Meridian Aviso Wealth & QTrade 5% on deposits | Investing | Discussion forum

Looks interesting. It does seem that the Meridian offer is more restrictive about how the transferred funds need to be invested (e.g. can't be kept in cash, GICs, money market funds):

The following will not be eligible for the Award: a) any assets transferred from any AFI platforms including Aviso Wealth, Qtrade Direct Investing, or Qtrade Guided Portfolios; b) transfers of cash, guaranteed investment certificates or class A shares originating from Meridian accounts; c) options; d) cash; e) money market funds; f) guaranteed investment certificates; g) personal mortgages; h) fixed income securities with a duration of less than six months; i) shares of any Canadian-controlled private corporations; j) units of limited partnerships; k) securities not listed on any Canadian or U.S. stock exchange not recognized by Meridian in its sole discretion (“Non-Qualifying Assets”).

Any idea if it's possible to take advantage of both this offer and the Qtrade one (with separate funds for each)? Didn't see any terms against it on first look, but I may have missed something.

Not certain, but I think cash management ETFs would be considered short-term (less than six months) fixed income securities, and therefore non-qualifying. In which case you could still transfer it in kind, but you'd need to sell it and buy a Qualifying Asset by the funding deadline (March 31).
But that's just my read on it. I may go in and ask myself.

Axial said
Just a follow-up after checking in person with Meridian, it seems that Qualifying Assets would need to be invested in one of the specific funds that Aviso Wealth offers (seemed to be a selection of mutual funds from NEI Investments - https://www.neiinvestments.com)  

No disrespect to mutual funds but I prefer to buy the stocks I like directly. Of course, someone might argue that mutual funds are better stock pickers than I.