Credit Cards
This is the annual household income required to qualify for the TD Cash Back Visa Infinite* Card or the TD® Aeroplan® Visa Infinite* Card.
What is a minimum of $100,000? (or $60,000 personal income)
This popular premium chequing account requires a minimum daily balance of $6,000 to have the $30.95 monthly fee waived.
What is the TD All-Inclusive Banking Plan?
Using the TD App, a client can easily download a pre-filled personalized PDF document usually for an employer to deposit their payroll, know by this name.
What is a direct deposit form?
This is the primary benefit of a Guaranteed Investment Certificate (GIC) that makes it suitable for a low-risk client with a small initial investment.
What is a guaranteed rate of return (principal protection)?
These are the 4 attributes contribute to OTW
CC, Savings, DD, Online Banking
The core earning categories for the TD Cash Back Visa Infinite* Card where a client earns 3% Cash Back Dollars (subject to annual spend caps).
What are Grocery, Gas & Electric Vehicle Charging, Public Transit, Recurring Bill Payments, and Streaming, Digital Gaming & Media?
The benefit provided by the TD All-Inclusive Banking Plan that covers the annual fee for a select TD credit card, up to $139.
What is the Annual TD Credit Card Fee Rebate?
The name of the companion app that pairs with the TD App and provides instant, personalized insights on a client’s spending habits.
What is TD MySpend?
The type of TD GIC that allows a client to withdraw their principal and earned interest before the maturity date, often with an interest rate penalty or restriction.
What is a Cashable GIC (or Redeemable GIC)?
PBA: DD + Mobile banking (Primacy Units) accounts for this % of your scorecard
What is 20%.
The primary travel website clients must use to get a higher redemption rate for their TD Rewards Points earned on the TD First Class Travel® Visa Infinite* Card.
What is Expedia For TD?
This TD Savings Account has no monthly fee and offers tiered interests rate based on balance approach with limited time boosted rate.
What is the TD Growth Savings Account?
Within the TD app, the maximum amount a client can typically send per transaction when using the free international bank transfer method of global transfer is this value.
What is $6,500 (or $2,500, if visa direct method is used)?
The term for a basket of stocks, bonds, or other securities managed by a professional, where a client's small investment is pooled with many others.
What is a Mutual Fund?
This outcome on day-day credit products count towards scorecard.
Brand New Credit Card
This optional feature allows a client to convert purchases of $100 or more on their TD Credit Card into manageable installment plans over 6, 12, or 18 months.
What is TD Payment Plans?
The TD Unlimited Chequing Account waives the $17.95 monthly fee if a client maintains this minimum daily balance.
What is a minimum daily balance of $4,000?
The TD App feature that offers clients priority access to phone support when they use it to call, as they are already logged in and authenticated.
What is TD "call from app" (TD ASAP) feature?
The two most common Registered Plans (accounts) in which a client can hold both TD GICs and Retail Mutual Funds for tax benefits.
What are a Tax-Free Savings Account (TFSA) and a Registered Retirement Savings Plan (RRSP)?
PBA: Doing this automated contribution activity into mutual funds will result in 2-year annualized credit for scorecard volume on LTMF.
The one major travel insurance benefit included on the TD Cash Back Visa Infinite* Card that is most valuable when advising a client about a short trip.
What is Travel Medical Insurance (up to $2 million for a short period, e.g., the first 10 days for clients under 65)?
When discussing the Chequing and Savings Account offer (e.g., the up to $700 offer), the two key methods a client can use in their new Savings Account to meet a common condition for a bonus.
What are setting up a Pre-authorized Transfer Service or Simply Save?
A new feature allowing clients to access their TD Direct Investing accounts directly within the main TD App, including the ability to trade this recently added fractional security.
What are partial shares?
The primary fee structure for most retail mutual funds, which is expressed as an annual percentage of the fund's assets and is deducted before calculating the fund's return.
What is the Management Expense Ratio (MER)?
If 10k+ balance was seen consistently when looking at an account history, having this conversation with customer will results in branch scorecard outcome.
Investing / Savings Need