Overview

If you have funds in an investment account at another financial institution, you can set up a transfer to your Wealthsimple FHSA. You can transfer funds to a managed or self-directed FHSA. You must open an FHSA before you initiate your transfer

Eligible transfers

You can set up any of the following in-cash transfers:

• External FHSA to Wealthsimple FHSA
• External RRSP to Wealthsimple FHSA 
• External spousal RRSP to Wealthsimple FHSA

Transfer an external FHSA to your Wealthsimple FHSA

You can set up an in-cash transfer from an external FHSA to your Wealthsimple FHSA. Follow these steps to set up your transfer:

Transfer an external RRSP or spousal RRSP to your Wealthsimple FHSA

If you're transferring an external RRSP or a spousal RRSP to your Wealthsimple FHSA, you will need to reach out to our support team with the following information:

1. The account type you want to transfer from (RRSP or spousal RRSP)
2. The name of your financial institution

After we receive this information, our team will send you the appropriate form via DocuSign to initiate the transfer with your external institution. 

Transfer-out fee reimbursement

Transfers of at least $25,000 are eligible for a transfer-out fee reimbursement. Conditions apply. Learn more about our transfer fee reimbursement policy.

Related articles

• Request a transfer fee reimbursement