Small Business Banking
Private Client Group
Personal Financial Services
For the quickest answer, search previously asked questions below. Chances are, others have asked a similar question and there's already an answer waiting for you. If you can't find a match, ask a new question and our team members will answer.
my sister got a settlement and we don't want a joint account we would like to set is up as me "trustee for" her without a trust being set up? We don't want a joint account...and we have accounts at TD? Thank you
March 30, 2015 07:50:20 PM
1 person recommended this |
In reply to Rocco, Methuen
Good of you to stop by TD Helps, Rocco! We'll be glad to point you in the right direction regarding the opening of a trust account.
We'd like to begin by stating that passbook accounts are only available for our Young Savers account and do apologize if this causes any inconvenience. We invite you to take a look at our savings products by clicking here: http://bit.ly/1pJT9I9 and here: http://bit.ly/1vW1DvM to use our Savings Selector Tool; which can help choose the best option for your needs.
Feel free to stop by any TD Bank location with your sister during lobby hours to inquire on adding yourself as a trustee for or beneficiary on a Savings account. Click here: http://bit.ly/TDStores to find a TD Bank near you.
We hope this helps and let us know if you have any questions, Rocco! Have a great week and take care.
Megan K, Mount Laurel
March 30, 2015 07:50:50 PM