Transfer from Another Financial Institution

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.

Download and Complete Forms

Note: All documents are available in PDF format, and require Acrobat Reader (link opens in new window)

• Investment Account Transfer Form (opens PDF in a new window)
• Non-Personal Account Transfer Form (opens PDF in a new window)
• Registered Account Transfer Form (opens PDF in a new window)
• RESP Transfer Form (Canada Customs and Revenue Agency Form) (opens PDF in a new window)
• Pension Transfer Form (Canada Customs and Revenue Agency Form) (opens PDF in a new window)

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:

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