TFSA Limits and Withdrawal Questions
Hello All,
Newbie here looking to invest and Bank with TD
I will be investing close to 20K lump sum in ETFS. and thinking about Saving Monthly in E-Series and Invest Transfer Every quarter to the ETF's
Some questions regarding the above
1. Do I walk in to a TD Branch to open a TDDI TFSA? Or is there another way ( I might invest in RRSPs as well but not at this time . Should I open all at once
2. If I’m opening TD E-series and transferring to ETF’s quarterly , would it effect my TFSA limits? What is the process? If anyone who does this frequency can chip in, I’d appreciate it
3. To Open TD E-series, I go in the branch open a normal Mutual fund and then Convert it?
Newbie here looking to invest and Bank with TD
I will be investing close to 20K lump sum in ETFS. and thinking about Saving Monthly in E-Series and Invest Transfer Every quarter to the ETF's
Some questions regarding the above
1. Do I walk in to a TD Branch to open a TDDI TFSA? Or is there another way ( I might invest in RRSPs as well but not at this time . Should I open all at once
2. If I’m opening TD E-series and transferring to ETF’s quarterly , would it effect my TFSA limits? What is the process? If anyone who does this frequency can chip in, I’d appreciate it
3. To Open TD E-series, I go in the branch open a normal Mutual fund and then Convert it?