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How do I set up a Pre-Authorized Purchase Plan for my TD Mutual Funds in EasyWeb?
It’s easy to set up a pre-authorized purchase plan (PPP) for your mutual funds in EasyWeb:
- In EasyWeb, from the My Accounts > Investments screen, select Pre-Authorized Purchase Plans from the left navigation menu.
- Click “Add New PPP” and then complete each item.
- Select your desired frequency -- how often the PPP is to be processed (weekly, bi-weekly, semi-monthly, monthly, quarterly, semi-annually or annually).
- Select your “Start Date" -- the day your PPP is to be processed (a day of the week, for weekly or bi-weekly PPPs, or a day of the month, for semi-monthly or monthly PPPs). Quarterly, semi-annual and annual PPPs will be processed on the Start Date you select, then every subsequent three, six or 12 months, respectively.
Please note: Your contact information is necessary for TD Mutual Funds transactions. Email is used to communicate with you in the event that we are unable to process the trade submitted through EasyWeb. Trades are sometimes not processed because your Investment Objective recorded on the account is not in line with the investments you wish to purchase. Any changes made to the email address will update the information on all your TD Mutual Funds and TD e-Series Funds accounts. Your telephone number will only be used for this transaction, and any changes made will not permanently update your records.
Please note that the answers to the questions are for information purposes only for the products discussed. Individual circumstances may vary. In case of discrepancy, the documentation prevails.