How do I transfer funds out of my Olympia account?

You can transfer funds out of your Olympia account by contacting the institution you wish to transfer to. Your receiving institution will confirm if they can hold your investments if transferring in-kind assets. They will complete the forms with you and initiate the transfer out process with Olympia. 

In addition, contact the investment company to confirm your investment can be re-registered to be held at the receiving institution and ask what the costs will be. 

Was this article helpful? 3 out of 5 found this helpful

Articles in this section