TD Waterhouse
Institutional Services offers a comprehensive range of services
tailored to the specific needs of each Introducing Broker. These
include: - Trading and settlement on
North American and major international markets.
- Reporting. Detailed
management and regulatory reports to assist you in the day-to-day
operation of your business. Client confirmations and statements are
branded with your company logo.
- Custody of client assets
and financing of client cash positions.
- Dedicated resources. You
will have a dedicated Relationship Manager; and
a full support team to meet your day-to-day needs, including
training.
- Secure systems and data
storage, and state-of-the-art
Business Recovery Facilities so your business can stay
operational, under any circumstances.
- Account management
technology. We provide you with online trading access to
your clients' accounts; while providing the
account management tools you need to effectively manage
them.
- Ease of access to client data and
integration with your systems. Our
data and reporting solutions easily integrate with your
preferred choice of portfolio management system to ensure that
client data is delivered securely and seamlessly.
- Convenient access to information
and resources. Access to our
Client Website for your day-to-day needs, including
third-party research, downloadable reports, forms, foreign
exchange and interest rates, news, and more.
- A wide range of
investment products and services including access to trading
equities, options, fixed income and mutual funds.
- Other offerings include pooled fund
services, CD-ROM statement and tax document delivery, and other
solutions offered by TD Bank Financial Group or through our
arrangements with selected third-party vendors.
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