Trasnferring funds to Questrade, needs a shareholder release form, customer service rep sends me a SalesForce referral link??
I was told I could either submit a T2 from my corp and a schedule 50 or sign a release form to transfer some funds into a personal account from my corp. I said sure I'll sign the release form, sounds easier. I get an email from the rep and it opens a SalesForce referral link. He also wants me to mention his name in the response email when I send the document back.
Should I be sketched out here? Or is this kosher? Is this just because Questrade has outsourced their CSR?
Posted Jun 4, 2019, 3:13 PM UTC
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