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Plaza),does the bank help in transferring account from N.Y.I have a checking and savings account. 7
Donald, Kauneonga Lake,N.Y. 12749
October 20, 2015 09:48:08 AM
In reply to Donald, Kauneonga Lake,N.Y. 12749
Thanks for joining us today, Donald. Thanks for considering TD Bank.
There are many ways available for you to transfer funds from your account with a different Institution to your new TD account and we'd be happy to help.
Before we do, if you have not done so, please feel free to take a look at our many different types of Checking accounts here: http://bit.ly/1aDaRqd or check out our Checking Selector Tool here http://bit.ly/KmmHe7 for help choosing a Checking account that best fits your banking needs. At TD Bank, we also offer Savings Accounts for all of your saving needs! We recommend taking a look at http://bit.ly/1pJT9I9for more detailed information on each particular Savings Account available. You may find it helpful to check out our customized Savings Selector Tool, found here: http://bit.ly/1hXi2wF.
Once you have decided the type of the account you wish to open, you may visitwww.tdbank.com or click here: http://bit.ly/1fN7u4i to take you directly to the account opening application. You may also feel free to call us directly 24/7 at (888) 751-9000 with any questions you may have and set up your new account via telephone.
As always, you are welcome to stop by your nearest TD Bank store to discuss new account options to determine what product type fits you the best. To find out TD store locations near you, please visit, http://bit.ly/TDStores. You will need to bring a valid photo I.D. (Driver's License, Passport, Military I.D. etc.) and Social Security number.
Once your new account is open, you may write a check to deposit from your other account held at a different Institution and deposit the check into your new TD account. You also have the option of transferring funds by utilizing TD External Transfer feature via your online banking. To enroll online banking for your new account, our Specialists at the Store can help once they set up your new account.
You may use our self-service option by visiting http://bit.ly/1lU2qfY to begin the enrollment process. In order to do so, you will need your account number, TD Bank ATM/Debit Card, your Social Security Number and your email address. Once at the page, please select "Personal" from the drop down box. When you select continue, you will have to read and accept the Online Banking Service Agreement. Then you will be asked to enter your personal information including the items mentioned earlier and to create a user name and password. Finally you will be asked to create three security questions. When you finish the enrollment process, you will have immediate access to your account(s).
Once you're enrolled, you can initiate the transfer by using the "Transfers" tab. After selecting the "Transfers" tab you will then have to click "Transfer to Accounts Outside TD Bank." You would have to add your account at a different institution. To do so, select "Add a New Account." You will then be prompted to select the type of account followed by the account and routing numbers. Once you enter the required fields, the transfer service will then display whether or not you can make an immediate transfer. In some cases, a trial deposit is initiated at the receiving institution for verification purposes.
When sending an External Transfer, you will have two delivery options, three day or next day delivery. For the three day option, the fee is $3.00 whereas; next day delivery has a fee of $7.00. The next day delivery option is not available for Savings accounts. To qualify for the next day delivery option, you must wait 90 days from your first successful 3-day transfer and must not have had any transactions that overdrew your account in the past 90 days. For the Terms and Conditions in addition to information on the payment methods and amounts, please check http://bit.ly/1pADlWD.
Lastly, you may also intiate a wire transfer to your new TD account. To receive a domestic wire transfer, please provide the following information to the sender:
Wire To: TD Bank
Wilmington, Delaware or Full Store Address
Credit to: Beneficiary's Account Title and Account Number
At this time, we may not process incoming Pay Upon Proper Identification (PUPID) wires and will return them to the sender.
Keep in mind that there may be fees applied for the types of transfers mentioned above. For more information on fees for wire transfers, please take a look here: http://bit.ly/1cTejgt.
Additionally, we also understand changing banks can be challenging. We’ve developed this Easy Switch Checklist to help you navigate the process. Check out http://bit.ly/1nEm90e to see this easy-to-follow guide.
We hope this helps. Let us know if you have any other questions.
Yen D, Mount Laurel
October 20, 2015 09:49:27 AM