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[Tangerine] 2% TFSA/RSP Tangerine Investment Fund Account Transfer Promotion [Targeted]

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Received this email from Tangerine, I believe it is likely targeted for now. Also shows up in-app insights.

Looks like Tangerine TFSA/RSP Savings account balances are eligible as well to be transferred to an investment account.

Their investment fund accounts are geared towards those who prefer managed investing services, as opposed to self directed so this will not be everyone’s cup of tea. In terms of mgmt fees they seem to fall in between self directed accounts (lowest) and big bank mutual funds (highest) ranging 0.5 – 0.8%. I’ve not personally used their investment fund accounts before. Details on offer below

Earn a 2% Investment Bonus*
Move money & get closer to your long-term goals

Take the first step into investing.
Tangerine Investments Clients trust us with more than $7.2 billion in Investments1. So why not give us a try?
We have a lot to offer, like:
• Professionally managed, low‑cost portfolios
• Globally diversified portfolio solutions with a proven track record
• Plus, our advisors are here to help
And right now, you could earn up to $5,000* with TFSA and RSP transfers. We’ll even cover up to $150 in transfer fees*.

Here’s how it works:
1. Initiate a transfer by October 16, 2025
Move a TFSA or RSP to an eligible Investment Fund Account with us. Your net transfer needs to be at least $15,000 up to a max of $250,000.
2. Get your Bonus
Starting in January 2026, your Bonus will be reinvested back into your Investment Fund Account, over 30 monthly payments.

Review Performance
https://www.tangerine.ca/en/personal/invest/performance

FAQs
Check out the answers below to learn more.
What qualifies as an eligible transfer?
Your net transfer needs to be at least $15,000 up to a maximum of $250,000.
There are 2 ways to transfer:
1. A Tangerine TFSA or RSP Savings Account to a TFSA or RSP Investment Fund Account
2. A TFSA or RSP from another financial institution to a Tangerine TFSA or RSP Investment Fund Account
How do I open a TFSA and/or RSP?
1. Log in & hit ‘Open an Account’ and select the RSP or TFSA Investment Account you’d like to open
2. Follow the steps to open the Account, and when on the ‘Initial Investment’ screen choose either your existing Tangerine RSP/TFSA Savings Account or ‘External Account – Registered funds elsewhere’
3. Follow the prompts from there

Statistics: Posted by TheGoodDealer — Jul 18th, 2025 2:31 am