Transfer Funds to a Tax Free Savings Account

  

Contribute and withdraw funds from your existing Tax Free Savings Account (TFSA) through Interior Savings Online Banking.

  

How to Transfer Funds to and from a Tax Free Savings Account

If you have more than one Tax Free Savings Account, please verify that your transfer is going to or from the correct Contract by viewing the Contract Details available under the Account Activity page. It's also a good idea review your most recent Notice of Assessment from Canada Revenue Agency to confirm your yearly maximum contribution amount.

  1. Log in to Online Banking
  2. Select the Transfers link from the left hand navigation 
  3. Enter the Transfer Amount
  4. Select the account you would like to Transfer From
  5. Select your TFSA account from the Transfer To drop down
  6. Select when you would like the transfer to occur
  7. Click on Continue
  8. Review the transfer details and if accurate click on Confirm
  9. View transaction receipt.  If an error has been made, please contact your branch.

Transfer Funds to a Tax Free Savings Account Now

Enroll in Online Banking



If you don't yet have access to online banking, the process is quick and easy and you can now do it online instead of visiting your branch.  For security reasons you will be required to verify your identity before being able to sign-up. Access to Online Banking is free and offers you many convenient features to complete your day to day banking needs, click here to learn more.

If you're not yet a member, that's okay too, contact one of our Interior Savings Credit Union branches today.  We're located in Kelowna, Kamloops, Vernon, Ashcroft, Barriere, Chase, Clearwater, Lake Country, Lillooet, Merritt, Okanagan Falls, Oliver, Osoyoos and West Kelowna.