Bring It All Home: Why Your Portfolio Deserves One Address

You know that feeling when everything’s finally in one place? The keys, the charger, the socks with actual pairs. Bliss. Your investments deserve that kind of order too.

If your TFSA lives on one platform, your RA is still sitting with an old provider, and your crypto is floating around in a forgotten exchange wallet - this is your sign to bring it all home.

EasyEquities makes it simple to move your existing portfolios from other providers into one place, giving you the clarity, control, and ease that every investor deserves. And as an added bonus, we’ll give you 1% cashback* on the value of your transferred portfolio.

So, why move it?

Let’s unpack it:

1. Consolidation is sanity
Keeping your investments scattered across platforms might seem harmless - until it’s tax season, or you’re trying to rebalance, or you just want a big-picture view. Having it all in one place makes managing your money less of a mission.

2. One home, full view
See your TFSA, RA, EasyCrypto, offshore shares, property investments and more - all from one dashboard. No more switching tabs, guessing balances, or logging into forgotten accounts. One login. One portfolio. No mental gymnastics.

3. Flexibility, on your terms
At EasyEquities, you’re in the driver’s seat. No forced monthly contributions. No mysterious fees. Want to pause contributions? Rebalance your holdings? Change your risk approach? Go ahead. You're the boss.

4. Better decisions, faster
A holistic view helps you spot gaps, overexposures, and opportunities faster. When you can actually see your full investment picture, you’re more likely to make smart calls. No spreadsheets required.

5. The 1% sweetener
We think making good money moves should come with perks. That’s why you’ll get 1% cashback* on the value of any qualifying* portfolio you transfer to EasyEquities. If it’s a crypto transfer, your cashback goes straight into our EC10 bundle. For everything else, it’s yours to invest however you like.

How to qualify for your 1%

1. Initiate and complete a portfolio transfer from another provider to EasyEquities

2. Complete the short survey we’ll send you afterwards

3. Enter the code BringItAllHome in the survey

Your money’s already working hard. Let’s make it easier to manage, track and grow - all under one digital roof.

Ready to bring it all home? 

*Ts&Cs apply.

*Retirement Fund Ts&Cs apply

*Living annuities currently excluded.