How to TRANSFER to QUESTRADE | Move Money & Investments from your Bank TFSA & RRSP Tutorial

How do I TRANSFER to QUESTRADE? Why should I Move my Portfolio to Questrade? Which Online Broker should I use in Canada? How do I Move my Cash and Investments to Questrade?
I will be showing you a step by step tutorial on how to transfer cash and investments into Questrade from your bank or brokerage account. I will break down why Questrade is my favourite online broker in Canada and a full overview of their fees. I will show you a step by step walkthrough on how to transfer your portfolio to Questrade for free and without affecting your TFSA and RRSP contribution room.
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SKIP AHEAD ⏩
-Intro: 0:00
-Why Use Questrade? 0:35
-Questrade vs WealthSimple Trade: 2:31
-Wrong Way to Transfer: 3:33
-Transfer Request: 6:03
-In-Kind Transfer: 7:12
-Partial Transfer: 9:30
-Transfer Rebate: 9:58
-Contribution Room: 10:41
-Transfer Walkthrough: 11:33
-Claim Transfer Rebate: 15:53
-Summary: 17:50
WATCH NEXT ▶️
-How to Open Questrade Account - • How to OPEN QUESTRADE ...
-How to Buy Stocks on Questrade - • How to Buy Stocks? QUE...
-How Taxes Work in Canada - • HOW TAXES WORK IN CANA...
-How to Buy US Stocks on Questrade - • How to Buy US Stocks ...
-Best Canadian Stocks During Crash - • Video
-What is a DRIP? Compounding Dividends - • What is a DRIP? Invest...
-Best Canadian Dividend ETFs - • BEST CANADIAN ETFs FOR...
-TFSA Explained Investing Tax Free - • TFSA Explained | Inves...
-RRSP Explained Part 1 - • RRSP Explained Part 1 ...
-4 Steps to Become Wealthy - • 4 Steps to Become Weal...
-Norbert’s Gambit - Exchange Currency for Free - • Norbert's Gambit with ...
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DISCLAIMER: I am NOT your financial advisor! My videos and the topics discussed are my opinions and are presented for entertainment purposes only. This information should not be construed as legal or financial advice. It is always up to YOU to do your own due diligence. It’s YOUR money so make YOUR own decisions!
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#CanadianInvesting #Questrade #CanadianStocks #StockMarketInvesting #CanadianFinance #QuestradeTutorial

[@CanadianTShirt]

Check out How to OPEN a QUESTRADE Account | Step by Step Walkthrough 👇 kzbin.info/www/bejne/q6Cyc4WLjp18jrM

[@CanadianTShirt]

And be sure to check out my QUESTRADE GUIDE 👇 kzbin.info/aero/PLj8bU3AuW2qEIaIoR89ZHl9enwMJzz9De

[@CanadianTShirt]

As well as my CANADIAN TAX GUIDE 👇 kzbin.info/aero/PLj8bU3AuW2qEA_ik7NOAIkBY02nt7KAPj

[@CanadianTShirt]

And learn EVERYTHING about investing with my MILLENNIAL INVESTING GUIDE 👇 kzbin.info/aero/PLj8bU3AuW2qEVri8g-ErBL65ng98iAf5g

[@flopper_JSA]

Hey Adrian, what if your RRSP has GIC's at the other institution? Can we transfer now or need to wait until the maturity date?

[@faisalmutlaq7268]

Thanks for help

[@kongkongball1]

Man thank you so much! Such a huge help! My wife and I have been putting lessons learned from your videos into action.

[@CanadianTShirt]

That's what I love to hear!!! I'm so happy that my videos have been helpful to both of you and I hope you guys enjoy watching my videos together! =)

[@andydelia4870]

Just finished binging all your videos up till now. You have been an enormous help since I'm beginning my investment journey. All your videos have been so informative, easy to understand and follow. Thank you!

[@CanadianTShirt]

Wow! Thank you so much Andy! I really appreciate that, you just made my day! I'm happy to hear that my videos have been helpful and are binge-worthy! Happy holidays! 😁

[@canpin]

Nobody explain things better than you in YT. Thanks!

