TeleMax User Guide
Contents
1. REVIEW SDRIF PAYMENTS RECEIVED All payments are as of the last business day N REVIEW CHANGE OR CANCEL OUTSTANDING ORDERS You will receive the current status of all your orders including any fill information You can also change or cancel outstanding equity or option orders Your request to change or cancel an order may be reviewed by a TD Direct Investing Representative ORDER ENTRY 4 Note Mutual fund orders cannot be reviewed changed or cancelled through TeleMax Please call your local TD Direct Investing office if you wish to review change or cancel a mutual fund order Once you have accessed Order Entry from the main menu TeleMax will prompt you to e SELECT AN ACCOUNT Enter 1 to access the account you logged on with If applicable enter 2 to move to the multiple account access menu where you can enter a valid six digit sub account for order entry e SELECT A TRANSACTION Buy or sell Canadian and U S equities options or Canadian mutual funds traded through TD Direct Investing Review change or cancel outstanding equity or option orders subject to prior fills e SELECT THE TD DIRECT INVESTING ACCOUNT IN WHICH YOU WANT TO TRADE FOR EQUITIES AND OPTIONS e ENTER THE EQUITY OR OPTION SYMBOL e CHOOSE THE MARKET IN WHICH YOU WANT TO TRADE e INDICATE THE NUMBER OF SHARES OR CONTRACTS e CHOOSE THE TYPE OF ORDER e SETTHE ORDER EXPIRY DATE e ADD ANY SPECIAL INSTRUCTIONS FOR CANADIAN MUTU2. 550 0 for the decimal portion of the strike price in this case none 1 for Call option for Put options enter 2 EXAMPLE TO OBTAIN A MUTUAL FUND QUOTE ON TD CANADIAN BOND FUND TDB 162 4 for Mutual Fund Quotes 8131 22 for the fund family TDB 162 for the fund code EXAMPLE TO OBTAIN AN INDEX QUOTE ON THE S amp P TSX COMPOSITE INDEX for Quick Quotes 43 81 73 32 Symbol ITSE MARKET MONITOR The MARKET MONITOR feature lets you review popular indices and market indicators create stock baskets to track your own equities options and mutual funds and receive information on new issues available through TD Direct Investing SELECT YOUR ACTIVITY MARKET BASKET This lets you review a fixed basket of popular market indicators S amp P TSX Composite S amp P 100 S amp P TSX Venture S amp P 500 Dow Jones Industrial Average Canadian Spot NASDAQ Composite U S Gold Price West Texas Intermediate Crude STOCK BASKET This lets you create and review your own customized basket of equities options indices and mutual funds You can maintain up to five separate baskets at one time with up to 10 equities options indices or mutual funds in each You will be prompted to select to review baskets with quotes enter 1 or 2 or 3 or 4 or 5 to indicate the basket number TO CREATE OR EDIT A STOCK BASKET ENTER 6 to access the Create Edit function enter 1 or 2 or 3 or 4 or to indicate the basket number
3. NUMERIC ALPHABET A 21 Sl T 81 B 22 K 52 U 82 a2 L Be V 83 p231 M 61 w91 E32 N 62 X 92 Fe 0 63 Y 93 799 G 41 P IM H 42 Q 77 55 43 In WP e 44 S 78 SELECT THE TYPE OF QUOTE AND EXCHANGE CANADIAN EQUITY QUOTES U S EQUITY QUOTES NYSE NASDAQ AMEX Composite OPTION QUOTES Canadian U S Options MUTUAL FUND QUOTES INDEX OR QUICK QUOTES Indices see appendix and Canadian and U S Equities EXAMPLE TO OBTAIN AN EQUITY QUOTE ON INTERNATIONAL BUSINESS MACHINES ON THE NYSE for U S Equity Quotes E for NYSE 4322 61 for the equity symbol IBM 43 because is on the 4 button the third letter on that button 22 because B is on the 2 button the second letter on that button 61 because M is on the 6 button the first letter on that button to end your entry EXAMPLE TO OBTAIN AN EQUITY QUOTE ON TORONTO DOMINION PREFERRED SERIES D 1 for Canadian Equity quotes 81 31 4471 72 4431 for the equity symbol TD PR D To obtain quotes on other securities use Preferred PR Right RT Warrant WT Alternatively you may shorten your quotes by using 01 to replace PR 04 for RT or 03 for WT For example 81 31 01 31 T D PR D EXAMPLE TO OBTAIN AN OPTION QUOTE ON S amp P 100 INDEX MAY 550 CALL for Option Quotes 4 for U S Options 63 3292 for the option symbol OEX 05 for the expiry month May entered as two character numerical month 550 for the whole number portion of the strike price
