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Interactive Welcome Guide

Thank you for opening an account with TD Direct Investing.

All the tools you need to trade online are now at your fingertips.


Account Number

Your Account Number is usually given to you at the end of your account opening process, but can also be found on your Account Confirmation letter.

Login Password

Your Login Password will have been sent to you within 2 hours of opening your account, or within 2 working days if you opted to receive it by post.


How To Login

  • an image showing how to login Visit our website tdwaterhouse.co.uk and click the Secure Login box in the top right of the screen.
  • an image showing how to enter your account number At the next screen you will be asked for your Username or Account Number (which are the same thing) and three randomly selected characters from your Login Password. If you haven't already done so, you will be prompted to change your password to something more memorable. (Remember, to keep your details safe, do not share your log in details with anyone).
  • an image showing Your Account Welcome page When you have successfully logged in, you will see your Welcome Page. From here, you can navigate around your account with ease.


How To Trade

  • an image showing how to select your market from the dropdown list Login to your account, select Trading and click on "Place an Order". Choose your market. As well as trading in the UK, a Trading Plus Account allows you to deal in 17 international markets, so there's plenty to choose from, right around the clock. When you go to this page, you can see which markets are open for business.
  • an image showing how to choose a stock or use the symbol lookup to find it Choose a stock you want to trade in. If you already know the symbol, just type it in. If not, use our Symbol Lookup feature to find it for you.
  • an image showing how to select your order type from the dropdown list Finally, choose your order type. This tells us how you want your trade to be executed for you.


Demos

  • an image showing the online demos screen Order Types help you keep control of your investments in times when you cannot constantly monitor prices. Learn more about the different order types using ouronline demos.

Important: US Trading

If you wish to invest in US (United States) stocks and shares, you will need to complete a form W-8BEN. Obtaining this documentation ensures that we can give you any appropriate tax treaty relief on income paid to you from US stocks and shares. We do not send this form to the US Internal Revenue Service, instead we will hold it on our files to confirm that we have given you the correct benefits of any US tax treaties.

Please note you will not be able to trade in US stocks until you have returned this form to us.

Click here for a guide on how to fill in this form

Fund Your Account

UK Stock Deposit »
International Stock Deposit »
Transfer Shares »

Tools

X-Ray

Put your portfolio under the X-Ray and you can see where you're exposed to risk.

X-Ray will help you to identify if you have too many investments in one sector and can help diversify your portfolio, reducing your exposure to any sharp drops in that sector.

Fund Screener

Fund Screener lets you specify certain criteria for your investments.

You can then choose from a comprehensive list of discounted funds.

X-Ray and fund screener can be found under Tools when you login to your account.

Investor Centre London

Face-to-face guidance about your investments with TD Direct Investing experts.

Use our well stocked library or attend one of our popular seminars with expert guest speakers on a wide variety of topics.

Investor Centre

Risks

The value of your investments can go down as well as up. You may not get back all the funds that you invest.

The value of your investments can go down as well as up. You may not get back all the funds you invest.

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