Can I transfer in my existing TFSA, RRSP, RRIF or DPSP funds to Common Wealth?

Yes, you can transfer any existing TFSA, RRSP, RRIF or DPSP funds into this plan. For DPSP transfers, please contact our Customer Success team by clicking on the “Submit a request” button at the top of this page.

A transfer of your TFSA, RRSP or DPSP from another financial institution does not affect your TFSA or RRSP contribution limit.

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.

From your computer

Log into your account and click on "Add more funds" on the member dashboard.

From your mobile device

Once you've logged in, you can transfer in funds by clicking on “Add Funds” in the app.