[@CanadianTShirt]

Thank you Peter! That really means a lot to me! I put a lot of effort into explaining these seemingly intimidating topics in an accessible way and I'm happy to hear that it's working! =)

[@GammaLlama_]

You sure do know the ins and outs of Questrade! Great work!

[@CanadianTShirt]

I'm a huge fan of their platform and I know it can be confusing for beginners so I do my best to make it less intimidating! =)

[@ginocolello4241]

Your videos are amazing. I keep playing them when I need to refresh my memory on how to do something. Thank you so.much!

[@CanadianTShirt]

Thank you Gino! I really appreciate those kind words and I'm so happy that you keep coming back to them for a refresher! 🙏

[@crazyfishstudios]

Bro. Thank you is all i can say, must feel nice affecting so many people financially in a positive way

[@CanadianTShirt]

Thanks buddy! Absolutely! This is by far the most rewarding and fulfilling job I've ever done. Answering questions and responding to you guys is my favourite thing about this whole KZbin gig =)

[@jnb4eva]

This is so thorough and clear. Thank you so much!! Keep up the great work!

[@CanadianTShirt]

Thanks buddy! I'm happy to hear that this video was helpful! =)

[@kalyanirajalingham1286]

Great video! Im literally using your videos to learn everything i can about banks, stocks, credit, etc...hope you keep the material coming!

[@CanadianTShirt]

Thanks Kaylani, as always! You got it! I hope you continue to find my content helpful! =)

[@siddharthakarra4934]

I was looking for transfer to questrade and here comes your video. Thank you. 1st to view n comment. :)

[@CanadianTShirt]

Perfect timing! I hope you find it helpful! =)

[@davidslobod5726]

Clearly explained and perfect timing as I am planning to transfer some shares between brokers. Now I can do it with more confidence. Thanks Adrian!

[@CanadianTShirt]

Thanks David and that's what I love to hear! 😁

[@nidasfilms]

Hi David, I read your comment and wonder if you already done of transferring shares as kind ? Today, after watching this video I did transfer all my shares in kind and I want to get them in Questrade platporm with US as they were in wealthsimple, but still have the chance to cancel. Please, let me know if you were happy with this transaction or you recommend me to cancel it . I appreciate your answer.

[@gunjangulati]

New subscriber here. Glad I found your channel. Every point you make is crisp and to the point. The text on the left side of the videos is really helpful too.

[@CanadianTShirt]

Thanks buddy! I really appreciate that and I'm glad that you find my presentation style helpful. Welcome to the channel! 😁

[@sawdust6148]

You're doing the work man. Thank you so much for helping beginners like me. Truly appreciative

[@CanadianTShirt]

I'm happy to hear that my videos have been helpful and I hope you are enjoying Questrade! =)

[@takpham1164]

Hahaha, I literally just plagiarized your message to Customer Chat to ask for journaling. This vid couldn't come at a better time! Thank you.

[@CanadianTShirt]

haha I don't think I've ever been plagiarized before.... I'm honoured! 😆 I'm glad this video was helpful and I hope it saved you some money! =)

[@suarezig1440]

Where have you been all this time bruthaaa, lol. I’ve come across your channel by chance, and VERY glad I did. Wow. Such smooth explanations, textbook style, love it! Look forward to seeing your subscriber rate flourish over the coming weeks plus! Would be lovely to see some videos on your stock recommendations!? Stay Blessed!

[@CanadianTShirt]

Wow! Thanks buddy! I really appreciate that and I'm happy you found me! 🙏 I'm way ahead of you man! I've got a WHOLE playlist of my favourite Canadian and US Stocks and ETFs which I recommend and I personally invest in. Check it out! =) kzbin.info/aero/PLj8bU3AuW2qFD4sCsCxXdaAADlyiP8bqB

[@scottackert8895]

Love watching your videos Adrian! Looking forward to your RRSP Part III video to come out soon. Espicially on the Home Buyers’ Plan.

