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Direct Transfer Form for Registered Investments 2021-2025

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Direct Transfer Form for Registered Investments 2021-2025

2021-2025 Form

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today's video I've teamed up with well simple to show you guys exactly how to transfer an existing brokerage account there's even some sweet bonuses that are going on right now we'll talk about this later and I think this is perfect timing for this video because I myself just recently made the switch to well simple I did this exact process myself and so far I've been loving it and the great news is that if you've never transferred an account before the thought of it seems complex overwhelming and scary but as you'll see the process itself is an extremely simple one it is important that it's done correctly however for instance a very common mistake that is made when transferring your account is thinking that you can take your existing or your current brokerage account withdrawing those funds so I'm going to withdraw this back into my bank account my checking savings whatever the case is and then redeploy that or Rec contribute that back into this new

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How to create an eSignature for the direct transfer form for registered investments 782249198

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