Whenever possible, we will ask your client for a digital signature. However, some relinquishing institutions require wet signatures. If your client is required to provide a wet signature, you will see an update on your activity feed and you will receive an email from the Wealthsimple for Advisors (W4A) team.
Transfers and Funding
- Are there any assets that cannot be transferred in-kind?
- How do I transfer an account?
- How long does it take for transfers to be completed?
- Will my clients' transfer fees be covered?
- When transferring an account, why does Wealthsimple ask my client for a wet signature?
- Will my clients' transfer fees be covered?
- What if my client has DSC funds?
- Can clients transfer over assets in-kind?
- How does my client fund an account?
- How does my client withdraw money?
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