How to Navigate TD Direct Investing’s WebBroker

How to Navigate TD Direct Investing’s WebBroker


[Music] welcome to the web broker experience whether this is your first time ever using web broker or you need a refresher on how to navigate the site you have come to the right place buckle up and let’s go for a ride through some of the most popular areas of the web broker experience start your web broker journey at the home page view market indices total account balances market updates and events related to your portfolio such as company earnings dividends and analyst ratings one a more detailed view click on accounts here you can see your holdings activity performance and gain in loss to view your balances under the accounts menu select balances see individual and combined account balances and get a quick glance at your real-time cash in documents will provide you access to historical account statements to print or save the accounts menu is where you can also find several self-serve options to deposit and withdraw funds convert for an exchange customize settings and much more here you’ll find links to key forms and applications to open new accounts and change beneficiaries research displays key information about markets investments and tools whether you want to monitor key indices evaluate stocks within a specific industry read analyst reports or look up the next company earnings you can get started with a single click you can access data for all types of investments including stocks options mutual funds ETFs fixed income and GICs each link will provide charts news earnings reports calendars along with fundamental and technical data all of these tools are available to help you make better informed investment decisions one the right tools for the job access quotes customize and monitor watch lists analyze charts screen for new investment ideas and set alerts with email notifications click to access investment insights and retrieve articles from top investment writers once you’re all set to get trading click on the trading menu to find order entry tickets for stops options mutual funds fixed income and new issues view order status to display open filled or cancel orders do you have any investing goals create monitor and modify your investing goals with TD Direct Investing goal assist learn more through our video curriculums watch educational webinars and attend live master classes to ask questions and develop your knowledge base for even more convenient access you can select the quick buttons on a top right for common functions such as launching the advanced dashboard trading platform quotes order tickets or status and watch this one-click access give you more time to focus on your next move getting around web broker is easy and will help you navigate the markets with confidence this video only gave you a quick glimpse of web brokers capabilities to dive into details of how to use web brokers features check out our additional educational videos [Music] you

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