Show me the Money
If you maintain this balance in household, your Quarterly fee will be waived.
What is 15K?
Ed East funded this percentage of newly opened accounts in F2023?
What is 60%?
Active traders with over 2MM with Direct Investing can be referred to this type of relationship manager.
What is a High Value Client Relationship Manager?
When using Sign on TD Device to open accounts, a DI account can be opened in this amount of time.
What is immediately?
This is the cost for a typical trade within DI.
What is $9.99?
There are this many ways to fund an account.
What is 7?
This National newspaper ranked our DI platform #1 in Canada for online brokers.
What is the Globe and Mail?
Within DI there are this many issuers of a 5 year GIC.
What is 14?
This type of account has no Quarterly fee.
What is an RDSP account?
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?
Our Education Centre offers Webinars, Video Lessons and these type of Classes.
What are Master classes?
When processing a OFI transfer, your advisors should leave the transfer in this status in C3?
What is 'draft' status?
This platform is a low cost option for customers that may be starting their investing journey with TD.
What is EasyTrade?
This channel is the quickest and easiest way to connect with a DI phone specialist.
What is the Omni Channel?
This tool allows clients to personalize their investment strategy to meet their financial goals and track their progress.
What is the Goal Planning tool?
A client can purchase GIC online or through this method.
What is over the telephone?
A recent upgrade allows clients to withdrawal from this type of registered account.
What is a TFSA?
We can help clients over the phone in this number of languages.
What is 4?
Direct Investing is ranked this number for revenue, assets and number accounts amongst our peers.
What is #1?
This can happen to volume if an account has no trades or invest in a ISA within 90 days of funding.
What is a clawback?