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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.

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. All account types qualify for this offer other than locked-in registered accounts and RDSP accounts which are not eligible for this offer.

You must advise TD Direct Investing of these multiple account relationships. 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.

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.