Home page

How to TRANSFER to QUESTRADE | Move Money u0026 Investments from your Bank TFSA u0026 RRSP Tutorial

Frames How to TRANSFER to QUESTRADE | Move Money u0026 Investments from your Bank TFSA u0026 RRSP Tutorial

Description How to TRANSFER to QUESTRADE | Move Money u0026 Investments from your Bank TFSA u0026 RRSP Tutorial

Comments How to TRANSFER to QUESTRADE | Move Money u0026 Investments from your Bank TFSA u0026 RRSP Tutorial

Check out How to OPEN a QUESTRADE Account | Step by Step Walkthrough 👇br youtube/uoOBRUY8IXQ Comment from : Canadian in a T-Shirt

The fees in Scotia bank and Questrade are the same for mutual funds Why would I transfer my funds? I wish you would respond to questions Comment from : Anita Ramdhani

Thank you for such informative video Adrian! I recently moved my td mutual funds over to questrade in kinds TD charged the transfer fee to another account other than the rrsp account and now questrade refused to refund the transfer fee Any ideas how to go around this? Thank you Comment from : Sidney Lee

I made a bank transfer FROM: my checking account TO MY: TFSA BANK account thinking it should be there in order to transfer it TO: my QUESTRADE TFSA ACCOUNT my question is can i still transfer money from my bank tfsa to questrade tfsa? or have i made a mistake? thanks for all your help! Comment from : titch glover

Does this work for mutual funds to? Comment from : snowbunny1001

Hi adrian, dumb question Are drips gonna be considered by QT as "buys" and will be charged per drip?brThanks Comment from : Peter Ros

If I haven't maxed out my TFSA, I can transfer money from that tfsa account to open a questrade tfsa account, right? Comment from : Paul Lacroix

Comment Comment from : The Ultimate Rental

What is an individual RSP and why can't I make an RRSP account on Questrade there is no option when opening an account Comment from : Zandra Perez

What can i do to get my money out of mutual funds tied up in the bank? The market is down right now, and i’m planning on switching over to wealthsimple and investing into etfs It doesn’t look like transferring mutual funds is an option, although i’m able to transfer the funds directly on the app Should i take the $300 loss or wait until the market is back up? I didn’t realize there were so many fees banks charge when dealing with mutual funds and i want to get my money out as soon as possible! Comment from : Jocelyn

If some my current investments at a big bank are not accessible/available assets through Questrade (ex bank specific mutual fund), can I still go through the process of requesting an "in kind transfer" with some modifications or is this whole "in kind" process blocked? Will I need to go through the partial transfer route and specify everything? I'm trying to figure out the most efficient way to get out of my current banking situation where I'm definitely being charged more in fees Is there some sort of way to confirm/cross reference whether the assets I currently hold in my current investment accounts are accessible/available through Questrade? I hope these questions makes sense Comment from : Kyle Daniell

You are so patient explaining thingsssss Comment from : Thais Aratangy

Hello! I am trying to transfer my RRSP funds from EQbank to Questrade, however, when I look at the list of banks in the Questrade website, EQbank doesn't seem to be there Is there a way to do this? Thank you! Comment from : CGCortes

Hi, I asked Questrade to do a in kind transfer from the RRSP account at my bank to Questrade Questrade came back saying that the transfer could not be performed Do I have another option that will not penalize me in taxation? Comment from : patrick phillips

Hi Adrian! Just wanted to add something that some people might not be aware of So I transferred all of my assets from RBC to Questrade During the 2-3 weeks that it took to transfer, I was due for a dividend payment It didn't get transferred I had to call questrade to have them transfer the missing dividends from RBC The dividends were sitting in an empty account I only noticed because it was a big one, over $70 Just an FYI, check to make sure your dividends transfer over too!! :) Comment from : Christina Mallet

Very thorough You are amazing, Adrian!brbrI will dig more if I can transfer my kids RESP Mutual funds from TD as In-kind If not, I guess the only option is to liquidate and do cash transfer to Questrade RESP Comment from : Mohamed Hussein

