You are now leaving our website and entering a third-party website over which we have no control.
Our platforms are built with you in mind
With features designed for every level of investor.
New to TD Direct Investing?
Already have an account?
TD Direct Investing
We've been named Canada's top digital brokerage for a reason1. With TD Direct Investing, you'll find we have the tools, resources, and analyst insights to help take your investing abilities to the next level, whether you're an active trader or just getting started.
Why investors choose us
Different platforms for different investors
Whether you're looking to accelerate your investing skills or want to take it slow, we have just the platform to suit your needs
Accounts and Investment Types
It's essential to understand your options before you start investing, which is why we offer a broad range of products and account types to suit your needs and goals.
-
Accounts
-
Investment Types
Didn't find an account that suits you?
Interested in other types of investments?
Clear and simple pricing
Trade commissions vary by trade activity. You're a standard trader if you make less than 150 trades per quarter or an active trader if you make over 150 trades per quarter.
What you get with your account
-
Real-time market data and quotes for the Canadian and US markets
-
Commission-free mutual fund trades4
-
Exclusive research reports
-
Educational resources available online and on demand
Make the next move
-
1
Open an account
Choose the account that's right for you and follow the steps to set it up.
-
2
Make your first deposit
Deposit money from any bank account to start trading in Canadian and US markets.
-
3
Choose how you want to invest
Get started using the TD App or WebBroker, or consider a more advanced platform, like Advanced Dashboard and TD Active Trader, depending on your needs.
Switch to TD and we'll cover your transfer fees.5
Open a new TD Direct Investing account and you could be reimbursed for any fees—up to $150—when you transfer funds from another brokerage.
To get started, call our licensed representatives – Monday to Friday 7 am to 10 pm ET at 1-800-465-5463.
Investing offer for newcomers to Canada
You could get $100 cash as well as up to 10 rebated trades6 when you open and fund a new eligible TD Direct Investing Account – Offer ends June 3, 2024. Conditions Apply.
Pick your path
Additional resources
Open an account online – it's fast and easy
Get started with Canada's largest online brokerage today.7 Whether you're new to self-directed investing or an experienced trader, we welcome you.
View the TD Waterhouse Canada Inc. (TDWCI) Best Execution and Fair Pricing Client Disclosure Document to learn how TDWCI seeks to provide best execution and fair pricing for client orders.
Popular Questions
Helpful Related Questions
Did you find what you were looking for?
Sorry this didn't help. Would you leave us a comment about your search?
See you in a bit
TD Bank Group is not responsible for the content of the third-party sites hyperlinked from this page, nor do they guarantee or endorse the information, recommendations, products or services offered on third party sites.
Third-party sites may have different Privacy and Security policies than TD Bank Group. You should review the Privacy and Security policies of any third-party website before you provide personal or confidential information.
Site Index
TD Personal Banking
- Personal Home
- My Accounts
- How To
- Today's Rates
- Accounts (Personal)
- Chequing Accounts
- Savings Accounts
- Youth Account
- Student Account
- Credit Cards
- Aeroplan Miles
- Travel Rewards
- Cash Back
- No Annual Fee
- Low Rate
- U.S. Dollar
- Mortgages
- Borrowing
- Saving and Investing
- GIC & Term Deposits
- Mutual Funds
- TFSA - Tax-Free Savings Account
- RSP - Retirement Savings Plan
- RIF - Retirement Income Options
- RESP - Education Savings Plan
- RDSP - Disability Savings Plan
- Precious Metals
- Insurance
- Travel Medical Insurance
- All Products
- Students
- New To Canada
- Cross Border Banking
- Foreign Exchange Services
- Ways to Pay
- Ways to Bank
- Green Banking
TD Small Business Banking
- Small Business Home
- Accounts (Business)
- Chequing Account
- Savings Account
- U.S. Dollar Account
- AgriInvest Account
- Cheque Services
- Credit
- Overdraft Protection
- Line of Credit
- Business Credit Cards (Filtered)
- Loan
- Business Mortgage
- Canada Small Business Financial Loan
- Agriculture Credit Solutions
- TD Auto Finance Small Business Vehicle Lending
- Invest for your Business
- Advice for your Profession or Industry
- TD Merchant Solutions
- Foreign Currency Services
- Payroll Services
- Employer Services
TD Corporate
Other TD Businesses
1 Rated top digital broker by Rob Carrick, The Globe and Mail, as of February 15th, 2024
2Refers to the TD Waterhouse Self-Directed RSP
3 Annual contribution limit for 2023 is $6,500. Annual contribution limit from 2019 to 2022 was $6,000. Annual contribution limit from 2016 to 2018 was $5,500. Annual contribution limit for 2015 was $10,000. Annual contribution limit from 2013 to 2014 was $5,500. Annual contribution limit from 2009 to 2012 was $5,000. Annual TFSA limit subject to change by the federal government..
