I want to set up a TD E-Series that uses funds in a TSFA and I'm not sure how this all works

First thing you need to do is open a TD Mutual Fund account. You could go the route of a TD direct investing account, but it has fees if you don't have a certain balance in your TFSA. Since you don't have a TD account, you'll have to head into a branch and ask them to open a TD Mutual Fund account. Bring the direct deposit information from your RBC account, because they will link the two so that you can purchase e-series funds from your RBC account. Once this Mutual Funds account is open, you will need to convert it to an e-series account. This requires some paper work, which they can help fill out and mail for you. I've ran into instances where employees "never heard" of the e-series account, so id recommend printing this form off and bringing it into your appointment (google: "convert to td e-series", the form will be available there). It will take a few days for it to convert and show up in their online banking, at which point you will be able to purchase e-series funds which pulls money from your RBC checking account.

/r/PersonalFinanceCanada Thread