Show me the Money
A household DI balance of 15K or more would waive what fee?
What is the quarterly maintenance fee?
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?
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?
This is the quickest way to open an account immediately in branch.
What is Easyapply and sign on device?
This is the cost for a typical trade within DI.
What is $9.99?
As of March reporting, Edmonton South had a YTD percentage of 63.6 for what metric?
What is funding?
This National newspaper ranked our DI platform #1 in Canada for online brokers for 2023.
What is the Globe and Mail?
Within DI there are 14 different issuers of this type of investment.
What are GICs?
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?
We offer this type of live, instructor lead class online?
What is a Master class?
This tool allows clients to personalize their investment strategy to meet their financial goals and track their progress.
What is the Goal Planning tool?
This platform is a low cost option for customers that may be starting their investing journey with TD.
What is EasyTrade?
Using the TD mobile app, clients can use this method to call in to speak with a Investment Specialist?
What is the Omni dial?
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)
A recent upgrade allows clients to withdrawal from these 2 type of registered accounts using the TD Mobile App.
What is a TFSA?
Interact e-transfers, MCP/PAD, LOD, online transfers are some examples of this?
What are ways to fund an account?
Direct Investing is ranked this number for revenue, assets and number accounts amongst our peers.
What is #1?
A OneTD volume clawback will occur if a client does not invest in this many days?
What is 90 days?