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Transfer RRSP account from tangerine to questrade - how to get the transfer fee back?

  • Last Updated:
  • Jun 8th, 2019 10:47 am
[OP]
Member
Mar 7, 2008
253 posts
48 upvotes

Transfer RRSP account from tangerine to questrade - how to get the transfer fee back?

questrade will rebate the transfer fee changed by tangerine. but they need the receipt.
I login tangerine, the rrsp account has disappeared. How to get the receipt from tangerine?
2 replies
Jr. Member
User avatar
Sep 20, 2015
132 posts
99 upvotes
Ottawa, ON
mouseswimming wrote: questrade will rebate the transfer fee changed by tangerine. but they need the receipt.
I login tangerine, the rrsp account has disappeared. How to get the receipt from tangerine?
Check your last statement in the documents and It will have transfer out charges. Upload this statement to Questrade to claim the charges.
Edit: Use the document type "Rebate" when uploading your statement to Questrade.
[OP]
Member
Mar 7, 2008
253 posts
48 upvotes
OttawaGuy2 wrote: Check your last statement in the documents and It will have transfer out charges. Upload this statement to Questrade to claim the charges.
Edit: Use the document type "Rebate" when uploading your statement to Questrade.
Thanks a lot.
The transfer happened on June 5. So I guess I could see the charge on July's statement.

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