How can I transfer my TFSA, RRSP, or RRIF from another financial institution?

You may request a TFSA, RRSP, or RRIF transfer by completing a TFSA transfer request form or RRSP / RRIF transfer form. Simply specify your desired investment amount on the document and we will email you once the funds arrive.

Reminder: Hubert does not refund registered transfer fees charged by other financial institutions, but, we don’t charge a fee if you decide to transfer funds out of your registered Hubert account.