TD Easy Trade 2025 Spring Offer (EASYSTART) | Investing | Discussion forum

https://www.td.com/ca/en/investing/direct-investing/services/easytrade/easystart

New and existing TD Direct Investing clients can earn up to $100 cash on eligible transfers for a Cash Award (the "Award"). This "Offer" is available starting May 1, 2025 and ends on July 31, 2025 ("Qualifying Period").

Eligibility: New and existing TD Direct Investing and TD Easy Trade clients are eligible for the Offer.

Eligible "Account(s)" for the Offer:

• Cash (personal) account
• Tax-Free Savings Account single account holder (TFSA)
• Registered Retirement Savings Plan single account holder (RRSP)

Account(s) not eligible for the Offer:

• Locked-in registered accounts
• Non-personal and joint accounts

To be eligible for the Offer, a client must:

• Be a new or existing TD Direct Investing or TD Easy Trade client, with Account(s) in good standing at the time of participating in the Offer.
• Be the age of majority in their province or territory by July 31, 2025.
• Be a legal resident of Canada.

Meet the requirements below.
How to Qualify for the Offer:

• Register for the Offer:
  (a) New Clients: Open a new Account(s) using the promo code EASYSTART or DEPARTFACILE by July 31, 2025.
  • If an account is opened in branch or over the phone, clients must request that a TD Representative register the client for the Offer using the promo code.
  (b) Existing Clients: Register for the Offer using the registration form by July 31, 2025.
  • If an existing client chooses to open a new Account(s) for the Offer, the client can use the promo code EASYSTART or DEPARTFACILE to enroll in the Offer.
  • If an existing client holds multiple eligible accounts, all eligible accounts
  will be automatically registered for the Offer when the client completes the registration form.
• Transfer $500 or more in investable assets or cash from one or more financial institution(s) that are unassociated with TD Bank Group ("Qualifying Assets") to the new or existing eligible Account(s) by August 31, 2025:
  (a) Transfers originating from TD Direct Investing, TD Easy Trade, TD Wealth Financial Planning, TD Wealth Financial Planning Direct, TD Wealth Private Investment Advice, TD Wealth Private Investment Counsel, TD Wealth Private Banking, and TD Wealth Private Trust accounts are not included in the Qualifying Assets.
  (b) Transfers of mutual funds or Guaranteed Investment Certificates originating from TD Canada Trust accounts are not included in the Qualifying Assets.
• Each client must maintain the Qualifying Assets in their eligible Account(s) until February 28, 2026 ("Holding Period").
  (a) Any withdrawals, de-registers, or transfers out from any eligible Account(s) before the Holding Period ends, will be subtracted from the value of Qualifying Assets.
  (b) If an existing client makes large withdrawals in any of their eligible
  account(s) between May 1, 2025 and the client registration date, these withdrawals may be included in the calculation of the client's Qualifying Assets.
  (c) If the Qualifying Assets fall below $500 at the end of the Holding Period, no Award will be granted to the client.
  (d) Assets transferred into the Account(s) after the funding deadline, will not be part of the Qualifying Assets

Key Dates:
• Funding Deadline: August 31, 2025
• Holding Period: February 28, 2026
• Award Payment: By March 31, 2026