TD Direct Investing (was Waterhouse) Service

Discuss your favourite picks, broker, and trading or investment style.

Re: TD Waterhouse Service

Postby newguy » 22 Mar 2010 18:09

I don't get drips and was paid my dividends. I didn't see any of this on any of my other X?B holdings. It didn't cost me anything.
tdxsb.JPG

Code: Select all
Jan statement
09/12/31 700 ISHARES CDN DEX ST BD ETF TXPDDV 209.25
and then on Feb's statement
10/01/08 700 ISHARES CDN DEX ST BD ETF TXPDDV 50.26(credit)
10/01/08 ISHARES CDN DEX ST BD ETF DRIP 50.26(debit)

What's up with that?

newguy

add: same thing in gf's acct.
User avatar
newguy
Gold Ring
Gold Ring
 
Posts: 7632
Joined: 10 May 2009 18:24
Location: Montreal

Re: TD Waterhouse Service

Postby Bylo Selhi » 22 Mar 2010 21:36

newguy wrote:What's up with that?
It's not a DRIP. It's an RD.
Sedulously eschew obfuscatory hyperverbosity and prolixity.
User avatar
Bylo Selhi
Diamond Ring
Diamond Ring
 
Posts: 22952
Joined: 16 Feb 2005 11:36
Location: Waterloo, ON

Re: TD Waterhouse Service

Postby like_to_retire » 22 Mar 2010 22:03

What's up with that?


2009 XSB re-invested distribution per unit = 0.07180 ( x 700 shares = 50.26).

Don't forget to add it to your cost base for tax purposes.

ltr
like_to_retire
Gold Ring
Gold Ring
 
Posts: 3508
Joined: 27 Feb 2005 08:14
Location: Canada

Re: TD Waterhouse Service

Postby newguy » 22 Mar 2010 22:22

Bylo Selhi wrote:
newguy wrote:What's up with that?
It's not a DRIP. It's an RD.

Thanks, I checked the ishares site but must have missed it. I found it under 2009 (posted Feb 25th 2010 at TD). It's an rrsp so no biggie. I wonder why there's nothing for XBB or XLB? If anyones interested the Q1 distributions are posted.

newguy
User avatar
newguy
Gold Ring
Gold Ring
 
Posts: 7632
Joined: 10 May 2009 18:24
Location: Montreal

Re: TD Waterhouse Service

Postby Peculiar_Investor » 07 May 2010 15:42

Starting to get very frustrated with TDW today. It is not possible to get an online quote on Corporate bonds. I've tried calling the President's Account line, they are aware of the problem and cannot provide an ETA for resolution. Of course, there are many useless messages in the Message Centre, but nothing about a basic service being unavailable. :(
Imagefiniki, the Canadian financial wiki, a collaborative enterprise by the members of FWF. Add your wisdom, help fix our typos!

Normal people… believe that if it ain’t broke, don’t fix it. Engineers believe that if it ain’t broke, it doesn’t have enough features yet. – Scott Adams
User avatar
Peculiar_Investor
Gold Ring
Gold Ring
 
Posts: 4801
Joined: 01 Mar 2005 15:52
Location: Calgary

Re: TD Waterhouse Service

Postby Peculiar_Investor » 08 May 2010 08:01

Peculiar_Investor wrote:Starting to get very frustrated with TDW today. It is not possible to get an online quote on Corporate bonds. I've tried calling the President's Account line, they are aware of the problem and cannot provide an ETA for resolution. Of course, there are many useless messages in the Message Centre, but nothing about a basic service being unavailable. :(

Maybe there is some hope after all. This appeared this morning,
WebBroker website wrote:While system enhancements are being installed, the TD Waterhouse Canada Fixed Income Centre system is currently unavailable.
Imagefiniki, the Canadian financial wiki, a collaborative enterprise by the members of FWF. Add your wisdom, help fix our typos!

Normal people… believe that if it ain’t broke, don’t fix it. Engineers believe that if it ain’t broke, it doesn’t have enough features yet. – Scott Adams
User avatar
Peculiar_Investor
Gold Ring
Gold Ring
 
Posts: 4801
Joined: 01 Mar 2005 15:52
Location: Calgary

Re: TD Waterhouse Service

Postby vince2 » 10 May 2010 17:06

TDW's bond section has been a mite troubled of late - last week I put in an order for 3 different bonds and the afternoon got a message back that one had been rejected - I nearly fell off my chair - no explanation, nada , zippo and so I phoned them. The bonddesk eventually replies and they look through my orders and say that they are sorry but they had mispriced it and consequently had to reject it. However, if I wanted to buy some now, it would be available.

So, I pointed out that it would be helpful if they had put a code next to it to explain why it had been rejected, and while I had them on the phone, that it seemed rather pointless to email me when they had an offering of debentures if it was closed by the time I got to it (2-3minutes later) and that Royal bank seemed to have a much better organized discount brokerage platform - he replied that most convertible issues were small ones, and swore on his mother's grave (not really but with somewhat of the same intensity) that nobody had prior knowledge (it was strictly first come, first served) and that they were working to improve the TDW platform.

