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How do I transfer cash and securities to my TD Direct Investing account from other financial institutions/brokerages?

You can transfer cash or securities to your TD Direct Investing account from other financial institutions/brokerages by:

  • Online transfers
  • Wire transfer

If you're transferring cash or securities from another brokerage to your TD Direct Investing account, give them the following information:

  • FINS (institution number): T007
  • CUID (CDN Broker Code): GIST
  • DTC (US Broker Code): 5036
  • Dealer Code: 9265
  • DSC Rep Code: 0000
  • Account # 1253 – Your TD Direct Investing Account number

Online Transfers
You can set up online transfers for cash or securities from other financial institutions. 

  • To transfer cash at any time:

Set up your TD Direct Investing account as a payee for the bill payment process at your other financial institution, select TD Direct Investing from the payee list.  

  • To set up automatic cash transfers:

Download and complete the PAD MCP form. 
Submit the completed form to a TD Canada Trust branch.

  • To transfer your registered investments:

Download and complete the Transfer Authorization for Registered Investments form.
Submit the completed form to a TD Canada Trust branch.

  • To transfer your non-registered investments: 

Download and complete the Authorization to Transfer Non-registered Accounts form
Submit the completed form to a TD Canada Trust branch.

Wire transfer
You may receive eligible wire transfers in CAD, USD, and foreign currencies to your TD Direct Investing account. Currencies other than CAD or USD, will be converted to CAD or USD, at the prevailing rate based on the TD Direct Investing account number provided, unless instructed differently. A handling fee is charged on incoming wires.
 
For non-U.S. (Foreign currencies & CAD) from a bank outside of and within Canada, the transferring bank must include the following information on the wire:

  • Beneficiary Bank (receiving)

Toronto Dominion Bank, Transit 12532-0317600
77 Bloor Street West, 3rd Floor
Toronto, ON   M5S 1M2, Canada
Swift Code: TDOMCATTTOR

  • Beneficiary (customer)

Your full name
Your TD Direct Investing account number
Your full address

For U.S. funds from a bank outside of and within Canada, the transferring bank must include the following information on the wire:

  • Intermediate Bank

Bank of America
Swift Code: BOFAUS3NXXX
ABA 026009593
New York, NY

  • Beneficiary Bank (receiving)

Toronto Dominion Bank, Transit 12532-7300830
77 Bloor Street West, 3rd Floor
Toronto, ON   M5S 1M2, Canada
Swift Code: TDOMCATTTOR

  • Beneficiary (customer)

Your full name
Your TD Direct Investing account number
Your full address

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