It’s quite easy to transfer your existing investment accounts to ModernAdvisor. The first step is to open all of the account types you are interested in (ex. RRSP, TFSA, RESP, and non-registered) with ModernAdvisor. We will then pre-fill the necessary transfer forms and email them to you to sign. Once we get the signed transfer forms back we will look after the process until the transfer is complete.

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