4 Short-Term Redemption Fee Policy Funds held for less than 30 days are subject to a short-term redemption fee of 1% of redemption value or $45 (whichever is greater) and are in addition to any fee(s) the mutual fund company itself may charge.
5 This offer is applicable to any new or existing client who opens a new TD Direct Investing account and transfers $25,000 or more in assets to the new account from another financial institution.
6 TD Direct Investing Offer: Earn up to $199.90 in value with TD Direct Investing for an offer of a single Cash and Trade Reward for up to $100 cash as well as up to 10 rebated trades ($9.99 per trade). Offer applies to any qualifying new TD Direct Investing client who is a Canadian resident of age of majority in their province or territory by March 1, 2024
Cash and Trade Reward Details: To qualify for the Cash and Trade Reward, a client must:
1. Be participating in the New to Canada banking package prior to the completion of a New Account application (as described below). Confirm enrollment through a TD branch or by calling Easyline. Please see the complete terms and conditions for the New to Canada Banking package for eligibility.
2. Open a NEW TD Direct Investing account ("New Account") by June 3, 2024 using the promo code STARTSAVE. A New Account may not be a TD Easy Trade™ account. The account type opened must be a: Cash (single or joint account holder), Margin (single or joint account holder), TFSA, or RSP account. Locked-in registered, non-personal, joint, RESPs, RIFs and RDSP accounts do not qualify for this offer. Temporary residents are only eligible for a Non-Registered Cash account.
3. Transfer into the New Account $1,000 or more in investable assets or cash from another Canadian financial institution(s) or a TD Canada Trust account ("Qualifying Assets") by July 3, 2024 noting:
a. The Qualifying Assets must be in the New Account by no later than July 3, 2024.
b. Transfers originating from pre-existing TD Direct Investing, TD Easy Trade™, TD Wealth Financial Planning, TD Wealth Private Investment Advice, TD Wealth Private Trust and TD Wealth Private Investment Counsel accounts are not included in the Qualifying Assets.
c. Qualifying assets exclude any securities that are restricted, subject to a cease trade order or that are non-listed and without independent evidence of current value acceptable to TD Direct Investing.
d. Qualifying Assets will be measured according to the combined value of Canadian and U.S. denominated assets deposited in that currency component of a New Account. USD balances will be converted into CAD to determine eligibility.
e. Where a client opens multiple New Accounts, the Qualifying Assets will be calculated by combining the value of the assets transferred into the New Accounts.
4. Place commissionable trades in the New Account within 12 months of its opening date. Rebates apply only to trades placed on WebBroker during this period. Trades placed over the phone with the assistance of an Investment Representative are not included. Up to 10 commission rebates ($9.99 per trade) will be applied to Canadian and U.S. equity, ETF, and/or option trades which incur a commission charge. For options trades, only the flat portion of the trade commission will be eligible for rebate, the commission fee per contract is not rebate eligible. Fixed income, mutual funds, bullion, new issues, and trades placed on markets which are not in the U.S. or Canada are excluded from this promotional offer.
Clients requiring assistance to register or otherwise apply for this offer should contact an Investment Representative at 1-800-465-5463 or ask for assistance at their TD Canada Trust branch.
Further Terms and Conditions:
- Clients must maintain a minimum of $1,000 in the New Account until August 3, 2024 following the transfer(s) of the Qualifying Assets (the "Qualification Period"). If withdrawals, deregistration, or transfers during the Qualifying Period reduce the amount of the client's Qualifying Assets below $1,000, no reward will be granted. The value of Qualifying Assets will not be reduced if market value drops below threshold due to market events.
- Margin debit balances are allowed and will not be counted against the value of assets held on account. To receive commission rebates, a participant must keep their New Account in good standing with TD Direct Investing for 1 year following the account open date. Good standing requires that a New Account must not go into a debit position or into a margin call. Debit positions on margin accounts are acceptable.
