Learn how to contribute to your registered accounts, from a cash account
- This request type is to contribute funds from a cash account to a, RRSP, TFSA, FHSA, RDSP & RESP.
How to submit the request.
Search for client contact in the HubSpot Search bar, open the client contact card, and find the client’s CRM Contact record page.
From the client's contact record, start by navigating into the Servicing (Service Request) tab, which is found in the middle panel of the contact record.
Then click on Cash and Security Management.
Step 1:
- Select Add Funds
Step 2:
- Select Contribute From Investment Account
Step 3:
- Select the To Account
- This can be an RRSP, TFSA, FHSA, RDSP & RESP.
Step 4:
- Select the From account
Step 5:
- Specify the Amount type
- Full or Partial
- Specify the source of funds
- Model Or All
Step 6:
- Specify the amount
- Review the details of the request
- Submit the request.
For account specific contributions, please refer to these articles:
Service Standard:
In-Kind: 4 Business Days
In-Cash: Upon submission, the assets will be sold on the next available Friday, with settlement occurring four business days later. The withdrawal processing will then be completed within two additional business days, making the total process take between 7 to 11 business days.