[@CanadianTShirt]

Thank you Scott! I'm happy to hear that my videos have been helpful! =)

[@candynewman4267]

Great video! I didn't realize it was so simple to transfer from TD to Questrade. Ive been putting it off and will try it now. Thanks Adrian (your video on RESP explained was awesome too)

[@CanadianTShirt]

I'm happy to help! Make sure you follow the steps in this video and it won't cost you anything! I transferred cash and stocks from TD Direct Investing years ago so I can tell you first hand that it works very smoothly! And thank you for becoming a member! =)

[@michaeltanquiza8960]

Thanks bro. this is what i've been waiting for:-)

[@CanadianTShirt]

Thanks Michael! I hope it was worth the wait! 😁

[@JohnSmith-zr4tn]

You should just go to Questrade Website. You will spent less time for it.

[@hansonlau9188]

Just turned 18 and opened an account! Love your channel!

[@CanadianTShirt]

That's what I love to hear!!! Way to go buddy! I'm really happy to hear that you're getting into investing and taking charge of your financial future at such a young age! I WISH I started when I was 18! 🔥

[@tilleyroadaffairproduction6752]

Thank you very much for this! We wish you a happy holiday season!

[@CanadianTShirt]

I'm happy to hear that this video was helpful! Happy Holidays to you as well! 😁

[@jasonstupak4535]

A Canadian in a t-shirt! Watched and liked, thanks Adrian! Thanks so much for getting me started on this dividend stock road!! My dividend stocks are AQN, BMO, BNS, CPX, ENB, FTS, KL, MIC, NPI, POW, PPL, RY, T, TD, XEI, AP.UN, GRT.UN, REI.UN, SRU.UN, ABBV, ET, PFE, QYLD, SPYD, BEP, BIP. Also sold most of my growth stocks to buy a large position in MMEDF when it jumped to $0.70 USD/share, but I still have VERY & NIO. Please keep doing videos on high quality dividend stocks as I'm eventually going to scale down part of my MMEDF position after they get listed to the Nasdaq. Great new camera quality! Cheers!

[@CanadianTShirt]

Thank you Jason! I really appreciate your support as always man and I'm loving your portfolio so far! Way to go buddy! =)

[@mavstang4145]

Welcome back!!

[@CanadianTShirt]

Thanks Mav! I hope the video was worth the wait! 😁

[@mavstang4145]

@@CanadianTShirt definitely 👍

[@amarispadamshi8945]

Great video once again Adrian! I know that account transfers do not affect contribution room, but I wanted to ask a specific question to clarify this small detail. When the the transfer fee gets charged, and then rebated some time later, does that affect the contribution room? Thanks

[@CanadianTShirt]

Nope! This should not affect your contribution room since you are not making the contribution! Questrade is giving you this money as a bonus =)

[@leechona738]

Thanks a lot! Your contents really helped the Canadians. Glad I saw this video before transferring from TD to Questrade.

[@CanadianTShirt]

Thanks Jackeline! I'm happy to help! =)

[@JamesKnudson]

Excellent! Thanks for the walkthrough, very helpful!

[@CanadianTShirt]

Thank you James! I'm happy to hear it was helpful! =)

[@JD-vw6eq]

Question: If I wanted to transfer my entire savings TFSA account over; I request the entire exact amount, lets say example $1234.21. Where is the bank going to deduct the fees? Does that mean less will be transferred to Questrade in the end, or they will deduct it in my other accounts in the bank?

[@CanadianTShirt]

If you're doing a cash transfer, the bank will just take away whatever their transfer fee. Again this depends on your bank / broker. Then you upload your statement showing how much they charged you and Questrade will reimburse you that amount =)

[@tailote1]

@@CanadianTShirt Will the amount reimbursed in my TFSA account affect my contribution room?

[@Oscar-ft7iw]

Hey Adrian, I did an "In-kind transfer" from Sunlife and when I went to my account it was all in cash and not invested into the funds I had before. Does this mean they couldn't get the same funds as before and I now just default as a withdraw? Let me know, thanks!

