TD e-series funds set up question
Hey guys, finally got around to open my TD WebBroker account, got everything working, and now I'm at the point of investing. I have seen around the forum quite often that an automatic contribution of 100$/month gets you waived account maintenance fees, but I can't seem to confirm that info anywhere on TD's site (they mostly talk about +25K$ waiving the fee and such).
Edit: Found a document (521778) mentionning that fees are waived with a monthly investment of 100$ in one or more household account..
Second question, if I opened a TFSA and a SDRSP, I would need to contribute 100$ combined or 200$ (100$ per account) to get all fees waived ?
See above edit
And my third question: it seems the automatic investing form isn't publicly available online and I need to call one of their representative. Would I need to also fill out foem 595680 (Monthly contribution plan) or can I use only the file they will provide me.
Thanks a lot for your help, this TD thing sounds almost mythical, but I'm sure once everything is setted up, it'll be a breeze !
-Simon
Edit: Found a document (521778) mentionning that fees are waived with a monthly investment of 100$ in one or more household account..
Second question, if I opened a TFSA and a SDRSP, I would need to contribute 100$ combined or 200$ (100$ per account) to get all fees waived ?
See above edit
And my third question: it seems the automatic investing form isn't publicly available online and I need to call one of their representative. Would I need to also fill out foem 595680 (Monthly contribution plan) or can I use only the file they will provide me.
Thanks a lot for your help, this TD thing sounds almost mythical, but I'm sure once everything is setted up, it'll be a breeze !
-Simon
Last edited by SimonL556 on Feb 6th, 2017 2:44 pm, edited 2 times in total.