What TD Direct Investing provides
TD Direct Investing posts tax slips and statements in WebBroker, and lets you export your account activity. For non-registered accounts you’ll generally receive a T5008 covering your dispositions, along with T3 and T5 slips for distributions and dividends. Trades inside a TFSA or RRSP aren’t reported and aren’t taxable.
Why the cost base may be incomplete
Like every broker, TD Direct Investing can only compute cost base from activity it sees in your TD Direct Investing accounts. If you transferred shares in, hold the same security at another broker, reinvested distributions, or received equity-comp shares, its cost figure can be partial or blank — while the proceeds are usually reliable.
A TD Direct Investing detail worth knowing
TD’s book-cost figure is a helpful starting point, but it reflects only your TD activity — reinvested distributions and shares held at other brokers can leave it understated.
Getting your data into shape
Export your TD Direct Investing activity (transactions and slips), then build a pooled cost base across all your accounts and brokers — applying reinvested distributions, return of capital, FX on US trades, and any corporate actions. That reconciled ACB, not the raw slip, is what belongs on your Schedule 3.