Earn up to $750 when you open and fund a new TD Automated Investing account now through April 30, 2024.
Update 4/18/24: Valid through 4/30/24, you can earn up to $750 with the TD Automated Investing account with minimum $1000 up to $75K+ deposit.
TD Automated Investing Bonus Requirements
How to earn it:
- Open a new TD Automated Investing account before April 30, 2024
- Fund your TD Automated Investing account with qualifying funds within 30 calendar days of opening an eligible account
- The TD Automated Investing account minimum balance of $1,000 must be maintained for 90 calendar days after your TD Automated Investing account is approved. The cash bonus payment will be determined based on the average monthly balance you maintain
- A cash bonus will be credited to your new TD Automated Investing account within 15 calendar days of meeting eligible offer requirements
Investment Amount | Cash Bonus |
$1,000 – $4,999 | $50 |
$5,000 – $24,999 | $150 |
$25,000 – $49,999 | $250 |
$50,000 – $74,999 | $450 |
$75,000 – $99,999 | $750 |
(Expires 04/30/2024)
J.P. Morgan Self-Directed Investing (Up to $700 Cash) | TradeStation ($3500 Cash) |
Fine Print
- This offer does not constitute a recommendation by TDPCW as to which, if any, account is appropriate for your personal situation.
- Offer is valid only for individual clients who open and fund a new TDAI cash account, Traditional IRA account or Roth IRA account (“TDAI Account”) with cash starting at a minimum of $1,000 or more in accordance with the eligibility requirements and restrictions below. The offer will apply to only one new TDAI Account. If you are opening more than one TDAI Account, the offer will apply to the eligible TDAI Account with the largest contribution.
- The offer expires on April 30, 2024
- The offer is available exclusively for a new TDAI Account. No other TD Bank, N.A. (TD Bank) depository account, investment management account or TDPCW advisory or brokerage account, including the TDAI Plus advisory offering, is eligible for this offer.
- You must be 18 years or older and you must be a citizen of the United States or Green Card holder with a permanent address in the United States who presents a valid Form W-9 to participate in this offer. You are responsible for any eligible taxes.
- This offer is only available if you complete the TDAI application and fund a TDAI account on the TDAI website or mobile app and you are approved as a TDAI client.
- You may fund the new TDAI Account with cash in a TD Bank retail depository account or with cash from another US bank or other US financial institution. You cannot fund your account with securities. You may not transfer assets from an existing investment management account at TD Bank or advisory or brokerage account TDPCW to fund this TDAI Account.
- The offer is only valid for TDAI Accounts that meet TDPCW’s TDAI account opening requirements and are deemed “approved”.
- The TDAI Account must be funded with at least $1,000 to meet the TDAI qualifying account minimum within 30 calendar days of the TDAI Account approval.
- The TDAI Account minimum balance of $1,000 must be maintained for 90 calendar days from the TDAI Account approval date (“Qualifying Period”).
Conclusion
For more from TD, see our list of the latest TD Bank promotions.
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