Account Transfer Assistance and Services1

Did you know that B2B Bank Dealer Services provides financial support to clients to help offset the costs of transferring accounts to B2B Bank Dealer Services?

Our Transfer-in Program (T.I.P.) will help pay the transfer fees that your clients may incur when they switch from their current financial institution.

B2B Bank Dealer Services will cover the following transfer costs for clients:

$175.00 + applicable taxes For the primary registered account and/or for each standalone investment account
$50.00 + applicable taxes For each linked registered and non-registered account
$25.00 + applicable taxes For each Tax-Free Savings Account

In addition to the financial support, B2B Bank Dealer Services provides a fast and efficient transfer process of your clients’ assets and accounts. Let us help you spend less time on administrative tasks so we can help you to better serve your clients.

How do Advisors participate in the program?

STEP 1: Work with your National Distribution Director
Your dedicated National Distribution Director can assist and review your accounts to see if you qualify for the program.

STEP 2: Move your accounts
Complete and send in the appropriate transfer and account application form to our Transfer team.

STEP 3: Let us do the rest
Our dedicated team will track and monitor the entire transfer process and will notify you once it’s completed.

For more information, contact your National Distribution Director or download the information sheet.

1Some conditions apply – a minimum of 25 accounts are required to be eligible to cover transfer costs.