Hi, great video! Thank you! If my current back (RBC) has my RRSP only in Mutual Funds, can I transfer in-kind to Questrade? Thanks for your help Comment from : CGCortes

Everything sounds good on here but when you read some of the reviews about Questtrade online I’m not so sure I was thinking of leaving my bank trading service for QT but some of the comments I’ve read have me hesitant Terrible customer service and apparently fees and costs that aren’t divulged People who have transferred accounts and aren’t being reimbursed the transfer fee as promised Not sure what to think now Not crazy about my bank now but not looking for a worse situation either Comment from : Sam Spade

Hey hey*, has anyone here attempted to transfer an entire RRSP from Manulife to QT? Manulife diversifies where your money is invested so I'm wondering how clean that process is Wanted to see if anyone here has done this before I attemptbrbrOh - and thanks for the video, Adrian!! 🙌 Comment from : Katie Grant

Hello Adrian, thanks for the information I ‘d like to know if I can transfer my RESP (savings) l kown 😂, to Questrade Thanks for the feed-back Comment from : Gabriela del Carpio

Hi Adrian, I was just trying to start a transfer of my RRSPs from my financial institution into my new Questrade account I want to transfer it all In Kind but it only gives me two options, All in Cash or Partial Transfer Do you know why that is? Comment from : Jayde

Ty so much for these videos 🙏🏻 Comment from : Junk Jenga

hmm I wonder how you would transfer cash from questrade to your bank accountbrbroh nvm I figured it out, questrade has a page on this called "How to place a withdrawal request" Comment from : Zert Brown

Can do creat a new account with app smartphone questrade or need a pc to do that? Comment from : Neo Paladin

What do i do if i want to transfer RRSP mutual fund from a bank but wants to use the fund to buy RRSP stocks in questrade? brIn kind? Comment from : Peter Ros

Appreciate the thorough walkthrough Comment from : Reqaus Xobi

Great job as always Adrian! Comment from : Devin Hicks

Hi Adrian, I've learned so much from your content Thank you! I have a (probably dumb) question about Questrade RRSP Is the "individual RSP" the same thing as an RRSP?? Trying not to make a mistake transferring my RRSP "in kind" from big bank to questrade Comment from : Christina Mallet

Hi Adrian, I have a USDLL account with National Bank and I am not able to send funds from the National Bank US account to QUESTRADE Do you know if I can do it from Questrade instead, like the process you described here?brThanks! Comment from : Jose Ruiz

Hi Adrian, thank you for your videos They are really helpful Cheers Comment from : Jose Ruiz

Try gluing your hands to the desk Much less distracting Comment from : ARNOLD TOEWS

Can i transfer resp account? Comment from : Marlon Rosema

Hi, I'm new here in Canada and saving up for downpayment to buy a house, currently staying at my sister's house I had few thousands on TFSA but on GIC Do you suggest I continue with saving cash or put some on TFSA? Really want to invest in Index funds Comment from : off NL

Can I move my RRIF to Questrade? Comment from : Herb Wiseman

Is Questrade CDIC brsecure? Comment from : Deb Spring

Thanks Adrian ! Comment from : Deb Spring

Questrade call center is one of the worst services ever I regret that I opened the account and have to deal with these people Comment from : Venus

Thank you How is questrade and wealth simple policies 2023 Comment from : Deb Spring

Can an individual have two TFSA accounts? Comment from : Samina Sarawala

awesome Comment from : Fran

You are an inspiration and cool guy Take care Comment from : Esther & Mordecai

Hi, If you trigger an in-kind transfer of TFSA assets from any bank to Questrade TFSA, how bank charges the transfer fee (CAD150/-) ? Would that affect your asset on TFSA if there is no cash on Bank's TFSA? How would that affect on the yearly contribution? Comment from : Ashish Sarker

Hey Adrian, Great videos I have become a memberI own stocks in both Wealthsimple and Questrade Can you pls let me know if there is a disadvantage to holding US stocks in wealthsimple Should I transfer them over to questrade? Comment from : Sriram Ramesh

