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TD e-Series funds Megathread (Post all your questions here)

  • Last Updated:
  • Mar 23rd, 2017 3:09 pm
Newbie
Mar 16, 2017
1 posts
I opened up a TD e-series account and I am having some trouble with it.

I want to put money into my RSP and TFSA using my linked Tangerine account through the Pre-Authorized Purchase Plan. I went in today to get that set up with the financial advisor and it looks like it's linked to both TFSA and RSP. However, I am confused because I can't select my Tangerine account when I select purchase funds. Does this take a while for it to show up?
Member
Nov 17, 2014
347 posts
108 upvotes
Peterborough, ON
I didn't switch institutions but my TD to TD accounts took awhile to make the transition when I first signed up so presumably they would when switching banks also.
Member
Nov 17, 2014
347 posts
108 upvotes
Peterborough, ON
I have some money that went into cash instead of re-invested in my e-series mutual fund TFSA. I'm pretty sure I selected re-invest for all my funds and this didn't happen for the first week or so. So what exactly is going on and how do I even find the option of whether I want cash or reinvestment? I haven't been able to find it since I purchased the funds.
Sr. Member
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Jul 11, 2011
629 posts
342 upvotes
Ontario
Copper1212 wrote:
Mar 18th, 2017 7:18 am
I have some money that went into cash instead of re-invested in my e-series mutual fund TFSA. I'm pretty sure I selected re-invest for all my funds and this didn't happen for the first week or so. So what exactly is going on and how do I even find the option of whether I want cash or reinvestment? I haven't been able to find it since I purchased the funds.
I just got finished with the same search. I saw the option when I originally purchased the funds, but can't see anything to change it now.

Perhaps changing it 'post-sale' may require a phone call to TD-DI?
Deal Addict
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Sep 14, 2008
1406 posts
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Winnipeg
Anyone know how long it takes to transfer tfsa funds from other financial institutions into a newly opened e series account.
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Feb 28, 2006
6265 posts
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Richmond Hill
bigjee wrote:
Mar 22nd, 2017 3:23 pm
Anyone know how long it takes to transfer tfsa funds from other financial institutions into a newly opened e series account.
Took about 3-4 weeks for my tangerine tfsa mutual funds to go into my td e-series tfsa account.
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Apr 16, 2006
5756 posts
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bigjee wrote:
Mar 22nd, 2017 3:23 pm
Anyone know how long it takes to transfer tfsa funds from other financial institutions into a newly opened e series account.
Took about 4 weeks from my TFSA to be transferred from People's Trust to Tangerine.
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Sep 14, 2008
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Winnipeg
jeffyjaixx wrote:
Mar 22nd, 2017 7:03 pm
Took about 3-4 weeks for my tangerine tfsa mutual funds to go into my td e-series tfsa account.
Octavius wrote:
Mar 23rd, 2017 12:40 am
Took about 4 weeks from my TFSA to be transferred from People's Trust to Tangerine.

Thanks folks. Anyway to know how much I will be charged to transfer out. Also did td di cover your transfer out fees ?
Deal Addict
Nov 12, 2008
1772 posts
316 upvotes
Aurora
Copper1212 wrote:
Mar 18th, 2017 7:18 am
I have some money that went into cash instead of re-invested in my e-series mutual fund TFSA. I'm pretty sure I selected re-invest for all my funds and this didn't happen for the first week or so. So what exactly is going on and how do I even find the option of whether I want cash or reinvestment? I haven't been able to find it since I purchased the funds.
To change your DRIP option you have to phone TD DI.
I went through this with them. They set DRIP up 2 way:
1) Per account (ex. Open/TFSA/RRSP)
2) Per fund/security

By default their accounts are NOT set up to drip. That means anything you put in there will not DRIP. They can enable the entire account to DRIP, which means all present and future securities will automatically DRIP (without having to call them every time). You can only enable this after you have a DRIP eligible security in the account - so you can't just open an account and tell them to make it DRIP, you have to buy something first.

If there is a particular security you don't want to DRIP, you have to call them and they will remove it on that particular security. BUT if one or more securities in your account are not set up to DRIP, you cannot have the automatic DRIP option enabled. So in this case for every new security you purchase that you want to DRIP you'll have to call them to set it up.

They said by default mutual funds are set to drip. So I don't know why yours didn't.
Deal Addict
Nov 12, 2008
1772 posts
316 upvotes
Aurora
bigjee wrote:
Mar 23rd, 2017 11:08 am
Thanks folks. Anyway to know how much I will be charged to transfer out. Also did td di cover your transfer out fees ?
I transferred out of Fidelity, but they didn't charge me anything. However TD said if I receive a charge simply show them the invoice and they'll reimburse me up to $150 I believe.
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