WebBroker - Help (2024)

Review the details of your transfer before confirming the transaction.

If the information displayed is correct, click the Finish button to proceed. If you wish 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.

When will my transfer be processed?

Transfer requests to/from your TD Direct Investing account placed during normal business hours are processed immediately and dated the same day. Although your account balances will not be updated until the next day, any cash transactions will be reflected on the Cash Details screen (from the Balances page) or the Current Positions View for the account. WebBroker will calculate your available cash or margin - based on processed transfers - and allow you to trade with the available balance.

For transfer requests placed after normal business hours, see the chart below to confirm when the transaction will be dated, when the funds are available for trading, and when your TD Direct Investing account balance will be updated.