Member of Royal Bank Financial Group Authorization to Transfer Non Registered Account Only complete if you want to transfer your account from another institution. RECEIVING INSTITUTION INFORMATION RBC Dominion Securities Inc. 277 Front Street West 8th Floor Account Transfer Department Toronto Ontario M5V 2X4 Client name Address DEALER/REP CODE CUID DOMA DTC 5002 City 90065 CONTACT NAME 416 313-8973 CONTACT PHONE NUMBER CONTACT FAX NUMBER Province.
Loading
Open form follow the instructions
Easily sign the form with your finger
Send filled & signed form or save
How to fill out the RBC Dominion Securities Transfer Department online
Filling out the RBC Dominion Securities Transfer Department form can be straightforward with the right guidance. This guide provides a clear set of instructions to help you complete the form accurately and effectively.
Follow the steps to fill out the form correctly.
- Press the ‘Get Form’ button to access the form and open it in your preferred editor.
- Fill in your personal information in the 'Client name' and 'Address' fields. Ensure that the details are printed neatly for clarity and machine readability.
- Provide the 'RECEIVING INSTITUTION INFORMATION' which includes the name, address, and contact details of RBC Dominion Securities Inc.
- In the 'Account Transfer Department' section, fill in the necessary account details including 'Dealer/Rep Code', 'DTC', and your account number at the delivering institution.
- Indicate your transfer method by selecting one of the options: 'All in Kind', 'All assets mixed in Cash and in Kind', 'Partial', or 'All in cash'. Select only one option.
- For each investment you want to transfer, provide the details such as 'Symbol and/or Certificate Number', 'Investment Amount', and 'Units/Shares'. If applicable, use additional sheets for more investments.
- Read the 'Client Authorization' section carefully. Sign and date the form where indicated to authorize the transfer.
- Save your changes and ensure you have a copy of the completed form for your records. You may also download, print, or share the form as needed.
Complete the RBC Dominion Securities Transfer document online today!
Experience a faster way to fill out and sign forms on the web. Access the most extensive library of templates available.
Related content
Jun 24, 2020 — (2) Bank (including a separately identifiable department or division of a...
Aug 19, 2007 — This article is about the RBC Dominion Securities full service brokerage...
Dit artikel gaat over de RBC Dominion Securities full service brokerage merk. Voor de...
Get answers to your most pressing questions about US Legal Forms API.
Is RBC Dominion Securities part of RBC?
As a wholly owned subsidiary of RBC, Canada's largest financial institution, we also offer the extra peace of mind that comes from working with a reputable, financially stable organization.
How do I contact Royal Bank Investments?
Over the Phone: Contact an investment services representative at 1 800 769-2560 for assistance. Alternatively, you may select Option 3 from the automated telephone service menu and simply follow the prompts.
How do I send a secure message to RBC Direct Investing?
We're here to help – contact our Helpdesk at 1-888-820- 8006, or contact your Investment Advisor team. 2. Click on “New Message.”
How do I contact RBC transfer out department?
By Phone - At your convenience, you may complete the application over the phone with a customer service representative at 1-800-769-2560.
How do I speak to someone at RBC?
Need help? Send Us an Email. Call toll-free: 1-800-769-2555.
How do I contact RBC investments?
Over the Phone: Contact an investment services representative at 1 800 769-2560 for assistance.
How do I close my RBC investment account?
You will be provided with the option to close your account when you submit a request for a full withdrawal. To request a full withdrawal, sign in to RBC InvestEase, click on Move Money from the top menu and then select Withdraw. If your account is unfunded, please call 1-800-769-2531 to close your account.
How do I transfer money from RBC Dominion Securities?
Once logged in, click “Transfer Funds”, then “Make a Transfer.” Conveniently transfer funds into your RBC Dominion Securities accounts from any RBC Royal Bank account connected to your RBC client card. Questions? We're here to help – contact our Helpdesk at 1-888-820-8006, or contact your Investment Advisor team.
Use professional pre-built templates to fill in and sign documents online faster. Get access to thousands of forms.
If you believe that this page should be taken down, please follow our DMCA take down process here.