Logo

Help Centre

Start investing
   
Submit a request
  1. Wealthsimple
  2. Funding an Account
  3. Transfer an investment account

Transfer an investment account

  • How can I transfer my pension to Wealthsimple?
  • How do I transfer an existing investment account to Wealthsimple?
  • How do I cancel a transfer of an existing investment account?
  • How do I transfer my investment account to another institution?
  • Will Wealthsimple reimburse transfer fees?
  • What's the difference between “in cash” and “in kind” transfers?
  • How do I transfer an existing RESP to Wealthsimple?
  • What is a T2151 and T2033?
Wealthsimple Contact us: 1-855-255-9038
English (CA) English (GB) English (US) Français (Canada)