TD Direct Investing (2024)

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IMPORTANT ACCOUNT HOLDER INFORMATION

If you have any questions about the information provided on this page, please contact us.

These documents are in PDF format and require Adobe Acrobat Reader.

December 31, 2022Important Information and Reminders for your TD Waterhouse Canada Inc.account(s)
(205 KB)
December 31, 2022TD Easy Trade Clients: Important Information and Reminders for your TD Waterhouse Canada Inc. account(s)
(209 KB)
October 31, 2022Important Information About Your TD Direct Investing Account
(60 KB)
October 31, 2022TD Easy Trade Clients: Important Reminder About Your TD Easy Trade™ Account
(57 KB)
June 30, 2022Important Information and Reminders for your TD Waterhouse Canada Inc. account(s)
(46 KB)
March 31, 2022Important Information and Reminders for your TD Waterhouse Canada Inc. account(s)
(28 KB)
December 31, 2021Important Information and Reminders for your TD Waterhouse Canada Inc. account(s)
(60 KB)
December 31, 2021TD Goal Assist - Important Information and Reminders for your TD Waterhouse Canada Inc. account(s)
(79 KB)
June 24, 2021Important Information and Reminders for your TD Waterhouse Canada Inc. account(s)
(56 KB)
TD Waterhouse Canada Inc. Conflicts of Interest Statement
(78 KB)
April 1, 2021Changes coming to your TD Waterhouse Canada Inc. accounts in 2021
(27 KB)
December 31, 2020Important Information and Reminders
(56 KB)
October 30, 2020TD Waterhouse Canada Inc. Account and Services Agreement and Disclosure Documents | Summary of changes effective December 31, 2020
(70 KB)
July 2, 2020Important information for TD Waterhouse Canada Inc. Account Holders
(30 KB)
December 30, 2019Summary of Updates and Reminders For your TD Waterhouse Canada Inc. accounts Changes coming in 2020
(89 KB)
June 28, 2019Important information for TD Waterhouse Canada Inc. Account Holders
(30 KB)
December 31, 2018Important information for TD Waterhouse Canada Inc. Account Holders
(25 KB)
Helping You Prepare for the 2018 Tax Season
(114 KB)
July 31, 2018Important notice regarding your TD Direct Investing Federal Life Income Fund (LIF)
(682 KB)
Important notice regarding your TD Direct Investing Federal Locked-in Registered Retirement Savings Plan (LRRSP)
(677 KB)
Important notice regarding your TD Direct Investing Federal Restricted Life Income Fund (RLIF)
(684 KB)
Important notice regarding your TD Direct Investing Federal Restricted Locked-in Savings Plan (RLSP)
(677 KB)
July 20, 2018Important information for TD Waterhouse Canada Inc. Account Holders
(37 KB)
We have made more changes that will allow you to access information about your account sooner.
(83 KB)
June 4, 2018Important notice regarding your TD Direct Investing Ontario Locked-In Retirement Account (LIRA)
(350 KB)
May 14, 2018Important amendments to the Declaration of Trust for TD Waterhouse Self-Directed Retirement Income Fund (RIF) accounts
(350 KB)
Important amendments to the Declaration of Trust for TD Waterhouse Self-Directed Retirement Savings Plan (RSP) accounts
(240 KB)
Important amendments to the Declaration of Trust for TD Waterhouse Self-Directed Tax-Free Savings Accounts (TFSA) (304 KB)
April 2, 2018Important Changes to TD Waterhouse Canada Inc. Account Holder Information Effective: April 1, 2018
(198 KB)
January 30, 2018Important information regarding your TD Waterhouse Self-Directed Retirement Income Fund (RIF)
(66 KB)
Important information regarding your TD Waterhouse Self-Directed Retirement Savings Plan (RSP)
(69 KB)
Important information regarding your TD Waterhouse Self-Directed Tax-Free Savings Account (TFSA) (66 KB)
December 29, 2017Important Information about Leverage Risk / Important Notice for Insiders and Significant Shareholders (132 KB)
Helping You Prepare for the 2017 Tax Season (81 KB)
Oct. 30, 2017Important Changes to TD Direct Investing Relationship Disclosure (50 KB)
June 30, 2017Important details concerning TD Direct Investing Account Holder Information (319 KB)
March 31, 2017We are pleased to provide you with a guide to the new information on your account statement(63 KB)
December 30, 2016Important Changes to TD Waterhouse Canada Inc. Account Holder Information(237 KB)
TD Waterhouse Canada Inc. Valuable Tax Information for 2016(1974)
Learn about important enhancements to your account statement effective March 31, 2017(258 KB)
June 30, 2016TD Direct Investing Fund Facts(54 KB)
TD Direct Investing Important Details Concerning TD Direct Investing Account Holder Information(78 KB)
December 31, 2015Important Changes to TD Waterhouse Canada Inc. Account Holder Information(7282 KB)
Valuable Tax Information for 2015(100 KB)
October 31, 2015Important Information About Your Statement(63 KB)
June 30, 2015Leverage Risk Disclosure and Insiders and Significant Shareholder Information(48.3 KB)
March 31, 2015TD DI: Principal-Protected Note (PPN) or Principle-at-Risk Note (PAR)(24.9 KB)
