Show me the Money
This is the cost for a stock/ETF trade within DI.
What is $9.99?
A client can transfer up to this amount of money from a OFI chequing account into a DI account using Interac E-Transfer.
What is $3000?
Direct Investing is ranked this number for revenue, assets and number accounts amongst our peers.
What is #1?
Within DI there are 18 different issuers of this type of investment.
What are GICs?
A household DI balance of 15K or more would waive what fee?
What is the quarterly maintenance fee?
Interact e-transfers, MCP/PAD, LOD, online transfers are some examples of this?
What are ways to fund an account?
We can help clients over the phone in this number of languages.
What is 4?
Your DIS supports all OFI transfer, HVC prospects, client education and this type of accounts.
What are complex accounts? (business accounts, estate accounts and formal trust accounts)
This type of account has no Quarterly fee.
What is an RDSP account?
You leave this type of transaction in draft status for your DIS?
What is an OFI transfer?
Which National newspaper ranked our DI platform #1 in Canada for online brokers for 2023 & 2024?
What is the Globe and Mail?
This tool allows clients to personalize their investment strategy to meet their financial goals and track their progress.
What is the Goal Planning tool?
Active traders with over 2MM with Direct Investing can be referred to this type of relationship manager through your DIS.
What is a High Value Client Relationship Manager?
Using the TD mobile app, clients can use this method to call in to speak with a Investment Specialist?
What is the Omni dial or "Contact Us"?
This platform is a low cost option for customers that may be starting their investing journey with TD that offers 50 free stock trades every year.
What is EasyTrade?
This is the name of the platform accessible from C3 that branch employees use to open new DI accounts.
What is Easyapply? *bonus for mentioning sign on device
A recent upgrade allows clients to process educational/non-educational withdrawals from what type of account on Webbroker.
What is a RESP?
As of the most recent reporting (May 1 2024), Alberta Region had a YTD percentage of 68.84% for what metric?
What is funding?
We offer this type of live, instructor lead class online?
What is a Master class?
A OneTD volume clawback will occur if a client does not invest in this many days?
What is 90 days?