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What's new in the TD app for TD Direct Investing?
March 2023
You can now quickly withdraw cash from your TD Direct Investing TFSA account and transfer it to another TD account. The transfer is reflected in real time when performed during our hours of operation (8 a.m. to 8 p.m. ET, Monday to Friday). Otherwise, the information is updated to your account on the following business day.
Once the transfer is successful, you will see the withdrawn amount and deposited amount in the TD App under the Activity tab for each selected account.
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For illustrative purposes only. |
For illustrative purposes only. |
| Highlighted: The Amount field shows how much was transferred from your TFSA account to another TD account. |
Highlighted: The withdrawn amount under the Activity tab of your TFSA account. |
July 2021
There are two updates:
- Order entry ticket screen redesign
- Updates to how lessons are displayed
Order entry ticket screen redesign
The initial screen is the same. Then all information to define your order for stocks and ETFs is now on one screen. No more modal windows when entering an order.
Remaining drop down menus have been moved to the bottom of the page.
Updates to how lessons are displayed:
- for each lesson, you can like/unlike, view the total likes, and view the video transcript
- an overlay lets you replay and play next video
For each lesson, you can like/unlike, view the total likes, and view the video transcript
An overlay lets you replay and play next video
November 2020
We have made enhancements to Analyst Ratings in the TD app.
- Detailed Analyst Ratings
Under the Analyst Ratings section on the Quotes screen you can now view a rolling 12 month Analyst Price Target Chart that shows data about analyst ratings for securities you are interested in, for the specific month selected.
- Analyst details
Select an Analyst to see details including their star rating, accuracy ranking such as win-loss rate, and performance rating based on the average return per security rated.
The image below illustrates Analyst details.
For illustrative purposes only
September 2020
We have made enhancements to our learning content in the TD app to make your learning experience more intuitive and seamless. These include:
- Ability to pause and resume videos
- See progress bars
- Sort courses and lessons
Pause and resume videos
Pause a lesson at any time and pick up where you left off on all your mobile devices, including your iPad.
Progress bars
Keep track of how far you have watched a video from the progress bars at the bottom of the video thumbnail.
Sort courses and lessons
Easily sort and organize your courses and lessons by Recently Added and Recently Watched.
July 2020
Our latest update gives you options to invest quickly and easily through the TD app.
You can now add a new or additional self-directed TFSA, RSP, Cash or Margin account using the new Ways to Invest link.
Log into the TD app, and on the My Accounts page, tap on Ways to Invest, under Investing. Then, select the option that best fits your needs.
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For illustrative purposes only
June 2020
You can now access the TD Direct Investing Learning Centre in the TD app for mobile investors. Features include:
- Access to video courses and lessons
- Filtering capability
- Casting capability
Video courses and lessons
Choose your preferred courses from investing basics to advanced techniques, then select and watch short video lessons of your choice.
Watch videos while placing trades or performing other transactions in the TD app.
Filtering capability
Filter courses by knowledge level, investing accounts and platforms, and investment types, to align with your learning needs and preferences.
Casting capability
Cast videos from the TD app to other devices such as a home television.
Learn more and download the TD app
View the videos available in the Learning Centre in the TD app
February 2020
New features and enhancements to the TD app for mobile investors include:
- Securities transfer
- Securities contribution
- Enhancements to account holdings view
- Enhancements to the Analyst Centre
Transfer securities:
Easily transfer securities from one of your TD Direct Investing accounts to another of the same type. For example, from one of your Canadian cash accounts to another cash account.
Contribute securities
Contribute securities from non-registered to registered accounts. For example, move stocks from your Canadian cash account to contribute to an RSP, TFSA or RESP account.
Account holdings enhancements
View the quantity of each of your holdings and the percent of that holding within your portfolio.
Analyst Ratings
In the Analyst Centre, the Ratings feature now displays an Overall Rating that shows how many total analysts have rated a stock.
October 2019
Our latest enhancement to the TD app for mobile investors is a redesign of the way you access and view quotes.
Single page view
View all your quotes information on a single page including charts, news and analyst ratings.
Dynamic charts
Get a real time, dynamic view of charts for multiple time periods, frequencies and chart types.
For illustrative purpose only
May 2019
Our enhancements to the TD app for this release include Projected Income and historical orders.
Projected Income
Use the Projected Income tool to estimate future income in your account based on your holdings' latest distributions.
To access the Projected Income tool, click on Projected Income quick link for a selected account, or click on Portfolio in the flyout menu and find Projected Income.
Historical Orders
This feature lists all previous orders that were actioned, filled, cancelled or expired. View your historical orders for each account or aggregated to the portfolio level.
To view your historical orders, click on the Orders quick link in the top navigation menu or in the Account Details of a selected account; or click on Invest in the flyout menu.
February 2019
Our enhancements to the TD app for mobile investors include portfolio top movers:
Portfolio top movers
You can now view at a glance the five holdings whose daily movements had the greatest impact to your portfolio (based on change in market value).
Investing features and flyout menu
All investing features will have a dedicated landing page grouped under Invest, Portfolio, or Markets & Research on the flyout.
In-app feedback
You will now be able to provide us feedback in the TD app immediately after placing a trade.
October 2018
Our latest update to the TD app can make it even easier to check your portfolio and the market. With this release, we are launching the following new features: homepage customization, portfolio performance view, consolidated order status, portfolio events and apply for a TD Direct Investing account.
Customization
Pick and choose which investing and banking features appear on your home screen to help ensure you always have quick access to your favourite features.
Performance view
Monitor how your individual investing accounts are performing with graphs and benchmark comparisons.
Consolidated orders status
In Order Status, view orders from all your accounts at once and filter them by symbol.
Potfolio events
The new Events screen shows recent and upcoming dividends, earnings and ratings changes for securities you hold.
Apply for a TD Direct Investing account
Now you can conveniently apply for a new TD Direct Investing account within the TD app.
Download the TD app to monitor your TD Direct Investing portfolio, trade on your account or apply for a new account.
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.