We make transferring an existing GRSP easy and simple. We handle everything form A to Z and keep you informed of our progress throughout the way. When you choose to move your plan to Wealthsimple for Work, our team will be in touch with a clear list of next steps for a smooth transfer.
In general, there are three steps to transferring a GRSP:
- Communication to your client's former service provider and to your employees (we assist you with this part)
- Open GRSP accounts at Wealthsimple
- Transfer assets from your former service provider to Wealthsimple (we handle this part)
Administration fees reimbursement policy:
If you decide to transfer an existing Group plan to Wealthsimple, the former service provider may charge a small administration fee to process the bulk transfer. You or your client will need to clear that fee before we can process the transfer.
New to Wealthsimple for Work? Book a call with us to learn more about offering group plan to your company.
Already using our platform? Please contact us at email@example.com for support.