Yes, you can transfer any existing TFSA, RRSP, RRIF, or DPSP funds, including locked-in funds, into this plan. Just provide a few essential details about the account you’re transferring from, and we’ll handle the rest.
Transferring your TFSA, RRSP, or DPSP from another financial institution does not affect your contribution limits for these accounts and will not incur any tax penalties.
To add funds, log into your account on your computer or mobile device and click "Add funds" on the member dashboard.
After you’ve completed your transfer-in, make sure to reduce your “Other savings” amount in your account so that your retirement plan reflects this new information. Log into your account using your computer to make the update.
For DPSP transfers, please contact our Customer Success team by clicking on the “Submit a request” button at the top of this page.