4. Spot orders SDRSP Sell Order Composite U S Gold Price contributions Review Change OPTION QUOTES West Texas SDRIF payments r Cancel ME Intermediate Crude MUTUAL FUNDS EJ MUTUAL FUND Review with quotes Sell Order QUOTES Create or edit up to QUICK QUOTES five baskets Indices Equities FOR FAST NAVIGATION PRESS THE FOLLOWING AT ANY TIME o SPEAK TO A TD DIRECT INVESTING REPRESENTATIVE E PREVIOUS MENU HELP MESSAGE OR SKIP TO NEXT ENTRY APPENDIX INDEX SYMBOLS CANADIAN INDICES S amp P TSX Composite ITSE S amp P TSX Canadian Gold ITTGD S amp P TSX Ventures Composite IVSEC S amp P TSX Canadian Health Care ITTHC S amp P TSX 60 ISXO S amp P TSX Canadian S amp P TSX Canadian Information Technology ITTTK Consumer Discretionary ITTCD S amp P TSX Canadian Materials ITTMT S amp P TSX Canadian S amp P TSX Canadian MidCap ITXMC Consumer Staples ITTCS S amp P TSX Canadian Real Estate ITTRE S amp P TSX Canadian Div S amp P TSX Canadian SmallCap ITXXX Metals and Mining ITTMN S amp P TSX Canadian S amp P TSX Canadian Energy ITTEN Telecommunication Services ITTTS S amp P TSX Canadian Financial Services ITTFS U S INDICES AMEX NASDAQ Computer IXK AMEX Biotechnology IBTK NASDAQ Finance IOFIN AMEX Composite IXAX NASDAQ Financial IIXF AMEX Computer Hardware IHWO NASDAQ Industrial IINDS AMEX Computer Technology IXCI NASDAQ Insurance IINSR AMEX Financial IXFI NASDAQ NMS Industrials ININD AMEX Gold BUGS IHUI NASDAQ NMS Composite INCM
5. 000 IFBRR US per 10 000 IFTWD British Sterling Spot Rate Federal Fund Rate IFEDF US per 100 IFSTG U S Gold Spot ICGLD European Monetary Exchange Silver Spot ICSIL Rate US per 1 000 IFEUR West Texas Hong Kong Dollar Exchange Rate Intermediate Crude ICWTI US per 100 IFHKD London Gold Fix IGLDL Indian Rupee Exchange Rate Zurich Gold IGLDZ US per 10 000 IFINR ISSUE FLUCTUATIONS NYSE TSX TRIN NYSE ITRIN Toronto Issues Advanced ITYUS New York advances INYUS Toronto Issues Declined ITYDS New York declines INYDS Toronto Issues Unchanged ITYUC New York down volume INYDV Toronto Volume NYSE unchanged INYUC Issues Advanced ITYUV New York Toronto Volume volume advances INYUV Issues Declined ITYDV TICK INDEX American ITICA New York ITICN NASDAQ ITICQ Toronto ITICT Index symbols may be subject to change at any time If the index symbol is not found in TeleMax please contact your local TD Direct Investing location or visit www tdwaterhouse ca ERRORS AND WARNINGS When you send your trade request the TD Direct Investing system performs several edits to ensure that your order meets certain requirements If there is a problem you may receive one of these messages Edit Error This means that you cannot enter your order in its current format The order must be modified or ended You may enter 1 to modify the order to end the order to repeat the error message Edit Warning This gives information about your orde
