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Mutual Funds - Discount Brokerage


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FundSmart Mutual Fund Specialists

Investor talking on the phone Put the Experts to Work for You

FundSmart is a free Mutual Fund service offered to all TD Waterhouse clients. FundSmart is designed to make investing in mutual funds easier than ever before.

With FundSmart, you can get detailed information and guidance on mutual funds in order to assist you in your purchase decision.

At the core of FundSmart is our team of full time Mutual Fund Specialists. These experienced Investment Representatives have a thorough understanding of the mutual fund market, supported by immediate access to the latest independent research and the industry's most advanced analytical tools.

Our FundSmart Mutual Fund Specialists:

  • Use independent Mutual Fund research to provide suggestions on what Mutual Funds are right for you.
  • Have access to detailed information on returns, rankings, holdings, and investment strategy on the over 2,000 Mutual Funds available at TD Waterhouse.
  • Use a variety of outside sources of information to stay current on issues affecting your mutual fund investments.
  • Regularly meet with Mutual Fund Managers and Mutual Fund companies in order to stay informed of issues affecting individual mutual funds and to get a better understanding of what funds are right for you.

Let our Mutual Fund Specialists help you determine how your assets should be allocated and assist you in narrowing the broad list of funds available to a select group of funds ideally suited to your individual investment objectives and risk-comfort level.

Our FundSmart Mutual Fund Specialists are available free of charge Monday to Friday 8 AM to 8 PM (ET) by calling 1-800-461-FUND (3863).


Tools & Resources


Mutual Fund Research

Our Markets & Research site offers access to a wealth of powerful online mutual fund research free to TD Waterhouse clients. Open a new account today.

Retirement Planning

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