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March 11, 2015 10:13:19 PM
In reply to Janellw, Bristol
Thank you for joining us on TD Helps. We appreciate your interest in opening an IRA account with TD Bank and would be glad to help.
We invite you to look here: http://bit.ly/1u2of1Y for more information about the IRAs offered through TD Bank, including Savings and term deposit IRAs. On this page, you will also see details on the minimum deposit required during the account opening process. Additionally, please click http://bit.ly/1j4SCQq for a list of our Frequently Asked IRA Questions, including some helpful information regarding Traditional versus Roth IRAs.
If you're ready to open an IRA account with us, this can be done by visiting a TD Bank Store location. Feel free to check out http://bit.ly/TDStores for a listing of hours and locations. Please note, if you are looking to transfer your IRA from another Institution to an IRA here at TD Bank, when you're able to stop by a TD Store we can have you complete a Draft transfer form. You may then provide this form to the Financial Institution where your IRA is currently being held so that they may initiate the transfer of funds on your behalf. If you are looking to transfer from a 401k, we can also file a direct roll-over document with your signature.
Depending on the type of IRA you are interested in opening, you may have the ability to set up automatic transfers by filling out our "Recurring Transfer Authorization Form" which would be provided to you upon your visit.
If you have any other questions, we invite you to connect with IRA Department at 800-231-8193, available Mon-Fri 8:00 AM - 6:00 PM and Sat 9:00 AM - 1:30 PM.
Please don't hesitate to ask additional questions if you have any. Take care!
Katherine G, Mount Laurel
March 11, 2015 10:14:57 PM