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How do you transfer money from a TD Direct Investing account to a TD bank account?

You can transfer funds to a TD Canada Trust account from a TD Direct Investing account in WebBroker. Canadian and U.S. cash can only be transferred to an account with the same currency denomination (i.e. CAD to CAD; USD to USD).

  • A maximum of $100,000 can be transferred per day without a hold.

If you are looking for transfer types not available in WebBroker, contact an Investment Representative at 1-800-465-5463.

Step 1 of 3:

Log in to WebBroker:

  • Select the Accounts tab in the top left menu
  • Under Self Service, select Cash transfers and foreign exchange
  • Select the From account where the funds will be withdrawn.

All your eligible accounts will appear in the drop-down menu.

The To account determines where the funds will be deposited. WebBroker will only display the eligible accounts based on the From account selected.

Enter the amount (in dollars and cents) to be transferred.

Once you have entered the details of your transfer, click Next. If any details are missing, a message will be displayed.

Step 2 of 3:

Review the details of your transfer before confirming the transaction.

If the information displayed is correct, click the Finish button to proceed. If you want to change any of the information you have entered, click the Back button and you will be returned to Step 1.

Step 3 of 3:

WebBroker will verify the status of your account and complete the transfer. You will receive a confirmation number for your transfer to show that your transfer request has been completed successfully. If your transfer cannot be completed for any reason, you will receive an error message indicating the reason the transaction could not be completed.

Note: Only accounts where you are the beneficial owner will appear in the Transfers drop down menu. Any sub-accounts where you have Trading Authority or Power of Attorney will not appear in WebBroker. Visit our website for a full list of forms and applications.

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