Private Client Banking and Lending

Private Client Banking and Lending lander

Customized banking and lending designed to fit your preferences

As a valued client of our Private Client Group, you receive a level of service best described as concierge. This begins with your personal Relationship Manager, who will pay close attention to your needs and help tailor a banking solution that fits your preferences.

Your Relationship Manager can guide you through the right choices suited to meet your needs

From setting up your account to arranging online access and safe deposit boxes, your Relationship Manager will help you with every step. Plus, he or she will take the time to listen and discuss all available choices and benefits available for our high net worth clients.

Receive these exclusive features with your TD Wealth bank account:

  • Private Tiered Checking and Private High Yield Savings, with complimentary incoming wire transfers and free ATM access at thousands of TD ATMs. Plus, TD will waive its fees when you use non-TD ATMs, and other banks' surcharges will be reimbursed when you have a minimum daily balance of $2,500 in your Private Tiered Checking account.
  • TD's exclusive First ClassSM Visa Signature® Credit Card, with triple rewards for dining and travel purchases, concierge, access to private events and more.
  • The TD Bank Platinum Visa Debit Card, designed exclusively for high net worth Clients. With higher limits, your Debit Card includes the protection of Visa Zero Liability and other benefits.

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Our commitment to you

Before we develop and implement a strategy for you, we listen and learn, then recommend and discuss ideas with you. Because life isn't static, we conduct regular investment and life reviews to evaluate your investing and wealth management strategies.


For non-TD Bank, N.A., ATM transactions, the institution that owns the terminal (or the network) may also charge a fee (surcharge) at the time of your transaction, including balance inquiries.

For Private Tiered Checking, in some locations (FL, DC, MD, NC, SC, VA) no minimum balance is needed.

Cardholders are responsible for the cost of any goods or services purchased by the TD First Class Visa Signature Concierge on cardholders' behalf. See important Credit Card Terms and Disclosures for details about APRs, fees, balance transfers and eligible purchases.

Visa's Zero Liability policy covers U.S.-issued cards only and does not apply to ATM transactions, PIN transactions not processed by Visa, or certain commercial card transactions. Cardholder must notify issuer promptly of any unauthorized use. Consult issuer for additional details or visit visa.com/security.

Special benefits include: worldwide emergency card replacement and cash advances, plus Warranty Manager, which provides warranty registration, Extended Warranty Protection and Purchase Security within 90 days of your purchase.

Visa is a registered trademark and service mark of Visa International Service Association, and is used by TD Bank, N.A. pursuant to license from Visa U.S.A. Inc.

© 2014 Visa U.S.A. Inc.

Loans subject to credit approval. Other terms and conditions may apply.