How can I transfer my TFSAs or RSPs to Tangerine Investments?

Step 1

Log in, if you haven’t already.

Step 2

Select the TFSA or RSP Account you'd like to transfer the funds to from your ‘Overview’ page.

Step 3

Select the ‘Transfer TFSA’ or ‘Transfer RSP’ button.

Step 4

Follow the steps and don’t forget to click ‘Submit’.

Make sure you have:

• The external account number and plan number of the account you want to transfer from.
  
  
• The other financial institution's address.

You'll begin earning interest with us starting on the day form is submitted. The time it takes to transfer the funds depends on the other financial institution, and may take up to 45 days.

If you don't have an Account with us, you'll need to open one. Once your Account is opened and activated, you can follow the steps above.