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TD Goal Builder

Thinking about your financial future can be overwhelming. But with TD Goal Builder, we can help you by focusing on your unique financial goals, from saving for retirement or education to making major purchases like buying a home or a car.

Benefits of using the TD Goal Builder dashboard

You can access the dashboard anytime by logging into TD EasyWeb.

  • Organize your financial future

    TD Goal Builder brings together your TD investments and accounts, so you get a holistic view of your progress towards the goals you set.

  • Track your progress 24/7

    Monitor your progress towards your goals in real time with simple-to-understand tools connected to your applicable TD accounts.

How TD Goal Builder works

It starts with a conversation. Talk with your advisor to set your goals for the future. They'll share advice suited to helping you meet your goals based on your financial situation. Then, with TD Goal Builder, you’ll be able to keep track of your progress.

Book an appointment

Take the first step towards your goals

TD Goal Builder helps you set goals, follow your progress, and feel more confident about your financial decisions.

  1. Setting your goals
    Our advisors will work with you to define your financial goals – and help you get on a path to reach them.

  2. Tracking your progress
    TD Goal Builder lets you monitor your progress with an easy-to-use dashboard to help you stay on track.

  3. Feeling more financially confident
    TD Goal Builder takes the guesswork out of your finances so you can work towards your goals with more confidence.

How to access your TD Goal Builder dashboard

  • 1

    Login to EasyWeb

    Once you have met with an advisor, log in to your account on EasyWeb.

  • 2

    Open the My Accounts menu

    Click My Accounts on the menu list at the top left.

  • 3

    Select TD Goal Builder

    From the dropdown menu, choose TD Goal Builder.

Get started now

  • Book an appointment

    Book an appointment with an advisor, in person or online, at your convenience.

    Book now

  • Access TD Goal Builder

    Once you’ve established a goal in TD Goal Builder, you can access the dashboard anytime from EasyWeb.

    Login to EasyWeb