Red
2012-05-05, 06:21 PM
I'm a TD customer who also has a TDW account and over the years I have purchased a number of mutual funds at TD.
Is there a way that I can move the funds from TD to TDW without incurring any capital gains/loses? I would like do the transaction on-line (if possible) and plan on keeping the same funds for the time being. For instance move TD monthly income fund from TD to TDW. All the funds are non-registered. I am trying to consolidate the bulk of our investments into 1 account.
Steve
Is there a way that I can move the funds from TD to TDW without incurring any capital gains/loses? I would like do the transaction on-line (if possible) and plan on keeping the same funds for the time being. For instance move TD monthly income fund from TD to TDW. All the funds are non-registered. I am trying to consolidate the bulk of our investments into 1 account.
Steve