How to transfer funds to your Olympia Trust account
We're on to the final stretch! During this step, you will transfer your funds into your new Olympia Trust account. The following video will walk you step-by-step through the transferring process.
Want a quick overview of the process? Keep reading for key steps of the process. For more detailed instructions, download a PDF version of our instructions here.
- Determine funds to invest
Select “Transfer in Funds” if you want to transfer some or all of your existing funds (RRSP, RESP, or TFSA) from your current institution. Select “Finish” if you want to invest cash or new registered contributions into your Olympia Trust account.
- Fund details
As an example, let’s say you picked “Transfer in Funds.” Select the institution hosting your existing funds and select whether you want to do a full account transfer or partial account transfer. Regardless of your choice, we always recommend a diversified portfolio.
Click “Finish” to complete the process! Please note that most tier-one banks take 2-3 days to transfer funds, but some can take more than 2 weeks.