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Can I transfer a trading account or an RRSP from another financial institution to Credential Direct?

April 26, 2017account credential financial institution RRSP trading transfer

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Can I transfer a trading account or an RRSP from another financial institution to Credential Direct?

1 Answer

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Yes. Simply complete and mail a Registered Plans Transfer Form if it is a registered account such as an RRSP or RRIF. If you have a non-registered trading account, you complete and mail an Authorization to Transfer Account Form to make the transfer. You must include a photocopy of your most recent account statement from the delivering institution.