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Transfers and rollovers
Move your registered savings to Outlook Financial with ease.
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- Transfers and rollovers
Whether you’re a new or existing member, moving registered accounts to Outlook Financial is simple and secure.
You can transfer registered savings from most Canadian financial institutions using fast, compliant direct-transfer processes.
Choose your account type below to get started
Transferring an RRSP, RRIF or TFSA
Direct transfer-in your existing RRSP, RRIF or TFSA funds from another financial institution to your Outlook RRSP, RRIF or TFSA.
Transferring an FHSA
Direct transfer-in your existing FHSA savings from another financial institution to your Outlook FHSA.This is a tax‑advantaged transfer that keeps your first home savings within CRA rules while moving your funds to Outlook.
Transfer RRSP to FHSA
Directly move funds from an RRSP to your Outlook FHSA to help you save for your first home. This is a tax‑deferred transfer that stays within CRA rules when made within your annual FHSA contribution limits.