● Tax-Free Savings Account (TFSA )
● Registered Retirement Savings Plan (RRSP)
1. Submit an application in the app, or on the website.
2. If all the provided information is verified, your account will be approved within 2 business days.
3. If additional documents are requested, instructions will be sent via email.
4. Once approved, an email will be sent containing your account details.
5. Access the Client Portal and update your temporary password.