Absolutely! We will reimburse the administrative transfer fee on investment transfers that are greater than $5,000 in value. Please note that institutions typically charge $50-$150 in administrative transfer fees.

Please fill out this quick request regarding your transfer once it has completed.

Some things to keep in mind:

• Wealthsimple does not reimburse Deferred Sales Charges (DSC fees), Low Load Fees (LL fees), trading fees, commission fees, or account closure fees.
• Partial transfers from the same account will only be reimbursed once.
• Only current clients with funded Wealthsimple accounts are eligible for reimbursements.
• If you are requesting multiple fee reimbursements, please fill out the survey for each individual transfer.
• Eligible reimbursements are processed in 1-2 business days and will show up in the cash balance of your account. The credit will also appear in your account activity as a "Refund."
• Look out for an email notification from us after submitting your request! We'll let you know whether your reimbursement request was successful and if not, we'll let you know why.