To initiate a non-ATON transfer into a RRSP/TFSA account:
1) Completion of CRA form T2033 or IBKR's "RSP and TFSA Transfer" Form, requesting a CAD check for the proceeds of the account to be mailed to Interactive Brokers Canada as a transfer.
Interactive Brokers Canada
Attn: Document Processing
1800 McGill College Avenue, Suite 2106
Montreal, Quebec
H3A 3J6
2) Send the completed form to contra firm, and forward a copy to IBKR via ticket or by email to newaccounts.ca@interactivebrokers.com
Please Note
- Only CAD is accepted, and a check must be made payable to Interactive Brokers Canada.
- Client's name and IBKR account number should be indicated within the memo section of the check, or on the accompanied transfer documents