If you're able to hold e-series at NB, do let us know.bkushner wrote: ↑You can transfer any stock or mutual fund, you don't have to liquidate. What is the difference if it sits on the TD website or National Bank's? What is the hassle? The phone call took 5 minutes with National Bank. Paperwork on the way for signature and details of the bank with my current mutual funds to transfer.
National Bank
Free Ipad mini with opening of self direct brokerage account
- SCORE
- Reason
Score breakdown ×
- Upvote
-
0%
- Not a good price
-
0%
- Bad product/service
-
0%
- Poor merchant reputation
-
0%
- Unable to get the deal
-
0%
- Other (downvote)
-
0%
- Kasakato
- Deal Expert
- Mar 25, 2005
- 22706 posts
- 3697 upvotes
- SammyDavis
- Deal Fanatic
- Jul 22, 2007
- 9451 posts
- 11815 upvotes
- Calgary
Why is it not worth it?
- umairch
- Jr. Member
- Jun 11, 2013
- 164 posts
- 38 upvotes
- Waterloo, ON
hahahahaha..... If i had 20000 sitting in my account i will go buy a brand new one
- lokyee
- Deal Addict
- Sep 8, 2008
- 1069 posts
- 1353 upvotes
- Toronto
If you decide to stay with NB, great... but when I transferred out, they charged me $135+HST per account. TSFA, Non-reg, RRSP - 3 accounts cost me almost $500. Not my idea of fun.
- dishguy1977
- Sr. Member
- Dec 16, 2004
- 860 posts
- 169 upvotes
- Toronto
This type of comment and many others in this thread are idiotic. You transfer investments that you ALREADY OWN and it basically costs you nothing. Keep the money invested in whatever you are already invested in and get a free iPad. I guess if you don't have 20k than this won't work for you but that doesn't mean it's not a good deal.
- SammyDavis
- Deal Fanatic
- Jul 22, 2007
- 9451 posts
- 11815 upvotes
- Calgary
This deal doesn't translate to people without any savings accounts.dishguy1977 wrote: ↑This type of comment and many others in this thread are idiotic. You transfer investments that you ALREADY OWN and it basically costs you nothing. Keep the money invested in whatever you are already invested in and get a free iPad. I guess if you don't have 20k than this won't work for you but that doesn't mean it's not a good deal.
- dishguy1977
- Sr. Member
- Dec 16, 2004
- 860 posts
- 169 upvotes
- Toronto
But just like NB is willing to pay $135 when you transfer to them whatever other brokerage you ultimately decide to deal with will most likely pay the transfer fees as well if you transfer out of NB.
- dishguy1977
- Sr. Member
- Dec 16, 2004
- 860 posts
- 169 upvotes
- Toronto
- dishguy1977
- Sr. Member
- Dec 16, 2004
- 860 posts
- 169 upvotes
- Toronto
Exactly...bkushner wrote: ↑You can transfer any stock or mutual fund, you don't have to liquidate. What is the difference if it sits on the TD website or National Bank's? What is the hassle? The phone call took 5 minutes with National Bank. Paperwork on the way for signature and details of the bank with my current mutual funds to transfer.
- Roonis
- Member
- Feb 7, 2006
- 473 posts
- 220 upvotes
I called customer service about transferring my RSP accounts in kind. This qualifies for this iPad mini promotion.dishguy1977 wrote: ↑Exactly...
But the representative said it's only for the first 500 applicaitons
- yaister
- Member
- Jun 29, 2005
- 494 posts
- 65 upvotes
just opened NB discount brokerage in RH branch. process was done in 15min. the guy was nice to deal with. now i need to wait for the funds and do my trade. can't wait to see my Ipad.
- can2000
- Deal Fanatic
- Apr 19, 2005
- 9570 posts
- 639 upvotes
- Toronto
How much will TD charge if I transfer out TFSA from TDW? Thanks
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Need below items in GTA:
- CT, HD, FS, BB, gas GCs
FS: Freedom Mobile credit
Need below items in GTA:
- CT, HD, FS, BB, gas GCs
FS: Freedom Mobile credit
- simplysic
- Member
- Dec 17, 2003
- 284 posts
- 42 upvotes
- Toronto
Also, if you were to transfer > Dec 31st, and you have an iPad mini, you'd still have to pay a closing fee 2x135. So, cost of your time + value of investments during trf + hassle of closing fees (2 calls) + forms + appts + two banks orrr over an iPad mini (16gb/wifi only)
Its not a bad deal for those interested in a discount brokerage for the 2-5yr term, check annual fees for the type of account and you're good to goo!
Its not a bad deal for those interested in a discount brokerage for the 2-5yr term, check annual fees for the type of account and you're good to goo!
- bgallagher
- Deal Addict
- Apr 30, 2012
- 3252 posts
- 2873 upvotes
- Montreal
Okay sure, all of us has 20k liquidity sitting around, right?
virtuman1980 wrote: ↑Haha...pretty interesting fellow indeed...but it was this persistence/stubbornness of his that got him the positive result in the end
- simplysic
- Member
- Dec 17, 2003
- 284 posts
- 42 upvotes
- Toronto
Liquidity is subjective, how bad do you want that iPad mini is the question?! :Pbgallagher wrote: ↑Okay sure, all of us has 20k liquidity sitting around, right?
- SammyDavis
- Deal Fanatic
- Jul 22, 2007
- 9451 posts
- 11815 upvotes
- Calgary
some of us have RRSP's and TFSA's that can be stored in any bank. If you don't, this deal is not for you.bgallagher wrote: ↑Okay sure, all of us has 20k liquidity sitting around, right?
- dishguy1977
- Sr. Member
- Dec 16, 2004
- 860 posts
- 169 upvotes
- Toronto
- Uranium101
- Deal Addict
- Apr 21, 2012
- 1770 posts
- 1140 upvotes
- Markham
Man, so much hassle in saving a few hundred bucks.
If it is iPad Air, I would do it lol.
If it is iPad Air, I would do it lol.
- sheriffabc
- Deal Addict
- Jan 24, 2007
- 4053 posts
- 1127 upvotes
- North York
Thanks Op
- sg7726
- Deal Addict
- Jun 26, 2012
- 1370 posts
- 142 upvotes
- U
I would do this if I didn't owe 10k to national banks credit card lol. I'd hate to move 30k there and they steal 10k of it.
Thread Information
There is currently 1 user viewing this thread. (0 members and 1 guest)