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MD Financial Management

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Contact an
MD Advisor

SWITCHING TO MD IS EASY

Think you’re too busy to move your investments?

When you switch to MD, we take care of the details so the process is seamless and hassle-free.

THREE EASY STEPS TO SWITCH

STEP 1

Fill out a one-page form.

This requires some personal details, your account number and how you would like the funds transferred.
Your MD Advisor will complete the transfer form with you.

STEP 2

Summary of your investments.

Send us a copy of your current account statement.
You can download it online, obtain it at the branch or send it to us via our secure messaging system.

STEP 3

Sit back and relax! We’ll take it from here.

We’ll contact your current financial institution to complete the process.
Your investments will be transferred to your MD account electronically or by cheque.

It’s time to switch to MD. Get started today.

1 800 267-2322
md.cma.ca/timetoswitch