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Investor Insights

Investor notices

Get the most from your investments with the new Portfolio Manager tool

If you want a more comprehensive view of your portfolio, or to track your watchlists with ease, then be sure to try our Portfolio Manager tool on WebBroker to help you gather the information important to you so you can take greater control of your investments.

Know where you stand. Portfolio Manager provides you with the most up-to-date information about your investments — including profit and loss tracking, returns on individual holdings, and overall portfolio performance.

In today’s fast-changing markets, knowing exactly where you stand makes it easier for you to identify market opportunities and manage your investments with greater confidence.

Monitor your investments and watchlists. You can easily track your investments (registered and non-registered) or watchlists with Portfolio Manager.

Simply enter your holdings or the symbols of the securities you are watching and Portfolio Manager does the rest. What’s more, Portfolio Manager provides you with timely market research that is seamlessly integrated and viewable at a glance to help you make more informed decisions.

Explore Portfolio Manager. Take advantage of this new, powerful tool exclusively available in WebBroker. Login and select Portfolio Manager from the top navigation bar to build a custom portfolio or watchlist, or to simply import your positions data directly from your WebBroker account holdings.

The many uses of the TFSA

The role of the new Tax-Free Savings Account (TFSA) in helping to build savings has received some worthy attention. For instance, the TFSA is an ideal savings vehicle for an emergency fund.

Did you know that the TFSA can also hold many different types of investments — including stocks, mutual funds, options, and bonds? Depending on your goals, the TFSA can be a smart way to invest for growth using stocks or equity mutual funds.

You pay no tax on the investment growth in your TFSA and you can withdraw the money tax-free at any time, for any purpose.

For more information, visit www.tdwaterhouse.ca/tfsa

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