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I need a fax number to send an authorization to transfer my funds from a TD IRA Savings Account to another investment firm.
October 5, 2017 12:42:56 PM
In reply to Bernice, Somerdale
Welcome to TD Helps, Bernice!
We're sorry to hear that you're having trouble faxing information to our IRA Department, and we'll be more than happy to help.
When looking to transfer from your Individual Retirement Account with TD Bank to another financial institution, you will simply need to fax over the Transfer Form you may have received from the other financial institution to 803-996-7334.
If you continue to have trouble, or if you'd like to speak with someone directly, our IRA Department is available at 1-800-231-8193, and can be reached Monday through Friday, 8:00am-6:00pm, and Saturday, 9:00am to 1:30pm. As you'll be calling in regard to a transfer, we'd like to recommend that you select option 5 when reaching out.
Additionally, you're also welcome to speak with a Customer Service Representative at your local TD Store location. For your convenience, they are available during lobby hours, and we invite you to check out the link here: http://go.td.com/1f9DSJR to find your nearest Store location.
We sincerely hope this helps, Bernice! Please let us know if we can answer any additional questions for you, and we hope you enjoy the rest of your Thursday.
Brittany M, Mount Laurel
October 5, 2017 12:43:37 PM