Can you do an in-kind transfer from a marginal account to a TSFA account in questrade? I’m trying to avoid cap gains on a bunch of TSLA shares that I have in my TD direct investment account Comment from : Ryan Lepage

Have you done any videos on RRIF's? I can't seem to find them Could you give me a link to the video? Comment from : Life with Pugwinkle

Good video Adrian If I transfer a TFSA account (20K) from my bank to Questrade, will I be able to buy ETF with that new deposit in my Questrade TFSA? Thanks Comment from : lemino10

Hey buddy good information, I have a question I'm trying to transfer from Fidelity, but for the banking details do I put Fidelity or do I put my actual bank? Comment from : Zaman

Thanks Adrian! Been watching your vids for quite some time now, very helpful! I am hoping to do a partial RRSP cash transfer from another institution into my new Questrade RRSP account, but I'd like for the current institution to liquidate only specific funds from my portfolio, not everything! Is there a specific place in Questrade partial transfer for instructions on which funds the outgoing institution should sell? Could not find any Comment from : Astro Maxx

So when I deposit Canadian funds into my TFSA, and buy a US stock, am I charged ANY fees over time for holding those US stocks? Without converting anything? Comment from : Yanbo Yao

Hi, Thank you for your videos I opened a Questrade account with your link and now I want to transfer my mutual funds from TD to Questrade My TD account is Multi-Holding TFSA and under that account, I have mutual funds & GICs I want to transfer only Mutual funds Is it possible that if me to follow your steps in this video? I will be really grateful if you can help me with this Thank you again for your time and effort Comment from : Pattern Studio 101

Awesome, exactly what I was looking for Very thorough Thank you Comment from : GMarks

This is a big time help, just filed for the 150$ rebate charge from TD brbrFellow investors , make sure you get the referral bonus when using Canadian in a T-Shirt referral link when you sign up on Questrade, for some reason mine didn't work when I signed up through the link Comment from : songspire

Great video! Comment from : Joe Harvie

great work by the way Comment from : marc trottier

,,,can i trade gold, silver or rhodium with questrade? Comment from : marc trottier

Thank you so much for the info A quick question: I cannot transfer non-registered stocks from (eg) wealthsimple to questrade TFSA account, right? Comment from : Learner Liu

Thank you - great content- I just wonder if questrade has cdic insurance like the banks do- for us to hv our investments/ cash protected In the banks think the cdic insurance coverage is 100k ( not sure re the actual amt 🤔) Comment from : Alwayspositive 999

Great video! Can I transfer my locked-in RRSP from my bank to Questrade? If yes, once in Questrade, can I buy and sell? I just can't take any money out of that account as it's locked-in? Comment from : Wayne Boyd

So helpful thank you again 👏🏿 Comment from : Neville James

do you have to open up a tfsa at your bank inorder to invest into it on questtrade or will questtrade open up a tfsa on its own Comment from : Ibrah Ibrak

Hi Adrian, is there a "cash account" in Questrade where I can just hold cash I want to move some cash over but not sure if I want to have in RRSP or TFSA yet I just want cash to be inside Questrade Or should I just send it to my Margin account and move it out if Margin to something later as transfer between accounts is free I know about Instant Transfer but it only lets me do 3000 per day Thoughts please? Comment from : West Bay

Good day guys Has anyone tried this transfer between TD tfsa and Questrade tfsa? I am planning to do thisbrHow are your experiences? Comment from : Donald Guardian

Thank you Adrian!!! very very helpful info, thank you for taking the time to put this info here!💪⚡⚡⚡ Comment from : Dan Pojar

Hi, good video! I have a question: for in-kind transfer, if I have US stock and CA cash, what currency I should choose during transfer? thanks Comment from : Jianbin Cheng

great info! thank you! Comment from : plinutul

can u comment a link of how to transfer from rrsp to tfsa after the asset is moved out of the rrsp account i can not find the video thank you Comment from : Patrick Vo