[@CanadianTShirt]

Most likely that was the case. I'm guessing you were holding mutual funds at Sunlife? If so, then those mutual funds cannot be held within Questrade and thus they cashed out and did a cash transfer. But this is NOT a withdrawal! This is just a cash transfer so now you have a big pile of cash to buy stocks and ETFs with =)

[@vibrantsiblings5678]

hi adrian, does this affect my contribution room if it got converted to cash? planning to move my tfsa from TD.

[@CanadianTShirt]

@@vibrantsiblings5678 nope! Because it's a transfer not a contribution! It's money that's moving from one TFSA account into another =)

[@vibrantsiblings5678]

@@CanadianTShirt thank you!

[@Dj-uy1kp]

Great video!!!!Good to see u again!!!!!! I always learn something with u!!!!Thanks for sharing!!!!

[@CanadianTShirt]

You got it buddy! Thanks for watching and leaving a kind comment every time! 🙏

[@merchmoto4156]

Saw your videos just the perfect time for me since i am planning to make my finances more organize this year...very helpful content. I will follow your advice. This made me subscribed to your channel.👍

[@CoBaltFatality]

Man that 4K camera though!!

[@CanadianTShirt]

It looks so sharp! The video file was massive though! It took me hours to export and upload 😅

[@anthonykim11]

Another question. I know you do not recommend purchasing US stocks from my TFSA on questrade. If I had found your videos sooner I wouldn’t have done that haha. But since I have, will the 15% tax come off directly when I sell my stock? Thanks! New favourite channel.

[@anthonykim11]

Or is the 15% from the IRS only off dividends?

[@CanadianTShirt]

You got it! The 15% US Withholding tax ONLY applies to US Dividends! And that tax is applied immediately so you don't have to file a tax return to the IRS or anything. It's just that you'll only receive 85% of the dividend you were supposed to receive

[@gazelleraha4849]

The video quality is soooo good in this video compared to your Canadian tax guide series!! Love it. Thank you again Adrian extremely helpful.

[@CanadianTShirt]

Thank you Gazelle! The 4K camera really makes a huge difference! I'm considering re-filming some of my older videos (including my Canadian Tax videos) I think it will help those videos last the test of time, plus I can offer a few updates bits of info =)

[@danpojar4984]

Thank you Adrian!!! very very helpful info, thank you for taking the time to put this info here!💪⚡⚡⚡

[@CanadianTShirt]

It's my pleasure Dan! Thanks for those kind words and I'm glad you found this video valuable! =)

[@AndrewBrowner]

so wheres questrades interest in all of this, paying upto 150$ for every transfer could grow to quite a bit of cash they put out for each customer, how do they gain this back?

[@CanadianTShirt]

You're right it can cost them up to $150 upfront but they're counting on the fact that they will keep a customer for life! Even with low commission fees of $5 a trade... over the years they will definitely make much more than $150 from each customer, depending on how much they trade =)

[@DustinJohnLockhart]

I notice the new camera quality

[@CanadianTShirt]

I'm happy to hear it! It took me a long time to figure out the proper settings with this camera (I'm such a newb when it comes to filming and lighting etc) but I think it looks much sharper! The video file was massive though 😅

[@vinceconstantine41]

You sir, are the goat. I wanted to make this transfer and was almost going to sell in order to transfer. Saved me a good chunk of change!!

[@CanadianTShirt]

Woohoo! Way to go Vince! That's what I LOVE to hear! I'm glad you found me at the right time! 😁

[@godfreybalcita3494]

Great video! I'm glad I saw this before I did my transfer!

[@CanadianTShirt]

Thanks Godfrey! That's what I love to hear! =)

[@steveostiguy9519]

Does Questrade offer a DRIP program?

