CONSOLIDATE YOUR ASSETS
Transfer Your Portfolio
Transferring your portfolio with us allows you to easily view and access your investment in one place.
Why with MeDirect?
Trade anywhere, anytime on our digital platform with low execution fees.
By consolidating your assets, you can judge how well your investment strategies are doing.
We reimburse third party transfer-out fees of up to 0.5% of the total value of the securities.
How does it work?
Become a client here and open an investment account online.
Complete and send us the asset transfer request form, together with a statement of your holdings via secure message.
We will handle the rest! One of our dedicated advisors will handle the transfer request and you will be advised once the process has been completed.