[TD DI] Get up to $1,100 with TD Direct Investing 2020-2021 Winter Offer

Here's another New Account Offer from TD Direct Investing (Copy and Paste below)
Here's how to get up to $1,100 with TD Direct Investing The award is comprised of two components.

1. Initial Transfer Award of up to $1000
   
   To qualify you must:
   [Open a new eligible account]
   -Open your account online using the Promo Code INVESTNOW by March 1, 2021
   [Invest & Maintain]
   -Transfer $15,000 or more into your new account in eligible investable assets ("Qualifying Assets") by April 30, 2021
   -Maintain the Qualifying Assets in your account until June 30, 2021.
   [Set a goal or place a trade]
   -Set a goal or place at least one trade in your new account by June 30, 2021
2. Ongoing Transfer Award of $100

Bonus! Get an additional $100 if you qualify for the Initial Transfer Award and set up at least one Monthly Contribution Plan ("MCP") or Pre-Authorized Debit ("PAD") of a minimum of $100 into at least one of your New Accounts.

The first transfer must be completed by April 30, 2021.
complete offer Terms & Conditions See below

Your Cash Award

Initial Transfer Award
Tier<=> Cash Award
$15,000 to $24,999 <=> $100
$25,000 to $99,999 <=>$200
$100,000 to $249,999 <=> $300
$250,000 to $499,999 <=> $500
$500,000 or greater <=> $1,000
+$100 if you qualify for the Ongoing Transfer Award

Ready for your Cash Award?

Clients opening multiple accounts are eligible for a single award. If more than one account is opened, qualifying assets will be calculated by combining the value of the assets transferred in to each account
The award will be paid to your account(s) by August 31, 2021. Where the client's Qualifying Assets are transferred to multiple accounts, the Initial Transfer Award portion of the award will be divided and deposited to each account in proportion to the value of the Qualifying Assets transferred into each account.
To receive a cash award, a participant must keep the New Account in good standing with TD Direct Investing until August 31, 2021.
Qualifying Assets will be measured in Canadian dollars and according to the combined value of Canadian and U.S. denominated assets deposited in that account type.
To be eligible for the Ongoing transfer award of $100, you must qualify for the Initial Transfer Award.
For the accounts used to participate in this offer, this offer cannot be used in conjunction with any other offer.



