We matched that to:

How do I switch an A-series Mutual Fund to a D-series Mutual Fund at TD Direct Investing?

There is no action required by you to switch from an A-series to an alternative OEO series, such as a D-series mutual fund.

As of June 1, 2022, TD Direct Investing exclusively offers OEO Eligible Series mutual funds to its clients. These series of mutual funds are only available to self-directed investors. A-series funds are available through advisors and full-service brokerages. 

Between March and May 2022, there will be a transition of mutual funds from ineligible series (trailer paying) to eligible series (non-trailer paying), where available. 

During this period, you may notice exchange activity within your account as we complete this one-time switch from an ineligible series to an eligible series of the same or similar fund. These transactions will show in your history and on your account statement and will not result in a taxable disposition for you.

If you want to learn more about the series into which you will be switched, please see the Fund Facts document for your new series or contact the mutual fund company of your fund for more details. 

1. Log into WebBroker
2. Click Mutual Funds under the Research tab
3. Search by mutual fund symbol or name in the Search bar

Note: Using the Sell or Buy tabs to switch mutual fund series may incur unexpected costs and/or tax consequences.
It is your responsibility to review and understand potential tax implications or fees charged by a mutual fund company before switching series. Some mutual fund companies will charge a fee if a client sells the fund series before the deferred sales charge (DSC) period expires. Switching series can trigger the DSC fee. If a Fund series has a DSC, the Load Type under Fees & Expenses in WebBroker will display as Deferred Load. If you hold a Mutual Fund series with a DSC, but don't know if the DSC has expired, our representatives are ready to help you. Contact us for details.