Open navigation

Can I transfer tax-free investments from another service provider to my SatrixNOW TFSA?

YES. The great news is that you finally can.

You must have an active FICA'd SatrixNOW account. If you don't have one yet, please follow our easy online registration, which you can access here.

Once you have an open account, just follow the easy steps below:

1. Establish your SatrixNOW TFSA account number. You can do this by following these instructions - How do I find my TFSA account number?

2. Complete Section A (Investor Details) of the SatrixNOW TFSA Transfer form

3. Enter your TFSA account number (established in point 1 above) into the highlighted cell in Section B (Transfer To)

4. If you selected a partial transfer (rather than a 100% / full transfer) in Section A, then complete Appendix A.

5. Email the form to your existing broker as well as to

Please note

While we do our very best to limit the timeframe to as short as possible, due to the various parties involved, transfers usually take between 2-4 weeks.

Did you find it helpful? Yes No

Send feedback
Sorry we couldn't be helpful. Help us improve this article with your feedback.