How do I make an appointment at TD?

How can we help you?

1. Log into TD app.
2. From the home screen select the Branch Locator Tool.
3. Search for a Branch closest to your location.
4. Select the Branch location that is most convenient for you.
5. Tap the Book a Visit button.
6. Tap the Book an appointment button on the Appointment Booking page.

What does a TD financial advisor do?

Work with a TD Wealth Financial Planner to create a customized financial plan which can help: Assess risk tolerance and recommend a suitable portfolio. Analyze your ability to achieve your goals and take actions to implement your plan. Recommend strategies to help ensure you’re protected.

What do I take to a bank appointment?

Drivers license with photo.

U.S. non driver’s license state-issued ID (with photo)

U.S. driver’s permit (with photo)

U.S. Military ID Common Access Card (CAC) (with photo)

United States Armed Services ID (with photo)

United States state, or local government issued identification card (with photo)

What is TD ready advice?

The TD Ready Advice Centre is a resource dedicated to helping customers navigate the financial impacts of the pandemic. In situations where a customer is reluctant to open up, Firth shares how she helps her customers feel more comfortable so they can speak more openly about their financial needs.

How do I contact TD?

Live customer service: Help is available 24/7 at 1-888-751-90001-888-751-9000 in English and Spanish. Translators are available to assist customers speaking other languages.

Can you open a bank account online?

Opening a bank account online is quick and easy. It can take just minutes and save you a trip to a bank branch. The top online banks are FDIC-insured and offer higher rates than typical brick-and-mortar banks, and they often charge low or no fees.

Are bank Financial Advisors free?

Many banks provide the option to use their financial advisors for your investments. Note that your bank advisor is not a free financial advisor. Generally, there is a minimum amount that they want you to continue to have invested through them to maintain the services.

Who are the investment advisers for TD Bank?

TDAM USA Inc. and Epoch Investment Partners, Inc. (Epoch) are federally registered investment advisers that provide investment management services to TD Wealth. TD Bank, TDPCW, TDAM USA, and Epoch are affiliates. The information on this web site does not provide individual financial, legal, tax, trading or investment advice.

Can a TD Wealth Advisor give legal advice?

TD advisors can not provide legal advice to their clients.;PWM,CPA$%$ Is a professional accounting designation governed by CPA Canada.;$%$ I would like an Advisor or Financial Planner with the following designations:;PWM,Certified International Wealth Manager (CIWM)$%$ THE CIWM is issued by the Canadian Securities Institute.

What can a TD Wealth financial planner do for You?

From a well-earned retirement, educational savings or anything else that’s essential to you, your TD Wealth Financial Planner will help create a personalized plan designed for your needs today as well as your goals for tomorrow. Get personalized advice and a financial plan that evolves with your needs.

Is the TD Private Client Group part of TD Bank?

TD Private Client Group is a unit of TD Wealth® in the United States, which is a business of TD Bank N.A., member FDIC (TD Bank). TD Private Client Group provides its clients access to bank and non-bank products and services. Banking, investment and trust services are available through TD Bank.