How can I submit an inbound position transfer for a Canadian DRS?

REQUEST INBOUND POSITION TRANSFER VIA CANADIAN DRS

Use the button above or follow the below procedure to transfer assets via Canadian DRS:

1. Log in to Client Portal
2. Click Transfer & Pay followed by Transfer Positions
3. Choose Incoming column
4. Select the Region ("Canada") of the delivering firm
5. Select Transfer Shares Held at Transfer Agent
6. Click SELECT button and enter broker information
7. Click CONTINUE button

Checklist:

• The account title and type must match 
• Account Ownership must match

Please Note

• For Canadian DRS transfers, Tax IDs are not submitted. So, Tax ID field will be displayed but disabled.
• DRS Settled/Rejected transactions will be assessed a fee as per our website. A minimum of CAD 300 in available funds is required to cover potential rejection fees. If this minimum is not met, your transfer will be rejected. As requirements may vary depending on factors such as your account's entity or account type (cash vs. margin), we recommend funding with a small buffer above the stated minimum to help avoid rejections caused by FX conversion calculations.
• While transfer agents typically respond to a request in 1 to 3 days, requests may take up to 30 days to complete.

Additional Information 

• An overview of the Direct Registration System (DRS) available on our website
• Is there a fee associated with a DRS transfer?
• How do I submit a US inbound position transfer via DRS?