Yes. You can transfer an existing TFSA or RRSP to Intelligent Investing.
To get started, contact us through the in-app chat or email support@intelligentinvesting.ai. Our team will guide you through the transfer process.
Transfer fees
Most financial institutions charge a transfer-out fee (typically around $150) when you move an investment account to another provider.
If you transfer $15,000 or more to Intelligent Investing, we’ll reimburse the transfer fee up to $150. For details or eligibility questions, contact support.
Having multiple TFSAs or RRSPs
You can hold multiple TFSAs or RRSPs across different institutions without issue. However, your total contribution limit applies across all accounts of the same type combined.
If you’re unsure how much contribution room you have available, you can check your account with the Canada Revenue Agency (CRA) or ask us for help.