I have three different accounts that are in actively managed funds comfort balanced growth and each has a sum of money in it. Important Mutual Fund Information. Hi Cassie!
December 8, 2011 at 8: New Account: There are no tax implications in simply converting these accounts, as it is the account that is converting and not the actual holdings.
Also, if its an RESP account, make sure to specify that you want the grant money from the government to go into a money market fund too. But if I decide to sell some of my units, I would hate to have difficulties like filling out paper forms and sending it to them.
Erik says: Once it is in a regular mutual fund, any mutual fund representative will be able to help you fill out the appropriate paperwork to get funds out of your account.
You can invest now or later: He kept mentioning how I was signing up for the Comfort fund, I kept insisting it was the e-Series funds I wanted. Keep in mind, fees do apply if you do not meet the minimum balance requirements. It was a frustrating experience setting them up, but worth it for the low MERs.
Download the TD e-Series Funds Account Conversion Form which includes instructions on how to complete the form and where to send it for processing. Each one is like a holding account.
Ways to Apply. Option B: No muss, no fuss, no fee. An in-person TD Direct Investment rep can help you fill out the paperwork to directly transfer funds. Thank you.
It took a bit of time for the conversion but it was exciting to have it done. Thank you in advance! So it sort of acts like a savings account, minus the earning monthly interest part. You do indeed need to go to the bank to do this.
So we want to keep these low! If so, how is this done?
Presanriepasrick January 16, 2017 at 9: