TD Automated Investing¹

Customer Relationship Summary ("Form CRS") (PDF)

TD Automated Investing and TD Automated Investing Plus Form ADV Part 2A Wrap Fee Program Brochure (PDF)

FAQs—TD Automated Investing and TD Automated Investing Plus (PDF)

¹TD Automated Investing may not be suitable for all investors.  Please review the TD Automated Investing and TD Automated Investing Plus FAQs and the TD Automated Investing and TD Automated Investing Plus Form ADV Part 2A Wrap Fee Program Brochure carefully before investing.

²An initial minimum deposit of $1,000 and a minimum balance of $900 is required to maintain a TDPCW Automated Investing account. The TD Automated Investing wrap fee is 0.30% of account balances including cash (subject to applicable discounts, promotions, adjustments, or waivers) paid on a quarterly basis. For TD Automated Investing accounts with balances of under $5,001, the minimum annual wrap fee is $15. The wrap fee does not include underlying fees and expenses charged by the exchange traded funds (ETFs) or mutual funds in your account. For additional fee details, see the TD Automated Investing and TD Automated Investing Plus Form ADV Part 2A Wrap Fee Program Brochure. For ETF and mutual fund expenses, refer to the mutual fund prospectus – or ETF offering documents and the TD Automated Investing and TD Automated Investing Plus Form ADV Part 2A  Wrap Fee Program Brochure.

³Recommendations are based solely on the responses you provide to our risk tolerance questions. Illustrations regarding our recommendations are hypothetical in nature and may not be relied upon as an indication of how your TD Automated Investing account will perform.  Images on the page are hypothetical and for informational purposes only. Screen images are simulated.

Investing involves market risk, including possible loss of principal, and there is no guarantee that investment objectives will be achieved. Past performance is not a guarantee of future results. Asset allocation/diversification does not guarantee a profit or protect against a loss.

TD Bank and its affiliates do not provide tax, legal or accounting advice. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for tax, legal or accounting advice. You should consult your personal tax, legal and accounting advisors for advice before engaging in any transaction.

SECURITIES AND OTHER INVESTMENT AND INSURANCE PRODUCTS ARE: NOT A BANK DEPOSIT; NOT FDIC INSURED; NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY; NOT GUARANTEED BY TD BANK, N.A. OR ANY OF ITS AFFILIATES; AND, MAY BE SUBJECT TO INVESTMENT RISK, INCLUDING POSSIBLE LOSS OF VALUE.