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.
Does TDBank allow a rollover of a lump sum pension savings into a new IRA account at TDBank?
Mary Kate, Springfield
November 25, 2017 01:12:41 PM
In reply to Mary Kate, Springfield
Good afternoon, Mary Kate!
It's great to hear that you're interested in opening an Individual Retirement Account with TD Bank, and we'll be more than happy to help!
We'd first like to take a moment to go over the different types of IRA's currently offered by TD Bank, and to learn more, check out the link here: https://go.td.com/2s5EdwA. Here at TD Bank, we offer both Traditional and Roth IRA's, and when you're ready to apply, we ask that you visit your nearest TD Store location. Our Customer Service Representatives are available to help during lobby hours, and you're welcome to use the link here: http://go.td.com/1f9DSJR to find your nearest Store location, as well as their contact information and lobby hours.
If you have any questions or concerns before your visit to your nearest Store location, you're more than welcome to call 1-800-231-8193, option 4, to speak with one of our IRA Specialist. For your convenience, Specialists are available Monday through Friday, 8am to 6pm, and 9am to 1:30pm.
We sincerely hope this helps, and we look forward to hearing from you soon, Mary Kate.
Have an amazing weekend!
Brittany M, Mount Laurel
November 25, 2017 01:14:26 PM