Check out this FAQ for all things transfer related! Please note, due to the reduced Investment Management fee there are no transfer fee reimbursements on the Wealthsimple for Advisors (W4A) platform.
- How do I add a bank account?
- Can I add a bank account that is not in the client's name?
- Can I set up a recurring deposit?
- Is there a minimum deposit or balance?
- How do I transfer an account?
- Can I move funds internally (for example, for a TFSA contribution)?!
- How do I withdraw money?
- Will my clients' transfer fees be covered?
- Mutual Fund - Existing Deposits/Withdrawals Do Not Carry Over