* Details about the transfer fee refund
Two ways to benefit from the transfer offer:
For terms and conditions, call Customer service at 1‑800‑363‑3511.
Did you know?
You can keep trading all through the transfer process. Access to your present brokerage accounts will only be limited for the last 24 to 48 hours* of the transfer.
*Transfer times may vary depending on the delivering institution.
How long does it take to transfer my account?
Transfer times may vary depending on the delivering institution and the investments being transferred.
N.B.: Time periods are approximate. During peak periods, transfers can take longer than expected to be completed. Missing or incomplete documents can also cause delays.
Transfers via ATON users
The ATON system, used by several brokers, enables transfers to be carried out electronically. Contact one of our representatives at 514-866-6755 or toll free at 1-800-363-3511 for the list of participating institutions.
Here are time estimates for assets to be received, in business days, from the time a request is initiated:
|Mutual funds||Foreign securities
and OTC market securities
|Guaranteed Investment Certificates|
|10 days||10 days||15-20 days||20 days||20-30 days|
Transfers via non-ATON users
Transfers coming from institutions that do not participate in the ATON system must be processed manually. This represents about 60% of requests.
The estimated timelines for receiving assets (once the transfer request is sent to the delivering institution or a GIC expires) are as follows:
|Mutual fund companies||Trusts /
|Employers / Pension funds /
|10-20 days||10-20 days||10-20 days||20-40 days
|Cash or margin account||30052
(RRSP, RRIF, LIRA, LRSP, RLSP, LIF, LRIF, RLIF)
T2151 if transfer of LIRA or RLSP from an employer
|Tax-Free Savings Account (TFSA)||T2033
|Registered Education Savings Plan (RESP)