Can I transfer my savings to FlexiFonds from another financial institution?
Switching to local savings is easy and free.
Transfer your savings to a FlexiFonds product from another financial institution by May 31, 2023, and receive a transfer fee refund (up to $150) for each registered plan worth $5,000 or more. FlexiFonds' team of mutual fund advisors will even take care of the paperwork for you!
After all, there are so many reasons to invest in the local economy.
If you want to transfer funds from a TFSA or RRSP, you can do so directly online.
To transfer a RRIF, call us at 1-833-383-2121.
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.
- 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.
- 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.
- You will then be guided through the transfer request process.
- Once your application is complete, it should take 4 to 5 weeks for the funds to be transferred and appear in your FlexiFonds portfolio.
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.