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How do I transfer to my Variable RRSP or Variable TFSA account?

a) Transfer to an existing Variable RRSP or TFSA account

1. Login to Online Banking

2. Click "Options" next to the Variable RRSP or TFSA account you want to deposit to and select “Deposit to RRSP or TFSA”

Deposit-to-RRSP.jpg

4. Enter your deposit details and “Submit”

5. Review your deposit details and “Confirm” to complete your deposit


b) Transfer to a new Variable RRSP or TFSA account

1. Login to Online Banking

2. Under "Investments" click "Purchase Investment"

Purchase-Investment.jpg

3. Select either "Purchase RRSP" or "Purchase TFSA"

4. If you do not have an RRSP or TFSA contract, you will be prompted to open one.

5. Enter your information and click "Submit"

5. After submitting – Review your purchase details and “Confirm” to complete