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transfer funds to and from the savings account into my Wells Fargo checking account? Also, can we open a joint account online or do we have to go into a branch?
January 27, 2015 10:51:32 AM
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In reply to Melissa, Philadelphia
Hi Melissa, thank you for your interest in a joint account here at TD Bank. We'll be glad to answer any of your questions.
Prior to opening an account, we recommend taking a look at the different types of Savings accounts TD Bank has to offer. To view and compare Savings account products, click here http://bit.ly/1pJT9I9, or if you prefer, we also have a Savings Selector Tool http://bit.ly/1vW1DvM which can also help!
When you have chosen the account that best fits your needs, you could open an individual account Online and then later add your husband as a joint account holder at one of our TD locations or the both of you may visit a TD Store together to open the account. For a listing of our locations please check out our Store locator here: http://bit.ly/TDStores.
Once the account has been opened, you may transfer funds between your TD Savings account and your Checking account at another financial institution within the United States by using the External Transfer feature via Online Banking.
To use this feature you'll first have to be enrolled for Online Banking, to do so by clicking here: http://bit.ly/1lU2qfY. Keep in mind you will need your account number, debit card number and Social Security number to complete the enrollment process. If you do not have a debit or ATM card or need any assistance enrolling please call 888-751-9000 to speak with one of our Banking Specialists, available 24/7.
After logging onto 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.
Once 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.
We hope this information helps, Melissa and please let us know if you have any additional questions. Have a wonderful day!
Colleen B, Mount Laurel
January 27, 2015 10:52:55 AM