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How do I change my non-registered account to an RRSP or TFSA?
How do I change my non-registered account to an RRSP or TFSA?
A
Written by Adam Rayf
Updated over a week ago

Easy! In your Goal details screen select “Transfer to a TFSA or RRSP” and follow the steps to switch your non-registered account to a TFSA or RRSP account.

Please note that non-registered goals are the only account types that can be upgraded. It's not possible to change a TFSA to an RRSP and vice versa. To do so, you’ll need to withdraw the money from one account and deposit it into another. Please be mindful of the tax implications and contribution limits related to registered accounts.

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