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How do I transfer an account to TD Direct Investing from another financial institution?
If you currently do not have your account open with TD Direct Investing, you can open a new account online or by visiting your local TD Canada Trust branch. To set up an appointment at your convenience, you can book online or Contact Us.
If you opened a new account online or have an existing account with TD Direct Investing, you may Contact Us to initiate a transfer over the phone through our eSign process.
To use eSign, please ensure you are able to receive documents electronically, are physically located in Canada or the United States, and have a cell phone number that can receive one-time passcode via SMS.
You may also initiate a transfer in at TD Canada Trust when opening the new TD Direct Investing account. To set up an appointment at your convenience, please book online or Contact Us.
Please note that the answers to the questions are for information purposes only for the products discussed. Individual circumstances may vary. In case of discrepancy, the documentation prevails.