How to Transfer Your RRSP to Wealthsimple (2026 Guide)

Updated June 2026 · 6 min read

Transferring your RRSP from a bank to Wealthsimple is one of the simplest ways to cut investment fees and potentially save hundreds of dollars per year. Here is exactly how to do it.

No tax hit, no penalties, no contribution room lost. A direct RRSP transfer is completely separate from a withdrawal. You are simply moving money from one registered account to another.

Before You Transfer: What You Need

Step-by-Step Transfer Guide

  1. 1
    Sign up at wealthsimple.com/invite/7-MDUG using referral code 7-MDUG to get your $25 bonus
  2. 2
    Open a Wealthsimple RRSP account inside the app
  3. 3
    Go to Move FundsTransfer an Account
  4. 4
    Select RRSP as the account type
  5. 5
    Enter your current institution (TD, RBC, Scotia, etc.) and account number
  6. 6
    Choose full or partial transfer — you can transfer everything or just part of your RRSP
  7. 7
    Wealthsimple submits the T2033 transfer form on your behalf — no paperwork for you
  8. 8
    Wait 1–3 weeks for the transfer to complete

Will My Bank Charge a Fee to Transfer Out?

Some banks charge a transfer-out fee of $50–$150. Wealthsimple does not charge a transfer-in fee. If your bank charges a fee, Wealthsimple will reimburse up to $150 if you transfer $15,000 or more — check the Wealthsimple promotions page for the current offer.

What Happens to My Investments During the Transfer?

If you are doing an in-kind transfer, your investments are moved as-is without being sold. If you do a cash transfer, your investments are sold first and the cash is moved. In-kind transfers are generally faster and avoid triggering any capital gains (though inside an RRSP there are no capital gains to worry about).

Can I Still Get the $25 Referral Bonus?

Yes — but you need to also deposit at least $100 from an external bank account within 30 days of signing up, separate from the RRSP transfer. The transfer itself does not trigger the referral bonus. Use code 7-MDUG when signing up to make sure the bonus is applied.

Frequently Asked Questions

Is there a penalty for transferring my RRSP to Wealthsimple?

No. A direct RRSP transfer does not count as a withdrawal. It does not trigger taxes, penalties, or affect your contribution room. You are simply moving from one registered institution to another.

How long does the transfer take?

Typically 1–3 weeks. Some institutions process faster than others. Wealthsimple will notify you when the transfer is complete.

Can I do a partial RRSP transfer?

Yes. You can transfer any amount from your existing RRSP without moving the whole thing. This is useful if you want to test Wealthsimple before committing fully.

Does Wealthsimple charge a fee to receive an RRSP transfer?

No. Wealthsimple charges zero transfer-in fees. Your outgoing institution may charge a transfer-out fee, which Wealthsimple may reimburse depending on the amount transferred.

Related: Wealthsimple RRSP review  ·  Wealthsimple TFSA review  ·  Get the $25 referral code

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