Download a transfer form for Investing Accounts, RRSPs, RESPs and Pension transfers.

Transfer Form

• Investment Account Transfer Form
• Non-Personal Account Transfer Form
• Registered Account Transfer Form
• RESP Transfer Form (Canada Customs and Revenue Agency Form)
• Pension Transfer Form (Canada Customs and Revenue Agency Form)

If possible, also include a copy of your most recent statement from the delivering institution.

Mail Completed Forms

RBC Direct Investing Inc.
Royal Bank Plaza
200 Bay Street, North Tower
P.O. Box 75
Toronto, Ontario M5J 2Z5

Drop off Completed Forms

At any RBC Royal Bank branch or the Investor Centre

Non-RBC Direct Investing Clients

If you are not yet a RBC Direct Investing client, you may transfer an account from another institution when you open your RBC Direct Investing account.

Open an account now

Customer Support

RBC Direct Investing customer support staff can be reached at: 1-800-769-2560

• Frequently Asked Questions About Account Transfers

^† Clients must provide proof of transfer fee payment to RBC Direct Investing. Please contact an RBC Direct Investing representative for more details at 1-800-769-2560.