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Or how do I connect this bank account with my Fidelity account, is that even possible?
Tessa, East Longmeadow
December 25, 2015 08:18:57 AM
1 person recommended this |
In reply to Tessa, East Longmeadow
Great to have you join us today on TD Helps, Tessa.
If you'd like to add your TD Bank account to your other Financial Institution, we recommend for you to contact them for details. This being said, we do have the option to transfer funds using our External Transfer feature.
External Transfers are used if you're sending money between your personal account with TD Bank and your account at another Financial Institution. This option is available via Online Banking and you're welcome to send or receive money using this service. Kindly note that in order to be eligible to use this service, you must have a United States address, a unique United States phone number, a United States issued Social Security number and a valid unique email address. You must also be enrolled for Online Banking and be using a personal TD Bank Checking, Savings or Money Market account for the transfer.
With that being said, if you are already enrolled for Online Banking, please click here: http://bit.ly/1eaISlq to log in. If you're not yet enrolled, please find our enrollment self-service link at: http://bit.ly/1lU2qfY to sign up. You'll need your account number, ATM/Visa Debit card number, your Social Security number and email address. Once there, you will need to choose Personal from the drop down box and complete three steps. After those 3 steps are completed, you will have immediate access to your account(s) online. If you need assistance with enrollment, feel free to contact us 24/7 at 888-751-9000, and after account verification, we'll set you right up over the phone!
Once you are logged in to your account, please choose the "Transfers" tab. Then click on "Transfer to Accounts Outside TD Bank." You will then be asked to accept a user agreement and review the fee schedule.
After the enrollment is completed, you may continue to schedule a transfer by adding 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. You’re welcome to check out http://bit.ly/1jXKYqq for all of the exciting details.
When sending an External Transfer, you will have two delivery options, three-day or next-day delivery. To qualify for the next-day delivery option, you must wait 90 days from your first successful three-day transfer and must not have had any transactions that overdrew your account in the past 90 days. Please note that fees may apply for the External Transfer service. For the Transfers Terms and Conditions please see: http://bit.ly/1lkiC6K and for more information on the fee schedule, please take a look here: http://bit.ly/1cTejgt.
If you find you have any questions about using this service, please contact a Tech Support Specialist anytime 24/7 at 800-493-7562 who can assist you over the phone, or visit your local TD Bank Store, during lobby hours. Please find a list of our Stores convenient for you at: http://bit.ly/TDStores.
Hope you have a great day and take care!
Sandy D, Mount Laurel
December 25, 2015 08:20:18 AM