Transfer-in Program

We’re making it easier to transfer your client’s accounts to MRS. To ensure that everything goes smoothly our specialized team will track and monitor the whole process, and in most cases we’ll pay the transfer fees that your clients may incur when they leave their current financial institution. (please see transfer costs below.)

MRS covers transfer costs for investors

• Up to $175* for the primary registered account
• Up to an additional $50* for each linked registered account
• Up to $175* for each stand alone investment account
• $25* for each TFSA account

*plus applicable taxes

Please contact your Business Development Manager for more information, preapproval into the program and to receive your Transfer-In Program kit.

It’s easy…

• Just call your MRS Business Development Manager to enroll and for preapproval in the program.
• Forward MRS the original documents, including the client-signed transfer form and MRS account application. Use the MRS supplied green labels or clearly mark all correspondence as ‘Transfer-In Program’.
• If you’re transferring 25 or more accounts, MRS will pre-fill parts of the application and transfer forms. MRS will also supply a customized Microsoft Excel spreadsheet for you to submit your client information on. When returning the spreadsheet please use the password provided by AdvisorAccess for security.
• With the exception of joint accounts, AdvisorAccess can be used to create accounts and print application forms that your client can sign. Accounts created in this manner have a 30-day window during which MRS must receive the client’s signature and appropriate documentation.
• Our Transfer-In Program coordinator will contact you, and you can monitor the transfer progress through the Transfer-In Report on AdvisorAccess. If you do not have an AdvisorAccess accesscode/userID, contact your Business Development Manager