TERMS AND CONDITIONS TD Direct Investing 2020-2021 Winter Offer

1 TD Direct Investing is offering a single award to any qualifying new or existing TD Direct Investing client who is a Canadian resident of age of majority in their province or territory by March 1, 2021. The award is comprised of two components – the Initial Transfer Award and an Ongoing Transfer Award. This offer begins on November 2, 2020 and ends on March 1, 2021.
Initial Transfer Award Details:
To qualify for the Initial Transfer Award, a client must:
Open a new TD Direct Investing account ("New Account") by March 1, 2021 using the promo code INVESTNOW. The account type opened must be a single accountholder Cash, TFSA, Margin, or RSP account*. Locked-in registered, non-personal, joint, RESPs, RIFs and RDSP accounts** do not qualify for this offer. If account is opened in branch or over the phone, a TD representative must register the client for the offer using the promo code.
*Refers to the TD Waterhouse Self-Directed RSP and the TD Waterhouse Tax-Free Savings Account.
**Refers to the TD Securities Inc. Self-Directed Education Savings Plan, the TD Waterhouse Self-Directed Retirement Income Fund and the TD Waterhouse Disability Savings Plan.
Transfer into the New Account $15,000 or more in investable assets from another Canadian financial institution(s) or a TD Canada Trust account, to the new TD Direct Investing account(s) ("Qualifying Assets") by April 30, 2021 noting:
The Qualifying Assets must be in the TD Direct Investing New Account(s) by no later than April 30, 2021;
Transfers originating from pre-existing TD Direct Investing, TD Wealth Financial Planning, TD Wealth Private Investment Advice, and TD Wealth Private Investment Counsel accounts are not included in the Qualifying Assets;
Investable assets exclude any securities that are restricted, subject to a cease trade order or that are non-listed and without independent evidence of current value acceptable to TD Direct Investing;
Qualifying Assets will be measured according to the combined value of Canadian and U.S. denominated assets deposited in that account type. U.S. dollar balances will be converted into Canadian dollars to determine eligibility.
Where a client opens multiple New Accounts, the Qualifying Assets will be calculated by combining the value of the assets transferred into the New Accounts.
Maintain the Qualifying Assets in the New Account(s) until June 30, 2021:
If a client withdraws, deregisters, or transfers assets from their New Account(s) at any time before June 30, 2021 following the transfer(s) of the Qualifying Assets (the "Qualification Period"), such amounts will be subtracted from the value of their Qualifying Assets. If such withdrawals, de-registrations, or transfers during the Qualification Period reduce the amount of the client's Qualifying Assets below $15,000, no award will be granted.
Margin debit balances are permitted and will not be counted against the value of assets held on account.
Set a goal or place at least one (1) trade by June 30, 2021 in the New Account(s), after account opening. Goal must be linked to the New Account.
The Initial Transfer Award portion of the award for Qualifying Assets of:
$15,000 to $24,999 is $100
$25,000 to $99,999 is $200
$100,000 to $249,999 is $300
$250,000 to $499,999 is $500
$500,000 or greater is $1000
Ongoing Transfer Award Details:
Clients are eligible to receive $100 for the Ongoing Transfer Award if they:
Qualify for the Initial Transfer Award portion of the award.
Set up at least one Monthly Contribution Plan* ("MCP") or Pre-Authorized Debit ("PAD") for transfer into at least one Qualifying Account, noting the minimum set up amount for a new MCP or PAD must be $100.
* MCPs are available for qualifying registered plans, PADs are available for qualifying non-registered plans.
Complete the first transfer by April 30, 2021.
Clients requiring assistance to register or otherwise apply for this offer should contact an Investment Representative at 1-800-465-5463 or ask for assistance at their TD Canada Trust branch.
Further Terms and Conditions:
A client is defined as a person with a grouping of accounts with the same 6-digit identifier, which can be found on account statements.
Locked-in registered, non-personal, joint, RESPs, RIFs and RDSP accounts* do not qualify for this offer. To receive a cash award, a participant must keep the New Account open, funded and in good standing with TD Direct Investing until August 31, 2021. Good standing requires that the New Account must not go into a debit position or into a margin call. Debit positions on margin accounts are acceptable.
*Refers to the TD Securities Inc. Self-Directed Education Savings Plan, the TD Waterhouse Self-Directed Retirement Income Fund and the TD Waterhouse Disability Savings Plan
Employees of TD Bank Group are eligible for this offer.
This offer may be changed, extended or withdrawn at any time without notice.
For the accounts used to participate in this offer, this offer cannot be used in conjunction with any other offer.
The offer is not transferrable.
There may be tax implications associated with the cash award. Clients should consult with their personal tax advisor for more information. For registered plans, the cash award is paid directly to the plan and is not considered a contribution. Cancellation of MCPs and PADs require 3 months' notice.
The maximum award per client for the Initial Transfer Award and Ongoing Transfer Award is $1100.
Terms of Award Payment:
The cash award will be paid in Canadian dollars to eligible client account(s) by August 31, 2021.
Where the client's Qualifying Assets are transferred to a single account, the Initial Transfer Award portion of the award will be deposited into that account. Where the client's Qualifying Assets are transferred to multiple accounts, the Initial Transfer Award portion of the award will be divided and deposited to each account in proportion to the value of the Qualifying Assets transferred into each account.
Where a client sets up or increases an MCP and/or PAD in multiple Qualifying Accounts, the Ongoing Transfer Award portion of the award will be divided and deposited into those accounts in proportion to the value of transfers into each Qualifying Account between the day(s) the MCP and/or PAD are created or increased to qualify, and August 31, 2021.
TD Direct Investing, TD Wealth Financial Planning and TD Wealth Private Investment Advice are divisions of TD Waterhouse Canada Inc.
TD Wealth Private Investment Counsel represents the products and services offered by TD Waterhouse Private Investment Counsel Inc., a subsidiary of The Toronto-Dominion Bank.
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