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Hello, I have car insurance brokerage who has a business checking with TD bank and I have a personal checking in TD bank also. I need to transfer certain amount of money to my brokerage account every month at a particular date. Can I set a automatic transfer among those two accounts? If yes, how?
June 18, 2015 08:00:05 PM
In reply to Md, Bronx
Thanks for coming by TD Helps, Md! We'll be glad to provide some information on how you can make a recurring transfer from your checking account.
You'll be glad to know that you can set up recurring transfers from your personal checking account through your online banking. If you're not currently enrolled for online banking, you may do so by clicking here: http://bit.ly/1lU2qfY . Please have your account number, debit card number and Social Security number available. If you have any trouble signing up, please contact our Banking Specialists, 24/7 at 888-751-9000. Take look here: http://bit.ly/1o7dO68 for details about our available online transfers.
Once you are logged in to your account, please choose the "Transfers" tab and 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 should have any additional questions, feel free to reach out to us 24/7 at 888-751-9000 or visit any TD Bank during lobby hours. Click here: http://bit.ly/TDStores to find a TD Bank near you.
Take care and have a great evening and upcoming weekend!
Katherine G, Mount Laurel
June 18, 2015 08:01:33 PM