Transfer Tax Free ?

[Dolby]

I see you can transfer (not draw) tax free accounts - is that an easy process ?
Would it related to cash only, not shares?

I have (hopefully!) a small tax free share account with FNB - could I transfer ?

 

[zerocool2009]

I never done it, but also looking into it to merge some TFSA accounts.

Its for Cash and Shares. With Shares you must sell first and then the 2 providers will be in contact.

Its a bit of admin ... But doable !

 

[jman]

You fill out two forms from both providers. Takes a couple weeks, but fairly simple