HibrI transferred one position from wealthsimple to questradebrMy avg was 65 in WS but in QT its showing 12 that was the price of the stock at the time of submitting transfer reqbrPlease esplain how Comment from : Fluky

Thanks for the info What happens if you have partial shares in WS, which Questrade doesn't do? If you covered that, I missed it Comment from : hopstiguy

Question: I have $3K in a RSP account with investors group I would like to transfer to Questrade If I do a “in cash” transfer will I get hit with taxes? My goal is to use this money and buy dividends ETFs in a RSP Questrade account Comment from : Lokest Loco

Adrian, I am new to all this and doing as much research as possible before switching to Questrade from a Primerica Mutual Fund Most of my shares in my mutual fund are DSC shares but some have already matured where there are no more charges tied to those shares As time goes one, more shares will mature past the DSC timeframe so they won't have fees associated with selling My question is, do you know if I can do say 1 or 2 transfers per year out of the same mutual fund over to Questrade and get the transfer fees reimbursed or is it only one time transfer fee that Questrade will reimburse from the same account? I am trying to avoid as many fees as possible when removing my holdings with Primerica Comment from : Warren Weaver

Can I do transfer from RESP account to Questrade Comment from : Zaid Al

What is the best brokerage with low commision fees in USA? Comment from : Husam Yacoub

Hello I just wanted to know how much percentage of returns will we be able to get every year on investing on ETFs Comment from : Shahadat Hussain

Thanks a ton, Adrian! Been watching your videos like a Netflix series You've mastered the art of simplifying convoluted subjects For your situation with TFSA Tangerine mutual funds, did you liquidate the funds and keep it a TFSA savings account with Tangerine before transferring to Questrade? As in, was it TFSA Investment account -> TFSA Savings account -> Questrade TFSA account transfer? Does this have to be done over December-January or can you do it at anytime of the year since it is still under TFSA? Would this work the same way for RRSP as well? Thanks again! Comment from : soham thorat

Great video! I didn't realize it was so simple to transfer from TD to Questrade Ive been putting it off and will try it now Thanks Adrian (your video on RESP explained was awesome too) Comment from : Candy Newman

Found your vid by accident Very useful Thank you Comment from : Just See Cat

I have investments in my CIBC TFSA, (Global Monthly Income Balanced) I do not see where Questrade shows these as an option to invest in Does this mean I have to cash out these mutual funds and move the cash over to start re investing Was hoping to not have to cash out Based on your video sounds like some investments are not transferrable Just thought that a big banks mutual fund should likely be listed on Questrade?? Comment from : Sam Roy

Very informative video, thanks! Quick question: though I am not super happy with the performance of one particular RRSP, I am hesitant about transferring it over to my new Questrade account Yes, I am saving almost 2 in annual mngmt fees, but I am wondering about the ramifications of having Questrade cash out funds that are not matched in kind Am I overthinking the fact that I'll never benefit again from having bought those funds at cheaper prices after years of DCAing? Does this make sense or should I just be happy with the lower fees? Comment from : Sean McCarron

it would be greatif you can post a video on margin account, i want to invest in some risky stocks but do not want to do it in the tfsa or rrsp I wonder if i can do it in a margin account, but what is it and how does it work, taxes and all that stuff Comment from : souhila anki

When buying US stocks how do you avoid the withholding tax if you are over 69 I don’t believe you can put the in an RRSP, Comment from : Patricia Weller

Hi :) glad that I found you! Now I’m watching your videos like Netflix & chill 😂brbrI have a question though, when registering for the first time (oh yess I’ll use your reference) and want to transfer in-kind stocks from another institution, does the minimum amount of a $1,000 is still a requirement when opening or if my transfer request will be sufficient? Of course it will be more than $1,000 Hope my question makes sensebrbrThanks Comment from : Ms Val

