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Brokerage transfer-in request
January 14, 2019

Whether you’re new to Questrade or already a customer, you can transfer almost any type of investment account over to Questrade.

One of the ways in which you can fund your account is by transferring any existing accounts you may have with a different financial institution such as an RRSP or a TFSA over to Questrade.

Limited time offer - Until March 31, 2019 transfer as many accounts as you like to Questrade, with any amount, and we’ll rebate your transfer fees up to $150 per account.

To get your rebate, send us a copy of your statement with the transfer fee you were charged, by May 31, 2019. To do so:

  1. Log in to your Questrade account
  2. Go to ACCOUNT MANAGEMENT and then click Upload Documents
  3. Complete all fields. For Document type, select Rebate
  4. Click Upload

Terms and conditions.

  • Submitting a transfer request

    Transferring an account is easy and it can be done entirely online. You can get your transfer started in just a few minutes. To do so, log in to your Questrade account, hover over FUNDING and click or tap Transfer account to Questrade. From there, all you have to do is fill out a one-page document authorizing the transfer, and we’ll take care of the rest.

  • Types of transfers

    You can transfer your account partially, in cash or in-kind.
     To Questrade, Inc. self-directed accounts To Questrade Wealth Management managed accounts
    All in cash Your financial institution liquidates all of your securities and transfers the funds to your Questrade, Inc. account.Your financial institution liquidates all of your securities and transfers the funds in cash to Questrade Wealth Management. Questrade Wealth Management then invests your funds into your selected QuestWealth Portfolio of ETFs.
    All in kind Your financial institution transfers all of your cash and securities exactly as they are from your current account to your Questrade, Inc. account.Your financial institution transfers all of your cash and securities exactly as they are from your account to Questrade Wealth Management. Questrade Wealth Management then liquidates your securities and reinvests your funds into your selected QuestWealth Portfolio of ETFs.
    Partial transfer Your financial institution transfers only your requested securities and/or amount of cash to your Questrade, Inc. account. Your financial institution transfers only your requested securities and/or amount of cash to Questrade Wealth Management. Questrade Wealth Management then liquidates your securities and reinvests your funds into your selected QuestWealth Portfolio of ETFs.

  • Is transferring considered a contribution or withdrawal to or from my registered account?

    No. As long as you submit a brokerage transfer request, everything stays the same. The only thing that changes is your brokerage. For example, your RRSP/ TFSA contribution room/limit will stay the same and as a result of the transfer.

  • Checking the status of your transfer

    You can easily check the status of your request by logging in to your Questrade account, hovering over FUNDING, and tapping Transfer account to Questrade history. Depending on the financial institution, the timing of transfer-in process may vary.

  • Important to know

    Here are some things you should know transferring your accounts over:
    • Cash and securities in a registered account can only be transferred to the same type of registered account. For example, an RRSP account can only be transferred into a another RRSP
    • Depending on certain circumstances, the relinquishing financial institution may charge a transfer-out penalty.
    • An account transfer typically takes 10-20 business days to complete; however, depending on the financial institution, transfer requests could take significantly longer.
    • You may need to fill out additional documents when transferring RESPs and other locked-in accounts. All details will be provided when you submit your request.

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The information contained in this website is for information purposes only and should not be used or construed as financial or investment advice by any individual. Information obtained from third parties is believed to be reliable, but no representations or warranty, expressed or implied is made by Questrade, Inc., its affiliates or any other person to its accuracy.

Questrade Wealth Management Inc. (QWM) and Questrade, Inc. are wholly owned subsidiaries of Questrade Financial Group Inc. Questrade, Inc. is a registered investment dealer, a member of the Investment Industry Regulatory Organization of Canada (IIROC) and a member of the Canadian Investor Protection Fund (CIPF), the benefits of which are limited to the activities undertaken by Questrade, Inc. QWM is not a member of IIROC or the CIPF.