TD Waterhouse USA

What is TD Waterhouse USA?

TD Waterhouse USA is an investment firm providing discount brokerage services to retail customers. Their offerings include a range of investing solutions intended for both experienced and rookie investors.

They endeavor to support clients with different levels of investment expertise, starting with those who are taking their first steps in investing, to those who prefer consulting with seasoned professionals, and even to investors who wish to manage their investments independently. TD Waterhouse USA aims to empower their clients with the control and tools necessary to make informed decisions about their investments, at any time and from anywhere.

They also cater to those looking for personalized wealth strategies and solutions, specifically targeting individuals with a minimum investment capacity of CDN $100,000. TD Waterhouse USA's investment services span a variety of options such as guided investing with advisors, a comprehensive digital trading platform, and educational resources to enhance investing knowledge. The firm emphasizes a client-centric approach, applying principles of behavioral finance to tailor advice and strategies to individual investor profiles.

Additionally, they use digital tools like the TD Retirement Calculator to help clients calculate savings for retirement goals. A broad range of additional services falls under TD Waterhouse USA's umbrella, including TD Easy Trade, Direct Investing, Financial Planning, and Private Wealth Management. They also provide markets and research resources, educational articles, webinars, and personalized advice to foster client investment confidence and proficiency.

Beyond individual services, the firm extends its offerings to small business and commercial sectors, integrating a holistic view of financial planning and investment into their solutions. Notably, TD Waterhouse USA engages in promotional offerings at times, such as cashback incentives for transferring and investing with them, subject to certain conditions and timeframes.