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What can I buy, sell, and hold in TD GoalAssist?

You have access to these eligible investment products listed on six North American exchanges:

  • TD ETFs
  • Stocks
  • ADRs

Watch our video Making Sense of Stocks, ETFs, and One-Click ETF Portfolios

TD Exchange-Traded Funds (ETFs)

An ETF is a type of fund that holds assets like stocks and bonds and trades on stock exchanges. There is a variety of TD ETFs including TD ETF One Click Portfolios.

Think of an ETF as a basket of stocks and/or bonds. Each ETF is managed with a specific goal in mind. For example, to track or outperform a market index or to provide exposure to a sector such as technology.

A TD ETF One Click Portfolio is like a basket of baskets. It's an ETF made up of many ETFs. There are three types of One-Click ETFs based on the risk level that you want. For example:

  • conservative with less Stocks/Equities
  • moderate with a more even combination of Fixed Income and Stocks/Equities
  • aggressive with mostly Stocks/Equities

You can find more information about available ETFs in the ETF Facts documents and prospectus.

Stocks (common and preferred shares)

These types of shares are available when a company sells part of its ownership to raise capital.

ADRs (American Depository receipts) are certificates issued by an American bank representing a share of a foreign stock that the bank holds in trust. ADRs are traded certain on American exchanges.

Ineligible securities on available exchanges:*

  1. Non-TD Exchange-Traded Funds
  2. Exchange-Traded Notes
  3. Closed End Mutual Funds
  4. Warrants and Rights

Other ineligible investments:*

  1. Mutual Funds
  2. Options, futures, and other derivatives
  3. Fixed Income securities, like bonds and debentures
  4. Guaranteed Investment Certificates (GICs)
  5. Near-cash products, like Money Market Funds, High-Interest Savings Accounts
  6. Securities on other than the Canadian and American exchanges listed above
  7. Physical assets, certificated securities, and private securities

*TD Waterhouse Canada Inc. reserves the right to restrict particular securities in supported categories. For more information on what investments are available in TD GoalAssist, call us at 1-877-250-2588 Monday to Friday 7 am to 6 pm ET and speak with an Investment Representative.

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