Transfers

Bring your accounts to a better place

Transfer an investment account to Wealthsimple and we'll put your money to work in a smart, low-fee, passive portfolio.

Make your money work smarter

  • Simplify your finances: See your financial picture at a glance with all your accounts in one place

  • Pay lower fees: Our 0.5% management fee is a fraction of what traditional mutual funds charge

  • Get human advice: Experienced financial advisors are here to help whenever you need it

  • Invest on autopilot: Stay on track with auto-deposits, automatic rebalancing and dividend reinvesting

Transferring made simple

  1. Start a transfer from our award-winning website or mobile app
  2. Answer a few simple questions about your current account
  3. We'll take care of the rest — including contacting your current provider

Accounts that fit your goals

Transfer any of these accounts in just a few taps.

Your moving costs are on us

We'll reimburse any administrative transfer fees the other institution charges when you move an investment account with $5,000 or more to Wealthsimple.

Learn more
  • Over 175k and counting - More than 175,000 people trust Wealthsimple to manage their money

  • Everything is encrypted - We use state-of-the-art data encryption when handling your financial information and two-factor authentication (2FA) protection

  • Insurance and protection - All of our accounts have standard investor protection up to $500k in the case of our insolvency

  • Powerful backing - Wealthsimple is backed by $200M in investment from some of the world's largest financial institutions

We keep your money safe

Your security and trust are important to us. We're committed to protecting your account with the highest standards of security available.

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Transfer an account in 5 minutes

  1. Answer a few questions about your financial goals
  2. We'll suggest a portfolio with the right amount of risk for you
  3. Tell us which account to transfer – we'll take care of the rest

By clicking "Get started", you agree to Wealthsimple's Terms of Use and Privacy Policy.

FAQs