All client assets are in the client’s name and are held by a third-party custodian (usually TD Waterhouse). As a Cardinal client, you enjoy security and peace of mind as you always maintain direct ownership of your assets, and all investments are made in accordance with your Investment Policy Statement.

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.