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Investing

Order Mutual Funds - Transfer

From the 'My Accounts' - 'Investing' screen, click on 'Order Mutual Funds' from the left navigation menu. 'Order Mutual Funds' allows you to Purchase, Redeem or Transfer mutual fuunds (Fund to Fund) for your TD Mutual Funds or eFunds account.

  1. Select 'Order Mutual Funds'.
  2. Account - Select the account for which you would like to perform a fund to fund transfer.
  3. Action - Select "Transfer".
  4. From - Select the Fund you would like to 'Transfer From'.
  5. Amount - Enter a dollar amount if you would like to transfer a specific dollar amount, or enter the number units if you would like to transfer a specific number of units or enter the full balance if you would like to transfer your full holdings in the investment.*
  6. To Fund Category - Select the Fund Category you would like to 'Transfer To'.
  7. Fund - Select the Fund you would like to 'Transfer To'.
  8. Review the email and telephone number information displayed on the screen to ensure that they are correct and up to date.
  9. Click 'Next' to verify the transaction. Clicking the 'Clear' will clear all of the fields you have selected.
  10. Once you have verified the details of the transaction, confirm by clicking 'Finish'.
  11. You will receive an order number for the transaction

*Any applicable Transaction Charges may be deducted from the amount redeemed.

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