[@CanadianTShirt]

Absolutely! I have a whole video on the benefit of DRIPs and how to setup a DRIP with Questrade: kzbin.info/www/bejne/pabciaqXibSZnrc The great thing is that with Questrade you can set up a DRIP for EVERY stock and ETF, even if the stock itself suspended their DRIP program! =)

[@sivakumarnallathamby7502]

👍👍👍

[@CanadianTShirt]

Thanks buddy! I hope you find it helpful! =)

[@sivakumarnallathamby7502]

I'm watched all your video.. you are doing great job.

[@JD-vw6eq]

The wrong way, been there done that, had to waste my time waiting for my contribution room to come back the year after!!! :( You are a great teacher, I'm sure new investors will thank you, a lot

[@CanadianTShirt]

Oh man.... I'm sorry you had to go through that but now you know! And thank you for those kind words as well, I'm glad my videos are helpful! =)

[@ineptguitarist4932]

Thanks man, you explain things so concisely and simply, it’s helped me a lot getting started in investing

[@CanadianTShirt]

Thank buddy! I'm glad to hear my videos are helpful! Happy new year! =)

[@jangyman]

Great post! ...wow, Questrade is really building incentive for people to switch over. Wish it existed when I first started mucking around with stocks. Thanks Adrian!

[@CanadianTShirt]

You got it buddy! And the great thing is that every year, Questrade makes it even better! About a year ago, they would only reimburse transfer fees if you moved at least $15K but now they removed that minimum balance. Sure it might cost them some money in the short term but it will definitely encourage more everyday Canadians to join =)

[@Hallows3]

Thank you! This will be super useful!

[@CanadianTShirt]

Thank you Alvin! I'm happy to hear that! =)

[@andrewlawton9931]

Liked. Commented. Subscribed. Opened Questrade account. Thanks for the offer code! I have been wanting to do this for some time, but had many questions. Your videos are fantastic. Keep 'em coming! Cheers.

[@CanadianTShirt]

Thank you Andrew! I really appreciate that and I'm glad I was able to help you get started! 😁

[@davidkp8980]

Thank you so much, Much needed this video :)

[@CanadianTShirt]

Thanks David! I'm glad this video was helpful! =)

[@reqausxobi]

Appreciate the thorough walkthrough.

[@CanadianTShirt]

Wow! Thank you so much! This is my very first Super Thank! 🙏

[@gmarks1559]

Awesome, exactly what I was looking for. Very thorough. Thank you.

[@CanadianTShirt]

I'm glad you found it helpful! =)

[@gmarks1559]

@@CanadianTShirt Quick question regarding Taxable accounts with in-kind transfers. Will Questrade keep the same cost base when moving the stock over? Lets say a stock originally had a cost base of $1,000 but current market value is $800. Will QT show the original cost and current market value, or show a new cost base of $800 (the market value when moved). Thanks again.

[@ThaisAratangy]

You are so patient explaining thingsssss

[@CanadianTShirt]

I'm happy to hear that! I try my best to make my videos as accessible to beginners! =)

[@joseruizmucino]

Hi Adrian, thank you for your videos. They are really helpful. Cheers.

[@CanadianTShirt]

Thank you Jose! I'm happy to hear you are finding these videos helpful! =)

[@adamn.farhan3981]

Great content as always, and the new camera looks great, keep up the great work

[@CanadianTShirt]

Thanks Adam! I really appreciate that! Ya this thing is a beast and it took me soooo long to get the settings right but I think I have it figured out. Plus the video file now is massive 😅

[@adamn.farhan3981]

@@CanadianTShirt With Great power comes great responsibilities 😁

[@kcirdorb9591]

Another informative segment -Thank you Adrian....It's spooky you just released this.... I'm in the process of doing this exact thing moving investments from a traditional banking institution to my recently acquired Questrade account....Thanks again your timing couldn't have been better.

[@CanadianTShirt]

Wow!!! It was clearly meant to be! I'm happy to hear that it was helpful and I hope you enjoy your Questrade account! =)

[@kcirdorb9591]

@@CanadianTShirt I hope you got your "small referral bonus".... I used your code when I signed up....Thanks again.

