More From Your Account
Account Administration
Trading Authority
This enables you to authorise one or more individuals to deal on your behalf by submitting a completed Third Party Dealing Authority form, signed by all the account holders and the nominated individual. More information.
Download the Third Party Authorisation Form
Add or change my book cost
You can add or amend your own book costs online. Once logged in go to 'My Portfolio' and follow the instructions on the page.
Alternatively you can download the Book Cost Form, complete and return it to us and we will update your book costs for you.
Crest Transfer Form
If you hold share certificates you can put them into your Nominee Account allowing you to view all your holdings online. You just need to complete and sign a Crest Transfer Form for each stock held and return to us with your share certificates.
The easiest way to do this is to login and use our Crest Transfer Form Generator to create pre-filled Crest Transfer Forms in PDF format which you can then download, print out and sign. Once logged in go to 'Payments and Transfers/Transfer Shares In'. Login now.
Alternatively, download blank CREST Transfer Forms and complete them yourself, returning them to us with the appropriate certificates. Please ensure the details on the transfer forms match exactly with those on your certificate irrespective of spelling mistakes. More information.
Download the Crest Transfer Form
Changes to your personal details
If any of your personal details change please notify us immediately. You can change your address, telephone numbers and email address online. Once logged in go to 'Account Administration/Personal Details'. Alternatively please call our Customer Services Team on 0845 607 6002.
Linking your accounts
If you have more than one TD Waterhouse account you may be able to link them to access them under one single username and password.
To link your account make sure you are currently logged in with your single account details as you are not able to make links from a joint account. Go to 'Account Administration/Link My Accounts'.
Linking your account means:
- You will only have one username and password to remember
- You will receive all your account statements in one envelope
Frequently asked questions about Linking your accounts
Contract Notes
Once you have started using your account and are trading you will receive contract notes and statements.
You can choose whether to receive contract notes and other paperwork such as corporate action notices and crest transfer forms by email or post. Once logged in go to 'Account Administration/Document Preferences'.
