Account Opening and Account Maintenance
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How do I open a TD e-Series Funds account?
Before opening a new TD e-Series Funds account or converting an existing TD Mutual Funds account, you must agree to
the terms of the TD e-Series Funds Understanding and Consent form and the TD Investment
Services Inc. (TDIS) Terms and Conditions.
New Account: Please download the TD e-Series Funds Account Application Forms
which includes instructions on how to complete the package. Once you have completed, signed, and sent it, one of our Mutual Funds Representatives will open your new account and process any included purchase instructions. Unfortunately, due to regulatory requirements, we are unable to process your application unless we receive an original signature.
Convert an existing account: If you currently have a TD Mutual Funds account, you may convert your existing account. Download the TD e-Series Funds Account Conversion Form
which includes instructions on how to complete the form and where to send it for processing. There are no tax implications in simply converting these accounts, as it is the account that is converting and not the actual holdings. Unfortunately we are unable to accept faxed, emailed, or telephone requests.
How do I update my Account Profile?
Please download the TD e-Series Funds Account Maintenance Form to make changes to such items as your address, bank account information or investment objectives. This easy to use form comes with detailed instructions on how to complete it, and where to send it for processing.
Unfortunately, as e-mail is not a secure form of communication, we cannot accept this request electronically.
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