You can find instructions for each of the different ways you might like to fund your account here.
The easiest way to do a transfer into your account is to do it through your online bank. This can be done without completing any paperwork, and can be used immediately.
Bill Pay to your Nest Wealth account is currently available from chequing accounts at all major banks in Canada. Once you set up your Nest Wealth account as a payee in online banking, you can come back to make payments with just a few clicks at any time from your bank’s online portal.
In order to transfer funds to your Nest Wealth account from another brokerage account, NBIN requires a transfer form. They use this transfer form to make a request to the institution at which they currently sit, to have them transferred to your Nest Wealth account.
There are separate forms depending on whether the funds are in an unregistered account (a cash or margin account) or a registered account (such as an RRSP, RESP, RIF, LIF, LIRA or TFSA). You will need a separate transfer form for each type of account that you wish to transfer. In the case of a registered transfer, your registration will carry from your existing institution to Nest Wealth; there will be no tax implications for you.
Download the appropriate form for either Registered or Non-Registered accounts from the links above. Please print out, complete, and sign the form(s). Please ensure that you have only selected “Cash Only” as the transfer request type; Nest Wealth does not accept “In Kind” transfers.
To complete an account transfer request, NBIN requires a copy of your latest account statement at the institution where the funds are held. (this is to insure we receive what you have requested in full)
Scan and email your completed form and account statement to email@example.com. If you don’t have a scanner, please send a clear, full-page photograph of each page.
While this is the best way to transfer registered accounts to Nest Wealth, the transfer process between financial institutions can take some time. Typical transfer times are between 12 and 25 days, as the institution that currently holds the funds is required to release them to NBIN and Nest Wealth.
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