Your TD Active Trader questions, answered.

To get access to TD Active Trader make sure that you have your Connect ID with you.  TD currently offers 2 convenient platforms for our clients so that they can access TD Active Trader on their preferred platform.

To access the Website version of TD Active Trader, follow these steps:

• Click here to access TD Active Trader.
• Enter your Connect ID and password.
• Click on login.
• If you have signed up for two factor authorization, enter your One Time Password (OTP) and click on login.

To access the Desktop version of TD Active Trader, follow these steps:

• Click here to download the desktop version of TD Active Trader to your computer.
• Click on the downloaded file and select install.
• After installing TD Active Trader to your computer login to the platform using your Connect IDs.
• If you have signed up for two factor authorization, enter your One Time Password (OTP) and click on login.

If, for any reason, you cannot log in to TD Active Trader then contact us at 1-877-348-6722 and we will help you.

No, you cannot use your thinkorswim (TOS) login credentials to sign into TD Active Trader. You need a Connect ID for the username (composed of alphanumeric characters) and a unique password to log in to TD Active Trader.

You may want to use your TD Active Trader credentials to log in to WebBroker and vice versa. This access to both WebBroker and TD Active Trader is very useful when you want to perform real-time money transfers to your TD Active Trader account.

If you do not have a Connect ID, forgot your Connect ID, require a temporary password for your first-time log in, or require your Connect ID to be associated with both your WebBroker and TD Active Trader accounts, then contact us at 1-877-348-6722 between 7 a.m. and 7 p.m. ET.

Yes, you can use your existing Connect ID but only if you can see your Active Trader account listed when you log into WebBroker. This access to both WebBroker and TD Active Trader is very useful when you want to perform real-time money transfers to your TD Active Trader account.

If you do not have a Connect ID, forgot your Connect ID, require a temporary password for your first-time log in, or require your Connect ID to be associated with both your WebBroker and TD Active Trader accounts, then contact us at 1-877-348-6722 between 7 a.m. and 7 p.m. ET.

If you forgot your Connect ID, contact us at 1-877-348-6722 between 7 a.m. and 7 p.m. ET and we can retrieve it for you. 

As part of our commitment to providing you with the best possible service, we are streamlining our Exchange Agreements process to make it easier and more convenient for you to manage your investments with us.

Over the years, as TOS clients, you may have filled out paper Exchange Agreements or used a different Connect ID to complete your agreements. However, going forward, we are excited to announce that we will be making all Exchange Agreements electronic. This will allow us to better manage your agreements and ensure that you are setup properly now and in the future. 

You can use the Forgot your username or password? link on the TD Active Trader login page to change your username and/or password for TD Active Trader.

Create or change your username

You can use your alphanumeric, Connect ID in the username field to log in to TD Active Trader. If you want to create a username, or change an existing username, you must do this from WebBroker.

Follow these instructions to create or change your username in WebBroker:

1.    Log in to WebBroker.

2.    Select Accounts > Self Service > Customize Site.

3.    Select Security Settings tab.

4.    Click the Update or change settings button.

5.    On the Security Settings page, click the pencil icon corresponding to Username.

6.    In the Change Username field, enter a username that meets the username requirements such as, must be between 8 and 25 characters in length.

7.    Click the Done button.

Change your password

Note: These instructions are applicable only after you have completed first-time log in to TD Active Trader with your temporary password.

1.     Log in to WebBroker.

2.     Select Accounts > Self Service > Customize Site.

3.     Select Security Settings tab.

4.     Click the Update or change settings button.

5.     On the Security Settings page, click the pencil icon corresponding to Password.

6.     Enter your current password, new password, and re-type your new password to confirm the change.

Note: If you have forgotten your current password, you will need to call us at 1-877-348-6722, between 7 a.m. and 7 p.m. ET.

7.     Click the Done button.

When you log in to TD Active Trader > TD Active Trader for the first time you will be prompted to enter your phone number.

Once you have provided your phone number, you can confirm whether you want to receive a confirmation message to this phone number each time you log in to TD Active Trader > TD Active Trader.

If you confirm that you want to receive a message each time you log in to TD Active Trader > TD Active Trader, this is a two-step verification.

If you do not wish to receive a confirmation message to your mobile each time you log in to TD Active Trader, you can opt not to receive a confirmation message sent to your mobiles.

Those who are familiar with thinkorswim (TOS) will find a lot of similarities between the two trading platforms such as the ability to complete:

• Complex orders; and
• Options trading with 3- and 4-legged strategies.

Additionally with TD Active Trader you can perform real-time money transfers from WebBroker to your TD Active Trader account; TD Active Trader is completely customizable; and is accessible from anywhere and at any time as long as you have access to the internet.

Some of TD Active Trader's most popular features are:

As we constantly work on enhancements to empower you with innovative resources and capabilities, there are some features that were available to you on TOS that will not be readily available to you at the launch of TD Active Trader.

