Personalized
We do not believe in one–size–fits–all solutions to wealth management. We strive to understand you and your unique goals, to provide tailored solutions that evolve with the market.
With our Online system, you have access to your account information 24 hours a day, 7 days a week!
Yes! The standard insurance amount is $250,000 per depositor, for each account ownership category.
New cards are issued upon the expiration date. Your current card may be expiring soon. If you are a joint cardholder or an authorized user on the account, the primary cardholder may have requested that new cards be issued. You may have been issued a replacement card due to a potential breach.
You can temporarily suspend your debit card within the “Card Management” option by changing the toggle switch to temporarily suspend your card. If you want to report your card lost/stolen, click on the card you want to report, then choose “Report lost/stolen.” You will need to contact the bank to report any suspicious transactions and also to reorder a new card.
Please send us an email at info@tdfinacialsystem.com or contact us from our LiveChat for Digital assistance.
We do not believe in one–size–fits–all solutions to wealth management. We strive to understand you and your unique goals, to provide tailored solutions that evolve with the market.
With quarterly reviews and ongoing analysis, we take the initiative to ensure that we are constantly optimizing your portfolio by aligning it with your goals and market trends.
Transparency of your entire finacial picture will be available to you at all times as we move together to build a brighter future.
Your dedicated Private Banker always puts you first. They will provide priority service and act as your liaison with our team of experts and are prepared to act swiftly and strategically as your needs evolve.