Brokerage transfer in request
Published: Oct 17, 2022
Updated: Feb 13, 2026
Easily transfer your account to Questrade from another brokerage.
Whether you’re new to Questrade or already a customer, you can transfer almost any type of investment account over to Questrade—for any amount and as many accounts as you like. You can transfer your cash or your actual investments (referred to as an in-kind transfer).
And the best part? We’ll cover your transfer-in fees, for up to $150 per account (opens in a new tab).
Important to know before you transfer
Some institutions may charge an additional penalty on top of the transfer fees themselves. For example, some mutual fund companies may charge something called a deferred sales charge (DSC) when selling a mutual fund during a transfer request (in-cash). If you are selling or liquidating any investments when requesting a transfer, we highly recommend speaking with the outgoing institution first so all the fees are clarified ahead of time.
Broker-to-broker transfer requests typically take 15-20 business days to complete; however, depending on the outgoing institution, there may be additional delays from their end.
Certain registered accounts such as RESPs or LIRAs may require additional documents when requesting a transfer. All details will be provided online when you submit your request.
Unfortunately, Questrade is not able to cover or reimburse you for any penalties charged by the outgoing institution during a transfer. We will only reimburse the actual transfer fees themselves.
Some institutions only support specific types of transfers out (In-cash only, or in-kind only) If this is the case, you will only see the option supported by your outgoing institution on the Questrade transfer request page. In addition, Questrade does not support partial RESP transfers-in.
Assets may not be available to be traded while an account transfer between institutions is in progress.
It is highly recommended to pause all trading activity once a transfer is initiated to prevent issues with the transfer process.
What do I need to request a transfer?
To request a transfer, you will need the following information:
The name of the institution (Bank or brokerage) that you’re transferring from.
Please note: Many institutions operate under many different business names, (I.e. TD Direct Investing vs. TD Canada Trust) please pay close attention to who’s holding your current investments, and submit your request to that specific institution.
The account number for the account you’re looking to transfer.
Please note: Some institutions may have separate accounts for CAD and USD. If this is the case, you may need to request two transfers with differing account numbers for each currency account. At Questrade, every account type supports dual-currencies.
The address of the institution.
All of this information can usually be found online, or on a recent statement.
Requesting your transfer
To request an account transfer, please follow these steps:
1. Log in (opens in a new tab) to your Questrade account.
2. Head to the “Move money” page by clicking on the menu at the top left of the page, then click “Transfer”.
3. It will ask you to Choose a transfer type. Select Transfer an account to Questrade.
4. Click the green “Start account transfer” button to begin.
Enter your transfer details
1. Please choose the destination account, then click the green “Next” button.
2. Choose the financial institution from the drop-down menu. If your institution is not listed, please choose “other” from the bottom of the list.
Please note: Pay close attention to the institution name here, many financial institutions operate under a variety of business names. (I.e. Scotiabank vs. Scotia iTrade)
3. After you choose the institution, please enter your account number. For some institutions, we may also ask for additional information.
4. If we need additional information for your request, please enter the institution’s address. If you have a direct contact such as a financial adviser, or personal banker, please provide their contact information as well.
Choose transfer type and dollar amount
1. Next, choose the type of transfer, then click the green “Next” button. There are 3 options available in most cases:
All-in-cash means your outgoing institution will sell or liquidate your current investments, then transfer the cash from the sale to your Questrade account.
Please note: Some institutions may charge for this sale/liquidation, if in doubt, please check with the outgoing bank/broker about specific fees. In addition, if this is a non-registered account, an all-in-cash transfer may trigger capital gains or income taxes, please check with an accountant if this is the case.
All-in-kind means your outgoing institution will transfer all of your cash and investments exactly as they are to your Questrade account.
A Partial request will ask for specific amounts of Cash (CAD or USD) and/or specific investments to be transferred. With a partial request you will also have to indicate what you’d like to transfer since it’s not the entire account.
2. On the “Transfer details” tab in the next section, please enter the estimated or approximate value of the transfer, and the currency.
If the account you’re transferring contains both USD & CAD investments or cash, simply enter the approximate combined amount represented in either CAD or USD. Remember, you don’t have to be exact, we’re only looking for the estimated value.
3. On the next tab, please confirm the details of your transfer for accuracy. If everything looks fine, you can click the green “Confirm and Sign” button to move on to the final step.
Sign and submit your transfer documents
The last step is to sign & submit your documents for your transfer request. Most institutions support electronic signatures, if this is the case, you will be redirected to our DocuSign partner to sign your forms.
If your outgoing institution does not support electronic signatures, you will see a prompt to download & sign your forms by hand. If you need any assistance uploading your documents, please see our Uploading documents article.
To sign electronically, simply click the green “Start” button on the left side, and then click the yellow box where it indicates a signature. When you click this, your signature will be pre-filled from other agreements, or you can choose to draw, or pick a pre-generated electronic signature.
Congrats! You’ve finished your transfer request. Your account and investments or cash will be on their way shortly.
Please note: For certain institutions, your transfer request may take 20 business days or more to complete fully.
If you’d like to check the status of your transfer request, go to the Move money page, scroll down to Move money history, and click Transfer:
From here, click Transfer account to Questrade history to see transfer status, and any pending actions.
Claiming a transfer rebate
If you were charged a fee by the outgoing institution for your transfer, we can help rebate up to $150 per account transfer in. See full terms and conditions (opens in a new tab).
To claim a rebate for these transfer fees, please upload a recent statement, or clear screenshot showing the transfer charge from the other institution.
Statements and screenshots must contain:
Account number
Matching customer name
Institution logo, or other identifying feature
Transfer fee/charge
You can upload your statement or screenshot through our secure upload portal (opens in a new tab). Please choose “rebate” as the “Document type”.
Please give a timeframe of 7-10 business days to process your rebate claim.
Please note: You must upload your statement or screenshot for your rebate within 60 days of the transfer request.
