Institutions that DO NOT accept e-signed transfer forms

This is a summary of the most common institutions that DO NOT accept e-signed transfer forms. If the institution you are looking for is not on this list, please refer to the full list below.

  • All accounts held directly at a bank branch
  • Most life insurance companies
  • Canada Life
  • Desjardins 
  • Great-West Life
  • Manulife (including Manulife Bank) 
  • Royal Mutual Funds Inc.
  • ScotiaBank
  • Quadrus


Full list of institutions that DO NOT accept e-signed transfer forms:

  • Accelerate Financial
  • Achieva Financial
  • Brandes Investment Partners
  • Caisses Populaires Desjardins 
  • Canada Life
  • Canadian Direct Financial
  • Canadian Tire Bank
  • Canadian Western Trust 
  • Capital One Sharebuilder
  • CBC Pension
  • CDS Trust Company
  • Central Credit Union 
  • Coast Capital Savings
  • Desjardins Financial Security/Investments 
  • Desjardins Insurance 
  • Edward Jones 
  • Entegra Credit Union
  • Epargne Placements Quebec
  • Férique Fonds de Placement
  • Franklin Templeton
  • Great-West Life
  • HSBC branches 
  • ICICI Bank
  • Implicity Financial
  • Invesco Canada 
  • Investia Financial
  • Investment Planning Counsel 
  • IslandSavings
  • London Life
  • Manulife 
  • Manulife Bank
  • Open Access
  • Peoples Trust
  • President's Choice Financial (Simplii)
  • Quadrus
  • Raymond James 
  • RBC branches 
  • Rosenort Credit Union
  • Royal Mutual Funds Inc.
  • ScotiaBank
  • Shinhan Bank
  • Tangerine
  • TD Future Builder
  • Thales Canada Group
  • Vancity 
  • WFG Securities


If you do not see the institution on this list, it may be on the article, Institutions that accept e-signed transfer forms.

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