6. AL FUNDS TRADED THROUGH TD DIRECT INVESTING e ENTERTHE FUND COMPANY SYMBOL AND FUND NUMBER e INDICATE A DOLLAR AMOUNT A SPECIFIC NUMBER OF UNITS OR WHETHER YOU WOULD LIKE TO REDEEM ALL UNITS SELL ORDERS ONIY e ENTER THE DIVIDEND OPTION IF APPLICABLE Reinvest or Cash e INDICATE GROSS OR NET IF APPLICABLE Indicate if the order value should not include the commission NET or should include the commission GROSS TRANSMITTING THE ORDER After sending your order you will be given a reference number for record keeping purposes TELEMAX QUICK REFERENCE GUIDE WELCOME TO TELEMAX Toronto 416 593 TMAX 8629 LANGUAGE PREFERENCE ENGLISH E FRENCH E Montreal 514 765 TMAX 8629 ENTER ACCOUNT NUMBER O 0O 0O 0O O A Elsewhere in Canada or the U S A 1 800 387 1722 ENTER PASSWORD oO oO gO A When prompted select from the main menu QUOTES MARKET MONITOR ACCOUNT INQUIRY ORDER ENTRY PERSONAL PROFILE CANADIAN MARKET BASKET Enter Valid Sub Account Enter Valid Sub Account CHANGE PREFERENCES EQUITY QUOTES S amp P TSX if applicable if applicable Quote Preference TSX Composite Index FIRST ACCOUNT EQUITIES Order Entry ae PEPES a Venture SECOND ACCOUNT Buy Order CHANGE TELEMAX ow Jones Sell Order PASSWORD OTC Industrial Average THIRD ACCOUNT Review Change Logon U S EQUITY QUOTES NASDAQ Composite FOURTHACCOUNIT or Cancel Trading NYSE S amp P 100 OTHER OPTIONS NASDAQ S amp P 500 Review outstanding Buy Order AMEX Canadian
7. P AMEX Major Market IXMI NASDAQ AMEX Major Market Telecommunications IIXTC Index Reduced IXLT NASDAQ Transportation ITRAN AMEX Oil amp Gas IXOl AMEX Pharmaceutical IDRG PHLX Philadelphia Gold and Silver IXAU DOW JONES Philadelphia Oil Dow Jones Corporate Bond IDJBD Service Sector IOSX Dow Jones Composite IDJIC Philadelphia Semiconductor ISOX Dow Jones Industrial Average IDJI STANDARD amp POOR S Dow Jones Standard amp Poor s 100 IOEX Transportation Average IDJIT Standard amp Poor s 500 ISPX Dow Jones Utilities Average IDJIU OTHER U S INDICES NASDAQ CBOE Latin 15 ILTX NASDAQ 100 INDX CBOE Market Volatility IVIX NASDAQ Bank IBANK CBOE Mexico IMEX NASDAQ Biotech XB Russell 2000 IRUT NASDAQ Composite icomp Russell 3000 IRUA ACCUMULATED VOLUME SYMBOLS American IVOLA NASDAQ IVOLQ Dow Jones Industrials IVOLD TSX IVOLT New York IVOLN TSX Ventures IVOLV INTERNATIONAL MARKET INDICATORS German Dax IGDAXI Japan Yen Spot Rate Hong Kong Hang Seng IHHSI US per 10 000 IFJPY Japan Nikkei IINIK Mexico Peso Exchange Rate Singapore Straits Times ISST US per 100 IFMXP Canadian Dollar Exchange Rate Singapore Dollar Exchange Rate C US ICAN US per 10 000 IFSPD Canadian Dollar Exchange Rate Swedish Krona Exchange Rate US C IFCAN US per 100 IFSWK Australian Dollar Exchange Rate Swiss Franc Spot Rate US per 100 IFAUD US per 100 IFSWF Brazilian Real Exchange Rate Taiwan Dollar Exchange Rate US per 10
8. TD Direct Investing TeleMax User Guide e Automated real time trading service e Automated equity option and mutual fund order entry 24 hours a day seven days a week e Enjoy additional savings off our already low commission rates INVESTING HAS NEVER BEEN EASIER WELCOME TO TELEMAX Telemax is the advanced automated telephone service that lets you monitor the market review your portfolio and enter orders 24 hours a day seven days a week All with security and privacy provided by your personal TD Direct Investing account number and confidential password TO ACCESS TELEMAX CALL USING A TOUCH TONE PHONE Toronto 416 593 TMAX 8629 Montreal 514 765 TMAX 8629 Elsewhere in Canada or U S A 1 800 387 1722 Toll Free WHEN PROMPTED ENTER THE FOLLOWING INFORMATION BY PRESSING THE TOUCH TONE KEYS SELECT Ml FOR ENGLISH OR E FOR FRENCH ENTER YOUR SIX DIGIT TD DIRECT INVESTING ACCOUNT NUMBER FOLLOWED BY To enter a letter you will need to press three keys Press star then the key on which the letter appears and then the number corresponding to the position of the letter on that key For example for H which appears on the 4 key in position 2 press 4 2 For I press 4 3 If your account number is 12A345 then you would press 1 2 21 3 4 5 Please use the numeric alphabet guide on page 2 ENTER YOUR FOUR DIGIT TELEMAX PASSWORD FOLLOWED BY You are now ready to use TeleMax Use the following com
