Transfer $15,000 or more and we’ll reimburse you up to $200 for fees charged by your other institution when you confirm your transfer within six months.1 We do not charge a fee to transfer in your account.
To get started, please choose the statement that best describes you:
It takes only takes 10 minutes to request the transfer of an investment or registered account from another financial institution. Simply visit Getting Started in the online investing site.
Choose the type of account you want to transfer and the form will guide you through the rest of the steps
If you already have an RBC Direct Investing account, the easiest way to transfer an investment or registered account from another financial institution is to transfer online.
If you’re transferring an RESP or a Pension, you can download and print a transfer form, and mail it or drop it off once you’ve completed it.
If possible, please include a copy of your most recent statement with your transfer form
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.
Print, sign and forward all required forms and documents:
By Mail:
RBC Direct Investing Inc.
Royal Bank Plaza
200 Bay Street, North Tower
P.O. Box 75
Toronto, Ontario M5J 2Z5
If you’re not yet an RBC Direct Investing client, you can easily transfer an account when you open your account. Transfers are built in as part of the online account opening.
Clients must provide proof of transfer fee payment to RBC Direct Investing within six months of transfer to be eligible for reimbursement. Please contact an RBC Direct Investing representative for more details at 1 800-769-2560.