How to transfer an investment account to Wealthsimple

Follow three simple steps to get your personalized guide with helpful tips!

Choose the account you are transferring.

How would you like to move your account?

How do I know?

Here’s what each type of transfer means:

In-kind: Your institution will transfer any stocks and ETFs as they are, without being sold.

In-cash: Your institution will sell all your stocks and ETFs and move the money to us.

Other: You may want to transfer only a portion of your account, or a combination of stocks and ETFs as well as cash.

Which institution are you transferring from?

Transferring an RPP or DCPP?

If you are transferring a Registered Pension Plan or Defined Contribution Pension Plan, it will need to be transferred into a LIRA at Wealthsimple and can be done only on the web/desktop. You may also want to discuss the move with a tax expert first.