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I want to transfer BMO Harris IRA (Chicago) to TD. I reside in Canada. Can you accommodate this?
May 3, 2015 09:50:17 AM
In reply to David, Hamilton
Thanks for getting in touch with us, David! We appreciate your interest in transferring to TD and it's our pleasure to help!
First, from your message we're uncertain if you'd like to transfer your IRA funds to us here at TD Bank in the U.S, or to our partners at TD Canada Trust, but no worries – we're happy to discuss both.
To transfer your IRA to us here at TD Bank in the U.S., it would first be necessary to establish an IRA with us and to do so, you would have to visit a TD Bank Store. We understand that you're located in Canada right now and apologize for any inconvenience this may cause. If you will be here in the U.S., feel free to check out http://bit.ly/TDStores for a listing of our hours and locations. In order to transfer the funds currently in your IRA to us, documents would also need to be filled out and signed by you at that time. We recommend connecting with the Store you intend to visit ahead of time to confirm any documents and/or identification you may need to bring with you.
Just in case, we invite you to look here: http://bit.ly/1u2of1Y for more information about the IRAs offered through TD Bank, including savings and term deposit IRAs. Additionally, please click http://bit.ly/1j4SCQq for a list of our Frequently Asked IRA Questions.
We would be happy to answer any further questions you have about our IRAs. Feel free to call our IRA Department at 800-231-8193, Option 4 available Monday through Friday, 8:00 am to 6:00 pm EST, and Saturday, 9:00 am to 1:30 pm EST.
On the other hand, if it's your intention to transfer these funds to a Canadian account, you might like to take a look at this conversation on TD Canada Trust's TD Helps page: http://bit.ly/1ECwQLc which may answer your question. To get in touch with our friends there, reach them using any of these methods: http://bit.ly/1woOVay, or write in on their TD Helps at http://bit.ly/1kD3iFr.
Hope this helps a bit, David! Best of luck with this and have a great rest of your weekend.
Kristen P, Mount Laurel
May 3, 2015 09:53:29 AM