This is a summary of the most common institutions that will accept e-signed transfer forms. If you do not see the institution you are looking for is not on this list, please refer to the full list below.
- Assante
- BMO
- CIBC
- Industrial Alliance
- Investors Group
- Sunlife
- TD Canada Trust & TD Bank
- Questrade & Qtrade
- WealthSimple (Canadian Shareowners)
Other institutions accepting e-sign:
- AGF Investments
- Alberta Carepenters & Allied Workers Trust Funds
- Alterna Savings
- Assiniboine Credit Union
- BluMont Capital
- BMO
- Brandes Investment Partners
- CDSPI
- CI Investments
- CIBC Mellon
- CLAC
- Co-operators
- Concentra Financial
- Covington Capital Corp
- Credential Asset Management
- Dynamic Funds
- E Trade Securities
- Edgepoint Wealth Management
- Educators Financial Group
- Empire Life
- Fidelity Investments Canada
- FundEx Investments
- GM Canada Benefits Centre
- HOOPP
- IA Clarington
- Industrial Alliance
- Interior Savings
- Investment services for Mutual Funds
- Investors Group
- LAPP
- Mackenzie Investments
- Marquest Asset Management
- Mawer
- National Bank
- National Bank Investments
- NEI Investments
- Nest Wealth
- Nicola Wealth Management
- Olympia Trust Company
- Ontario Teachers' Pension Plan
- OP Trust
- Open Access
- PH&N Investment Services
- Primerica Common Sense Funds
- Public Works and Government Services Canada
- Queensbury Securities Inc
- Questrade / Qtrade
- SEI Investments Canada Company
- Servus Credit Union
- SSQ Financial Group
- Standard Life Group Savings & Retirement
- State Farm
- Sunlife
- TD Canada Trust / TD Bank
- Transamerica Life Canada / Ivari
- United Financial
- Valiant Trust Company
- Vanguard
- WealthSimple (Canadian Shareowners)
- Worldsource Financial Management Inc
If you do not see the institution on this list, it is safer to assume that they do NOT accept e-signed forms.