Welcome to our Download Centre. For your convenience, we've made it easy to open a new account and manage your existing investments. Take a look.

Account Opening Documentation

The documents below are available in PDF format and require Acrobat Reader.

TD Mutual Funds Accounts:

• Application Form (PDF, 688 KB)

The application form is for opening TD Mutual Funds RSP or Non-Registered Accounts with TD Investment Services Inc. For assistance in completing the form, call EasyLine at 1-866-222-3456.

TD e-Series Funds Accounts:

• Open an Account

The link provides you the ability to open a new TD e-Series Funds account or convert an existing TD Mutual Funds account with TD Investment Services Inc. For assistance in completing the form, call EasyLine at 1-866-222-3456.

TD Mutual Funds Retirement Income Fund Accounts:

• Application Form (PDF, 370 KB)

This form is for opening a Retirement Income Fund (RIF), Life Income Fund (LIF) or Locked-In Retirement Income Fund (LRIF). Each of these accounts, held with TD Investment Services Inc., allows you to invest in TD Mutual Funds. For assistance in completing the form, call EasyLine at 1-866-222-3456.

TD Mutual Funds Registered Education Savings Plan:

• Family Beneficiary Plan Application (PDF, 454 KB)

• Individual Beneficiary Plan Application (PDF, 451 KB)

• Canada Education Savings Grant Application (PDF, 110 KB)

• Social Insurance Number (SIN) Application

The first two applications are for opening a Registered Education Savings Plan (RESP) with TD Investment Services Inc. that allows you to invest in TD Mutual Funds. To apply for the basic Canada Education Savings Grant, the grant application is available for you to complete and submit along with your RESP application. Please note that the TD Mutual Funds Education Savings Plan supports only the basic Canada Education Savings Grant and not any other government grants. If you need to apply for a Social Insurance Number, simply click on the link above. For assistance in completing any of the forms, call EasyLine at 1-866-222-3456.

Transfer Forms

• Transfer Authorization Form (Non Registered)
  (PDF, 43 KB)

• Transfer Authorization Form (Registered) (PDF, 55 KB)

• TD Registered Plans Internal Transfer Form (PDF, 42 KB)

• RESP Transfer Form (PDF, 74 KB)

The transfer authorization forms are used to transfer registered retirement savings plans or non-registered funds from one financial institution to another. After printing and completing the transfer forms, attach photocopies of your most recent account statements and either mail or drop off the form at your local TD Canada Trust branch. The TD Registered Plans Internal Transfer Form is used to transfer TD RSP accounts from one area of TD Canada Trust to another.

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Disclosure for TD Mutual Funds Investors

TD Mutual Funds are only qualified for sale in the provinces and territories of Canada. This site does not constitute an offer or solicitation to residents of the U.S., the UK or Australia or anyone in any other jurisdiction in which such an offer or solicitation is not authorized or to any person to whom it is unlawful to make such a solicitation.