He walked me through their process, got me pre-approved
over the
phone, so that all that was left to
do when I got to the office was to get the
trade - in value on the car I was
trading, test drive the new car & sign paperwork to purchase.
I just got off the
phone with TDW to set up automatic wash
trades and was informed that I
did not need to
do that anymore as I could now open a US$ side to my RRSP!!!! A couple clicks on his end and I should see the new account online next week and he automatically journaled all my US listed holdings
over to the new account.