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How do I transfer cash and securities between TD accounts?

You can make transfers by telephone or online to your TD Direct Investing account from:

  • TD Canada Trust (TDCT) banking accounts
  • TD Direct Investing accounts 

TDCT banking accounts
You can transfer money anytime or you can set up automatic transfers:

To transfer at any time
Call our Contact Centre and one of our Investment Representatives will do the transfer for you. 

If you've registered on EasyLine, call us and we'll do the transfer for you. 

If you prefer to do your own transfer online, then from your desktop or the TD app:

  1. Log in to EasyWeb. 
  2. Select Accounts.
  3. Select Transfers then follow the prompts.  

You can also transfer money from your TD Direct Investing account to your TDCT) banking account.

Note 1: If you're transferring cash from the proceeds of a recently sold security in your TD Direct Investing account, a one to two-day settlement period applies (as mandated by the Canadian and U.S. exchanges).

Note 2: Any open purchase orders in your TD Direct Investing accounts will count against your available cash balance and/or margin. To transfer funds in accounts with open orders simply cancel the order or reduce the quantity by the dollar amount you wish to transfer out.

Note 3: For security reasons, TD Direct Investing limits cash withdrawals to $100,000 per account per day online. To transfer more than $100,000 call us at 1-800-465-5463.

From your desktop or the TD app:

  1. Log in to WebBroker.
  2. Select Accounts.
  3. Under Self-Service, select Cash transfers and foreign exchange then follow the prompts

To set up automatic transfers
Call our Contact Centre and one of our Investment Reps will set up the transfer for you. 

If you've registered on EasyLine, call us and we'll set up the transfer for you.

If you prefer to set up the transfer online, then: 
Download and complete the PAD MCP form and submit it to a branch.
If your contribution is from a TDCT account call us at 1-800-465-5463. Our representative will validate your banking information and set the reoccurring contribution up for you over the phone.

TD Direct Investing accounts
You can transfer cash or securities between your TD Direct Investing accounts.

To transfer cash in WebBroker
Call our Contact Centre and one of our Investment Representatives will do the transfer for you. 

If you've registered on EasyLine, call us and we'll do the transfer for you.

If you prefer to do the transfer online, then:

  1. Log in to WebBroker.
  2. Select Accounts.
  3. Under Self-Service, select Cash transfers and foreign exchange then follow the prompts. 

Note 1: If you're transferring cash from the proceeds of a recently sold security in your TD Direct Investing account, a one to two-day settlement period applies, as mandated by the Canadian and US exchanges.

Note 2: Any open purchase orders on your TD Direct Investing accounts will count against your available cash balance and/or margin. To transfer funds on accounts with open orders simply cancel the order or reduce the quantity by the dollar amount you wish to transfer out.

To transfer securities in WebBroker

  1. Log in to WebBroker.
  2. Select Accounts.
  3. Under Self-Service, select Securities Transfers and follow the prompts. 

Note 1:  Recently purchased securities will not appear until the mandatory one to two-day settlement period has occurred.

Note 2: Securities Transfers from a cash or margin account to a Registered account such as a TFSA or RRSP count as contributions in kind. Any capital gains that have been earned will become taxable when you contribute to the registered account, as this transaction is considered a disposition. Please note however, that capital losses cannot be claimed for a contribution in-kind transaction as it would violate the CRA's superficial loss principle.

 

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