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Transfer An Account

Transfer/Fund Your Account

Funding your CIBC Investor's Edge account has never been simpler. We've listed a number of ways to move money and/or investments in or out of your account.

Single Sign On

Move freely and transfer funds between your CIBC Online Banking account(s) and your CIBC Investor's Edge account(s) with one single login ID and password.

Account Transfer of Securities from another financial institution

To transfer an investment portfolio into your CIBC Investor's Edge account, you will need the following forms:

To transfer a Registered Portfolio (TFSA, RRSP, RRIF, RESP, etc.) into your CIBC Investor's Edge account, you will need the following forms:

Things to remember when transferring an account:

  • Select "IN KIND" on your transfer form agreement if you want to move your account over "As Is," (i.e., in its current form as cash and/or securities held in the account).
  • Select IN CASH on your transfer form agreement if you want to redeem all of your current holdings and transfer its value over in "Cash".

You can transfer an account either in full, or as a partial transfer. If you are selecting a partial transfer, you must specify exactly which security, and the quantity of that security, on the transfer form itself.

To facilitate the process, attach a current copy of your account statement to your transfer form.

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The information contained herein is considered accurate at the time of posting. CIBC, CIBC World Markets Inc. and CIBC Investor Services Inc. reserve the right to change any of it without prior notice. It is for general information purposes only. Clients are advised to seek advice regarding their particular circumstances from their personal tax advisors.

CIBC Investor's Edge is the discount brokerage division of CIBC Investor Services Inc., member of the Canadian Investor Protection Fund. CIBC Investor Services Inc. does not provide you with any legal, tax, or accounting advice or advice regarding the suitability or profitability of a security or investment in a CIBC Investor's Edge account. You assume full responsibility for transactions in your CIBC Investor's Edge account and for your investment decisions.

The information on this Web site is general only; it is not intended as specific investment, financial, accounting, legal or tax advice for any individual, and you should not rely on it as such.

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