These features include:

TD Active Trader and thinkorswim (TOS) may show a different "Trade Price" (per share) for your positions because when migrating this data, we used the "book value" from our Book of Record vs from the thinkorswim platform and divided this by the quantity of shares you own. Our Book of Record follows the CRA-approved methodology of Weighted Average Price per Share. This allowed many positions that may have been showing as a "blank" or $0 "Trade Price" on thinkorswim to be corrected based on our records and therefore may impact your overall Profit/Loss showing on TD Active Trader due to the corrected/updated data. 

However, going forward, TD Active Trader will continue to follow the same methodology as thinkorswim (TOS) regarding your "Trade Price". This is the First-In, First-Out (FIFO) method that thinkorswim has always followed. Migrated positions previously purchased in multiple lots will be considered as one position at the updated "Trade Price" and any new positions created will be captured at their respective purchase prices. 

For illustrative purpose only

1.     Click on the account option in top right corner of your screen.

2.     A dropdown will appear which will display all your linked accounts.

3.     If there are any missing accounts call us at 1-877-348-6722 and we will be happy to assist you.

You can view your account balances from the account overview, found in the top right corner of your screen.

To see additional balances not displayed in the account overview, follow these instructions:

1.   Log in to TD Active Trader > TD Active Trader.

2.   Click on any of the balances shown in the top right corner of your TD Active Trader window (ex. Cash, Buying Power, Net Liq or Day P/L).

A dropdown window details additional balances, including Net Liquidation, Buying Power, Cash, Total Market Value, Stock Market Value Long, Stock Market Value Short, Option Market Value Long, Option Market Value Short, Est. Portfolio Cost, Open P/L, Day P/L, YTD P/L, and Commission YTD.

Funding your TD Active Trader account is quicker and easier. Online deposits and withdrawals now take place in real-time in TD Active Trader.

TD Canada Trust Account

Make a deposit from your TD Canada Trust account using EasyWeb

• Login to your EasyWeb account using your TD username or Access Card number
• Simply click the Transfers button at the top of your browser. A new window will appear that allows you to select the from account, as well as the to account.
• If the accounts you selected are the same currency, you will then enter a dollar amount for the transfer. If the accounts you selected are different currencies, an extra drop-down list will appear that prompts you to select a currency for the transfer amount – either in Canadian or US dollars.
• If you need to make any changes, click the back button. If you're satisfied with the transfer details, click the Confirm Transfer button to execute the transfer and view the transaction.

Make a deposit from your TD Canada Trust account using WebBroker

·         Login to your WebBroker account using your TD username or connect id.

·         Select Accounts and click on Transfer within TD

·         Select between my TD Accounts

·         Select the account you wish to transfer from, the account to transfer to and the amount

·         Click the confirm transfer button to execute the transfer

Interac e-Transfer® from other Financial Institution(s)

You can now transfer up to your daily limit from your account(s) at other financial institution(s) to your TD Active Trader account(s) using Interac e-Transfer®.

• Login to WebBroker using your TD username or connect id
• In the Transfers section of WebBroker, select the From Outside TD tab
• Select the account you wish to transfer to, the amount and your email – then hit Continue
• Select the financial institution you wish to collect the funds from and hit Accept Request
• Once you've signed into your account at the other financial institution and completed the transaction, the funds will be transferred to your TD Direct Investing account and you're ready to get started!
• If your transaction is declined, it may be because your limit is less than what you requested. Please contact your financial institution to view or change your limit.

Click Contact us   if you have any questions.

Note: TD Active Trader currently only offers USD margin account.

Disclosure

Instant transfers can usually be made Monday to Friday between 6:00 AM and 8:00 PM ET. Any requests made after 8:00 PM, on weekends or holidays will be processed the following business day.

If your financial institution chooses to hold the funds, it may take up to 24 hours to process the transaction. Please contact your financial institution if money has been withdrawn but not yet deposited.

TD Active Trader allows you to place a trade from any of the widgets in the platform, such as charts, orders, positions, and watchlist. Here's how you place an order from a Watchlist:

1.     Log in to TD Active Trader.

2.     Select Trading > Watchlist.

3.     Click on the arrow button to select from the different groupings of symbols such as, Public, Indices, By Industry, and so on.

4.     Right-click on a symbol listed in your Watchlist.

5.     Corresponding to the symbol you want to buy or sell, click on the symbol's Bid or Ask entry. The order entry panel opens.

6.     Enter Side, Quantity, Order Type, Limit Price, Stop Price, and Duration.

7.     Review the details of your order.

When you're satisfied with your order, click the Confirm & Send button.

Invest account transfers from third-party financial institutions can be initiated by our Investment Representatives. How quickly a transfer is completed depends on the account type, delivering institution, the investments you hold and seasonal volumes. We will review and discuss these details with you further.

To set up an appointment at a time convenient for you, call 1-877-348-6722.

The Positions widget provides you with a detailed view of your account's current holdings. You can arrange them by Instrument, Trade Time, or by Order.

