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Can I transfer tax-free investments with another service provider to my EasyEquities account?

YES. The great news is that you finally can

PLEASE NOTE: All requests for TFSA transfers received after Friday 15th 2019, will only be actioned after Friday 1 March 2019. 

This is due to regulation stipulating that "a product service provider must refuse to transfer any amount in respect of a tax free investment during the last 10 business days of any year of assessment". 

This stipulation is in place to avoid a situation where accounts are in transfer over the end of the Tax-year as this would cause issues with annual and lifetime contribution limits and what year they are allocated to.

You must have an open EasyEquities account. If you haven't already, please follow our easy online registration, which you can access here -

Once you have an open account, just follow the easy steps below:

1. Establish your EasyEquities TFSA account number. You can do this by following these instructions - How do I find my TFSA account number?

2. Complete Section A (Investor Details) of the EasyEquities TFSA Transfer form

3. Enter your TFSA account number (established in point 1 above) into the highlighted cell in Section B (Transfer To)

4. If you selected a partial transfer (rather than a 100% / full transfer) in Section A, then complete Appendix A.

5. Email the form to your existing broker as well as to

Please note:

While we do our very best to limit the timeframe to as short as possible, due to the various parties involved, transfers usually take between 2-4 weeks. 

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