool that allows TD Wealth clients to view balances and activity in their TD Private Client Wealth LLC investment advisory and brokerage accounts and their TD Bank retail deposit accounts and mortgage and personal lending accounts on the TD Mobile App. 

Have a question? Find answers here

Popular Questions

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INVESTMENTS, SECURITIES AND ANNUITIES | NOT A DEPOSIT | NOT FDIC-INSURED | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY | NOT GUARANTEED BY THE BANK | MAY GO DOWN IN VALUE

TD Wealth® is a brand of TD Bank N.A.,  (TD Bank). Banking, investment management, and trust services are available through TD Bank.

Securities and investment advisory products are available through TD Private Client Wealth LLC (TDPCW), a US Securities and Exchange Commission registered investment adviser and broker-dealer and member FINRA/SIPC. Epoch Investment Partners, Inc. (Epoch) is a US Securities and Exchange Commission registered investment adviser that provides investment management services to TD Wealth.   

TD Wealth Management Services Inc. (TDWMSI) is a licensed insurance agency that offers insurance products.

TD Bank, TDPCW, Epoch and TDWMSI are affiliates.

Deposit products and related services offered by TD Bank, Member FDIC.

The TD Wealth® and other TD trademarks are owned by The Toronto-Dominion Bank or its affiliates and are used under license. 

©2025, TD Bank, N.A. All Rights Reserved.

TD Wealth® is a brand of TD Bank N.A.,  (TD Bank). Banking, investment management, and trust services are available through TD Bank.

Securities and investment advisory products are available through TD Private Client Wealth LLC (TDPCW), a US Securities and Exchange Commission registered investment adviser and broker-dealer and member FINRA/SIPC. Epoch Investment Partners, Inc. (Epoch) is a US Securities and Exchange Commission registered investment adviser that provides investment management services to TD Wealth.   

TD Wealth Management Services Inc. (TDWMSI) is a licensed insurance agency that offers insurance products.

TD Bank, TDPCW, Epoch and TDWMSI are affiliates.

Deposit products and related services offered by TD Bank, Member FDIC.

The TD Wealth® and other TD trademarks are owned by The Toronto-Dominion Bank or its affiliates and are used under license. 

©2025, TD Bank, N.A. All Rights Reserved.