[@Idontspeakenglish1]

I opened my Questrade account today!!! Yay!!! Hopefully you got referral bonus from Questrade! I'll be transferring all my RBC TFSA to Questrade as soon as the Questrade gets my minimum fund!! Can't wait to start trading!! Thank you Adrian!!

[@CanadianTShirt]

Woohoo! Way to go Big Tuna! That's what I LOVE to hear! 😁

[@sheilarementizoofficial7862]

So useful videos , im now moving in kind transfer from my bank to questrade . Thank you and God bless .

[@CanadianTShirt]

Thanks Sheila! I'm so glad to hear that this video was helpful! It will take about 2-3 weeks for the transfer but it will be worth it! =)

[@tarun4]

this video really helped. thanks man ! i'll be using your referral.

[@CanadianTShirt]

Beautiful! I'm happy to hear that you found this video helpful and thank you for supporting me! Enjoy that $50 referral bonus! =)

[@devinhicks1821]

Great job as always Adrian!

[@CanadianTShirt]

Thanks Devin! I'm glad you found it helpful! =)

[@lipsbreeze]

This video is gold! thanks so much

[@CanadianTShirt]

Thank you! That's what I LOVE to hear! 😁

[@hayley5194]

Thanks so much for helping me how to do it, you did a very good job 🙏

[@CanadianTShirt]

Thanks Hayley! I'm glad you found this video helpful! 😁

[@DMHLCenas]

Thanks dude super helpful. Appreciate all the videos!

[@CanadianTShirt]

Thanks buddy! I'm glad to hear my videos are helpful! =)

[@DMHLCenas]

@@CanadianTShirt Also in process of transferring over, used your code ;) - Thanks again pal

[@CodyLeoTerry]

Ty so much for these videos 🙏🏻

[@CanadianTShirt]

It's my pleasure! I'm glad you find them so helpful! =)

[@stormtrop4]

Awesome video, looks great in 4K!

[@CanadianTShirt]

Thanks buddy! I appreciate that! =)

[@kourts34]

A series of your videos led me here and all of them have been so helpful! My husband currently has TFSA room in Questrade, as well as stocks with a separate bank, which are not in the TFSA, so we are working out how to transfer them to his TFSA without selling and re-buying based on your information and advice. Thanks, Adrian! Have a Happy New Year!

[@CanadianTShirt]

I'm so happy my videos led you to here and I'm glad that you found this video so helpful! Best of luck you two and happy new year! 😁

[@CanadianTShirt]

Also thank you so much for supporting my channel as a member! It's been almost 3 years! That's amazing! 🙏

[@CanadianTShirt]

And check out the latest Members-Only video I just released yesterday =)

[@kourts34]

Yes, almost three years now! My best investment! I have learned so much from your videos. I like rewatching them, too, like the Norbert's Gambit one. I can never remember how to do it when I go to invest so I always need a refresher haha @@CanadianTShirt

[@CanadianTShirt]

@kourts34 that's what I'm here for! 😊

[@MiCoopRS]

Wow, i thought I did not need to watch this since I have transferred a few investments from a few institutions, WRONG.... it's a refresher and for my next transfer, from Tangerine to my Questrade account, they might charge a fee and if so, I'll know how to get that back.... THANKS AGAIN, Canadian in a tee....and Happy Holidays, from another Canadian but, in a sweater...it's the Winter of our discontent....NO TRAVEL this December so, no Hot beautiful Naples, Flordia weather to bask in.

[@CanadianTShirt]

I'm happy to hear that you found my video informative, even though you've already been through this process before! I hope you make the most of your winter in a sweater! =)

[@plinutul]

great info! thank you!

[@CanadianTShirt]

I'm happy to hear that! Thank you for watching! =)

[@tigereye6939]

Very usefull content. Thank you so much man!

