Will Wealthsimple reimburse transfer fees?

Absolutely! Investment transfers that are greater than $5,000 in value are eligible for transfer fee reimbursement. When the transfer is completed, please upload a digital copy of your bank statement showing your transfer fees and contact us to let us know you've done this!

Note: Wealthsimple doesn't reimburse Deferred Sales Charges (DSC fees), Low Load Fees (LL fees), trading fees or commission fees. Multiple partial transfer fees for one account will not be accommodated. Transfer fee reimbursement doesn't apply to advisor-referred clients who pay Wealthsimple preferential fees. 

Was this article helpful?
2 out of 2 found this helpful