Hello,
Does anyone have any experience transferring a RESP account from one instiution to another, in particular from TD to wealthsimple? The reason I would like to do this is because at TD I feel like I am unable to invest my funds in the stock market. The financial advisor there will only sell me there products andapparently if I transfer my funds to the Eseries I will lose some of the grant or funds from the learning bonds. They have made it very difficult and also I am unable to view my account history and transactions. I have no access, when I mentioned this they act surprised and said it should be possible but no one actually resolves it.
Anyway, please share with me if this is a good decision and if there is anything I should be aware of and if anyone has some experience. Thanks so much!