How do I transfer cash or securities between my TD accounts and my TD Easy Trade account? (2024)

Transfer cash to your TD Easy Trade account from another TD account (or between TD Easy Trade accounts)

Prerequisites:

To successfully perform this transfer:

• You must be an account holder of both TD accounts.
• Your *TD Easy Trade account should be added to your EasyWeb banking profile.
• Your *personal banking accounts should be added to your TD Easy Trade account.

*If a required account is not listed in TD Easy Trade, or EasyWeb does not have your TD Easy Trade account(s) listed, call 1-877-250-2588 to ask an Investment Representative to add the account.

Follow these steps to transfer cash between your TD Easy Trade account and other TD accounts:

1. Log in to your TD Easy Trade account.
2. Select Transfers > Between My TD Accounts.
3. In the From field, select the TD account/TD Easy Trade account from which you wish to withdraw the funds from the dropdown options.
4. In the To field, select your TD Easy Trade account from the dropdown options.
5. Enter the amount you want to transfer.
6. Select Continue.
7. Review, and then click Confirm Transfer, or click Back to amend your selections.

Transfer securities to your TD Easy Trade account from another TD Easy Trade account

Prerequisites:

To successfully perform this transfer:

• You must be an account holder of both TD accounts.

Follow these steps to transfer *eligible securities from one TD Easy Trade account to another TD Easy Trade account:

1. Log in to your TD Easy Trade account.
2. Select Transfers > Securities Transfer.
3. In the To field, select your TD Easy Trade account from the dropdown options.
4. In the From field, select the TD Easy Trade account from which you wish to withdraw the securities.
5. Select Continue.
6. Use search to find the symbol or name of the security you want to transfer.
7. Enter Quantity.
8. Review, and then click Confirm Transfer. Click Back to amend your selections.

*Only securities traded on the following North American stock exchanges: TSX, TSXV, NEO (Aequitas), NYSC, NASDAQ, and CBOE.

Transfer securities to your TD Easy Trade account from another TD account

You cannot transfer securities to your TD Easy Trade account from your other TD accounts through the app. To do this, contact an Investment Representative at 1-877-250-2588.