- Customers who previously opened a TD Direct Investing account under the New to Canada promo will not be eligible.
- Employees of TD Bank Group are not eligible for this offer.
- This offer may be changed, extended or withdrawn at any time without notice.
- This offer cannot be used in conjunction with any other TD Direct Investing offer.
- This offer is not transferrable to other clients or, if the client joins an existing household, to any preexisting account belonging to the household.
- There may be tax implications associated with the commission rebate. Clients should consult with their personal tax advisor for more information. For registered plans, the commission rebate is paid directly to the plan and is not considered a contribution.
- A new joint account refers to the cash or margin account that has more than one owner. The award is paid in full into the joint account and does not get allocated to each joint account owners. Joint account holders will share a single promotion only and is not eligible for an additional promotion individually. TD Direct Investing is not responsible for how the payout is distributed amongst joint account owners once the award is paid out.
- Up to 10 trade commissions will be rebated.
- If trades are placed in CAD, the commission will be rebated to a maximum of $9.99/trade CAD. Trade commissions placed in USD will be rebated in USD to a maximum of $9.99/trade USD.
- Commission fees will be rebated to the New Account which was charged the commission on a first-in first-out basis from the date the account is opened, up to 10 trades.
- Terms of fee rebates: TD Direct Investing will apply a bulk rebate of eligible trades to the New Account on July 31, 2024 and then rebate eligible commissionable trades to the New Account by every last business day of the month (starting August 31, 2024) for commissionable trades placed in the previous month. If last day of the month is a holiday, commission rebates will be applied within the next two business days.
- Terms of Award Payment: The cash award will be paid in CAD to the eligible client account by September 15, 2024. Where the client's Qualifying Assets are transferred to a single account, the Cash Reward will be deposited into that account. Where the client's Qualifying Assets are transferred to multiple accounts, the Cash Reward will be divided and deposited to each account in proportion to the value of the Qualifying Assets transferred into each account.
7 Based on assets under administration and trading volume of Online/Discount Brokerage firms in Canada as reported by Investor Economics in the “Online/Discount Brokerage Market Share Report" for the quarter ending March 31, 2023.
To qualify, a client must provide evidence of transfer expenses charged by the outgoing financial institution in an account statement that shows the transfer charge. Reimbursement for a transfer that qualifies will be deposited into the new account in the calendar month following completion of the transfer process. Each client is eligible to be reimbursed to a maximum of $150 for each eligible transfer for up to four transfers. A client is defined as a person or people with a grouping of accounts with the same 6-digit identifier, which can be found on account statements.
There may be tax implications associated with the reimbursement. Clients should consult with their personal tax advisor for more information. For registered plans, the amounts reimbursed are paid directly to the plan and are not considered a contribution to an RSP, RESP, TFSA, or RIF.
All account types qualify for this offer other than locked-in registered accounts and RDSP accounts which are not eligible for this offer.
The reimbursement will be paid in Canadian dollars to the qualifying account(s).
This offer may be changed or withdrawn at any time without notice.
7 Based on assets under administration and trading volume of Online/Discount Brokerage firms in Canada as reported by Investor Economics in the “Online/Discount Brokerage Market Share Report" for the quarter ending March 31, 2023.
To qualify, a client must provide evidence of transfer expenses charged by the outgoing financial institution in an account statement that shows the transfer charge. Reimbursement for a transfer that qualifies will be deposited into the new account in the calendar month following completion of the transfer process. Each client is eligible to be reimbursed to a maximum of $150 for each eligible transfer for up to four transfers. A client is defined as a person or people with a grouping of accounts with the same 6-digit identifier, which can be found on account statements.
There may be tax implications associated with the reimbursement. Clients should consult with their personal tax advisor for more information. For registered plans, the amounts reimbursed are paid directly to the plan and are not considered a contribution to an RSP, RESP, TFSA, or RIF.
All account types qualify for this offer other than locked-in registered accounts and RDSP accounts which are not eligible for this offer.
The reimbursement will be paid in Canadian dollars to the qualifying account(s).
This offer may be changed or withdrawn at any time without notice.
