Who’s eligible for the TD settlement?
Anyone (no matter where they live) who held or holds units of a TD mutual fund trust at any time on or before Sept. 11, 2024, is eligible to claim part of the settlement.
This does not include investors who held mutual funds through a discount broker, as there is a separate settlement for them.
Oh, thanks for the heads up, as this was not on my radar at all. Glad I had proof I transferred all my TD mutual funds years ago.