TD e-Series funds Megathread (Post all your questions here)
May 23rd, 2013 11:20 am
May 23rd, 2013 11:55 am
May 23rd, 2013 12:30 pm
May 23rd, 2013 12:35 pm
ArbitrageOpportunity wrote: ↑May 23rd, 2013 11:55 amI just want to say that I did not have to fill out any forms to buy e-series funds.
I just logged into my waterhouse account, selected mutual funds on the left hand options and purchased TDB902 which is the S&P500 index.
You can put in any of the fund codes found here : http://www.tdcanadatrust.com/products-s ... s-td-offer.
This bypasses the middleman all together, so I'm not sure that this method is approved.
May 23rd, 2013 1:46 pm
May 23rd, 2013 4:40 pm
May 23rd, 2013 7:59 pm
May 23rd, 2013 8:14 pm
1. Go to branch, open regular account. Be sure to specify that it's a FUNDS account because not all branch personnel are licensed to do this.
May 23rd, 2013 8:53 pm
90 day what? The early redemption fee is 30-90 days, depending on the fund. You issue a sell order and its liquidated the next day, settling 2 days after.
May 23rd, 2013 10:20 pm
Step 3 should say: Check your account periodically. When the branch ID changes to 2378, it means your conversion was done successfully and you now have access to e-Series funds.
Assuming a bank account is linked with the TD MF account, it's simply a matter of selling units and having the proceedings deposited in your banking account. It's an easy process and it takes just a few days (transaction, settlement and deposit).
May 23rd, 2013 10:41 pm
May 23rd, 2013 10:57 pm
May 23rd, 2013 11:07 pm
Actually they send you an e-mail when it's converted:
Note: It may be necessary for your first transaction to be done over the phone. This is because there is/was a bug where accounts with $0 balances cannot do online transactions. After that first transaction, then online transactions worked for me.
We appreciate your business and thank you for converting your TD Mutual Funds* account to a TD eFunds* account.
For security reasons, we have not included your name and account number in this communication. Please do not reply to this e-mail. It is our policy not to send, nor to ask our customers to send account and trade-related information by e-mail.
If you are already an EasyWeb (TM) Internet banking customer, access your TD eFunds account by logging into EasyWeb.
If you aren’t an EasyWeb customer, please follow these two simple steps:
1. Call 1-866-222-3456 (select option 2, then 1, followed by 2 again) to register for EasyWeb.
2. Login to EasyWeb at www.tdcanadatrust.com/login
May 23rd, 2013 11:10 pm
It only involves buying assets under their target percentage by selling assets over their target percentage. So if you strategy is 50% Mexican equity and 50% Indonesian bonds and you currently have 600$ in Mexican stocks and 400$ in Indonesian bonds, it would require you to to purchase 100$ worth of bonds after having sold 100$ worth of stocks. Rebalancing can also be done using new contributions to the account.
May 24th, 2013 12:22 pm
$0. There used to be a $50 yearly admin fee for the TFSA if you weren't on electronic statements, but it was eliminated in 2012.