Account Custody

WDS provides only discretionary portfolio management services and does not perform any type of brokerage function. Nor does WDS maintain custody of any funds, securities or other property for its clients.

Custody of Your Account(s)

Since 1987, TD Waterhouse Institutional Services has provided specialized brokerage and custody services to independent Portfolio Managers (formerly called 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 Institutional Services is a division of TD Waterhouse Canada Inc., which is a subsidiary of The Toronto-Dominion Bank. Backed by the strength of TD Bank Group, TD Waterhouse Canada Inc. and its affiliates operating in the United States and United Kingdom have 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), the national self-regulatory organization which oversees all investment dealers and trading activity on debt and equity marketplaces in Canada.

TD Waterhouse Canada Inc. is also a member of the Canadian Investor Protection Fund (CIPF), which provides protection for client accounts within specified limits. For more about eligibility for CIPF coverage and the limits of the coverage visit http://www.cipf.ca/HomePage.aspx.

Through TD Waterhouse WebBroker you can obtain up-to-date account information anytime and anywhere. To login you need a Connect ID and your password.