Transfer an account to Wealthsimple
- Institutional transfers FAQ
- Transfer an account to Wealthsimple
- View, update, sign, or cancel a pending institutional transfer
- Transfer fee reimbursement policy
- Find your account number for an account you are transferring to Wealthsimple
- Transfer an RESP to Wealthsimple
- Transfer a pension to Wealthsimple
- Transfer funds from an external investment account to an FHSA at Wealthsimple
- 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 into a managed account
- Register your shares with a transfer agent via DRS
- Transfer your funds following a marriage or common-law partnership breakdown
- Understand pension buybacks