TD Wealth Commitment to Accessibility and Multi-Year Accessibility Plan
This Commitment to Accessibility and Multi-Year Accessibility Plan applies to TD Waterhouse Private Investment Counsel Inc. and TD Waterhouse Canada Inc., including its divisions, TD Direct Investing (including TD Easy Trade, which is a service of TD Direct Investing), TD Wealth Financial Planning (including TD Wealth Advice Connect which is a service of TD Wealth Financial Planning) and TD Wealth Private Investment Advice (collectively, "TD Wealth").
Commitment to Accessibility
TD Wealth is committed to ensuring that every employee and client receives equitable treatment with respect to employment and services, without discrimination, and receives accommodation where required.
Through progressive policies, communication and training, accommodation measures and recruitment practices, TD Wealth strives to provide a fully inclusive, barrier-free environment.
TD Wealth is dedicated to creating a welcoming, fair, and inclusive environment for TD Wealth clients and employees and complying with legal and regulatory requirements.
Our commitment and the TD Wealth Accessibility Policy is aligned with the TD Accessibility Policy (Canada) which includes the following commitments:
TD is committed to meeting the accessibility needs of persons with disabilities in a timely manner. TD goods, services, facilities, employment, accommodation, buildings, structures of premises will be made accessible to meet the needs of persons with disabilities:
- TD will accommodate the accessibility needs of employees in the workplace and applicants with disabilities in its recruitment processes.
- TD will provide training on accessibility in the workplace and with respect to providing products, services, and facilities to persons with disabilities.
- TD will design and provide products, services, and facilities to meet the accessibility needs of persons with disabilities.
Additional information is available on the TD Accessibility page
TD Wealth Multi-year Accessibility Plan 2020-2025
TD Wealth has established a multi-year accessibility plan ("the Plan") which outlines our strategy to prevent and remove barriers to meeting the accessibility needs of people with disabilities. The Plan will be reviewed and updated at least once every five years.
The Plan is available in an accessible format upon request.
Accessibility Policies
Diversity and inclusiveness play a big part in TD Wealth's corporate responsibility model. TD Wealth is committed to be a welcoming place for all our clients and employees. Although TD Wealth has implemented policies and processes relating to accessibility for our clients and employees, we are committed to reviewing these policies and enhancing them as our reality changes.
The TD Wealth Accessibility Policy is available in an accessible format upon request.
Communicating with our clients
TD Wealth is committed to communicating with people with disabilities in ways that consider their disability. TD Wealth will implement accessibility requirements under the information and communication standards to ensure that information and communication systems and platforms are accessible and are provided in an accessible format that meet the needs of persons with disabilities.
Assistive Devices
We are committed to serving people with disabilities who use assistive devices to obtain or use our products and services.
We will ensure that employees know what assistive devices are available and how to access information about assistive technologies.
Use of service animals and support persons
People with disabilities may bring a service animal onto public TD Wealth premises. TD Wealth will provide training for all employees, contractors, volunteers, and others who represent TD Wealth regarding how to interact with people with disabilities who are accompanied by a service animal.
Any person with a disability who is accompanied by a support person will be allowed to enter TD Wealth premises that are open to the public with their support person. At no time will a person with a disability be prevented from accessing their support person while on TD Wealth premises.
In situations where TD Wealth has obligations under privacy laws or has issues of confidentiality, a support person may be requested to agree to the requirements of service just as the person with a disability does.
When support persons are required (e.g., sign language interpreters, attendants) for meetings, consultations, or other events, we will work together with the person with the disability to meet their needs.
Feedback process
We welcome feedback on how we're doing in the delivery of our products and services from all clients.
TD Wealth will use our standard feedback processes to receive feedback under the TD Wealth Accessibility Policy. To provide feedback please call 1-800-831-1158 or TTY 1-800-361-1180, Monday to Friday from 8am to 8pm (ET) or email customer.service@td.com or td.waterhouse@td.com
Feedback/responses will be in a format that is accessible to the client.
Accessible Formats
TD Wealth is committed to providing clients with the choice of document format that best suits the client's needs.
On request, clients can receive documentation in formats designed for the visually impaired. These alternative formats include, but are not limited to, Braille, Large Format and Audio Recording.
TD Wealth will record the format preference and send future documentation or communication in the format desired on a best effort basis.
