Core Services and Technology
As your partner, TD Waterhouse Institutional Services provides service, products, and systems to support your growing business.
Trading and account management. Our web-based trading platform for Investment Counsellors allows you to trade in your client accounts, and provides the account management tools you need to effectively service your clients. And the online account opening and transfer application provides you with an enhanced interview-style interface with resources and tools to expedite the account opening and transfer process.
Access to client data and integration with your systems Our data and reporting solutions ensures the secure and seamless delivery of your client data, and can be integrated easily with your preferred choice of portfolio management system.
Other services include:
- Convenient access to information and resources. Access to our Client Website for your trading needs, account opening and transfer requests, third-party research, downloadable reports, forms, foreign exchange and interest rates, news, and more.
- A wide range of investment products and services for you to choose from, including access to our trading desks for equities, options, mutual funds, and the Fixed Income and New Issues desks. Other services include portfolio and fund valuations for pooled funds managed by your firm, and access to other alternative investment products that cater specifically to your client segment.
- Technology for your clients, such as access to their accounts, statements, confirmations, and tax documents, online via TD Waterhouse WebBroker and TD Waterhouse eServices.
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