In certain circumstances, RBC Direct Investing may accept transfers-in of trailer-paying investment funds managed by investment fund management companies that have agreed to switch their funds into non-trailer paying versions of the same funds following transfer.
Should your personal information need to be updated, please also complete the Update/Change of Client Information form.
Registered Retirement Savings Plan and Registered Retirement Income Fund
Tax-Free Savings Account
Registered Education Savings Plan
Account Agreements and Trust
To avoid any delays in the processing of your request, please: print, ensure it is completed accurately, sign and date your form.
If you need assistance completing the form please call us at