Transfer for Free
Open and transfer your account of $25,000 or more to Credential Direct and we’ll cover up to $150 of the transfer fees your brokerage charges.
Apply online and enter SWITCHME in the promotional code section of your application.
Terms & Conditions
Move an account to Credential Direct and we’ll cover up to $150 of the transfer fees your brokerage charges.
- Available to new clients or existing clients opening a new account type
- To qualify for this credit you must include the promotional code ‘SWITCHME’ in the designated area on your application and provide Credential Direct with a copy of your broker’s account statement, or other proof that may be acceptable to Credential Direct at its discretion, showing the transfer fee charge incurred within 60 days of opening your Credential Direct account. You may submit a copy of your statement charge via mail, fax or email.
- One rebate of up to $150 is available to each client who opens and transfers an account to Credential Direct providing it has a minimum value of $25,000.
- The $25,000 value can be cumulative across multiple accounts (ex. $20,000 TFSA + $5,000 Cash Account). However, Credential Direct will cover the transfer fee for only one account.
- The Account must be maintained at Credential Direct for at least 6 months. If transferring out within 6 months, the transfer fee rebate will be clawed back.