I want to get start investing and I want to transfer my tfsa over to questrade and actually use that account to invest For the longest time I've done the classic move and basically just used my tfsa as a savings account So if I want to transfer that from my bank to questrade how do I go about doing that? There's no stocks in it so do I have to do it as a cash transfer where it will remove it from the tfsa and re-contribute it into the questrade tfsa , causing me to lose the contribution room for rest of the year? Or how do I do that Same deal with my rrsp, I don't want to lose that room forever Neither have stocks within them so what do I do? Comment from : Shevin Sacrey

this video really helped thanks man !bri'll be using your referral Comment from : tarun

Hi Adrian! I am just starting to learn all about questrade and am looking to move my TFSA from TD into questrade When I request this transfer, will that mean that the TD TFSA will automatically be closed, and I will only have the questrade account? Or will I essentially have 2 different TFSAs after the transfer? Comment from : Emily Coxworth

Thank you very much Everything i was ever told about stocks and trading was wrong I can't even imagine over that last 20yrs how much my bank has charged me for my investments i feel used Comment from : albertabigbuckhunter

I was just gonna ask if it was possible to move some stocks from a TFSA to a RRSP but I see you mentioned its not possible :/ there is absolutely no way to do this? Comment from : sgadsden

Would there be any disadvantage for transferring my RRSP and TFSA holdings in their entirety to Questrade? Or would it be better in some form to maintain a portion still in my major bank? Cause I don't think that's the same as diversifying a portfolio right? Do people diversify their brokers? I should be fine just requesting the whole account to Questrade I'm assuming Comment from : redKheld

Thank you!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! Comment from : Dolly

Great video! brTwo questionsbr1 Even if you choose cash transfer, this is still all within TFSA, and no tax implication/ does not count as contribution, correct?br2 What happens if you choose in-kind and the product does not exist on questrade? Will questrade still move it as cash?brThanks Comment from : Melangex

Hi, I was wondering if you could explain locked-in self direct RSP pension funds Can we move them over to Questrade and use them to buy stock?brI’m getting conflicting stories from different individuals at the bank and I just want to make an informed decisionbrGreatly appreciated brJohn Comment from : John Archakis

Hi, I have maxed out my TFSA and RRSP and also RESP I am wondering what are the accounts I can open in Questrade to invest more money into it? Comment from : Ariel Wu

Related How to TRANSFER to QUESTRADE | Move Money u0026 Investments from your Bank TFSA u0026 RRSP Tutorial videos

How to TRANSFER BETWEEN Accounts QUESTRADE // Move Stocks u0026 Money Tutorial // TFSA, RRSP u0026 Margin РѕС‚ : Canadian in a T-Shirt Download Full Episodes | The Most Watched videos of all time

here is how to contribute money into an RRSP or TFSA account here in Canada #rrsp #tfsa #canada_life РѕС‚ : Zac Hartley Download Full Episodes | The Most Watched videos of all time

RRSP or TFSA? Is It Better To Contribute To TFSA or RRSP? РѕС‚ : The Independent Dollar Download Full Episodes | The Most Watched videos of all time

How to transfer your TFSA or RRSP РѕС‚ : Common Wealth Retirement Download Full Episodes | The Most Watched videos of all time

Should you transfer money from a RRSP to a TFSA РѕС‚ : Atlantis Financial Inc Download Full Episodes | The Most Watched videos of all time

Immigrants Guide to RRSP u0026 TFSA | Keep Your Money РѕС‚ : Kenny and Kris Download Full Episodes | The Most Watched videos of all time

#5 - Transfer TFSA assets to an RRSP РѕС‚ : Precedence Private Wealth Download Full Episodes | The Most Watched videos of all time

RRSP Withdrawl - how to take money out of your RRSP РѕС‚ : Julien Regoli Download Full Episodes | The Most Watched videos of all time

RRSP vs TFSA?‍♂️- Tips to Lower Your Taxes and Build Wealth РѕС‚ : Avalon Accounting Download Full Episodes | The Most Watched videos of all time

Huge RRSP Mistake to AVOID - You will LOSE 40% of Your RRSP РѕС‚ : Aaron Wealth Management Download Full Episodes | The Most Watched videos of all time