TD Mutual Funds - e-Series

It can be easy to start with e-Series of Mutual Funds.

Follow these simple steps:

1. TD Mutual Funds e-Series Understanding and Consent: It’s important that you understand the terms and conditions of the TD Mutual Funds e-Series Understanding and Consent form.
2. You can invest now or later: A Mutual Funds Representative with TD Investment Services Inc. can make your initial investment in a TD Mutual Funds e-Series account, or you may wish to complete your initial investment using EasyWeb Online banking after your TD e-Series account has been opened. If you are not currently a customer, we will require a cheque payable to TD Investment Services Inc.
3. An original signature is required: Your TD Mutual Funds e-Series account will be opened after your original, signed application, including the TD Mutual Funds e-Series Understanding and Consent form are received by TD Investment Services Inc. (TDIS).
4. What happens next: Once we’ve received your completed and signed application forms, your account can be opened. You will receive confirmation via email with details on how to access your new TD Mutual Funds e-Series account using EasyWeb Online banking and your first trade processed within two business days.

Download application

It can be easy to convert your TD Mutual Funds account to a TD e-Series Funds Account.

Follow these simple steps below:

1. TD Mutual Funds e-Series Understanding and Consent: It’s important that you understand the terms and conditions of the TD Mutual Funds e-Series Understanding and Consent form.
2. An original signature is required:
 Your TD Mutual Funds e-Series account will be opened after your original, signed application, and TD Mutual Funds e-Series Understanding and Consent form are received by TD Investment Services Inc. (TDIS). Unfortunately, we are unable to accept applications by fax.
3. What happens next: As soon as your application has been processed, you will receive confirmation via email. The email will include detailed information on how to access your TD e-Series account using TD Canada Trust’s EasyWeb Online banking
4. Download application

Registered Account Transfer Form

Registered Plans Internal Transfer Form

Non-Registered Account Transfer Form