For Portfolio Managers, the Enhanced Account Opening and Transfer Application, available on the TD Waterhouse Institutional Services Client Website, will help you make the experience a positive one for your clients. Data is entered directly, via online forms and applications, providing many advantages: - Simplicity and convenience. The easy and intuitive interface provides tools and tips to improve the speed and accuracy of the account opening process.
- Accuracy. Missed or incorrectly keyed-in fields are flagged.
- Speed. Saves time by pre-populating fields where appropriate.
- Reminders. The system will remind you, when applicable, if additional information is required.
- Assistance. A "Help" icon and a pop-up reference window provide guidance.
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For Introducing Brokers, an online interface provides a straight-through solution. Forms can also be filled out online by accessing the TD Waterhouse Institutional Services Client Website. - Convenience. The online interface allows you to enter client information. Details are updated and processed immediately.
- Choice. Introducing Brokers have a choice of using the online interface or submitting their applications direct to the New Account Department for processing.
- Speed. When using the online interface, information is entered in real time and updated, and the account is opened immediately.
- Assistance. Your dedicated Account Management team is always available to provide answers to questions relating to the account opening process, and can arrange refresher training or new employee training for your firm.
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