[@CanadianTShirt]

Thank you Nina! I'm glad to hear this video was so helpful! 🙏

[@irelandcajigas]

Thank you for your videos, I learned a lot on how to use Questrade. You're better than their Customer Service. :)

[@CanadianTShirt]

Thanks Bebs! One of the best compliments I ever got on my channel was from a Questrade Customer service agent who said I was spot on 😁

[@anthonysilva5312]

Merry Christmas hoser!!🇨🇦🇨🇦🇨🇦🇨🇦🇨🇦🇨🇦🇨🇦

[@CanadianTShirt]

hahaha right back at you hoser! 😆

[@esther-mordecai]

You are an inspiration and cool guy. Take care

[@vishantpatel6990]

This is great! 👍🏼

[@CanadianTShirt]

Thank you Vishant! I'm happy to hear it was helpful! =)

[@4417t]

Man, where have you been? I thought you were doing youtube full time ...I hope all is well. Good to see you back! Start pumping content, maybe also get into light stock analysis, maybe niche into a sector (as a series) until you feel you have a strong handle on the sector as whole. Maybe try to invite guests, and have a discussion, that would be amazing (CEOs, or Stock Analysts, etc). These are just ideas for the channel, take easy Adrian! I'm a very early subscriber and watched all your content!

[@yoanalvarez6128]

Thanks buddy. Now I can move all my stocks and cash to Questrade.

[@CanadianTShirt]

Way to go bud! I'm glad you found this tutorial helpful! =)

[@serenebmore]

Thanks! I'm Planning to move my stocks to questrade from wealth simple!

[@CanadianTShirt]

Thanks Serene! I'm glad this video was helpful! =)

[@sylverestrao2151]

Thank you very much. This video will help me.

[@CanadianTShirt]

Thank you Sylver! I'm happy to hear that it will be useful! =)

[@nevillejames2200]

So helpful thank you again. 👏🏿

[@CanadianTShirt]

You got it buddy! Thanks for checking it out once again =)

[@nevillejames2200]

@@CanadianTShirt my pleasure

[@joeharvie8362]

Great video!

[@CanadianTShirt]

Thanks Joe! I'm glad you found it helpful! =)

[@kwanghyunan1238]

thanks for the useful tips!

[@CanadianTShirt]

I'm happy to hear the video was helpful! =)

[@jaismeensandhu2485]

Very useful information. Thanks alot

[@CanadianTShirt]

Thanks Jaismeen! Happy new year! =)

[@REVIEWSONTHERUN]

Interesting! Nice video. ✌️

[@CanadianTShirt]

I'm happy to hear that! Thanks buddy! =)

[@FinanceAP]

Nice explanation man! I use Questrade as my broker!

[@CanadianTShirt]

That's what I love to hear! Thanks man! =)

[@elsastewart833]

Great tutorial Adrian! Just in time to transfer a mutual fund to QT!

[@CanadianTShirt]

Perfect timing Elsa! I'm glad I could help! =)

[@Chap17]

Thanks Adrian !

[@CanadianTShirt]

My pleasure Deb! I'm glad you found it helpful! =)

[@soglaten]

this was very helpful thanks.

[@CanadianTShirt]

That's what I love to hear! Thanks for watching! =)

[@seanmccarron2062]

Very informative video, thanks! Quick question: though I am not super happy with the performance of one particular RRSP, I am hesitant about transferring it over to my new Questrade account. Yes, I am saving almost 2% in annual mngmt fees, but I am wondering about the ramifications of having Questrade cash out funds that are not matched in kind. Am I overthinking the fact that I'll never benefit again from having bought those funds at cheaper prices after years of DCAing? Does this make sense or should I just be happy with the lower fees?

[@teslanaires4952]

great video! finally i requested my account transfer. thank you!

