1 This offer is applicable to any new or existing client who opens a new TD Direct Investing account and transfers $25,000 or more in assets to the new account from another financial institution.
To qualify, a client must provide evidence of transfer expenses charged by the outgoing financial institution in an account statement that shows the transfer charge. Reimbursement for a transfer that qualifies will be deposited into the new account in the calendar month following completion of the transfer process. Each client is eligible to be reimbursed to a maximum of $150 for each eligible transfer for up to four transfers. A client is defined as a person or people with a grouping of accounts with the same 6 digit identifier, which can be found on account statements.
There may be tax implications associated with the reimbursement. Clients should consult with their personal tax advisor for more information. For registered plans, the amounts reimbursed are paid directly to the plan and are not considered a contribution to an RSP, RESP, TFSA, or RIF.
All account types qualify for this offer other than locked-in registered accounts and RDSP accounts which are not eligible for this offer.
The reimbursement will be paid in Canadian dollars to the qualifying account(s).
This offer may be changed or withdrawn at any time without notice.
2 Rated #1 in the “Market Data and Research” category. Based on data current as of May 2013 through May 2018. Visit www.moneysense.ca for more information.