And two days later the selection of corporate bonds had seemingly improved but on the 5th day, the corporate bond menu of offerings was no longer available on line. Strangely, the other fixed income offerings were still available online.

edited to add information.
'A slow death to those who become slaves of habit, who repeat the same track every day, who do not change pace, who do not risk and change the colour of their clothes, who do not talk and who do not learn.'
Pablo Neruda
vince2
Silver Ring
Silver Ring
 
Posts: 397
Joined: 14 Sep 2008 11:25

Re: TD Waterhouse Service

Postby kcowan » 10 May 2010 17:14

I know they have a problem with Convertibles. Usually I get the email within half a day and within a day it is closed.

One thing they have done is limit the purchase quantity recently, i.e. $10000 instead of $100000.
For the fun of it...Keith - My Profile - Mi casa es su casa
User avatar
kcowan
Diamond Ring
Diamond Ring
 
Posts: 10288
Joined: 18 Apr 2006 20:33
Location: Pacific latitude 20/49

Re: TD Waterhouse Service

Postby BRIAN5000 » 10 May 2010 19:42

And two days later the selection of corporate bonds had seemingly improved but on the 5th day, the corporate bond menu of offerings was no longer available on line. Strangely, the other fixed income offerings were still available online.


But on a psoitive note they now how the Monthly Fixed Income Perspective back online. Feb was the last one only missed March and April.
“Sometimes you are going to sell early and wish you would’ve held on, other times you will hold on a
little bit longer and wish you would’ve sold early - this is just part of the game.” - Frank Zorilla via Abnormal Returns
BRIAN5000
Gold Ring
Gold Ring
 
Posts: 4555
Joined: 08 Jun 2007 23:27

Re: TD Waterhouse Service

Postby like_to_retire » 11 May 2010 10:55

But on a positive note they now how the Monthly Fixed Income Perspective back online.


Yeah, and it's quite good - I was pleased to see it back. It always has good info on pref shares along with recommendations.

ltr
like_to_retire
Gold Ring
Gold Ring
 
Posts: 3508
Joined: 27 Feb 2005 08:14
Location: Canada

Re: TD Waterhouse Service

Postby pmj » 11 May 2010 12:51

That sounds as though it might be interesting. But there doesn't seem to be a functional search at TDW other than for stocks - and it seems to be hidden from Google - so how do you get to it?
Peter

Patrick Hutber: Improvement means deterioration
pmj
Gold Ring
Gold Ring
 
Posts: 1716
Joined: 27 Feb 2005 19:15
Location: Ottawa

Re: TD Waterhouse Service

Postby Shurville » 11 May 2010 14:09

My income from GIC's shows up on the printed reports from TDW but never in the Webroker on- line statements. A nuisance since the amounts are not insignificant. Why is that?
Shurville
Silver Ring
Silver Ring
 
Posts: 412
Joined: 28 Oct 2005 21:46

Re: TD Waterhouse Service

Postby like_to_retire » 11 May 2010 14:11

pmj wrote:That sounds as though it might be interesting. But there doesn't seem to be a functional search at TDW other than for stocks - and it seems to be hidden from Google - so how do you get to it?

Log into TDW - then click Markets and Research - select Markets - select Reports - then under Premium Reports select Monthly Income Reports (I believe Premium Reports are only avaliable to Presidents Account holders though).

ltr
like_to_retire
Gold Ring
Gold Ring
 
Posts: 3508
Joined: 27 Feb 2005 08:14
Location: Canada

Re: TD Waterhouse Service

Postby pmj » 11 May 2010 23:39

like_to_retire wrote:I believe Premium Reports are only available to Presidents Account holders though.

So it seems - and confirmed by a PM :( .
Peter

Patrick Hutber: Improvement means deterioration
pmj
Gold Ring
Gold Ring
 
Posts: 1716
Joined: 27 Feb 2005 19:15
Location: Ottawa

Re: TD Waterhouse Service

Postby Inquiring Mind » 12 May 2010 09:26

I have a President's Account and looked for the Monthly Income Reports today. I didn't see anything called Premium Reports so called Waterhouse. I was told there is no such thing as Premium Reports and nothing called Monthly Income Reports. Any further info?
Inquiring Mind
Bronze Ring
Bronze Ring
 
Posts: 68
Joined: 14 Jan 2009 11:31

Re: TD Waterhouse Service

Postby like_to_retire » 12 May 2010 09:37

Inquiring Mind wrote:I have a President's Account and looked for the Monthly Income Reports today. I didn't see anything called Premium Reports so called Waterhouse. I was told there is no such thing as Premium Reports and nothing called Monthly Income Reports. Any further info?


Yet, I read them all the time - they're quite well done. Arrows show the Income report.

TDW premium reports.JPG
Premium reports TDW


ltr
like_to_retire
Gold Ring
Gold Ring
 
Posts: 3508
Joined: 27 Feb 2005 08:14
Location: Canada

Re: TD Waterhouse Service

Postby Inquiring Mind » 12 May 2010 10:06

Congratulations!! I just spoke again with TD Waterhouse and learned that President's Account Diamond Clients (with $5 million plus accounts) have access to those Premium reports. I guess I'll never get to read them.
Inquiring Mind
Bronze Ring
Bronze Ring
 
Posts: 68
Joined: 14 Jan 2009 11:31

Re: TD Waterhouse Service

Postby biker » 12 May 2010 11:09

Shurville wrote:My income from GIC's shows up on the printed reports from TDW but never in the Webroker on- line statements. A nuisance since the amounts are not insignificant. Why is that?