[@CanadianTShirt]

Way to go buddy! Happy investing! =)

[@redhwanalfredo4312]

Thank you so much for this video bro

[@CanadianTShirt]

Thanks buddy! I'm glad you find it helpful! =)

[@mohamedhussein540]

Very thorough. You are amazing, Adrian! I will dig more if I can transfer my kids RESP Mutual funds from TD as In-kind. If not, I guess the only option is to liquidate and do cash transfer to Questrade RESP

[@CanadianTShirt]

You got it buddy! Usually bank mutual funds like TD can't be held outside of the bank so it's unlikely that TD funds can be held within Questrade. If that's the case then an in-kind transfer won't work and it will just be a cash transfer instead, that's what I did =)

[@LalaRanj1]

This is brilliant video , thaaaanks

[@CanadianTShirt]

Thank you! I'm happy to hear this video was helpful! =)

[@overlapmedia]

Thanks for this Adrian. I didn’t need to do this specific maneuver, but suspected I’d likely find a great nugget or two and sure enough you delivered; transfers between TFSA and RRSP within Questrade. Can’t wait for this one! Have a rough estimate of when to expect it? Thanks for all you do for us newbies.

[@CanadianTShirt]

I'm happy to hear that Roberto! I probably won't be able to get to that video until the end of January since I have a bunch of other topics lined up but while you're waiting here is the super short version: Go to Requests -> Transfer Investments or Transfer Funds and you can move cash or stocks between your accounts. Note that these will count as contributions and withdrawals so make sure you have the room! =)

[@overlapmedia]

@@CanadianTShirt this is fantastic! Thanks for the short version man. I’m sure I have the room as I’ve never contributed but will check. Cheers.

[@kirildobrevski5131]

GREAT VIDEO!

[@CanadianTShirt]

Thank you Kiril! I'm glad it was useful! =)

[@marctrottier3732]

...great work by the way...

[@Blacksnowman]

Just want to take a moment to let you know you have great content, and I purposely searched for this video so I can use your referral code. Please keep up the great work.

[@CanadianTShirt]

Wow! Thank you so much for that kind comment, it really does mean a lot to me! 🙏

[@CanadianTShirt]

And thank you for using my referral code! I hope you enjoy investing with Questrade, best of luck! 😁

[@banafshehrezaei9131]

Thank you. It was really helpfull.

[@CanadianTShirt]

You're welcome! I'm glad to hear you found it useful! =)

[@justseecat1348]

Found your vid by accident. Very useful. Thank you.

[@CanadianTShirt]

Accident or not, I'm glad you found me and that you found it helpful! Welcome to the channel! 😁

[@Kyle-D]

Hi Adrian, what would you recommend be the best way to transfer USD (cash) from a U.S. Chase Bank account to a Questrade margin account?

[@faisalmutlaq7268]

Great video

[@CanadianTShirt]

Thank you Faisal! I'm glad it was helpful! =)

[@martar9589]

Tank very usefull!

[@CanadianTShirt]

I'm glad you found it helpful! Thanks for watching! =)

[@joshshenker]

Thanks for the video! I'm wondering what happens if your account increases in value during the time it takes for your financial institution to transfer your account to Questrade. For example, if I am holding three positions in my TD account, but during the 20+ days it takes to transfer this account to Questrade, each position increases by 10%. Will this increase in value be reflected when my account is transferred to Questrade? Thank you!

[@pianosage]

Adrian! You are a national treasure! That is all.

[@CanadianTShirt]

Wow! Thank you Nick! That's so kind of you to say! 🙏

[@CanadianTShirt]

I've never been called a national treasure before.... I gotta be on the lookout for Nicholas Cage now! 😆

[@wenliu10]

Thank you so much for the info. A quick question: I cannot transfer non-registered stocks from (e.g.) wealthsimple to questrade TFSA account, right?

[@tamaramartens6630]

Question about the transfer fee in an Rbc RRSP investing account, I don’t have a chequing/saving account with Rbc, if there is a transfer fee, does it get charged to my RRSP account? And if yes, will that count as a deduction from my RRSP account and be subject to tax?

[@rosemcdonagh1700]

Thank you so much for this great video and quick reply to my questions, but I still wondering: The shares in Wealthsimple I bought by transferring CD to US, but the value shows only in CD, if I select US through the transfer steps in QT. they will transfer it for me all to US to transfer in US or I need to select CD to transfer as CD? Please let me know 💐