Four times a year, our clients receive a comprehensive portfolio statement, along with The Cardinal Quarterly, our newsletter. With client approval, referring advisors may receive copies of all communications from us. Clients will also receive monthly statements as well as all trade confirmations directly from the custodian

Clients under TD Waterhouse as their custodian may access their accounts online through WebBroker services. To view your TD accounts go to https://webbroker.tdwaterhouse.ca




Since 1987, TD Waterhouse Institutional Services has provided specialized brokerage and custody services to independent Investment Counsellors and Introducing Brokers, including trade execution, clearing and settlement, custody of cash and securities, and preparation of confirmations, tax documents, and monthly account statements. TD Waterhouse Canada Inc. is a subsidiary of The Toronto-Dominion Bank. Backed by the strength of TD Bank Group, TD Waterhouse Canada Inc. and its affiliates have operations in the United States, the United Kingdom and Canada with assets under administration of more than CDN$220 billion. TD Waterhouse Canada Inc. is a member of the Investment Industry Regulatory Organization of Canada (IIROC), its regulator, and the Canadian Investor Protection Fund (CIPF), which insures the assets of investors.