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I want to schedule a recurring transfer from my TD account to another bank account that is not TD. Both accounts are in US.
February 15, 2018 01:05:13 PM
In reply to Sofia, Tampa
Good afternoon, Sofia, and thanks for coming to TD Helps today.
You have a great question!
Here at TD Bank, we offer our Customer's the ability to send and receive transfers from an account they may have with another financial institution, and we have great news, as you'll have the ability to also make these transfer reoccurring! If you have never performed an external transfer, we'll be happy to walk you through the steps for your first time.
TD Bank's External Transfer feature is accessed through your Personal Online Banking, and you're welcome to use the link here: https://go.td.com/1eaISlq to log in. If you haven't yet enrolled in Online Banking, that's okay, as you can use this link: https://go.td.com/1lU2qfY to get started! To fully enroll, you will need your account number, debit card number, a valid email address, and your social security number.
Once you've logged in, towards the top of your screen, you should see a 'Transfers' tab. After clicking on this tab, to access the external transfer feature, you'll next want to click on the 'With Accounts Outside TD' tab. As you've never performed a transfer to your external account, you'll first to need to add the account details, which you can do by clicking the 'Add a New Account' hyperlink. From here, select your account type, followed by the account's routing and account number. You may even give the account a nickname if you'd like!
Once you've successfully added your external account, it should now appear in the drop down boxes. Simply enter in the amount of your transfer, your 'To' and 'From' account, followed by the date, and a memo, if you'd like. To make this a reoccurring transfer, simply hit the 'Make Recurring' hyperlink!
When performing an external transfer, please know that a fee may be assessed, and you're welcome to check out our Fee Schedule here: https://go.td.com/2lbbfGg.
If you have any trouble, or have any questions, we're here to help! Our Tech Support Specialists are here to help 24 hours a day, 7 days a week, and can be reached by dialing 00-493-7562. If you'd prefer, you may also visit your nearest TD Store location, during lobby hours, to speak with a Customer Service Representative. To take a look at Store locations and their hours, please visit http://go.td.com/1f9DSJR.
Thanks again for bringing your question to TD Helps, Sofia! We hope this helped to answer all your questions and that you have an amazing day!
Brittany M, Mount Laurel
February 15, 2018 01:06:35 PM