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I am requesting a bank statement for my Roth IRA from the last 90 days. Is it possible to obtain online?
April 13, 2016 10:21:50 AM
In reply to Brianne, Flanders
Thanks for your question, Brianne. We'd be glad to point you in the right direction.
At this time, statements for Roth IRA accounts are unavailable online and we apologize for any inconvenience this may cause.
You are able to reach out to us directly to request statements for your account. Our IRA Department is available Monday through Friday, 8:00 am - 6:00 pm EST, and Saturdays, 9:00 am - 1:30 pm EST by dialing 800-231-8193, Option 4. You are also able to visit your local TD Store for assistance with statements. To take a look at TD Stores and their hours please visit http://bit.ly/TDStores.
If you are unable to call or visit, feel free to send us a secure message via Online Banking. To send a secure message you must first logon to your TD Bank online profile. You can do so by clicking here: http://bit.ly/1eaISlq. On the left hand side, you should see an option to "Send a secure message" located in the “Message Center."
We hope to hear from you soon, Brianne and have a good day.
Megan K, Mount Laurel
April 13, 2016 10:22:01 AM