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Retirement Plan Access

TD Wealth offers your plan participants interactive, dynamic account access and educational tools via the Internet, as well as transactional account access via our toll-free Voice Response system. Through our secure, integrated website, after entering a Social Security number and Personal Identification Number (PIN), participants can quickly and easily:

  • View account balances
  • View and export transaction history
  • Realign portfolio
  • Change investment elections
  • View statement on demand
  • Change PIN
  • View fund performance information
  • View fund descriptions
  • Utilize enhanced education and investment tools
  • Perform loan modeling
  • View detailed market and account charts and graphs
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Our enhanced Education and Guidance section offers your employees powerful tools to help them plan for the future. A wide range of information, interactive calculators and graphs are just a few of the components of this dynamic area.

Plan sponsors and Benefits Administrators can also access and view account information for all participants in their plan and generate online reports.

We realize that your employees rely on you to provide retirement plans and services that meet their needs and fit into their lifestyle. With our customized solutions and interactive Internet account access, you are able to offer your employees the tools and options they've come to expect.

System Requirements

In order to access our Retirement Plan system via the web, users should have Netscape Navigator Version 6.0 or higher, Microsoft Internet Explorer 5.0 or higher, or any current version Web Browser that supports SSL encryption, frames and Java. These requirements enable full functionality and ensure that all transmissions are encrypted for confidentiality.

Contact Us

To schedule an appointment with an experienced representative or learn more, please call us at 866-235-1248 or send us an e-mail.