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Important Information: This application can be used by existing TD Canada Trust customers to open a TD Mutual Funds Tax-Free Savings Account (TFSA).
Establishing a new TD Mutual Funds TFSA is easy. Follow these simple steps below:
You can invest now or later:
You may include initial trade instructions when you return the signed application form, or you may wish to invest yourself using TD Canada Trust's EasyWeb Internet banking service after your account has been opened.
An Original Signature is required:
Your TD Mutual Funds TFSA will be opened after your original, signed application is received by TD Investment Services Inc. (TDIS). Unfortunately, we are unable to accept applications by fax. Instructions for mailing are included on the application form.
What will happen next:
- Once we have received your completed and signed application forms, your account can be opened, and your first trade processed within two business days. Fund prices may change within this time period.
- As soon as your application has been processed, you will receive confirmation via email. The confirmation email will include detailed information on how to access your new account using EasyWeb.
Additional Forms You May Require to Submit with this Application:
Transfer Authorization Form (Non Registered) (PDF, 43 KB)
Transfer Authorization Form (Registered) (PDF, 55 KB)
For Transfers from TD RSP Accounts or Tax-Free Savings Accounts from one area of TD Canada Trust to another
TD Registered Plans Internal Transfer Form (PDF, 42 KB)
After printing and completing the transfer forms, attach photocopies of your most recent account statements and either mail or drop off the forms at your local TD Canada Trust branch.
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