Transfer an account to Wealthsimple
- Transfer high-fee mutual funds to your Wealthsimple portfolio (beta)
- Find your external investment account statement
- Transfer an account to Wealthsimple
- Supported account transfers and timelines at Wealthsimple
- Checking the status of your account transfer
- Update or cancel a pending account 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 an RESP to Wealthsimple
- Transfer a pension to Wealthsimple
- Transfer funds to an FHSA from an external account
- Setting up a share transfer at another institution
- 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
