Shares acc and TFSA transfer

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Investing

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Have a share portfolio and a tfsa with one of the banks. There is cash and EFT’s in both. The fees on the share trading acc is quite high and i want to move the whole portfolio to my main bank and asked for what they can offer.

Immediately theres a hanna hanna about needing to transfer all the funds in the tfsa to my cheque account and then to the new tfsa. I asked for an offering that i can consider and now i get instructions. Anyhoo…

What is the right language to use with these people so i dont have to 1) sell all the shares only to reinvest with new fees on a new platform, and 2) have problems with the tfsa and my annual limit?

And any other advice?

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DdoibleJjay

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Posted: 1 year ago
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