Presidents Accounts: Principal-Protected Note (PPN) or Principle-at-Risk Note (PAR)(24.7 KB)
December 31, 2014TD Waterhouse Canada Inc. Important Changes to Account Holder Information(114 KB)
TD Waterhouse Canada Inc. Valuable Tax Information for 2014 (94 KB)
Oct. 31, 2014Principal-Protected Note (PPN) or Principle-at-Risk Note (PAR)(26 KB)
Sept. 23, 2014Presidents Accounts - Principal-Protected Note (PPN) or Principle-at-Risk Note (PAR)(26 KB)
June 30, 2014Important Changes to TD Waterhouse Canada Inc. Account Holder Information(27 KB)
March 31, 2014TD Direct Investing Important information about related Canadian registrants (20 KB)
December 31, 2013TD Waterhouse Canada Inc. Important Changes to Account Holder Information (114 KB)
TD Waterhouse Canada Inc. Valuable Tax Information for 2013 (94 KB)
TD Direct Investing Relationship Disclosure (33 KB)
October 31, 2013Important information about related Canadian registrants (27 KB)
September 30, 2013Presidents Accounts: Important information about related Canadian registrants (27 KB)
June 28, 2013Important Changes to Account Holder Information (28 KB)
June 28, 2013Important Changes are coming to TD Direct Investing accounts (491 KB)
April 1, 2013Important Changes to Account Holder Information Effective April 1, 2013 (24 KB)
January 1, 2013Important Changes to Account Holder Information Effective January 1, 2013 (214 KB)
January 1, 2013TD Waterhouse Valuable Tax Information for 2012 (94 KB)
November 1, 2012Introducing TD Direct Investing (24.6 KB)
September 14, 2012Important Changes to Account Holder Information Effective September 14, 2012 (24 KB)
June 29, 2012TD Waterhouse Discount Brokerage Leverage Risk Disclosure and Insiders and Significant Shareholder Information June 29, 2012 (24 KB)
January 1, 2012Important Changes to Account Holder Information Effective January 1, 2012 (920 KB)
January 1, 2012TD Waterhouse Valuable Tax Information for 2011 (45 KB)
October 1, 2011Important Changes to Account Holder Information October 1, 2011 (22 KB)
July 1, 2011Leverage Risk Disclosure and Insiders and Significant Shareholder Information July 1, 2011 (26 KB)
January 1, 2011Important Changes to Account Holder Information Effective January 1, 2011 (768 KB)
January 1, 2010Notification of changes to your TD Waterhouse Statement of Disclosure of Rates and Fees Effective March 15, 2010 (153 KB)
January 1, 2010Notifications of changes to your TD Waterhouse Account and Service Agreements and Disclosure Documents Effective January 2, 2010 (59 KB)
January 1, 2010Valuable Tax Information for 2009 (64 KB)
July 1, 2009Notification of changes to your TD Waterhouse Account and Service Agreements and Disclosure Documents effective July 15, 2009 (51 KB)
July 1, 2009Leverage Risk Disclosure Statement & Insider and Significant Shareholder Information (51 KB)
January 1, 2009Notification of changes to your TD Waterhouse Account and Service Agreements and Disclosure Documents (115 KB)
January 1, 2009Valuable Tax Information for 2008 (134 KB)
September 30, 2008Mutual Fund Statement Portfolio Category Updates (19 KB)
August 31, 2008Mutual Fund Statement Portfolio Category Updates (20 KB)
July 31, 2008Mutual Fund Statement Portfolio Category Updates (16 KB)
July 25, 2008Leverage Risk Disclosure Statement & Insider and Significant Shareholder Information (45 KB)
January 2, 2008Valuable Tax Information for 2007 (135 KB)
January 1, 2008Changes to your TD Waterhouse Account and Service Agreements and Disclosure Documents (69 KB)
October 25, 2007eServices Agreement
July 1, 2007Leverage Risk Disclosure Statement & Insider and Significant Shareholder Information (49 KB)
July 1, 2007Changes to your TD Waterhouse Account and Service Agreements and Disclosure Documents (65 KB)
March 7, 2007eServices Agreement
Valuable Tax Information for 2006 (292 KB)
November 14, 2006How to read your transaction confirmation (132 KB)
July 1, 2006Leverage Risk Disclosure Statement & Insider and Significant Shareholder Information (85 KB)
January 1, 2006Changes to your TD Waterhouse Account
and Service Agreements
and Disclosure Documents (57 KB)
Valuable Tax Information for 2005 (65 KB)
Leverage Risk Disclosure Statement (35 KB)
July 1, 2005Leverage Risk Disclosure Statement & Insider and Significant Shareholder Information (56 KB)
January 1, 2005Notification of Changes to Account and Services Agreements and Disclosure Documents (109 KB)
Valuable Tax Information for 2004 (93 KB)
Leverage Risk Disclosure Statement (35 KB)
November 1, 2004Book Value: Coming Soon (106 KB)
October 1, 2004Important information for holders of options contracts (33 KB)

TD Direct Investing (1)

TD Direct Investing is a division of TD Waterhouse Canada Inc., a subsidiary of The Toronto-Dominion Bank.

TD Waterhouse Canada Inc. – Member of the Canadian Investor Protection Fund


See Also
TD Direct Investing Review 2023: Are The High Fees Worth It?
TD Direct Investing (2024)
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