If you hold paper share certificates you can put them in your account to be held electronically so you can view all your holdings online. This facility is referred to as a nominee service, which we offer alongside a Trading Account.
Your shares would be transferred from your name to TD Direct Investing Nominees and held by us on your behalf. You would remain the beneficial owner of your shares.
Deposit UK stock
Existing TD Direct Investing Customers
Complete and sign a CREST Transfer Form for each line of stock held and return to us with your share certificates.
Use Our CREST Transfer Form Generator to create pre-filled CREST Transfer Forms which you can print, sign and return to us.
New to TD Direct Investing
You will need to open a Trading Account with Nominee facilities.
Apply online
Once your account is open and you have your account number, complete and return our CREST Transfer Form.
Go to CREST Transfer Form Generator
Send your certificates and completed CREST Transfer Forms for each line of stock you wish to transfer to us.
The Transfer Process takes approximately 10 working days.
Deposit US and / or Canadian stock
Paper share certificates:
If the stocks are held in your own name - i.e. in paper format - download & complete a copy of the Template Transfer Covering Letter and return it to us along any certificates that you hold to the address detailed above.
Please ensure that you sign and date your certificate in the space provided on the reverse. Your signature should be as it appears on the certificate; this may not be the same as your normal signature.
Deposit International stock (excluding US / Canadian)
Deposit Australian stocks into my TD account
Paper share certificates:
If the stocks are held in your own name - i.e. in paper format - download & complete a copy of the Template Transfer Covering Letter and return it to us at the address detailed above along with a copy of the Issuer Sponsored Holding Statement and a completed Australian Standard Transfer Form for each stock you hold
Deposit any other international stocks into my TD account
Paper share certificates:
If the stocks are held in your own name - i.e. in paper format - download & complete a copy of the Template Transfer Covering Letter and return it to us along any certificates that you hold to the address detailed above.
US Stocks - Important Documentation
You will need to complete a Form W-8BEN before you can transfer US (United States) stock and shares to your account with us. Obtaining this documentation ensures that we can give you any appropriate tax relief on income paid to you from US stocks and shares. We will hold this form on our files to confirm that we have given you the correct benefits of any US tax treaties.
