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'm considering moving my prior employers 401(k) balance to a TD IRA. If I do that, would that balance count towards the Relationship Checking minimum combined deposit requirement?
February 9, 2018 07:14:29 AM
In reply to Mike, Barrington
Happy Friday, Mike, and thanks for joining us!
It's great to hear that you're interested in joining the TD family, and we'll be more than happy to answer any questions or concerns you may have!
As you mentioned that you're interested in a TD Relationship Checking, we'd like to take a moment to go over the great features and benefits that come with this account type and you're welcome to click here: https://go.td.com/2idiPQY for more information. We also offer a few other Checking accounts, and just in case you may be interested, you can click here: https://go.td.com/2eQORxu to learn more. You may also take advantage of our Selector Tool here: https://go.td.com/2sx4N2E, which can help by making a personalized recommendation based on your needs!
As you're interested in linking a TD Relationship Checking account to a TD Bank Individual Retirement Account, we'd also like to take a moment to provide you with some additional information in regard to the available IRA's with TD Bank, and you can click here: https://go.td.com/2s5EdwA to learn more.
When looking to link an account to a TD Relationship Checking account for the purpose of a combined balance, we'd like to mention that the accounts that are eligible to be linked are deposit accounts, as well as outstanding loan and/or mortgage balances. Unfortunately, IRA's cannot be linked for this purpose at this time.
If you have any additional questions or concerns in regard to the IRA's available at TD Bank, you're more than welcome to call and speak with one of our IRA Specialist! For your convenience, they are here to help Monday through Friday, 8am to 6pm, and even Saturday, 9am to 1:30pm, at 1-800-231-8193.
You can also connect with one of our Banking Specialist to review our TD Relationship Checking account, or other account types, in further detail. To reach a Banking Specialist, you may dial 1-888-751-9000, 24/7, or you may also speak with a Customer Service Representative at your nearest TD Store location, during lobby hours. To take a look at Store locations and their hours, please visit http://go.td.com/1f9DSJR.
We sincerely hope you found all this information helpful, Mike!
Have a great start to your Friday.
Brittany M, Mount Laurel
February 9, 2018 07:15:48 AM