I have the same question.
Live like you are dying but invest like you are immortal.

"Men do not quit playing because they grow old ; they grow old because they quit playing" Oliver Wendell Holmes
biker
Gold Ring
Gold Ring
 
Posts: 2297
Joined: 19 Feb 2005 09:57

Re: TD Waterhouse Service

Postby Bylo Selhi » 12 May 2010 11:12

biker wrote:I have the same question.

I don't understand the question. Both the printed statements and the online PDF versions show all transactions, including interest payments. So does WebBroker's Activity summary. What am I missing about what y'all are missing?
Sedulously eschew obfuscatory hyperverbosity and prolixity.
User avatar
Bylo Selhi
Diamond Ring
Diamond Ring
 
Posts: 22952
Joined: 16 Feb 2005 11:36
Location: Waterloo, ON

Re: TD Waterhouse Service

Postby Dennis » 12 May 2010 11:26

I believe the online and printed monthly statements include the "imaginary" amount that you can not realize until the GIC term ends. The daily online summaries do not show this.
"Liberals feel unworthy of their possessions. Conservatives feel they deserve everything they've stolen.".....Mort Sahl
Dennis
Gold Ring
Gold Ring
 
Posts: 3613
Joined: 09 Mar 2005 15:52
Location: Muskoka, Ontario

Re: TD Waterhouse Service

Postby Bylo Selhi » 12 May 2010 13:17

Dennis wrote:"imaginary" amount

You mean accrued interest? TDW's printed/online statements don't show this either.
Sedulously eschew obfuscatory hyperverbosity and prolixity.
User avatar
Bylo Selhi
Diamond Ring
Diamond Ring
 
Posts: 22952
Joined: 16 Feb 2005 11:36
Location: Waterloo, ON

Re: TD Waterhouse Service

Postby Dennis » 12 May 2010 13:54

Precisely....I was referring to TDW
"Liberals feel unworthy of their possessions. Conservatives feel they deserve everything they've stolen.".....Mort Sahl
Dennis
Gold Ring
Gold Ring
 
Posts: 3613
Joined: 09 Mar 2005 15:52
Location: Muskoka, Ontario

Re: TD Waterhouse Service

Postby timbr » 18 May 2010 21:29

Inquiring Mind wrote:Congratulations!! I just spoke again with TD Waterhouse and learned that President's Account Diamond Clients (with $5 million plus accounts) have access to those Premium reports. I guess I'll never get to read them.

I had the understanding you only needed a PA account. When premium reports were first introduced, I wasted quite a bit of time on the phone with the help desk because I could not see them. The eventually figured out that if my WebBorker Start Page (under preferences) was set to HomePage, the reports were not visible. I changed it to something else, and suddenly they appeared.
timbr
Bronze Ring
Bronze Ring
 
Posts: 77
Joined: 11 Dec 2008 21:36
Location: GTA

Re: TD Waterhouse Service

Postby Peculiar_Investor » 27 May 2010 12:46

Just noticed this today
WebBroker wrote:New and Exclusive Market Research Reports - Now Available!

Now you can benefit from access to more exclusive insights from TD's industry-leading market experts, equity analysts and economists through a variety of exciting new reports.

Available by selecting the Reports tab in the Markets & Research site, the following new reports will help you make informed decisions and invest with greater confidence:

- TD Waterhouse Market Outlook - this quarterly report offers clear, concise market analysis with a 6-18 month view, covering all major asset classes including domestic and global equities, fixed income and currencies.
- TDSI Action List ("Our Best Ideas") - highlights TD Newcrest's top equity recommendations and sector updates in one convenient monthly report.
- TD Waterhouse Technical Almanac - features access to advanced technical analysis for selected stocks from the TD Waterhouse Portfolio Advice and Investment Research team.

Of the three new reports, I'm thinking that only the TDSI Action List report will have some usefulness to me.
Imagefiniki, the Canadian financial wiki, a collaborative enterprise by the members of FWF. Add your wisdom, help fix our typos!

Normal people… believe that if it ain’t broke, don’t fix it. Engineers believe that if it ain’t broke, it doesn’t have enough features yet. – Scott Adams
User avatar
Peculiar_Investor
Gold Ring
Gold Ring
 
Posts: 4801
Joined: 01 Mar 2005 15:52
Location: Calgary

Re: TD Waterhouse Service

Postby sydney2 » 01 Jun 2010 07:58

Account balances are way out of whack this morning. It seems they haven't caught up with yesterdays market close. :?
sydney2
Silver Ring
Silver Ring
 
Posts: 939
Joined: 05 Sep 2005 19:35
Location: Burlington Ontario

PreviousNext

Return to Stocks, Bonds, ETFs, Funds, REITS and More

Who is online

Users browsing this forum: No registered users and 2 guests