9. mands at any time during your call to return to previous menu to access Help under any selection or to skip ahead when listening to quotes outstanding orders new issues information or stock baskets O E to speak to a TD Direct Investing Representative Now read on for instructions on each of these features WHEN PROMPTED SELECT FROM THE MAIN MENU QUOTES Obtain real time quotes on Canadian and U S equities options indices and Canadian mutual funds MARKET MONITOR Review popular indices and market indicators create customized stock baskets to track your own investments ACCOUNT INQUIRY Monitor cash and portfolio values and outstanding orders contributions to your TD Waterhouse Self Directed RSPs and payments from your TD Waterhouse Self Directed RIFs ORDER ENTRY Place buy or sell orders for Canadian and U S equities or options Review change or cancel outstanding equity or option orders Place buy or sell orders on Canadian mutual funds PERSONAL PROFILE Change your quote format s and password s Read on for easy instructions on how to complete each of these trading inquiries and transactions TO ACCESS EACH LETTER ENTER TWO NUMBERS First enter the number of the phone button on which the letter appears Then press 1 2 or 3 to indicate whether the letter is in the first second or third position on that button Note there are exceptions for the letters Q R S Z dashes 55 and spaces 44
10. preference to change your order entry quote preference Follow prompts to select appropriate quote formats CHANGE YOUR PASSWORD S This lets you customize your four digit password It must always be four digits Press to change logon password to change trading password N Don t forget we also offer WebBroker which features on line access to order entry market quotes research Fixed Income Centre New Issues Centre eServices and account information 1 Except during regularly scheduled system maintenance times 2 Available through TD Direct Investing 12 To call TeleMax Toronto 416 593 TMAX 8629 Montreal 514 765 TMAX 8629 Elsewhere in Canada or the U S A 1 800 387 1722 Internet WebBroker www tdwaterhouse ca Other Important Numbers Trading Customer Service 1 800 465 5463 Electronic Brokerage Services Help Desk 1 800 667 6299 Mutual Fund Specialist 1 800 461 3863 Options Specialist 1 800 668 6787 Fixed Income Specialist 1 888 983 2663 TalkBroker 1 800 240 5869 TD Direct Investing is a division of TD Waterhouse Canada Inc a subsidiary of The Toronto Dominion Bank TD Waterhouse Canada Inc Member of the Canadian Investor Protection Fund The TD logo and other trade marks are the property of The Toronto Dominion Bank Printed on recycled paper 594060 0215
11. r You may choose to modify or end the order or override the warning and continue with your order in its current format You may enter 1 to override the edit warning and proceed with the order to modify the order to end the order REVIEW YOUR ORDER AND CORRECT IF NECESSARY TeleMax will read back your order in detail stating the estimated value of your transaction The estimated commission is based on TD Direct Investing regular Commission Schedule and includes any applicable commission discount for using TeleMax Once you have reviewed your order enter IF THE ORDER IS CORRECT You will be prompted to enter your password