Clients should consult with their personal tax advisor for more information. There may be tax implications associated with the reimbursement. 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. Each client is eligible to be reimbursed to a maximum of $150 for each eligible transfer for up to four transfers. Reimbursement for a transfer that qualifies will be deposited into the new account in the calendar month following completion of the transfer process. 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. 5 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.ĦBased on assets under administration and trading volume of Online/Discount Brokerage firms in Canada as reported by Investor Economics in the “Online/Discount Brokerage Market Share Report" for the quarter ending March 31, 2023.
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |