Transfer match calculator
Compare the headline match with the time attached.
A larger percentage can pay more while keeping the assets tied up for longer. Compare sample structures against the amount you may transfer.
Move the slider to compare the same transfer across three sample payout structures.
1% paid over 12 months
$2,500
$208.33 each monthfor 12 months
2% paid over 36 months
$5,000
$138.89 each monthfor 36 months
3% paid over 60 months
$7,500
$125.00 each monthfor 60 months
These are sample structures, not current offers. Before moving an account, check the provider's current eligibility rules, payout schedule, transfer fees, and minimum hold period.
What the percentage leaves out.
Before accepting a transfer incentive, check whether every account qualifies, when payments arrive, how long assets must stay, what happens after a withdrawal, and whether currency conversion or transfer fees change the result.
For a worked example, read the note on the Wealthsimple transfer-match decision. Current provider terms always control.