Print

Contents | Index

Are there any tax implications?

There are no tax implications in simply converting accounts, as it is the account that is converting and not the actual holdings.

However, there are possible tax implications if you decide to sell or switch your existing TD Mutual Funds , Investor Series units and purchase e-Series units in a Non-Registered Account. For example, a fund-to-fund transfer from the TD Canadian Index Fund to the TD Canadian Index eFund, could have possible tax implications. We advise that you seek professional tax guidance.