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How do I switch an A-series Mutual Fund to a D-series Mutual Fund at TD Direct Investing?
Learn how to review your Mutual Funds to see if there is a lower cost equivalent, and how to make the switch:
Review your Mutual Funds to see if there are equivalent lower cost versions:
- Log into WebBroker
- Click Mutual Funds under the Research tab
- Search by mutual fund symbol or name in the Search bar
If you have a Mutual Fund with an equivalent D-series, you can switch without incurring a trading fee. Here's how:
- Select Mutual Funds under the Trading tab in WebBroker
- On the Buy/Sell screen, select the Switch tab
- Enter the symbol or name of the fund you hold in the From box
- Enter the symbol or name for the D-series version of that fund in the To box
For more information go to: td.com/diymutualfunds
Warning: 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 24 hours a day, 7 days a week at 1-866-638-5395
Watch our video to learn more about reviewing mutual fund holdings:
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.