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Wantto split funds in my current TD account...direct half to a new IRA eligible savings....is this easily done at my branch??
August 30, 2016 08:12:01 AM
Planning for Retirement
In reply to Keith, Islip
Thanks for contacting TD Helps today, Keith. This is a great question, and we'll be happy to help in the best way we can.
We'd like to first invite you to visit here: https://go.td.com/1mD87iu for some information about IRA accounts.
When you're ready to open your IRA account, you may step into any of your local TD Bank Store locations, during lobby hours, with your valid photo ID and your Social Security number. To find the nearest TD Store near you, please visit http://go.td.com/1f9DSJR. Once your new IRA account is open, you will be able to fund the account in whichever way suits you best.
Just in case you need more information on savings and term deposit IRA investments, please call our IRA Department at 1-800-231-8193, using Option 4. We're available Monday through Friday 8:00 am - 6:00 pm and Saturday, 9:00 am - 1:30 pm.
We hope this helped answer your question, Keith and have a great day.
Customer Service Team, Mount Laurel
August 30, 2016 08:12:51 AM