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Automatic Transfer Plan

Note: If you would like to modify, cancel or obtain information on your existing Automatic Transfer Plan requests, please call TD Canada Trust EasyLine at 1-866-222-3456.

To set up a recurring funds transfer from one account to another, follow the steps listed below:

  1. Select My Accounts > Payments & Transfers from the top navigation bar.
  2. Select Automatic Transfer Plan from the left hand vertical navigation bar
  3. Select the From Account where the funds will be withdrawn
  4. Choose the To Account where the funds will be deposited.
  5. Enter the Amount to be transferred.
  6. Select how many times you would like the funds transferred between these accounts by selecting a Frequency. Frequency periods include week, 2 weeks, month, month-end, mid-month and month-end
  7. Verify if the e-mail address is correct.
  8. If you would like to permanently change your e-mail address please select change of address from the left hand navigation bar. (only available for personal accounts)
  9. Verify your correct daytime phone number and evening phone number (optional)
  10. Click on the Next button to process this transfer. Click the Back button to cancel this transaction
  11. For details on why your e-mail address is important click ‘Important information about your e-mail address’
  12. Record or print the confirmation number.

Automatic Transfer Plan Request - Step 2

Review and approve your Automatic Transfer Plan request before confirming.

If the information is correct, click the Finish button to proceed. If you noticed you incorrectly entered some information, click Back and you will be returned to the Make Transfer page.