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.
I am not a customer of TD Bank, but I am thinking of doing it. The main motivation is that I do not want to be a Bank of America customer any longer.
I would like to switch to being an online bank customer, but I worry about access to cash (ATMs).
I am also thinking about opening a TD-Ameritrade account and would like to know that I can more or less seamlessly transfer funds between bank accounts and investment accounts
Stephen, Worcester, MA
August 4, 2015 02:49:58 PM
In reply to Stephen, Worcester, MA
Welcome to TD Helps, Stephen. We appreciate your interest in banking with TD Bank and would be glad to help.
We understand changing banks can be a big decision, especially if you have direct deposits and scheduled payments set up and we would be happy to help make this process as smooth as it can be! We've designed a checklist to help you make the move, please see here: http://bit.ly/1nEm90e. This checklist includes all of the information you need to make it easy for you to switch and make the most of your TD Bank Checking account.
If you have not done so, please feel free to take a look at our many different types of Checking accounts here: http://bit.ly/1aDaRqd or check out our Checking Selector Tool here http://bit.ly/KmmHe7 for help choosing a Checking account that best fits your needs. At TD Bank, we also offer Savings Accounts for all of your saving needs! We recommend taking a look at http://bit.ly/1pJT9I9 for more detailed information on each particular Savings Account available. You may find it helpful to check out our customized Savings Selector Tool, found here: http://bit.ly/1hXi2wF.
Once you have decided the type of the account you wish to open, you may visit twww.tdbank.com or click here: http://bit.ly/1fN7u4i to take you directly to the account opening application. You may also feel free to call us directly 24/7 at (888) 751-9000 with any questions you may have and set up your new account via telephone.
As always, you are welcome to stop by your nearest TD Bank store to discuss new account options to determine what product type fits you the best. To find out TD store locations near you, please visit, http://bit.ly/TDStores. You will need to bring a valid photo I.D. (Driver's License, Passport, Military I.D. etc.) and Social Security number.
As a TD Customer, can enjoy free online access to your accounts anytime with TD Bank Online Banking, whether you're checking a balance, transferring money or setting up bill payments, our Online Banking services have you covered.
Signing up for TD Bank Online is quick and easy – allowing you to view your accounts in just three simple steps! Please have the following information handy when you’re ready to sign up: your Social Security Number, TD Bank ATM/Visa Debit Card, one of your TD Bank account numbers, and your E-mail Address. All you need to do is visit: http://bit.ly/1lU2qfY to get started.
If you need further assistance, feel free to call us at the number provided above or visit us during lobby hours.
You may visit any TD Store and ATM to make withdrawals. The use of any TD ATM is free of charge for our Customers and the use of a non-TD ATM results in a usage fee. There are some account types that may waive the fee automatically. We invite you to take a look at our Fee Schedule found here: http://bit.ly/1cTejgt to view the accounts that waive this fee. Keep in mind that you may also ask for cash back from your purchases free of charge. When you process your Debit Card for a purchase, select the offer to receive cash back at businesses that offer this option.
As you are also inquiring about opened a TD Amertirade account, great news, you can transfer funds back and forth from your TD Ameritrade to your TD Bank account! You have a couple of ways that you can transfer funds to and from your TD Ameritrade and TD Bank account. You may login to your account on the TD Ameritrade website and request to retrieve funds from TD Bank via ACH. You can also utilize our Bill Pay feature and set up TD Ameritrade as a payee as well. If you have any questions regarding these methods, please contact TD Ameritrade 24/7 at 800-400-3603.
We hope the information provided was helpful and please do not hesitate to let us know fi you have any other questions. Have a great one!
Yen D, Mount Laurel
August 4, 2015 02:52:26 PM