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I would like to set up a system of having an account with a $3000 only in it monthly--and then use a debit card such that I am limited to spending that $3000 only. I am not interested in changing anything else.
This is a form of self management of funds.
How would I do that?
March 11, 2015 02:04:24 PM
In reply to George, Westminster
Thanks for choosing to visit us on TD Help today, George.
It sounds like you're trying to save and we invite you to check out http://bit.ly/1ncRN6e for some great tips. We'd like to let you know that you have the option of opening multiple accounts within TD Bank to help meet your banking needs.
Opening the account online is a great way to open your account. First you'd want to decide the best account to meet your needs. We have many different types of Checking and Savings accounts. To view and compare our checking accounts, visit http://bit.ly/WrwMg7 or check out our Checking Selector Tool http://bit.ly/1vW1xnU for help selecting a checking account that is the best fit you. To view and compare savings account products, click on http://bit.ly/1pJT9I9, or if you prefer, we also have a Savings Selector Tool http://bit.ly/1vW1DvM which can help you choose the best savings account for your needs.
Once you've decided on which account is best for you, you can open the account via the internet by clicking on the "Open Account" box which will be listed at the bottom of each account details. To get started, you'll need the following: Your Social Security number, One of the following: Driver's license, State ID, or Passport. To make a first deposit online, you may use a debit card linked to an account from another financial institution, a credit card (Visa or MasterCard) or you can stop by your local TD Store to make a deposit.
There are 5 steps with series of questions you will need to fill in during this account opening process. The first step is the "Account Info", you will need to input the account type you are looking to open and whether you want a TD Debit Card or not. The second step is your "Personal Info". This is where you authenticate your identity so you will need your Social Security number and your Driver's license, State ID, or Passport for this portion. Step three is the "Disclosures" where you will be requested to view and agree to. Step four is your "First Deposit". If you have a current account, whether it is with TD Bank or another institution, this is where you can transfer funds into the new account for the first deposit. Finally step five is the "Finish" portion. Review your information and submit your application.
If you run into any problems during the process or if you prefer, you could also give us a call at 888-751-9000 to speak with a Customer Service Representative. Our Representatives are available 24/7 and are ready to help answer any questions and open that account for you! You may also visit a TD Bank Store to open an account with us. For hours and locations near you, take a look here: http://bit.ly/TDStores.
Hope this helps and enjoy your day.
Sandy D, Mount Laurel
March 11, 2015 02:05:27 PM