Transfer an account to Wealthsimple

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 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 an RESP to Wealthsimple

Transfer a pension to Wealthsimple

Transfer funds to a 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