ModernAdvisor

Learn how to move money into, out of, and between your ModernAdvisor accounts, including deposits, withdrawals, recurring transactions, and transfer timelines.

Deposits, Withdrawals & Internal Transfers

How do I withdrawal from an RESP. What is the Educational Assistance Payment 'EAP' and the Post-Secondary Education Capital Withdrawal 'PSE'

RESP Withdrawals

Learn how to roll over your RRSP or LIRA to a RRIF or LIF.

How do I convert an RRSP to a RRIF or a LIRA to a LIF?

Learn how pension transfers to ModernAdvisor work, including LIRA and LRSP transfers, pension legislation requirements, required forms, receiving institution signatures, and what to expect from the pension administrator throughout the…

Transferring a Pension to ModernAdvisor

Move your investments from another bank or brokerage into your new portfolio manager. Understand how transfers work, how long they take, and how to avoid common delays.

How Do I Transfer an Account to ModernAdvisor?

Move your money or investments to another bank or brokerage. Understand how to initiate a transfer out, how long it takes, and how to avoid delays or rejected transfers.

How Do I Transfer an Account Out of ModernAdvisor?

Learn how to add, verify, and update bank accounts used for deposits and withdrawals.

Adding & Managing Bank Accounts

Learn how to withdraw up to $60,000 from your RRSP tax-free using the Home Buyers' Plan. This guide covers the required CRA Form T1036, the 90-day contribution rule, processing times,…

RRSP Withdrawals for the Home Buyers' Plan (HBP)

Funding and Transfers

Understand the rules, documentation requirements, tax implications, and processing timelines for withdrawals from registered accounts such as RRSPs, FHSAs, RESPs, RDSPs, and LIRA's. Including Home Buyers' Plan and Lifelong Learning…

Registered Account Withdrawals Rules & Requirements

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