Investor Portal...Setting Up Olympia Trust

Step 5. Transferring Funds to Olympia Trust

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.

Process Overview

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.

  1. 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.
  2. 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.
  3. Finish

    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.
Instructions
  1. Follow along with the video tutorial to learn how to set up your savings account with Olympia Trust and transfer shares to the platform.
  2. Once your account is set up and funds are transferred, proceed to the next step by clicking the red "Proceed To Next Step" button below.
Progress
Step 5 of 6
Need Help?

We're always happy to provide assistance! Please reach out to us via one of the contact methods below:

Phone:
778-677-7939
Email:
will@parametricpro.com