Manage your position

1.     Log in to TD Active Trader.

2.     Select Account > Positions.

3.     Select a position.

4.     Right-click on the selected position and select Closing Order or Rolling Order.

Aggregate your position in different views

1.     Log in to TD Active Trader.

2.     Select Account > Positions.

3.     Click Aggregate.

4.     Configure the columns by dragging and dropping up to three columns from AVAILABLE COLUMNS to AGGREGATED COLUMNS.

5.     You can re-order the columns under AGGREGATED COLUMNS.

6.     If you need to restart, click the Restore to Defaults.

7.     Select between Instrument, Trade time, or Order.

Click the Apply button when you're done.

Currently, if your balance in Active Trader is greater than $5000 USD, then you have access to real-time, Level I and Level II data. If your balance is less than $5000 USD then you will only have access to real-time, Level I data.

Note: We reserve the right to amend the balance requirements, referenced above, or change your access to real-time market data at any time at our discretion.

The same fees that you paid when using Thinkorswim (TOS) are applicable to TD Active Trader such as, commissions, margin interest, Securities and Exchange Commission (SEC) fees. Click here to learn more about our fees and pricing.

Note: Commissions and interest rates are subject to change without notice. All other rates and fees are subject to change upon 60 days prior notice. For the most current schedule of rates and fees refer to the Commission Schedule and Statement of Disclosure of Rates & Fees.

Some deposits added to your account balance may remain unavailable for a short period. The reason is that a cheque is not same as cash – it is a promise to pay by one party to another party. If the first party doesn't have sufficient funds in their account at another financial institution, or if the cheque or instrument is fraudulent, the other financial institution can refuse to pay return the cheque unpaid to us.

A hold period allows sufficient time for us to verify that funds will be available to pay the item.

TD Direct Investing will consider funds as uncleared until:

1.       7 consecutive business days (not including the deposit date) have passed if the cheques, denominated in CAD or USD, is drawn on a Canadian Financial Institution.

2.       21 consecutive business days (not including the deposit date) have passed if the cheques, is drawn on a U.S. financial institution.

If you would like to discuss how these funds could be cleared sooner, or have any questions, please use the Support icon to chat with us.

Follow these steps to create and annotate to a chart:

1.       Log in to TD Active Trader.

2.       Select Trading > Charts.

3.       The Chart widget opens.

4.       Select a drawing tool from the drawing options bar on the left.

5.       Click on the chart to add your drawings to the chart.

All changes are automatically saved.

You can select the Hide all drawings icon to clear the chart temporarily. Click Unhide all drawings to restore your annotations.

The charts you created in TOS will not be migrated to TD Active Trader. You can build your charts using approximately 100 indicators available within Active Trader - with more to come in future releases.

Add symbols to a custom watchlist

Follow these steps to create a custom watchlist:

1. Log in to TD Active Trader.
2. Select Trading > Watchlist or select a Watchlist from one of your Workspaces.
3. Click the arrow next to the watchlist's name and select Create new.
4. The Rename List window opens.
5. Enter the name for your watchlist in the Name field.
6. Click the Save button.
7. In the Symbol box, start typing letters you will be prompted with a list of symbols that start with those letters.
8. When you click on a symbol from the list, it is added to your watchlist.

There is no limit to the number of custom watchlists that you can create and there is no limit to the number of symbols you can add to a watchlist.

Yes, the securities you were monitoring in TOS are added to your Watchlist in TD Active Trader. However, please note that if you have any custom columns in your Watchlist, you will need to add them to your Watchlist in TD Active Trader.

1. Log in to TD Active Trader > TD Active Trader.
2. Select Trading > Watchlist.
3. In the top right corner of the Watchlist window, click on the three-line icon.
4. Select Columns Customization.
5. In the Columns Selector pop-up window, drag column labels from under AVAILABLE COLUMNS to CURRENT COLUMNS, or drag column labels from under CURRENT COLUMNS to AVAILABLE COLUMNS to remove columns.
6. When done, click the Apply button.

Note: The customization applies only to the Watchlist for which you modified the columns. You must repeat these steps for each Watchlist that you want to customize.

All Watchlists with more than 4000 ticker symbols will not migrate to TD Active Trader and must be recreated.

You can link widgets in a workspace so that when you change the symbols in one widget, it will be automatically reflected in the other widget.

Follow these steps to link widgets:

1.     Log in to TD Active Trader.

2.     Open the widgets you want to link such as Accounts > Orders and Trading > Watchlist.

3.     Click the chain-link icon  in a widget and select a color from the dropdown options.

Repeat step three for every widget you want to link and ensure you use the same color for all linked widgets.

TD Active Trader is a fully customizable trading platform. Just as in TOS, you may modify the look and feel of the platform to your preference.

Once you've finished customizing your workspace's layout, proceed to the steps below to save the layout.

1.       Click on the layout icon on the top right corner of your screen.