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How to Purchase Mutual Funds
Find out how you can purchase Mutual Funds on EasyWeb with an existing TD Mutual Funds Account.
If you want to purchase Mutual Funds with the TD app on your mobile device, review the instructions here.
1. Go to the Accounts page
2. Begin purchase process
3. Enter transaction information
4. Review and finish transaction
For in-depth instructions continue reading.
Step 1: Go to the Accounts page
From the Accounts home screen, select the Mutual Fund Account you wish to contribute to.
Step 2: Begin purchase process
On the Investments page, in the drop down menu, ensure the Mutual Fund Account displayed is the account you wish to contribute to.
Please note, you can only contribute to funds you already own.
In the Your Mutual Fund Holdings section, select the Mutual Fund you would like to purchase.
Then, select the Purchase Mutual Funds button.
Step 3: Enter transaction information
In the Account drop down menu ensure the Mutual Fund Account displayed is the account you wish to contribute to.
Please note, you can only contribute to funds you already own.
In the Fund Category and Fund drop down menu choose the Mutual Fund fund you wish to purchase.
In the Amount field, enter the amount of money you wish to contribute.
Select Yes or No from Are you using borrowed money to make this investment?
Keep in mind, investments cannot be purchased online using borrowed money.
In the E-mail field, the email on file will auto-populate. If there is no e-mail address on file, enter your e-mail address in this field.
In the Daytime Phone# field, enter your phone number and extension (if you have one).
Select the Next button to continue.
Step 4: Review and finish transaction
Review the information to make sure it's correct.
Read the Fund Facts by viewing or downloading the document to review key information about the fund’s risk factors, past performance, costs, and investor rights.
Check the consent box to acknowledge you have reviewed the Fund Facts and agree to receive them electronically.
Select I accept to complete transaction.
You'll receive a confirmation for your records.
Congratulations! You've completed this tutorial.