How do I transfer securities and cash balances into my Qtrade Investor account?
Cash Transfer: Qtrade Investor’s Electronic Funds Transfer (EFT) service allows you to transfer money between your financial institution and Qtrade Investor accounts by phone, fax, or online. You may indicate that you would like to be set up for EFT during the new account application process. If you already have a Qtrade Investor account and it is not set up for EFT, please print the EFT Request Form, sign it, and forward it to us with a void cheque from your financial institution. You can also fund your Qtrade Investor accounts through your financial institution’s online bill payment service. Account Transfer: If you are transferring securities from another firm, you will need to complete a transfer form. The transfer form must be completed and returned to Qtrade Investor along with a copy of your most recent statement from the firm you are transferring from. If you have access to a printer, you can select and print this form from our online Forms page.
Cash Transfer: Qtrade Investor’s Electronic Funds Transfer (EFT) service allows you to transfer money between your financial institution and Qtrade Investor accounts by phone, fax, or online. You may indicate that you would like to be set up for EFT during the new account application process. If you already have a Qtrade Investor account and it is not set up for EFT, please print the EFT Request Form, sign it, and forward it to us with a void cheque from your financial institution. You can also fund your Qtrade Investor accounts through your financial institution’s online bill payment service. Account Transfer: If you are transferring securities from another firm, you will need to complete a transfer form. The transfer form must be completed and returned to Qtrade Investor along with a copy of your most recent statement from the firm you are transferring from. If you have access to a printer, you can select and print this form from our online Forms page. The transfer normally takes thr
