Can I transfer my savings to FlexiFonds from another financial institution?

Yes. You can transfer a TFSA or RRSP to FlexiFonds by phone or directly online. To transfer a RRIF, you will need to call us.

How does transferring an RRSP or TFSA work?

You will need a recent electronic statement of the account you wish to transfer, your account number, and the name and address of the originating institution.

  1. You must have an active account with FlexiFonds to make a transfer request. If this is not the case, you can open an account directly online. You will be required to make a one-time initial deposit of at least $10.
  2. New accounts are processed on the next business day. Once your account has been activated, log in and select the option to Transfer an account.
  3. You will then be guided through the transfer request process.
  4. Once your application is complete, it should take 4 to 5 weeks for the funds to be transferred and appear in your FlexiFonds portfolio.

Transfer an account Open an account with FlexiFonds

How does transferring a RRIF work?

You will need a recent electronic statement of the account you wish to transfer, your account number, and the name and address of the originating institution.

At this time, it's not possible to transfer a RRIF directly online. Instead, simply contact one of our FlexiFonds mutual fund advisors at 1-833-383-2121 (available Monday to Thursday between 9 a.m. and 8 p.m., and Fridays between 9 a.m. and 5 p.m.). They will be more than happy to assist you with this process!

Offre FlexiFonds

FlexiFonds: The next logical step in your journey with the Fonds

You can keep your savings within the greater Fonds' family thanks to the FlexiFonds offering. With FlexiFonds, you can invest in a TFSA, RRSP, RRIF, or Investment Account, in addition to products tailored to different investor profiles and savings goals.

Discover the FlexiFonds offering

Ready to transfer your savings to FlexiFonds?

Transfer an account
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