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枫下家园 / 钱财税务 / 请问大家: 怎样开TD E-SERIES ACCOUNT? 去银行开了TFSA MUTUAL FUND户头,但不能买E-SERIES MUTUAL FUND, 银行让我打电话, 打电话又说必须开WATERHOUSE, 是这样的吗?
-littlesquirrel(小松鼠);
2015-2-24
(#9275192@0)
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you need convert it to the e-series funds account by follow these steps. simply but takes time.
-pudding(布丁);
2015-2-24
(#9275240@0)
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谢谢! 这样是不用开WATERHOUSE帐户的对吧? 我本来理解也是这样,银行帮我开户头的也这么说, 我当时也填了申请表的, 可是已经快2周了, 还是只能买普通的MUTUAL FUND,问了银行开户的人, 她让我打电话, 可是电话里的人告诉我一定要开个WATERHOUSE户口, 我迷惑了.
是不是要等很久啊? 要不我再等等, TD银行的人每人说法都不一样, 晕!
-littlesquirrel(小松鼠);
2015-2-24
{154}
(#9275257@0)
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不用开Waterhouse帐户,但Branch很多人对这个业务不熟, 经常搞错。
-mocarly(放下);
2015-2-24
(#9275287@0)
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check if your TSFA account has the "2378" in front, I remember that should be the e-series fund account, or try to buy the fund, if you see the fund has "-e**" at the end, you should be ready. you don't need waterhouse accout to buy e-series funds.
-pudding(布丁);
2015-2-24
(#9275313@0)
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我的 TSFA account是2378开头的. 但试过买, 没有 "-e**" at the end
-littlesquirrel(小松鼠);
2015-2-24
(#9275451@0)
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Mine is RESP, not TFSA, I think your account is ready. there are only few choices, us-index - e**, canadian index-e** etc. please double check. I was confused at begainning too. ^_^
-pudding(布丁);
2015-2-24
(#9275484@0)
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噢, 突然发现好象已经可以买E-SERIES了, 在Fund Category不显示E系列对吗? 好比我要买TD Canadian Bond Index - e, 要先在Fund Category选fixed income, 然后在fund里选td CND bond index-e**,对吗? 我真是弱啊, 一直以为E-SERIES在Fund Category会专门列出来
-littlesquirrel(小松鼠);
2015-2-24
(#9275510@0)
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that's right! congratulations! :)
-pudding(布丁);
2015-2-24
(#9275515@0)
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谢谢啊! 要不是你告诉我, 我还一直在傻等呢. 开这个户一直稀里糊涂的,银行的职员也稀里糊涂的,网上说会EMAIL通知我,告诉我操作方法, 我也没收到EMAIL
-littlesquirrel(小松鼠);
2015-2-24
(#9275543@0)
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you are welcome! it happened to me as well, there is no email or phone call confirmation when they convert the account.
-pudding(布丁);
2015-2-24
(#9275654@0)
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我也填表了,支行给交的,可是好像我的fund category里没显示e**,只是td CND bond index**,是不是说明我的还没转成?周末打电话给TD说还没受到表格。
-thatwaseasy(还好);
2015-2-25
(#9280519@0)
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账号前面有2378 就是转好了.
-pudding(布丁);
2015-2-26
(#9282842@0)
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谢了。我的还没有转成,今天不得已又发了一次表格。
-thatwaseasy(还好);
2015-2-26
(#9283156@0)
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刚刚开了,需要在网上下载一个申请表,然后寄过去就可以了
-akoei(停车**枫林晚);
2015-2-24
(#9275408@0)
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请问你大约等了多久啊? 就是联接里的这种表格对吗?
-littlesquirrel(小松鼠);
2015-2-24
(#9275462@0)
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对,等了大概3-4周吧
-akoei(停车**枫林晚);
2015-2-25
(#9278472@0)
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开这个E账户有EXTRA CHARGE吗?WATERHOUSE好像是有收费的,是吗?
-since2005(since);
2015-2-25
(#9279702@0)
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这个不是水房,没有费用
-akoei(停车**枫林晚);
2015-2-26
(#9281053@0)
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好像水房是可以交易所有其他银行的FUNDS.这个E账号是不是只能买TD自己的产品?
-since2005(since);
2015-2-26
(#9281191@0)