Cash Transfer: Electronic Funds Transfer (EFT) is the simplest way to transfer money into your Qtrade account from your banking account. Once your account is set up for EFT, you can transfer funds online by selecting Accounts → Transfer Funds → Electronic Funds Transfer.
Alternatively, you can add money in the same way you would pay a bill from your credit union or bank account. If you did not select the EFT service during your application process you can go to online banking and select Qtrade as a bill payee.
Account Transfer: To transfer securities or an entire account from another firm to a Qtrade account, please use our e-Transfer service by going to Accounts → Transfer Funds → Transfer Account.
Transfers from another Canadian brokerage can generally be done electronically with no need to send us signed paperwork. Transfers from other institutions, such as a bank or mutual fund company, require a transfer form to be printed, signed and mailed to us at:
700 - 1111 West Georgia Street
Vancouver, BC V6E 4T6