to send the order to TD Direct Investing Note All mutual fund orders will be processed when received by the Mutual Fund Company and will be processed at the next valuation day price TO MODIFY THE ORDER TeleMax will take you back to the order to make changes Or simply press to go to the previous menu TO END THE ORDER TeleMax will return you to the main menu E To HAVE THE DETAILS OF YOUR ORDER REPEATED SEND YOUR ORDER TO TD DIRECT INVESTING If you pressed 1 above you will be prompted to enter your password to send the order ENTER YOUR PASSWORD FOLLOWED BY WRITE DOWN YOUR ORDER REFERENCE NUMBER When your order has been sent TeleMax will read back a reference number Keep this for your records ONCE YOUR ORDER HAS BEEN SENT YOU MAY SELECT to return to main menu to return to order ent
12. ry menu to have your reference number repeated 10 TO REVIEW CHANGE OR CANCEL AN EQUITY OR OPTION ORDER FROM THE ACTION MENU SELECT review change or cancel SELECT THE ACCOUNT YOU WANT TO ACCESS ENTER THE NUMBER OF THE ACCOUNT TeleMax will read back all of your orders in the selected account After reviewing your orders SELECT YOUR ACTIVITY return to order entry menu change an order Enter the corresponding order number followed by Then select one of the following to change the price 1 to have your order filled at market price 2 to specify a limit price 3 to enter an On Stop order to change order quantity to change expiry date to add change or remove special instructions Follow the prompts to make the desired changes to your order TeleMax will read back the details of your change request then prompt you to enter 1 if your changes are complete You will then be prompted to send your order to TD Direct Investing to make more changes to the same order cancel an order Enter the corresponding order number followed by TeleMax will read back your cancel request and prompt you to select 1 to transmit the cancel request by entering your password 2 to end your cancel request and return to the main menu 11 PERSONAL PROFILE SELECT YOUR ACTIVITY CHANGE YOUR PREFERENCES This lets you customize the format in which you receive quotes Press 1 to change your quote
13. then select your activity 1 to review a basket without quotes 2 to add equities options indices or mutual funds to your basket When adding equities options mutual funds indices you may include a number of shares contracts and cost per share contract to track your portfolio s value B to remove equities options mutual funds or indices from your basket 4 to delete the entire basket To save your basket or any changes you have made press 5 and you will be brought to the Save Changes Menu To save any changes made to your stock basket press 1 To exit without saving the basket changes press 2 ACCOUNT INQUIRY 3 The ACCOUNT INQUIRY feature lets you monitor up to date cash and portfolio values and outstanding orders in your TD Direct Investing trading accounts as well as contributions to your TD Waterhouse Self Directed RSPs and payments from your TD Waterhouse Self Directed RIFs Once you have accessed Account Inquiry from the main menu SELECT YOUR ACCOUNT or if applicable enter 2 to move to the multiple account access menu where you can enter a valid six digit sub account for inquiry first account second account third account fourth account other SELECT YOUR ACTIVITY REVIEW CASH BALANCE SECURITIES MARKET VALUE TOTAL EQUITY OR MARGIN AVAILABLE All information you receive is effective on the last business day 1 REVIEW SDRSP CONTRIBUTIONS All contributions are as of the last business day
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