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 need to open roll over Roth IRA I have the check sent from John Hancock company and I need by this check open roll over Roth IRA and I have checking account and visa with td bank
Hany, New York
December 20, 2017 11:01:01 AM
Saving & Managing Your Money
Planning for Retirement
In reply to Hany, New York
Welcome to TD Helps, Hany! We'd be glad to help you open an account.
In order to open any type of IRA account, you would need to visit a TD Store during lobby hours. You can take a look at TD Stores in your neighborhood by visiting here: http://go.td.com/1f9DSJR.
Some documents would need to be signed, and filled out by you if you are transferring from another IRA. If you are looking to transfer from a 401k, we would file a direct roll-over document with your signature.
We would be happy to answer any further questions you have about our Roth IRA's. Feel free to call our IRA Department at 1-800-231-8193 Mon-Fri 8:00am-6:00pm ET, and Sat 9:00am-1:30pm ET.
We look forward to your visit, Hany! Take care!
Megan K, Mount Laurel
December 20, 2017 11:01:21 AM