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  1. Help Centre
  2. Move Money
  3. Transfers
  4. Transfer an account to Wealthsimple

Transfer an account to Wealthsimple

  • Find your external investment account statement
  • Transfer an account to Wealthsimple
  • Institutional transfers FAQ
  • Supported account transfers and timelines at Wealthsimple
  • Checking the status of your account transfer
  • Update or cancel a pending institutional transfer
  • Sign your account transfer request form
  • Transferring accounts with USD cash and dual-listed securities
  • Transfer fee reimbursement policy
  • Finding an external account number
  • Transfer a Registered Education Savings Plan (RESP) to Wealthsimple
  • Transfer a pension to Wealthsimple
  • Transfer funds to a First Home Savings account (FHSA) from an external account
  • Setting up a share transfer at another institution
  • Transfer shares from an employee stock program to a trading account
  • Transfer shares from an employee stock program to Wealthsimple
  • Register your shares with a transfer agent via Direct Registration System (DRS)
  • Transfer your funds following a marriage or common-law partnership breakdown
  • Understanding pension buybacks

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