Accessible Websites and Web Content
TD Wealth will make websites accessible to people with disabilities by conforming to international standards for website accessibility, the World Wide Web Consortium Web Content Accessibility Guidelines (WCAG).
TD Wealth websites and content on those sites will be compliant with the expectations and timelines under the Accessibility for Ontarians with Disabilities Act, 2005 and associated regulations.
Temporary disruptions
In the event of a planned or unexpected disruption in facilities or services, we will provide information about the reason for the disruption, how long it is expected to last, and a description of any alternative facilities or services available (where applicable).
Training
TD Wealth will provide accessibility training focused on the provision of products and services to our clients.
Training will also be provided to employees involved in the development of policies, practices, and procedures regarding the provision of products and services.
Training will be provided to each person as soon as possible after they are assigned applicable duties.
Comparing Margin and Cash accounts
Stocks |
✓ |
✓ |
---|---|---|
Mutual funds |
✓ |
✓ |
ETFs |
✓ |
✓ |
Options |
✓ |
|
Fixed income |
✓ |
✓ |
Buy securities using leverage |
✓ |
|
Short selling |
✓ |
|
thinkorswim |
✓ |
|
Comparing TFSA and RSP
Whether you're saving for retirement, homeownership or education, both RSPs and TFSAs may be a good option.
Tax Free Savings Account (TFSA) |
Registered Retirement Savings Plan (RSP)
|
|
---|---|---|
Primary purpose |
Investing for any goal |
Retirement |
Annual contribution limit |
$6,500 for the 2023 calendar year, PLUS amounts accumulated or withdrawn in previous years |
18% of previous year’s earned income (maximum limits apply), less pension adjustments |
Contributions |
Not tax-deductible |
Tax-deductible |
Unused contribution room |
Carried forward |
Carried forward |
Growth |
Tax-free |
Tax-deferred |
Withdrawals |
You’re not taxed on withdrawals |
Funds that are withdrawn are charged a prescribed withholding tax at the time of withdrawal but will be ultimately taxed as income at your marginal rate. This may affect government benefits such as old age security. |
Withdrawn amounts |
Added to contribution room in future years |
Contribution room is lost for amounts you withdraw |
ETFs |
Mutual Funds
|
|
---|---|---|
Flexibility |
ETFs trade on stock exchanges and can be bought and sold any time during the trading day |
Mutual funds are transacted at the end of the trading day |
Price transparency |
ETF prices are communicated throughout the day |
Mutual fund prices are not known until the end of the day |
Costs and fees |
ETFs can incur a management expense ratio (MER) fee, sales taxes and independent review committee (IRC) fees. Brokerage commissions may also apply. |
Mutual funds can incur many of the same costs as an ETF, including a MER which is usually higher since mutual funds typically carry operating expenses on top of management fees and sales taxes. At the same time, mutual fund transactions rarely carry transaction/commission fees. |
ETFs and index funds: What's the difference?
An index fund is a mutual fund that's built to follow and attempt to match a specific market index. But there are also ETFs designed to follow an index. So, which one is better? There are advantages and disadvantages to both. For example:
- ETFs are more flexible—because they're traded during the day, like a stock. The price is determined at the time you buy or sell
- Index mutual funds are bought and sold when the markets close—and the price is determined then
- Brokerages may offer zero trade commission options on some ETFs which may mean, but not always, lower costs than an index mutual fund
- Index mutual funds typically do not have a transaction or commission fees, however they may have early redemption fees or potentially higher management fees when compared to ETFs
- ETFs can be considered more tax efficient compared to traditional Mutual Funds. More information on how ETFs are taxed
TD Wealth Commitment to Accessibility and Multi-Year Accessibility Plan
This Commitment to Accessibility and Multi-Year Accessibility Plan applies to TD Waterhouse Private Investment Counsel Inc. and TD Waterhouse Canada Inc., including its divisions, TD Direct Investing (including TD Easy Trade, which is a service of TD Direct Investing), TD Wealth Financial Planning (including TD Wealth Financial Planning Direct which is a service of TD Wealth Financial Planning) and TD Wealth Private Investment Advice (collectively, "TD Wealth").
Commitment to Accessibility
TD Wealth is committed to ensuring that every employee and client receives equitable treatment with respect to employment and services, without discrimination, and receives accommodation where required.
Through progressive policies, communication and training, accommodation measures and recruitment practices, TD Wealth strives to provide a fully inclusive, barrier-free environment.
