How do I transfer my account from another brokerage firm?
Simply complete and mail a Transfer Authorization Registered form if it is a registered account such as an RRSP, RRIF, or TFSA. Or, if you have a non-registered trading account, complete and mail in a Transfer Authorization form. You must include a photocopy of your most recent account statement from the delivering institution. We will do the rest!
We’ll also cover up to $150 of the transfer fees your brokerage charges when you open and transfer your account of $25,000 or more to Credential Direct. Learn more.