![]() ![]() 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. 7 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.
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