Transfers

Bring your fleet to a better place

Transfer an investment account to Wealthsimple and we'll put your money to work in a smart, low-fee, passive portfolio.

Make Your Vehicles Work Smarter

Simplify your finances: See your financial picture at a glance with all your accounts in one place

Pay lower fees: Our 0.5% management fee is a fraction of what traditional mutual funds charge

Get human advice: Experienced financial advisors are here to help whenever you need it

Invest on autopilot: Stay on track with auto-deposits, automatic rebalancing, and dividend reinvesting

Transfers made simple

Start a transfer from our award-winning website or mobile app

Answer a few simple questions about your current account

We'll take care of the rest — including contacting your current provider

Plans that fit your goals

Start a transfer from our award-winning website or mobile app

Fleet

We'll reimburse any administrative transfer fees the other institution charges when you move an investment account with $5,000 or more to Wealthsimple.

Fleet

We'll reimburse any administrative transfer fees the other institution charges when you move an investment account with $5,000 or more to Wealthsimple.

Fleet

We'll reimburse any administrative transfer fees the other institution charges when you move an investment account with $5,000 or more to Wealthsimple.

Fleet

We'll reimburse any administrative transfer fees the other institution charges when you move an investment account with $5,000 or more to Wealthsimple.

Your moving costs are on us

We'll reimburse any administrative transfer fees the other institution charges when you move an investment account with $5,000 or more to Wealthsimple.

Learn More >

We Keep Your Money Safe

Your security and trust are important to us. We're committed to protecting your account with the highest standards of security available.


Answer a few questions about your financial goals

We'll suggest a portfolio with the right amount of risk for you

Tell us which account to transfer – we'll take care of the rest

Create Account

We'll reimburse any administrative transfer fees the other institution charges when you move an investment account with $5,000 or more to Wealthsimple.

Learn More >

Disclaimer: Roam is not affiliated with or endorsed by any automaker in any way. All product names, trademarks, and trade names are the property of their respective owners.

Disclaimer: Roam is not affiliated with or endorsed by any automaker in any way. All product names, trademarks, and trade names are the property of their respective owners.