TD Wealth is dedicated to creating a welcoming, fair, and inclusive environment for TD Wealth clients and employees and complying with legal and regulatory requirements.
Our commitment and the TD Wealth Accessibility Policy is aligned with the TD Accessibility Policy (Canada) which includes the following commitments:
TD is committed to meeting the accessibility needs of persons with disabilities in a timely manner. TD goods, services, facilities, employment, accommodation, buildings, structures of premises will be made accessible to meet the needs of persons with disabilities:
- TD will accommodate the accessibility needs of employees in the workplace and applicants with disabilities in its recruitment processes.
- TD will provide training on accessibility in the workplace and with respect to providing products, services, and facilities to persons with disabilities.
- TD will design and provide products, services, and facilities to meet the accessibility needs of persons with disabilities.
Additional information is available on the TD Accessibility page
TD Wealth Multi-year Accessibility Plan 2020-2025
TD Wealth has established a multi-year accessibility plan ("the Plan") which outlines our strategy to prevent and remove barriers to meeting the accessibility needs of people with disabilities. The Plan will be reviewed and updated at least once every five years.
The Plan is available in an accessible format upon request.
Accessibility Policies
Diversity and inclusiveness play a big part in TD Wealth's corporate responsibility model. TD Wealth is committed to be a welcoming place for all our clients and employees. Although TD Wealth has implemented policies and processes relating to accessibility for our clients and employees, we are committed to reviewing these policies and enhancing them as our reality changes.
The TD Wealth Accessibility Policy is available in an accessible format upon request.
Communicating with our clients
TD Wealth is committed to communicating with people with disabilities in ways that consider their disability. TD Wealth will implement accessibility requirements under the information and communication standards to ensure that information and communication systems and platforms are accessible and are provided in an accessible format that meet the needs of persons with disabilities.
Assistive Devices
We are committed to serving people with disabilities who use assistive devices to obtain or use our products and services.
We will ensure that employees know what assistive devices are available and how to access information about assistive technologies.
Use of service animals and support persons
People with disabilities may bring a service animal onto public TD Wealth premises. TD Wealth will provide training for all employees, contractors, volunteers, and others who represent TD Wealth regarding how to interact with people with disabilities who are accompanied by a service animal.
Any person with a disability who is accompanied by a support person will be allowed to enter TD Wealth premises that are open to the public with their support person. At no time will a person with a disability be prevented from accessing their support person while on TD Wealth premises.
In situations where TD Wealth has obligations under privacy laws or has issues of confidentiality, a support person may be requested to agree to the requirements of service just as the person with a disability does.
When support persons are required (e.g., sign language interpreters, attendants) for meetings, consultations, or other events, we will work together with the person with the disability to meet their needs.
Feedback process
We welcome feedback on how we're doing in the delivery of our products and services from all clients.
TD Wealth will use our standard feedback processes to receive feedback under the TD Wealth Accessibility Policy. To provide feedback please call 1-800-831-1158 or TTY 1-800-361-1180, Monday to Friday from 8am to 8pm (ET) or email customer.service@td.com or td.waterhouse@td.com
Feedback/responses will be in a format that is accessible to the client.
Accessible Formats
TD Wealth is committed to providing clients with the choice of document format that best suits the client's needs.
On request, clients can receive documentation in formats designed for the visually impaired. These alternative formats include, but are not limited to, Braille, Large Format and Audio Recording.
TD Wealth will record the format preference and send future documentation or communication in the format desired on a best effort basis.
Accessible Websites and Web Content
TD Wealth will make websites accessible to people with disabilities by conforming to international standards for website accessibility, the World Wide Web Consortium Web Content Accessibility Guidelines (WCAG).
TD Wealth websites and content on those sites will be compliant with the expectations and timelines under the Accessibility for Ontarians with Disabilities Act, 2005 and associated regulations.
Temporary disruptions
In the event of a planned or unexpected disruption in facilities or services, we will provide information about the reason for the disruption, how long it is expected to last, and a description of any alternative facilities or services available (where applicable).
Training
TD Wealth will provide accessibility training focused on the provision of products and services to our clients.
Training will also be provided to employees involved in the development of policies, practices, and procedures regarding the provision of products and services.
Training will be provided to each person as soon as possible after they are assigned applicable duties.