(Canada) Account Transfer Questions

Help

I’ve been putting off transferring my accounts to Webull Canada and would really appreciate some guidance to finally get it done!

I have multiple holdings (including cash) in each account.

  • Can I do a partial transfer and choose specific tickers to move? That would be partial transfer, correct?

  • For stocks with fractional shares, I need to sell the fractions (or buy up to whole shares) before transferring?

I also have two TFSAs at different institutions that I’d like to transfer to.

  • Will both TFSAs be combined into a single TFSA at Webull?

  • If the same ticker (for example VFV) exists in both accounts but was bought at different times/prices, will the positions be merged and the book cost averaged/recalculated accordingly?

Thank you for your help!!

Posted Dec 6, 2025, 6:26 PM UTC

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