To qualify for the offer, clients can transfer cash or investable assets into their new account from a TD Canada Trust bank account or other Canadian financial institution. Investable assets exclude any securities that are restricted, subject to a cease trade order or that are non-listed and without independent evidence of current value acceptable to TD Direct Investing.
Transfers originating from pre-existing TD Easy Trade™, TD Direct Investing, TD Wealth Financial Planning, TD Wealth Financial Planning Direct, TD Wealth Private Investment Advice, TD Wealth Private Trust and TD Wealth Private Investment Counsel accounts are not included in the Qualifying Assets.
As of September 1, 2024, transfers of mutual funds or Guaranteed Investment Certificates originating from TD Canada Trust accounts are not included in the Qualifying Assets.
