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How to Purchase Mutual Funds in a Multi-Holding Account
Find out how you can purchase Mutual Funds on EasyWeb with a TD Multi-Holding Account.
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 Multi-Holding Account you wish to contribute to.
Step 2: Begin purchase process
On the Investments page, in the drop down menu, ensure the Multi-Holding Account displayed is the account you wish to contribute to.
Select the Purchase link beside the Mutual Funds section to begin purchase process.
Step 3: Enter transaction information
In the To and Mutual Fund drop down menus ensure the Multi-Holding Account and Mutual Fund selected is the fund you wish to contribute to.
Please note, you can only contribute to funds you already own.
In the From drop down menu, select the account you wish to withdraw from.
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.
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.
Select Continue.
Step 4: Review and finish transaction
Review the information to make sure it’s correct.
Select I accept to agree to receive the Fund Facts electronically.
Select the Purchase button to confirm your purchase.
You'll receive a confirmation for your records.
Congratulations! You've completed this tutorial.