How to transfer your TFSA/ RA and why you should?

Published on: Mar 2, 2022 10:37:43 AM

You're probably tired of hearing the famous saying of “don’t put all your eggs in one basket”. This is investing 101 for any beginner to learn and a very important principle for the expert to always keep implementing.

EasyEquities is all about breaking down walls and building new ones with you, our family. One that we are proud of is allowing you to take control of your investments and your future. Rather than reinventing the wheel, we have perfected it! Who would have thought that you could have all your accounts in one single view? A Tax-Free Savings Account (TFSA) and your Retirement savings and investments at the touch of button, literally!

Read more about how you can transfer your TFSA

It’s never been this easy to take control of your future savings and investments. Fortunately, for you that is not where the ease stops. Did you know that you also have the freedom to transfer these current savings to EasyEquities with minimal effort from you?

Read more about how you can transfer your Retirement Savings

Simply put, if you have a TFSA or retirement savings with another institution you can transfer these all into your EasyEquities account and manage your own finances with ease. The process is simple and cost free, just how we like it.

Happy investing!

Any opinions, news, research, reports, analyses, prices, or other information contained within this research is provided by an employee of EasyEquities an authorised FSP (FSP no 22588) as general market commentary, and does not constitute investment advice for the purposes of the Financial Advisory and Intermediary Services Act, 2002. First World Trader (Pty) Ltd t/a EasyEquities (“EasyEquities”) does not warrant the correctness, accuracy, timeliness, reliability or completeness of any information (i) contained within this research and (ii) received from third party data providers. You must rely solely upon your own judgment in all aspects of your investment and/or trading decisions and all investments and/or trades are made at your own risk. EasyEquities (including any of their employees) will not accept any liability for any direct or indirect loss or damage, including without limitation, any loss of profit, which may arise directly or indirectly from use of or reliance on the market commentary. The content contained within is subject to change at any time without notice.

Any opinions, news, research, reports, analyses, prices, or other information contained within this research is provided by an employee of EasyEquities an authorised FSP (FSP no 22588) as general market commentary and does not constitute investment advice for the purposes of the Financial Advisory and Intermediary Services Act, 2002. First World Trader (Pty) Ltd t/a EasyEquities (“EasyEquities”) does not warrant the correctness, accuracy, timeliness, reliability or completeness of any information (i) contained within this research and (ii) received from third party data providers. You must rely solely upon your own judgment in all aspects of your investment and/or trading decisions and all investments and/or trades are made at your own risk. EasyEquities (including any of their employees) will not accept any liability for any direct or indirect loss or damage, including without limitation, any loss of profit, which may arise directly or indirectly from use of or reliance on the market commentary. The content contained within is subject to change at any time without notice.

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