Can I transfer stocks using an Electronic Funds Transfer?

No, you can only transfer cash between your chequing account and your trading accounts. To transfer stocks between brokerage firms, please complete and mail a Registered Plans Transfer Form if it’s for a registered account (RRSP or RRIF), or an Authorization to Transfer Account Form if it’s for a non-registered account. To transfer securities between accounts at Credential Direct please contact us at 1.877.742.2900. Please note a $25 internal transfer fee applies per security.

Ready to become a DIY trader?

Take control of your investing with a partner that values the same things you do.

Open an account