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
