Td direct investing fees mutual funds

All account types qualify for this offer other than locked-in registered accounts and RDSP accounts which are not eligible for this offer. Open an account Our Investment Representatives have a thorough understanding of the mutual fund market and access to the latest independent research as well as advanced analytical tools. There is no cost to participate. Create an account.

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As a TD Direct Investing client, you can make informed and confident investment decisions with our industry leading Markets and Research centre. D-Series mutual funds are designed for self-directed investors who want access to professional, cost-effective money mytual. Making your own td direct investing fees mutual funds decisions has its benefits: by choosing a D-Series fund, you pay less for the same mutual funds compared to other series offered by these fund families. In addition, there are no fees to convert or switch to D-Series from another series of the same fund. Are you a client? Explore low cost mutual fund mutuxl by visiting our Mutual Fund centre in the Research section of WebBroker.

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As a TD Direct Investing client, you can make informed and confident investment decisions with our industry leading Markets and Research centre. Mutual funds allow you to diversify your portfolio without having to select specific securities. TD Direct Investing lets you select from dozens of fund families and access innovative research tools to help you find funds that address your investment needs. Open an account. D-Series were specifically created with the self-directed investor in mind. D-Series are offered by a number of providers, covering a variety of asset classes and geographic regions, to provide you with a range of low-fee options.

Commission-free investments

As a TD Direct Investing client, you can make fers and confident investment decisions with our industry leading Markets and Research centre. D-Series mutual funds invvesting designed for self-directed investig who want mutuak to professional, cost-effective money management. Making your own investment decisions has its benefits: by choosing a D-Series fund, you pay less for the same mutual funds compared to other series dlrect by these fund families.

In addition, there are no tees to convert or switch to D-Series from another series of the same fund. Are mutal a client? Explore low investihg mutual fund solutions by visiting our Mutual Fund centre in the Research section of WebBroker. Important Mutual Fund Information. The information contained herein has been tunds by TD Direct Investing and is for information purposes. The information has been drawn from sources believed to be reliable.

The information does not provide financial, legal, tax or investment advice. Particular investment, tax, or trading strategies should be evaluated relative to each individual’s objectives and risk tolerance. Commissions, trailing commissions, management fees, and expenses all may be associated with mutual fund investments. Please read the fund facts and prospectus, which contain ijvesting investment information, before investing. Mutual funds are not guaranteed or insured, their values change frequently and past performance may not be repeated.

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Becoming a Couple. Planning to Retire. New to Canada. See All. Learn more about D-Series mutual funds in WebBroker. Ready to get started? Open an account. Existing client Log into WebBroker. Expand What are D-Series mutual funds? D-Series mutual funds are a low-cost fund series designed exclusively for self-directed investors.

These funds charge a lower management fee due to the reduction in the trailer fee. Mutaul Who can invest in D-series?

Expand Muthal the investment objectives of D-Series the same fubds other series of the same fund i. The investment objectives, strategies, holdings and management of the funds are the. The only difference is the lower management fee due to the lower td direct investing fees mutual funds fee on D-Series.

Expand Will the return on D-Series be different from other series of the same fund? The lower management fee may result in D-Series delivering a slightly better return versus other series of the same fund. Expand What is the performance track record of D-Series funds? Performance data becomes available one month after the launch of the fund. For historical performance, refer to the Investor Series fund equivalent. Mitual Can clients switch to D-Series from another series of the same fund?

A conversion or switch between two series of the same fund can be completed inesting no transaction fees will apply. Expand In a non-registered account, are there any tax consequences from jnvesting to D-Series from another series of the same fund, or converting from D-Series to another series of the same fund? A switch between two series of the same fund will not generally have tax implications, but we recommend consulting with a tax advisor with respect to your specific situation.

Expand Can in-kind transfers of D-Series funds be made to an account that is not self-directed? D-Series funds can only be held in a self-directed account.

To transfer a D-Series holding outside of a self-directed account, it will first need to be switched to another series of the same fund, such as Investor Series, before issuing the ‘in kind’ transfer. Please contact the brokerage you wish to transfer to, in order to confirm their policies. Expand Can transfers of D-Series holdings be made «in-kind» to another self-directed brokerage? Yes, as long as the other brokerage will accept the transfer.

We recommend you contact the other brokerage to confirm their policies before initiating the transfer. Standard transfer-out fees may apply. Expand Are the minimum investment amounts different for D-Series versus other series? Minimum investment amounts for the initial purchase, subsequent purchases and systematic purchase plan minimums, may vary depending fhnds the fund and series.

Please refer to the simplified prospectus or Fund Facts document for each D-Series fund to confirm the minimum investment amounts. Expand Will td direct investing fees mutual funds holders of other series of the same fund be automatically converted to D-Series?

No, unit holders will not be automatically converted from other series of the same fund to D-Series. Self-directed clients are responsible for making their own investment decisions.

How to Build an ETF Portfolio at TD Direct Investing

Commission-free investments

Get an ad-free experience with special benefits, and directly support Reddit. A discount brokerage account is an account that can hold many types of investments such as stocks, bonds, options, mutual funds, etc Buying a Home. I’m just wondering what if any is the difference between these 2 accounts. There is no cost to participate. Also what should one be looking at for the fund? Merchant Solutions Merchant Solutions. Use a mix of context, explanation, and sources in your answer. The functionality isn’t identical, but it’s close. Want to join? Submit a new text post. Branch staff are not supposed to td direct investing fees mutual funds you open an eSeries mutual fund account, it’s supposed to be a do it yourself account. Stocks Stocks. The mutual fund account is easier to use and doesn’t have the quarterly fees.