Show me the Money
If you maintain this balance in household, your Quarterly fee will be waived.
What is 15K?
THIS FORM AUTHROIZES YOU TO FUND CX DI ACCOUNT ONCE IT IS OPENED
WHAT IS THE FUNDING LETTER OF DIRECTION?
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?
THIS IS WHAT YOU NEED TO DO WHEN ADDRESSING DI ACCOUNT OPENING DEFICIENCIES
WHAT IS CALL WIC OR LET DIS KNOW?
This is the cost for a typical trade within DI.
What is $9.99?
THIS FORM ALLOWS CLIENTS TO TAKE ADVANTAGE OF AUTOMATIC CONTRIBUTIONS TOWARDS THEIR DI ACCOUNTS FROM THEIR CHEQING ACCOUNT
What is THE MCP FORM?
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?
YOU NEED 3 OF THESE ITEMS TO ADD GENERAL POA ON A DI ACCOUNT (IN THE BEGINNING)
What is A LAWYER DOC, ATTORNEY ID, AND ACCT HOLDER ID
This platform is a low cost option for customers that may be starting their investing journey with TD.
What is EasyTrade?
THIS SYSTEM ALLOWS A TD EMPLOYEE TO PLACE CONTRIBUTIONS TOWARDS A CX'S DI ACCOUNT, SPECIFICALLY CAD TFSA,CASH,MARGIN,SPOUSAL AND PERSONAL RRSP
What is the FUNDS TRANSFER SYSTEM?
This tool allows clients to personalize their investment strategy to meet their financial goals and track their progress.
What is the Goal Planning tool?
THESE 2 TYPES OF TRANSFERS IS THE ONLY TIME YOU DO NOT NEED TO ENGAGE YOUR DIS
What is INTERNAL TRANSFER AND DRS/PHYSICAL CERT TRANSFER?
THIS NUMBER AMOUNT OF TRADES PLACED - WILL WAIVE QUARTERLY FEES
What is a 3?
THIS PROCESS HELPS CLIENT MOVES OFI BUSINESS AS A ROLL OVER TO TD DI
WHAT IS AN OFI TRANSFER?
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?